CRM Handheld

Mobile CRM

With Mobile CRM we fulfill the promise of the PDA by finally making it truly powerful

Using your Blackberry or other PDA, Mobile CRM let’s you bring the industry’s best customer relationship management features with you wherever you go. Enjoy the benefits of CRM handheld.

Mobile CRM Features:

  • View leads and personal contacts.
  • Search contacts by first, last or partial name
  • Connect with contacts immediately when you click on their phone number or email
  • View a contact’s profile and your contact history with that contact
  • Choose parameters for searching contact history:
    • time range (7 days, 30 days, 60 days)
    • type of correspondence (email, note, sales).
  • Add a note to a contact’s file
  • View which sales representative a lead is assigned to
  • View and update tasks, meetings and sales calls
  • Add contacts
  • Edit or update client information
  • Write, send and receive emails
  • CRM easily syncs with MS outlook

No other CRM system offers this many features from your handheld

Leave your lap top at home