CRM Business Notes - the innovative mobile CRM Solution


Latest news:

 

Dear User, we are glad to announce CRM Business Notes 5.0. In addition to many customizations to iOS 11, one focus of this release is the use of popular cloud storages - such as Dropbox, GoogleDrive, Box, and OneDrive, which can be of great help to your customer documents.

  


Video tutorial of CRM Business Notes

 

CRM Business Notes 5.0

 

Welcome to one of the most complete CRM tools in the Apple AppStore !

 

 

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.

 

 

CRM Business Notes at a glance:

 

Contacts

  •   Use contacts directly from your address book
  •   Classify essential information into customer's properties
  •   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 the new Cloud-Storage Service to store files and backups on your Cloud-Server for Dropbox, GoogleDrive, OneDrive and Box.
  •   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

 

Data Security:

CRM Business Notes is deliberately designed as a closed system, i.e. there is no data server that stores your important business documents anywhere on the Internet, exposing them to potential third-party attacks. Your documents exist only on your device.

Do you want to enjoy the convenience of a secure cloud, e.g. to add file attachments to your documents or to save backups in the cloud ? -We now offer access to a number of popular cloud services - Dropbox, Google Drive, Box, One Drive - that also provide end-to-end encryption in addition to encrypted data transport on the server itself. Only you have access.

 

Collaboration with CRM Business Mail - an invincible team: 

You can use CRM Business Notes in combination with CRM Business Mail 2.0 and exchange documents from CRM Business Mail with CRM Business Notes. So make the use from the best of both worlds.

 

In addition CRM Business Notes - does already contain a Dealmanager - with which you can create business deals with your customer - from proposal to offer. 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.

 

 

 


Disclaimer.

THIS APP AND THE INFORMATION IT CONTAINS IS MADE AVAILABLE "AS IS,". MTBRAIN IOS DEVELOPMENT (MTBRAIN) MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, REGARDING THE MTBRAIN SOFTWARE OR ITS USE AND OPERATION ALONE OR IN COMBINATION WITH YOUR PRODUCTS.

 

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SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS

INTERRUPTION) ARISING IN ANY WAY OUT OF THE USE, REPRODUCTION,

MODIFICATION AND/OR DISTRIBUTION OF THE MTBRAIN SOFTWARE, HOWEVER CAUSED AND WHETHER UNDER THEORY OF CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY OR OTHERWISE, EVEN IF MTBRAIN HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

 

 

By using MTBRAIN software applications you accept the above statement explicitly. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the App.