Be prepared for meetings and stay connected to your customers from anywhere!
With BNSFL Journey CRM Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
Benefits:
• Prepare for meetings with quick access to account, contact, and opportunity information.
• Log calls and meetings while they are top of mind. Even attach photos and videos.
• Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
• Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
• Update opportunities as you make progress or gain insight.
• Work through your task list by completing or adding new tasks.
• Stay connected to your entire contact list by initiating a phone call, email, or text.
• Go offline with confidence. Access and modify your data from anywhere.
Third Party Software:
For information on third party software used in Journey CRM Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/