Screenshots

Description

Customer Relationship Management App

Every sales department needs a systematic method to gather leads, communicate with potential customers and manage the workflow from the initial sales opportunity to closing the sale.

If your sales staff is struggling with:

* Keeping track of leads and prospects
* Managing your sales workflow
* Timely communication with your customers

CRM solves these issues and more from the freedom of your mobile phone or tablet. CRM is the Missing Link.

Fulfills the Needs of Each Role:

SALESPERSONS

* Organize sales opportunities with a defined workflow
* A single starting point that feeds important project requirements throughout the sales process
* Online customer portal providing quote and order status with two-way dialog
* Advanced communication with the customer throughout the sales process via a web portal, text messages, and email
* Calendar and scheduling features shared through the company
* Customer profile and history
* Internal notifications to let estimators know where, when and what to measure and estimate

SALES MANAGERS

* Visibility to sales process across company
* On-demand reporting with trends, activity and key performance metrics in real-time

What’s New

Version 1.0.46

- Send and receive photos via Chat
- Attach photos to products and share them with MyFlooringLink
- New Questionnaire tab includes customizable questions the salesperson can ask a customer
- Admins and Managers can now configure number of days before an opportunity is Stale on each stage

See complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360048652354-CRM-Release-Notes

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

Peterj14 ,

A must have! A new way to close sales faster and easier

This app is a must have a for any business. The way you create an opportunity and then can communicate with your customer via text and email is unlike any other CRM app I’ve tried. The integration with Measure Mobile and RFMS Mobile make scheduling measures, creating drawings, and completing quotes and orders a breeze. The contactless approval option where you can text/email a proposal for their approval is a must have in today’s world.

App Privacy

The developer, RFMS, Inc., has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer's privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Information

Seller
RFMS, INC.
Size
52.9 MB
Category
Business
Compatibility

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

More By This Developer

You May Also Like