Video tutorial base on version 1.0
CRM Business Mail 2.1
Welcome to one of the most integrated CRM tools in the Apple AppStore !
CRM Business Mail - 'Combine your eMail-INBOX seamless with your logs' ... and use one of the most comprehensive, easy-to-use CRM solution to manage your business in a efficient way. Reduce paper load and combine your business relevant information seamlessly in one place.
Sales business is a highly-dynamic area that requires speed, energy, organization and the mastering of the real challenge: the seamless integration of all the steadily growing business information in one place. Very often today major parts of business information comes by eMail - simple price requests, full blown RFP's, negotiation and contract documents. The normal means of devices or an eMail client does not cover the direct integration and organization of such eMails - here CRM Business Mail comes into play and helps sales professionals stay organized. And all this while featuring an intuitive design that won't sap away their energy due to frustrations with the design.
CRM Business Mail is the complete end-to-end tool for all sales and service related businesses. The new IMAP Mail client integration allows you to transfer mails from your inbox directly into logs, including mail attachments.
Hint: to use the 'documents exchange function' with CRM Business Notes - CRM Business Notes 4.0 needs to be installed.
* create contacts directly in your address book and sync it with the local customer base
* Classify important customer attributes and business behavior
* Communicate via Mail, Skype and FaceTime
* Geolocate customer's location and find a route
Mail Client integration
* use your own eMail Server and/or use the integrated Mail app function
* fetch mails from your own INBOX (IMAP/SMTP standard)
* create Logs/Task or CRM Business Notes 4.0 documents directly from your eMails
* use all eMail attachments in your Logs/Tasks
* get notified if new eMails arrived
* Create schedules, invitations directly in Calendar and sync it with your logs
* Document all logs, task and opportunities in a central place
* Customize event templates, eMail and Print Layouts to your needs
* Create reports and share with your connections (by Mail, shared Dropbox folders)
* Add file attachments (pdf, xls, pptx, doc, rtf, csv, txt, html, gif, jpg)
* Use the dashboard overview for opportunities
* Use your Dropbox account to store files and backups on your DB-Server
* Mail and Print structured and customizable sheets
CRM direct is a rich featured CRM tool for all 'contact-related' operations. Its function scope and its design has been created together with business professionals.
Elegantly designed, thoughtfully presented, CRM direct is extensive and completed. Whether you need a central place to store client data, eMails, attachments or keep notes on how each meeting with a client has gone in recent months, CRM direct is an essential tool for any busy team member while there are on the go.
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) for a bad surprise later on.
Languages: CRM direct is fully localized and comes with system languages - English, German and Spanish.
Operating System: iOS7 (compatible with iOS8)
Devices: tested on iPad2, iPad3, iPad Air and newer
To manage the first steps, pls. read more at: http://www.mtbrain.de/crm-direct/news/
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