Mobile CRM for iPhone

With Mobile CRM for iPhone, you have instant access to your addresses, appointments and dossiers on your iPhone, iPad or iPod touch.

• Access is direct and in real time
• No need to synchronize data
• Up-to-the-minute information from the CRM system
• Enables office and field staff to work together seamlessly
• Maximum security
• Easy installation over the App Store
• For more information, such as system requirements and pricing, see Fact sheet Mobile CRM for iPhone

Dashboard

Dashboard view

• The dashboard is the first thing you see when you launch the app. Here you can view all your appointment scheduled for that day and any addresses that are linked with these appointments.
• You can open appointments and addresses directly.

Addresses

• You can contact addresses directly from the app: phone call, e-mail or text message.
• You can also see where an address is situated.
• Various lists enable you to structure your addresses and view your key customers and colleagues.

• The global search feature helps you find the right contact quickly and easily.

• The app also lets you add new contacts in no time

Appointments

Appointments view

• There are various calendar views available such as week, month and list views.

• You can also view your colleagues' calendars, see when meeting rooms are available and schedule appointments.

• Special feature: If you tilt your iPhone, it then shows a view of all appointments scheduled for the current week.

Dossier

• The app gives you a 360° view of your customers on your iPhone by enabling you to access their individual address or appointment dossier.

• The dossier shows a chronological list of linked data records.

  
  Dossier view

• You can open all linked addresses and appointments directly; with all other types of data records, you will be able to view a summary of all the key information.

© CAS Software AG