CRM on the road

CRM on the Road is a mobile customer relations management app for everyone who needs to take care of clients or any contacts while they are on the move.
It is super useful for you to grab contacts and plan your daily tasks fast and smart.
While out on the road meeting or visiting a client or just sitting in your office, it is possible to plan beforehand or do instantly during a conversation the following steps:
- Add a client’s contact information.
- Create tasks related to a contact.
- Set dates and status for tasks that are ‘done’, ‘in progress’, ‘to do’, or more.
- Filter all tasks by dates, status, contacts, and any other way you want.
You can use the app to add any kinds of contacts and tasks wherever and whenever you want.
It is easy to add as many tasks as possible to further engage with a contact.
It is possible to change the status of a task whenever you want and mark it as ‘completed’ when it is done.
When you add a date and time for a task, it will be integrated with your calendar to remind yourself.
You can use the task board to filter the kinds of tasks you want to prioritize.
Advanced features:
· There is only one step to add a client’s contact.
· It is possible to import contacts from your mobile.
· The contact page has a display of both a client’s contact information and relevant tasks.
· To ‘Call’, ‘send email’, and ‘plan a visit’ a client is easy just by clicking on the icons next to a client’s telephone, email, and address information.
· The task board can filter the best overview of tasks for you.
· Mark a task as ‘Completed’ just by wiping
· Scroll to select a status for a task, or just write your own status instead
· Wipe to delete a contact or a task whenever you want
Why CRM on the Road?
- It is working on the Road.
- It is simple.
- It is easy to use.
- It is perfect for small business owners and employees.
- It is possible to use not only for business but also for any other contact relations purpose.