“Aurea CRM.pad | quick, easy and intuitive solution for even greater productivity and success in the field!”
Red Dot Award: Communication Design 2013
Aurea CRM.pad is the premier solution for professional, mobile CRM, providing access to your most important CRM data on the road. Even in situations without a network connection (e.g. within a building) it works perfectly as it just switches to work offline. The Red Dot Award-winning app interfaces directly with the CRM system and its integrated processes, including customer information and activity, lead, task and order management. Stay in the loop with Aurea CRM.pad!
Efficient processes and cutting edge features - this version of the CRM.pad app provides exactly what you expect from a mobile CRM solution. CRM.pad’s award-winning design is now smarter, sleeker and easier to use than ever before.
Standard Key Features
- Online and offline access to key CRM processes allow you to manage customer information, activities, leads, tasks and orders
- Clearly arranged dashboards act as a starting point for all relevant CRM data such as appointments, tasks, and your most important customers
- Quickly and easily enter order items, with integrated shopping cart and digital signature
- Sample management including digital signature for the pharmaceutical industry
- Easily capture point-of-sale data for the consumer-goods industry or pharmacy sales representatives
- Flexible & quick processing of offers including digital signature
- Use of questionnaires to carry out e.g. telephone marketing campaigns
- Display interactive circle of influence chart
- Aggregated view of different CRM data on the dashboard (Insight board)
- Convenient analysis of data using defined analyses
- Taking photographs: upload images and link them to customer data
- Overview of the favorites and quickly access recently opened customer data
- Plan visits to customers with GPS and Maps support using a vicinity search
- Add current geographic location information to records
- Barcode support to take orders and manage inventory
- Monthly calendar view to display appointments & customer activities
- Find accounts within a specific distance of any geographic location
- Adapt elements such as fields, lists and masks to your individual needs and processes
Enterprise Key Features
- Enhanced mobile security with MobileIron integration
- Integrated Spotlight Search
- Integrated charts to help visualize analysis
- Enhanced data sharing with PDF and XLS exports
Language packs are available for German, English, Chinese, Czech, Danish, Dutch, French, Hungarian, Italian, Japanese, Norwegian, Polish, Slovak, Spanish and Swedish.
In order to access to your business data a connection to the "mobile services" module must be available. Without this connection please try the app‘s basic functionality in demo mode.
Ratings & Reviews
1.5
out of 5
2 Ratings
**v5.00.5**
Stability and usability improvements.
**Crash fixes**
• Fixed a critical crash that could occur randomly during normal use and sync.
• Fixed a crash when navigating back after creating a record via QuickAction.
• Improved stability when opening info areas on iPhone.
**Data integrity**
• Fixed an issue where catalog field selections (e.g. Companytype) were not saved correctly.
**iPhone improvements**
• Decimal and percent fields now show the correct keyboard with decimal separator.
• Action buttons are now always visible, even with long titles or in portrait orientation.
• InsightBoard count numbers are no longer truncated.
• Contact person list fields are now fully visible.
• Settings screen is now reachable from landscape orientation.
• Fixed a brief freeze that could occur after login.
**General improvements**
• Calendar appointment popups now display all configured fields.
• Overflow actions no longer appear stuck on the action bar.
• Last entries in SerialEntry and reports are now reachable in landscape.
• Image upload via camera no longer disrupts the page layout.
• Record header title now reliably appears after scrolling through a list.
Version 5.00.5
The developer, Aurea Software Incorporated, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
