An Overview

An Overview

CRM for iPad - An Overview

The CRM for iPad is a native application that enables you to access and work with your Online CRM data from your iPad. With this mobile application you can currently access and manage your Leads, Accounts, Contacts, Potentials, Tasks, Events, etc. present in your CRM account.

Availability
Permission Required
Administrators need to activate it for users in other profiles.

Features

  • Access your CRM data on the go - You can access your CRM data from your iPad on the go, anytime and anywhere.
  • Synchronize your data modifications - You can add, modify and delete records from within your iPad. The changes done will automatically synchronize with your account online.
  • Work offline - You can continue to work with the application in your iPad, even when offline or out of network coverage. You can access the CRM records stored locally in your iPad device and also add, modify and delete records. The application will automatically synchronize the changes made (while offline), into your online account, when your device reconnects to the network.
  • Send emails to contacts - You can easily send emails to your CRM contacts from the email account configured in your device.
  • Make calls using Skype - You can instantly make a Skype call to your CRM contacts from within the application and log the calls into the CRM afterwards.
  • Locate Leads, Contacts and Accounts near you - Using Maps provided by Apple, the CRM can locate and show you the leads/contacts/accounts near you. You can set the radius as 10, 25, 50 or 100 miles.
  • Filter records based on List Views - You can filter records based on list views available in each module. The custom list views are also accessible in the iPad.
  • Update the Related Lists in each record - You can add, update or delete the the records associated to a record, (for example: Tasks. Events, Calls, Attachments, Notes etc.)


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