CRM Business Mail - eMail, Contacts and Notes for the professional Customer Relationship Management

CRM Business Mail - 'Connect your customer emails seamlessly with your mobile CRM "... You want a 'stand-alone' CRM application which allows you to directly integrate your already existing eMail Program ? Assign customer eMails directly to your contacts and process notes from it - and all this without detours and media breaks ? Then CRM Business Mail is your final choice.

Merging relevant business information is a real challenge - usually relevant customer information are spread over multiple systems or documents .... and then they have to gather together. Here - CRM Business Mail - comes into play. This app is 'the focused' solution for the sales and service business. With its new IMAP Mail-Integration it allows you to integrate emails from customer directly into logs and protocols (incl. file attachments).

Mail server:
For security and convenience reasons, CRM Business Mail supports the IMAP protocol, which is offered by nearly every email Provider.

Data security:
CRM Business Notes is designed as a 'closed' system, i.e there is no possibly unsafe data server for your documents in place. The data itself consist exclusively on the iPad, in your encrypted iCloud and / or possibly your encrypted Dropbox folder.
 
Functions at a glance:

Manage Contacts
* create contacts directly in your address book and sync it with the local customer base
* Classify important customer attributes and business behavior
* Communicate via Mail, Skype and FaceTime 
* Geolocate customer's location and find a route

Mail Client integration
* use your own eMail Server and/or use the integrated Mail app function
* fetch mails from your own INBOX (IMAP/SMTP standard)
* create Logs/Task or CRM Business Notes 4.0 documents directly from your eMails
* use all eMail attachments in your Logs/Tasks
* get notified if new eMails arrived

Manage Events
* Create schedules, invitations directly in Calendar and sync it with your logs
* Document all logs, task and opportunities in a central place
* Customize event templates, eMail and Print Layouts to your needs

Manage Documents
* Create reports and share with your connections (by Mail, shared Dropbox folders)
* Add file attachments (pdf, xls, pptx, doc, rtf, csv, txt, html, gif, jpg) 
* Use the dashboard overview for opportunities
* Use your Dropbox account to store files and backups on your DB-Server
* Mail and Print structured and customizable sheets
 
CRM direct is a rich featured CRM tool for all 'contact-related' operations. Its function scope and its design has been created together with business professionals.

Elegantly designed, thoughtfully presented, CRM direct is extensive and completed. Whether you need a central place to store client data, eMails, attachments or keep notes on how each meeting with a client has gone in recent months, CRM direct is an essential tool for any busy team member while there are on the go.

Technical Notes:
Languages: CRM direct is fully localized and comes with system languages - English, German and Spanish.


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