Optimiser CRM

Optimiser CRM improves productivity with contacts, calendar, activities, and tasks.

Key Features:

Calendar:

• Secure Logins: Sign in with Fingerprint, Touch ID, Face ID, PIN, or password for enhanced security.
• Flexible Calendar Views: Choose from Month, Week, Day, or List views for a clear and structured schedule.
• Quick Activity Management: Create, edit, delete, or duplicate activities, including recurring events, with ease.
• Multi-Day Activities: Users can now create activities that span across multiple days.
• Swipe Actions: Instantly delete, accept, reject, or edit activities with a simple swipe.
• One-Tap Activity Creation: Long-press on calendar views to quickly add new activities.
• Edit Activity Type: Modify activity types and notify attendees instantly.
• Auto-Scroll in Calendar: Effortlessly navigate to specific times and dates in day and week views.
• Holiday Integration: Stay updated with holidays and important dates.
• Real-Time Notifications: Receive instant alerts for upcoming events and changes.
• Profile Management: Update your profile details and enable/disable screen lock for added security.
• Save Login Information: Easily save your credentials and use biometric login, or enter ID & password with your last username and profile photo pre-filled on the login screen.
• Offline Page: Notifies users when connectivity is lost
• Log Call: Logs call from the Contact module to track communication without interrupting workflow.

Contact and Account Features:

• Search & Sort: Quickly find contacts or accounts with search and alphabetical sorting.
• Quick Actions: Instantly call, email, or navigate to contacts or account addresses using Google Maps, Apple Maps, or Waze. Tap on the website (for accounts) to open it directly.
• Contact & Account List and Details: View and manage detailed contact and account profiles.
• Add & Edit: Easily create or update contacts or accounts.
• Swipe to Edit/Delete: Modify or remove contacts or accounts with a simple swipe.
• Export Contacts: Users can now export Optimiser CRM contacts directly to their device phonebook.
• Scan business card: Scan a card using your camera or gallery and quickly create a contact.

Tasks:

• Smart Search & Filter: Quickly find tasks using search and filter them by advanced filters and lists / sub-lists, group tasks by status, priority, tag, task owner, or due date
• Quick Actions: Update task status, edit tasks, and view or add comments instantly.
• Task List & Details: Access a clean and organized view of all your tasks and their details.
• Create & Edit Tasks: Quickly add new tasks or update existing ones with a simple, intuitive interface.
• Swipe Actions: Effortlessly edit, delete, view comment or mark tasks as complete with swipe gestures.