Manage Leads Anytime, Anywhere with digicPaaS Mobile CRM
Imagine managing your sales pipeline and closing deals – all from the convenience of your mobile device! That’s the power of digicPaaS Mobile CRM. Stay connected and productive on the go, empowering you and your sales team to work seamlessly from anywhere.
What is Mobile CRM ?
Mobile CRM is a portable version of CRM software designed for smartphones and tablets. It allows sales teams and business professionals to access and manage customer data, sales information, and tasks while on the go. Mobile CRM empowers users to stay connected with their customers and team members, regardless of their location.
Key Features of mobile CRM
Mobile Attendance Tracking
Log your working hours and attendance directly from the app.
Submit and approve time-off requests on the go, ensuring seamless communication with your team.
Keep track of your team’s presence and productivity while they are out in the field, helping to ensure accountability.
Real-time Access
- Get instant access to your CRM data anytime, anywhere
- View and update customer information on the spot
- Make informed decisions with the latest data at your fingertips
Add and Manage Leads from Your Phone
- Manage your contacts on the go
- Create new lead entries directly from your mobile device
- Update lead information immediately after meetings
- Keep your pipeline current and accurate
Never Miss Follow-ups
- Set reminders and receive alerts for important tasks
- Schedule follow-ups right after client interactions
- Stay on top of your commitments and deadlines
- Plan client visits directly from your phone
Make Calls and Schedule Meetings
- Initiate calls directly from the app with one tap
- Schedule meetings and sync with your calendar
- Automatically record call details and duration
- Add notes and outcomes immediately after calls
See Your Team's Performance from Anywhere
- Access team performance dashboards on your mobile
- Track sales progress and goal achievements in real-time
- Identify areas for improvement and provide timely support
Get Push Notifications
- Receive instant alerts for important updates
- Stay informed about new leads, deal status changes, or urgent tasks
- Respond quickly to time-sensitive matters
Intuitive Dashboards
- View key metrics and KPIs at a glance
- Detailed dashboards to focus on what matters most to you
- Make data-driven decisions with easy-to-read visualizations
Real-time Sync Across All Devices
- Ensure data consistency between mobile and desktop
- Update information once and see it everywhere
- Eliminate duplicate entries and maintain data accuracy
User-friendly Interface
- Navigate through the app with ease
- Access important features with minimal taps
- Enjoy a seamless experience optimized for mobile use
Geo-tracking
- Find nearby clients or prospects
- Make impromptu visits when in the area
- Maximize your time in the field
Mobile App Notifications
- Stay informed with real-time alerts
- Receive updates on important deals, tasks, or team activities
- Never miss critical information or deadlines
Break free from your desk!
digicPaaS Mobile CRM empowers you to manage your sales pipeline and work from anywhere. Sign up today to experience the freedom and flexibility of mobile CRM!