Intapp CRM

We’re focused on helping users access more of their data through their mobile phones and tablets. The OnePlace CRM mobile app contains several key features and makes it easy to log meeting notes and enter data.

***360-degree meeting overviews:
The mobile app provides a single point of reference for reviewing and prepping for meetings, and the ability to log notes afterward. Users can link their work calendars to the mobile app and get a 360-degree overview of any meeting. iOS users will also be able to sync meetings directly to the Intapp OnePlace CRM. Once synced, users will be able to log their meeting notes directly into the app.

***Access to all OnePlace CRM web content:
Users can now access all of their reports, dashboards, charts, grids, lists, views, and template reports from within the app. They can also search for all CRM data from within the app and filter results to quickly narrow them down.

***Notifications:
Push notifications ensure users receive important updates and task reminders on their phones, directly in the app.