Dear User, we are looking forward to release - March 2018 - 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.
In order to have the relevant internet pages up to date in time for the launch, we have now begun to adapt these to the new version 5.0.
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:
Sales Orders & Proposal
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.
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