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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 "

CRM Business Mail - 'Connect your customer emails seamlessly with your mobile CRM "

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

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

What is it about?

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.

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

App Details

Version
2.1.2
Rating
NA
Size
13Mb
Genre
Business Productivity
Last updated
November 14, 2015
Release date
November 20, 2014
More info

App Screenshots

CRM Business Mail - eMail, Contacts and Notes for the professional Customer Relationship Management screenshot-0
CRM Business Mail - eMail, Contacts and Notes for the professional Customer Relationship Management screenshot-1
CRM Business Mail - eMail, Contacts and Notes for the professional Customer Relationship Management screenshot-2
CRM Business Mail - eMail, Contacts and Notes for the professional Customer Relationship Management screenshot-3
CRM Business Mail - eMail, Contacts and Notes for the professional Customer Relationship Management screenshot-4

App Store Description

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.


A request:
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Many thanks.

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