CRM Business Notes - 'beyond smart' ... use one of the most comprehensive mobile CRM solution to manage your business documents. Organize important contacts, events, meetings and sales orders - central and secure on your iPad. From the first contact to the final sales order - CRM Business Notes is the complete end-to-end ' tool for all sales and service related businesses.
* Intuitive and robust handling
* Application languages: englisch, german, spanish
* Document important meetings, tasks and opportunities
* Create customer feedback on products & services (freely configurable)
* Create appointments and sync them with your calendar
* Convert opportunities to offers within the Deal Manager
* Customize the title of templates and email & print layouts to your needs
* Create your own input masks with your own titles
* Create and edit contacts synchronized with your address book
* Import address book and/or create local contacts
* Take business behaviours of customers
* Communicate with your customers via email, FaceTime and Skype
* Determine the customer location and find the best route
* Create work reports and share them via email
* Use the integrated speech recognition to dictate your texts.
* Use a variety of file formats (PDF, Office, Images etc) as attachments
* Create business graphics and hand sketches
* Use the event dashboard to keep track
* Use Dropbox, GoogleDrive, Box or OneDrive as cloud storage for files & backups
* Import data & emails from CRM Business Mail 2.0
Offers & orders
* Create offers and orders for services, projects and item orders
* Create your own 'Articles and Services' catalogs
* Send structured and official business emails and offers
* Use the Deal Dashboard to keep track operations
Data Security & Cloud:
CRM Business Notes is deliberately designed as a closed system, i.e. there is no dedicated data server in place who stores your important business documents anywhere on the Internet. Your documents exists on your device only.
If you want to use a secure data cloud, e.g. to add file attachments to your documents or to save backups in the cloud - we now offer access to a number of popular cloud services - Dropbox, Google Drive, Box, One Drive. In addition to encrypted data transport, they also provided an end-to-end encryption on the server itself - ie. your data is encrypted on the server via your account password.
An unbeatable team:
Documents from CRM Business Mail can be easily transferred to CRM Business Notes and used there - this combines the best of both worlds.
CRM Business Notes - which already contains the CRM Dealmanager - supports you. Elegant, clear and well thought out, CRM Business Notes is a rich and complete end-to-end solution. CRM Business Notes comes in German, English and Spanish system language. The inApp Online Help can be configured in many other languages.
This app has been updated by Apple to use the latest Apple signing certificate.
Optimisation and smaller bugfixes. Localisation of Metadata.
Ratings and ReviewsSee All
This is a nice and useful app, a little confusing to use until you get it figured out. But beware you must buy the contact apps to make the app useful and if you ever switch devices you have to purchase the contact apps again. That is uncalled for and there for brings it down to a one star rating.
Confusing, non-intuitive and a total waste of money!
With Family Sharing set up, up to six family members can use this app.