CRM Business Notes 4 - CRM and Business information management


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Video tutorial of CRM Business Notes 4.1

 

CRM Business Notes 4.1

 

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.


Data Security:

CRM Business Notes is fully self-contained, means theres no 'uncontrolled' Server-Storage in place. All of your serious business documents are only on your device, in your encrypted iCloud or (optionally) on your personal and encrypted Dropbox-Folder - if you decide so.


An invincible team: 

You can use CRM Business Notes in combination with CRM Business Mail 2.0 and make use from the best of both worlds for your business.


CRM Business Notes at a glance:


Contacts

  •   Create and Edit contacts directly in your address book
  •   Classify essential information for customer's business behavior
  •   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 Dropbox to store files and backups on your DB-Server. (Dropbox account necessary)
  •   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


CRM Business Notes - containing the CRM Deal Manager already - helps. 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.


Pricing:

We stay for a fair, open and transparent pricing in our apps. Our app prices doesn't include any hidden price components (i.e. license fee, subscription, server fees or advertising) which may be a bad surprise afterwords.


Technical Notes:

* Languages: fully currency and number localized

* Operating System: iOS 8.1 and newer

* Devices:  iPad3 and newer (limitations on iPad 2)

* Tutorials: a rich set of video tutorials, which can be watched from within the app or on the MTbrain web pages as well.


 

A request:

Since we can not respond directly to feedback in the AppStore reviews, we ask your suggestions on our support page (http://www.mtbrain.de/contact/) sent directly to us.

 

Positive reviews are a prerequisite for the development of apps nowadays. So if you like our app, please take a few minutes but time to make a review on the AppStore.

Many thanks. 



Business Notes design pattern & forward-looking statements

The professional nature of Business Notes, it's design pattern and our development plans for Business Notes are setup to support you as a 'Business Professional' sustainable and on a longterm relationship.  

 

The database structure, as well as the rich featured functionality we used in Business Notes takes care about backwards and forward compatibilty between the versions. Both are made to manage and administer your documents properly and longterm.

 

For the professional usage we recommed that users takes a little bit of time to learn the rich functionality in order to achive the best user experience.



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.

 

IN NO EVENT SHALL MTBRAIN BE LIABLE FOR ANY SPECIAL, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF

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.