Optimiser CRM improves productivity with contacts, calendar, activities, and tasks.
Key Features:
Calendar:
- Secure Logins: Sign in with Fingerprint, Touch ID, Face ID, PIN, or password for enhanced security.
- Flexible Calendar Views: Choose from Month, Week, Day, or List views for a clear and structured schedule.
- Quick Activity Management: Create, edit, delete, or duplicate activities, including recurring events, with ease.
- Multi-Day Activities: Users can now create activities that span across multiple days.
- Swipe Actions: Instantly delete, accept, reject, or edit activities with a simple swipe.
- One-Tap Activity Creation: Long-press on calendar views to quickly add new activities.
- Edit Activity Type: Modify activity types and notify attendees instantly.
- Auto-Scroll in Calendar: Effortlessly navigate to specific times and dates in day and week views.
- Holiday Integration: Stay updated with holidays and important dates.
- Real-Time Notifications: Receive instant alerts for upcoming events and changes.
- Profile Management: Update your profile details and enable/disable screen lock for added security.
- Save Login Information: Easily save your credentials and use biometric login, or enter ID & password with your last username and profile photo pre-filled on the login screen.
- Offline Page: Notifies users when connectivity is lost
- Log Call: Logs call from the Contact module to track communication without interrupting workflow.
Contact and Account Features:
- Search & Sort: Quickly find contacts or accounts with search and alphabetical sorting.
- Quick Actions: Instantly call, email, or navigate to contacts or account addresses using Google Maps, Apple Maps, or Waze. Tap on the website (for accounts) to open it directly.
- Contact & Account List and Details: View and manage detailed contact and account profiles.
- Add & Edit: Easily create or update contacts or accounts.
- Swipe to Edit/Delete: Modify or remove contacts or accounts with a simple swipe.
- Export Contacts: Users can now export Optimiser CRM contacts directly to their device phonebook.
- Scan business card: Scan a card using your camera or gallery and quickly create a contact.
Tasks:
- Smart Search & Filter: Quickly find tasks using search and filter them by advanced filters and lists / sub-lists, group tasks by status, priority, tag, task owner, or due date
- Quick Actions: Update task status, edit tasks, and view or add comments instantly.
- Task List & Details: Access a clean and organized view of all your tasks and their details.
- Create & Edit Tasks: Quickly add new tasks or update existing ones with a simple, intuitive interface.
- Swipe Actions: Effortlessly edit, delete, view comment or mark tasks as complete with swipe gestures.
Calificaciones y reseñas
Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
- Contact Tab in Account: Introduced enhanced Contact Search in the mobile app, allowing users to quickly find contacts using both the standard search bar and Alphabet Search in Account
- Copy fields: Copy Field functionality across Account, Contact, Task, and Calendar modules in the Mobile App
- Performance Improvements and Bug Fixes: Faster performance and minor bugs fixed for a more reliable user experience.
Versión 9.0
El desarrollador (Glotelligence Limited) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
Vendedor
Glotelligence Limited
Tamaño
78.2 MB
Categoría
Negocios
Compatibilidad
Requiere iOS 15.0 o posterior.
iPhone Requiere iOS 15.0 o posterior.
iPod touch Requiere iOS 15.0 o posterior.
Mac Requiere macOS 12.0 o posterior y una Mac con el chip M1 de Apple o posterior.
