CRMpad Legacy

Enterprise CRM

Free · Designed for iPad

iPad

“Aurea CRM.pad | quick, easy and intuitive solution for even greater productivity and success in the field!” Red Dot Award: Communication Design 2013 Aurea CRM.pad is the premier solution for professional, mobile CRM, providing access to your most important CRM data on the road. Even in situations without a network connection (e.g. within a building) it works perfectly as it just switches to work offline. The Red Dot Award-winning app interfaces directly with the CRM system and its integrated processes, including customer information and activity, lead, task and order management. Stay in the loop with Aurea CRM.pad! Efficient processes and cutting edge features - this version of the CRM.pad app provides exactly what you expect from a mobile CRM solution. CRM.pad’s award-winning design is now smarter, sleeker and easier to use than ever before. Standard Key Features - Online and offline access to key CRM processes allow you to manage customer information, activities, leads, tasks and orders - Clearly arranged dashboards act as a starting point for all relevant CRM data such as appointments, tasks, and your most important customers - Quickly and easily enter order items, with integrated shopping cart and digital signature - Sample management including digital signature for the pharmaceutical industry - Easily capture point-of-sale data for the consumer-goods industry or pharmacy sales representatives - Flexible & quick processing of offers including digital signature - Use of questionnaires to carry out e.g. telephone marketing campaigns - Display interactive circle of influence chart - Aggregated view of different CRM data on the dashboard (Insight board) - Convenient analysis of data using defined analyses - Taking photographs: upload images and link them to customer data - Overview of the favorites and quickly access recently opened customer data - Plan visits to customers with GPS and Maps support using a vicinity search - Add current geographic location information to records - Barcode support to take orders and manage inventory - Monthly calendar view to display appointments & customer activities - Find accounts within a specific distance of any geographic location - Adapt elements such as fields, lists and masks to your individual needs and processes Enterprise Key Features - Enhanced mobile security with MobileIron integration - Integrated Spotlight Search - Integrated charts to help visualize analysis - Enhanced data sharing with PDF and XLS exports Language packs are available for German, English, Chinese, Czech, Danish, Dutch, French, Hungarian, Italian, Japanese, Norwegian, Polish, Slovak, Spanish and Swedish. In order to access to your business data a connection to the "mobile services" module must be available. Without this connection please try the app‘s basic functionality in demo mode.

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What’s New (5.0.2) Fixed a Serial Entry issue where the caret could remain in a previous field after numeric values were normalized Improved focus handling so only one field shows an active cursor at a time Minor stability improvements in Serial Entry data entry

Version 5.00.2

The developer, Aurea Software Incorporated, 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 Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Location
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics

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

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • Aurea Software, Inc.
  • Size
    • 26.7 MB
  • Category
    • Business
  • Compatibility
    Requires iPadOS 16 or later.
    • iPad
      Requires iPadOS 16 or later.
    • Mac
      Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    English and 2 more
    • English, French, German
  • Age Rating
    4+
  • Copyright
    • © Aurea Inc.
  • Developer Website
  • Privacy Policy

    • More by Aurea Software Incorporated

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