Have your critical customer data on your smartphone to view, edit or add while you are on the go. Includes smart geo-location features like find my nearest customers and it tells you how to get there, plus geo-tracking for real time updates of staff location and activity location tracking.
View data in a concise format, manage and create activities, track position by GPS and have everything and sorted by distance from your location. You can even get driving directions between appointments! This is linked LIVE to your Tall Emu CRM.
It links with Reckon, MYOB, EXO so our mobile CRM gives you financials while mobile so you know the true status of a client before you walk into a meeting.
What does it do ?
• Companies/Contacts – Find company data on your device, using advanced filters set up in CRM. See a summary of your financial relationship with the client, as well as previous activity history.
• Manage Activities – Tasks, Notes, Meetings are all supported. You can add/edit/delete all of them (subject to individual user permissions setup).
• GPS-Sort – Sort company records based on their distance from your current location. Late meeting cancellation? Find leads near you with the flick of a switch.
• GPS-Stamp – Every interaction you make with mobile CRM is GPS Tracked, and this data is shared with your CRM database. So if you are noting down that you dropped off an item at a customer the note you create will have the GPS location embedded within it.
• Live Location Tracker – Your mobile devices can be set to continuously update your central CRM with their location, making it possible to create customised CRM functions based on this information (customisation required). For example, you might want to be able to find the nearest technician to a client who requires support, or see how far a salesman is away from a scheduled meeting.
• This is just the beginning – Our mobile CRM provides a powerful starting point – we’ll be enhancing this to include our full suite of CRM capabilities and if your business requires customised solutions that either use the mobile data in the office, or out on the device talk to us about how we can help.