EFI CRM

Mobile CRM access for the EFI Monarch, Radius and Technique products using the eCRM value add-on.

EFI CRM uses a highly developed interface to give users the best possible experience in one universal app on iPod, iPhone and iPad.

Application functionality includes:

Accounts and Contacts
• Offline access to all customers, prospects, vendors and related contacts.
• Easily search for accounts and contacts directly from the home screen.
• Automatically trigger activity recording for phone calls and messages.
• Automatic note creation (record of communication) for emails.
• Optional use of Skype for voice calls (e.g. when using iPad).
• Start a FaceTime call and launch the Facebook, LinkedIn and Twitter apps directly from the contact record.
• Map view to see other nearby accounts and contacts when planning a trip.
• Visible notification of overdue follow-ups on the home screen.
• Subscribe and set follow-up reminders.

Activities
• Add, manage and view activities created by and assigned to you even when offline.
• Automatically synchronize appointments to an iOS Calendar of your choice.
• Google locations integration to find nearby establishments and places to meet.
• Visible notification of overdue activities on the home screen.

Notes
• Easily follow account and contact activity with the Notes feature.
• Provides up to date account history and visibility of all communication including emails, activities, manually entered notes and social media such as company RSS and Twitter feeds.
• Add new notes when on the move, even when offline.
• Easily filter to just view subscribed accounts and contacts.
• Visible notification of new communication on the home screen.

Business Intelligence
• Access to favorite CRM reports while on the move (WIFI or mobile data connection required).


Requires EFI Monarch 13.1 or higher, Radius 15.1 or higher, Technique 5.1 or higher.