CRM Mobile

About CRM Mobile

Mobile client for the RegionSoft CRM CRM system. Allows:
– View the list of current tasks;
– Change task status;
– Assign new tasks to yourself or other employees;
– Search for counterparties by name;
– View the counterparty card, including basic data, list of contact persons, history (events) and tasks;
– View the counterparty’s contact cards;
– Send emails and make calls using the data specified in the counterparty card;
– Create new counterparties;
– Create new contact persons in the context of counterparties;
– Create new events within the history of relationships with the client;
- and other...