The CRM app offers various features which allows you to easily manage your data on the go. Listed here are some of the mobile centric features in the CRM application.
Check-in to a location when you meet with a client. The manager can be notified when a check-in is done to keep track of all the sales reps' appointments. You can check-in to an event or create a new event upon check-in.
If you want to get in touch with customers when you are on a business trip, your CRM app can instantly show you the list of Leads, Contacts and Accounts near you.
You can send an SMS or email, or make a call with your clients. Feeds allow you to discuss matters with your team to collectively aid in decision-making. It also gives you periodic updates on the important leads you follow, such as who updated the record and changes made to a record.
Email interaction with your leads and contacts play a vital role, and missing messages can prove costly. Messages allow you to view all the interactions with your client in a single window. Never miss a message again!