This smoothly designed Exact CRM App is an ideal business sidekick. It tells you exactly how your sales opportunities are coming along and what your next action is to close the deal.
The intuitive interface gives clear insight in your running opportunities and pending activities. Keeping track of your accounts and sales opportunities has never been this easy. All information you need about an account or your opportunity is there.
All relevant account information is available. Think about the social profiles and Twitter feed of the account, but also contact information and associated activities, appointments, opportunities, documents and contact persons are there.
You got a perfect overview of your running opportunities. The opportunity card brings you all information you need to close the deal, including associated activities, appointments and documents.
The integrated Reporting functionality of Exact Synergy Enterprise can be used in both a generic context as well as in the context of Accounts.
The Timeline shows you what is going on in your company. You can read all about it and share your own updates.
This and much more will help you to show what is happing at the customer side and to close your deal.
- Sales opportunities
- Contact persons
- Social collaboration
- the App is Multi language.
- iOS 8.0 or above
- Exact Synergy Enterprise Product Update 252 and above.
Not using Synergy Enterprise yet? Please contact us for more information. We’re happy to help you.
The following problems were reported and are fixed in this version:
- A post for the Timeline created in the App could not be edited in Exact Synergy Enterprise.
- When you send an email to a contact, there were 2 slashes in front of the address.
- The project search list showed the same result repeatedly in the same list.
- For a specific version of Exact Synergy Enterprise it was not possible to create a new account in the App
- The 'like' functionality of the social posts when you were logged in via NTLM did not work correctly.
Up to six family members will be able to use this app with Family Sharing enabled.