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Snímky obrazovky

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Podrobnosti

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Hlavní vlastnosti Simple Mobile CRM

• CRM Mode
  Manage your notes and contacts within opportunity units, shared across devices.
• Email Mode
  You can read emails and add notes easily.
• To-do Creation
  Create to-do lists from opportunities and share them with your team.
• Mobile Notes Sync
  New notes will automatically show up in the mobile CRM app when you open it.
• Call Transcription
  Record and transcribe phone calls, with each part timed and separated.
• Mobile Device Sync
  Sync notes, contacts, and opportunities between your desktop and mobile devices.
• Team Collaboration
  Team members can share notes and opportunities with each other, with different permission levels.
• Zapier Integration
  Connect with Zapier to sync notes with other applications.
• Delegated Gmail Access
  Supervisors and assistants can view each other's notes in Gmail.
• Gmail Notes Integration
  You can see notes written on your computer in the Gmail app on your phone.
• Simple Gmail Notes Import
  Easily import your existing notes from Simple Gmail Notes.

Výhody Simple Mobile CRM

• CRM Mode
  You can manage notes and contacts in one place, making it easier to track opportunities.
• Teamwork
  Team members can share notes and opportunities, which improves communication and collaboration.
• Email Mode
  You can read emails and quickly add notes, which saves time and keeps everything organized.
• Create To-do
  You can make to-do lists from opportunities and share them with your team, helping everyone stay on track.
• Mobile Devices Sync
  Your notes, contacts, and opportunities are synced across all your devices, so you can access them anywhere.
• Transcribed Call Record
  You can record and write down phone calls, which helps you remember what was discussed.
• View SGN notes in Gmail App
  You can see your notes in the Gmail app, making it easy to remember important information.
• Show Gmail notes on mobile devices
  New notes will show up on your phone automatically, so you always have the latest information.
• Work with a delegated Gmail account
  Supervisors and assistants can see each other's notes, which helps them work better together.
• Integrate CRM with other tools using Zapier
  You can connect with other apps to keep everything in sync, making your work easier.
• Seamless Integration with Simple Gmail Notes
  You can easily bring your existing notes into the CRM, so you don’t lose any important information.

Kdo by měl používat Simple Mobile CRM?

• Students
  They can take notes during classes and access them anytime on their devices.
• Assistants
  They can view and add notes for their supervisors, making their work more organized.
• Freelancers
  They can keep all their client notes in one place, making it easier to manage projects.
• Team Leaders
  They can share notes and tasks with their team to work better together.
• Business Owners
  They can keep track of important notes and contacts easily on their phones and computers.
• Sales Representatives
  They can manage customer information and notes on the go, helping them close deals faster.

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Odznaky

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Alternativy Simple Mobile CRM

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