Intapp CRM 4+

Name: Intapp CRM
Author: Intapp, Inc

Intapp, Inc

- 免费

简介

We’re focused on helping users access more of their data through their mobile phones and tablets. The Intapp CRM mobile app contains several key features and makes it easy to log meeting notes and enter data.

***360-degree meeting overviews:
The mobile app provides a single point of reference for reviewing and prepping for meetings, and the ability to log notes afterward. Users can link their work calendars to the mobile app and get a 360-degree overview of any meeting. iOS users will also be able to sync meetings directly to DealCloud (formerly OnePlace CRM). Once synced, users will be able to log their meeting notes directly into the app.

***Access to all DealCloud CRM web content:
Users can now access all of their reports, dashboards, charts, grids, lists, views, and template reports from within the app. They can also search for all DealCloud CRM data from within the app and filter results to quickly narrow them down.

***Notifications:
Push notifications ensure users receive important updates and task reminders on their phones, directly in the app.

2024年8月31日

版本 2408.0

- "Add Entry" Page-Level Actions in Mobile
- A new Home Page
- Improved Chart Widgets in Mobile
- AI Recommendations Widget for Mobile
- University Link
- Widget and Row-Level Actions in Mobile Data Grids