SMARTCRM.App

The SMARTCRM.App is your practical CRM to take with you. Access important CRM data online at any time:
• Complete file: addresses, contact persons, activity history, documents, characteristics, tasks/appointments, projects, machines, tickets, FAQ
• Individual SMART board overviews for an optimal overview after the start
• Diverse BI functionalities: Current sales figures and sales developments as well as detailed area evaluations
• Lead capture: Reading business cards via camera, scanning QR codes and storing the lead information, saving the business card as an image file
• Address transfer to Google Maps for route planning
• Proximity search
• Convenient recording of visit reports, also via voice recognition
• Assignment of characteristics
• Access to target agreements
• In-app notifications
• Data protection compliance (GDPR)
• Individual customization options via XML
• Available in the languages: German, English, French

Requirements:
In order to use the SMARTCRM.App, you need a SMARTCRM central installation. Please contact your system administrator or SMARTCRM GmbH directly: [email protected]
• SMARTCRM version 21.1 or higher on a Microsoft SQL Server 2016 or higher
• Mobile Internet / WLAN
• License for the use of the SMARTCRM.App as well as a one-time company license for the central services available from SMARTCRM GmbH