LifeplanCRM 4+

Name: LifeplanCRM
Author: Biztech It Consultancy Private Limited

Biztech It Consultancy Private Limited

专为 iPad 设计

- 免费

简介

Key Features of Lifeplan CRM for SuiteCRM.

Supports custom SuiteCRM modules & fields
Planner(Calendar)
Global Search
Customizable search fields and quick filters
Check-in, Check Out of meetings, tasks, calls, and appointments
Offline support & auto-sync to keep your data up-to-date
Customizable mobile layout for easy access to important data
Nearby records for smart time and task management
Multi-language support for catering to global audiences
Get alerts & notifications regarding all your tasks, call appointments, etc
Email module support to stay connected with your customers
Add SMS logs to contacts, leads, or accounts for better status visibility
Add multiple attachments like voice notes, docs, signature, etc. in CRM records
Add call logs to CRM records with the necessary details as notes
Scan QR codes and Business Card Scanner to add contact details on the spot from mobile
Create leads and contacts from phonebook contacts

And much more...