Moffice CRM

Exclusively for MofficeSuite users—Moffice CRM for mobile was built to assist CRM users view or update information regarding customers and sales activities as they travel. Moffice CRM uses Big Data software in Cloud servers so all customer data leads to comprehensive analytics. With thorough statistics, MofficeSoft will help your business make smarter decisions.

This app includes all the menus available in the Moffice CRM Web app, including: Dashboard, Customers, Potentials, Leads, Opportunities, Activities, Products, Marketing, Help Desk, Payments, Quotes, Feeds, Customization, and Page Layout.

RECORD & ANALYZE ALL CUSTOMER DATA FOR ACQUISITION AND RETENTION

• Dashboard: Check the health of your business in a single glance with interactive charts and analysis figures
• Customers, Potentials, Leads: Organize your sales contacts for better management and streamlined conversions
• Opportunities: Track sales deals and connect the information to marketing or contacts for thorough records
• Activities: Systematize sales Activities to add to a customer’s Activity History manually or automatically to analyze best sales practices
• Products: Add and track product sales, popularity, payment methods, and comparisons with competitors and bidding wars
• Marketing: Mobilize lead acquisition with marketing campaigns, trackable marketing costs, and easy-to-send bulk surveys
• Help Desk: Organize and streamline support tickets, internal knowledge base articles, as well as Live Chat records
• Payments: Make sales and organize invoices and payment collection processes
• Quotes: Create and send customizable price quotes and share the information with others
• Feeds: View CRM user activity feeds, streams, and records to evaluate employee usage and data entry
• Customization: Adjust various CRM settings such as mail, customer rating, sales automation, payment options, and more
• Page Layout: Customize interfaces for different teams and adjust modules, sections, and fields to exact organizational preferences