LifeplanCRM 4+

Biztech It Consultancy Private Limited

Designed for iPad

    • Free

Screenshots

Description

Lifeplan CRM is a custom application to be used with SuiteCRM applications

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...

App Privacy

The developer, Biztech It Consultancy Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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