QuickCRM for Sugar® and SuiteCRM provides:
- Access to all majors CRM Modules
- Search by name and "My items"
- Global Search
- Display Map of Contacts/Accounts/... close to your current location or a given address
- Customize Sort Order
- Calendar / Shared Calendar
- Place calls to contacts, leads and accounts from lists
- Copy contacts to iPhone/iPad contacts
- Quick access to Last Viewed items
- Alerts for new assignments or modifications of your data by other users
QuickCRM requires the installation of an extension in your CRM:
- QuickCRM Mobile Basic
- or QuickCRM Mobile Full.
Users of QuickCRM Mobile Full will have the capability to:
- Manage other modules and custom modules
- Access SugarCRM or SuiteCRM Offline
- Customize records colors in list view
- Customize search fields, search by from/to for dates or numbers
- Take pictures with camera in Picture fields (SuiteCRM) or Photo fields
- Save Searches (private or public)
- Display Dashlets on your Home Page
- Display Map of Contacts/Accounts/... close to a given Contact/Account/...
- Manage Custom modules.
- Manage Custom fields
- Upload Documents
- Copy iPhone/iPad contacts to CRM
- Capture QR codes on Business cards to create contacts or leads
- Quick create Audio notes
- Automatic log calls in your CRM
- Generate PDF (SuiteCRM)
- Display reports (KReporter, SuiteCRM Reports)
- and gives you full access to our support team.
You can download free QuickCRM Mobile Basic on GitHub.
- Search Email addresses, Contacts, Leads or Accounts when entering Email To and Cc addresses
- Bug fixes and minor improvements
启用“家人共享”后，此 App 最多可供 6 名家庭成员使用。