Over 10 years we help companies reach their financial and branding goals. Engitech is a values-driven technology agency dedicated.

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411 University St, Seattle, USA

engitech@oceanthemes.net

+1 -800-456-478-23

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CRM Mobile App

When you ask your salesperson to record their activities, It is the worst task ever. But when it comes to being on your mobile phone and facilitating the calls and the communication with less effort for sure he will use it. Let’s explore its functions to make it happen.

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MODULE FEATURES

  • Interactive dashboard . 
  • GPS fingerprint customer location follow up .
  •  Nearest customers location by GPS fingerprint from your mobile app .
  • One click communication with the customers calls, whatsapp, email and GPS location..
  •  One click visit follow up recording just using GPS sign in the customer’s location . 
  • One click report writing for the customer activity and follow up . Order management by creation and delivery using GPS customer location.
  •  After-sales customer follow-up activity reporting in one click . 
  • Add and update customer’s data with the location from your app directly . 
  • Add and search sales opportunities for each customer easily. 
  • Calendar to-do-list for the sales activities and next follow up dates. Follow up your team calendar and tasks for the next follow updates . 
  • Assign an appointment for yourself or your team from CRM mobile app .
  •  Quick full search bar for the whole info in CRM.
  • Manage multiple contacts or branches for the same customer to avoid data duplication . 
  • Variety of customers’ data: phone, WhatsApp, email, website, GPS location, contacts, branches, countries, cities and more. Add follow ups, comments for each potential to facilitate the potential history .
  •  Easily record your daily follow-ups with the app’s calendar . Your secretary is in your pocket reminding and notifying you with your next follow-ups. 
  • Shared and live comments and follow ups for the customer’s data and potentials.
  •  Multi potential for each customer to track customer’s behaviour. 
  • Bilingual Arabic and English interface. Simple, fast and easy interface for the whole staff levels .

System Screenshots