Features

Mobile CRM on Demand is classical CRM, which incorporated the best development in integrated CRM-hosting and combine it with universal mobility.
Wherever you are, our application let you use and insert all latest information on companies, contacts, activities, products and sales using usual PC or mobile device.

You can use the application alone or as a member of the group using one global database.

Mobile CRM on Demand contains following components:

1. companies
2. contacts
3. activities
4. calendar
5. products
6. sales
7. analysis

Companies – stores a complete set of information about companies. Ability to show the list of companies in the form of a hierarchical tree to reflect relations between parent and daughter companies(offices).

Contacts - stores a complete set of information on your contacts.

Actions - stores activity records, such as phone calls, meetings, etc. associated with contacts and companies. Allows you to watch the history of activities on certain day.

Calendar - use calendar to navigate through your actions.

Products - stores the list of products and services which you are providing.

Sales - stores sales and their history, associated with contacts and companies. Is one of the first products on the market, which shows the sales funnel on the Pocket PC.

Analysis – provides you the possibility to analyze your sales with the big number of analysis tools like sales funnel, reports etc.

Mobile CRM on Demand has following features:

- Synchronization of the contact information with Pocket Outlook let you transfer data from Outlook into Mobile CRM on Demand in few seconds.
- The application allows you to import of "Companies", "Contacts", "Products" from TXT files. With this option you are able bring any number of companies, contacts or products into the application in very short time)
- The option to create any number of categories to group the companies, contacts, products, actions and transactions that enables you to classify this information.
- You are able to create the unlimited number of properties let you to keep any necessary changeable information on companies, contacts, products, actions and transactions.
- Multi currency price-list and transaction prices.
- Filter search allows you to get the necessary information quickly and effectively.
- The analytical tool “sales funnel” allows you to build the forecast of a sales volume on your mobile device.
- Companies, Contacts, Actions and Sales reports will help you to get any necessary information in tables and graphics.