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CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management

CRM Business Notes - 'beyond smart'

CRM Business Notes - 'beyond smart'

CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management

by Werner Schmidtberg
CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management
CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management

What is it about?

CRM Business Notes - 'beyond smart' ... use one of the most comprehensive mobile CRM solution to manage your business documents. Organize your contacts data, events, meetings and sales orders - central and secure in one place. From the first contact to the final sales order - CRM Business Notes is the complete end-to-end ' tool for all sales and service related businesses.

App Details

Version
4.1.5
Rating
(2)
Size
12Mb
Genre
Business Productivity
Last updated
November 5, 2015
Release date
August 16, 2012
More info

App Screenshots

CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management screenshot-0
CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management screenshot-1
CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management screenshot-2
CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management screenshot-3
CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management screenshot-4

App Store Description

CRM Business Notes - 'beyond smart' ... use one of the most comprehensive mobile CRM solution to manage your business documents. Organize your contacts data, events, meetings and sales orders - central and secure in one place. From the first contact to the final sales order - CRM Business Notes is the complete end-to-end ' tool for all sales and service related businesses.

Data Security:
CRM Business Notes is fully self-contained, means theres no 'third party' Server-Storage in place. All of your serious business information are on your device only, Contacts & Calendars in your encrypted iCloud or (optionally) on your personal and encrypted Dropbox-Folder - if you decide so.

An invincible team:
You can use CRM Business Notes in combination with CRM Business Mail 2.0 and use the best from both worlds for your business.

CRM Business Notes at a glance:

* Contacts
- Create and Edit contacts directly in your address book
- Classify essential information for customer's business behavior
- Import your address book and sync it with the local customer base
- Communicate via eMail, Skype and FaceTime
- Geolocate customer's location and find a route

* Customer Events
- Document customer's events like meetings, notes , opportunities, tasks etc.
- Take customer's feedback to measure your services
- Create schedules and sync it with your Calendar app
- Convert opportunities directly to proposals in the integrated Deal-Manager
- Customize your event templates, eMail layouts and print Layouts to your language
- Define own customer event templates

* Document handling
- Create working reports and share it by eMail and 'shared' Dropbox folders
- Use the integrated voice recognition to dictate your text (no more keyboard hassle)
- Integrate pictures from camera, library and pasteboard
- Add file attachments (.pdf, MS-Office files, Images )
- Create key figures and sketches
- Use the dashboard functionality for business overview
- Use Dropbox to store files and backups on your DB-Server. (Dropbox account necessary)
- Import eMail logs from CRM Business Mail 2.0 (if installed)

* Sales Orders & Proposal
- Manage Proposals and Orders for Services, Projects and Consumables business
- Create product catalogs
- Send a structured and customizable eMail sheets
- Use the dashboard functionality for business overview

Learn more at : www.mtbrain.de

CRM Business Notes - containing the full-blown CRM Deal Manager already - helps. Elegantly presented, clear and thought out, provides CRM Business Notes a rich and comprehensive solution. It comes in German , English and Spanish system language. The inApp online help can be configured in many other languages.


Technical Notes:
* Languages: fully currency and number localized
* Operating System: iOS8.1 and newer
* Devices: iPad 3 and newer (limitations on iPad2)
* Tutorials: a rich set of video tutorials, which can be watched from within the app or on the MTbrain web pages as well.

A request:
Since we cannot respond directly to AppStore reviews, we ask for your suggestions and comments on our support page (http://www.mtbrain.de/contact/).

Positive reviews are a prerequisite for the development of apps nowadays. So if you like our app, please take a few minutes to make a review on the AppStore.
Many thanks.