價格：免費
更新日期：2016-10-05
檔案大小：47.1 MB
目前版本：8.2.1
版本需求：需要 iOS 8.2 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
Oncontact CRM Mobile
The mobile client for Oncontact CRM 7 provides access to CRM data from the iPhone. This application is designed to work with the Oncontact CRM 7 server solution. An Oncontact CRM 7 website is required to run this application. With the mobile client CRM 7 users can:
View up-to-date company and contact activity history prior to meetings and calls
Add new prospect and client information
Schedule activities for themselves and colleagues
Continuously receive new tasks, contacts, and other assigned data
Quickly log information from meetings, calls, and emails
The mobile application and data is available anytime, even when out of network coverage. Data added or updated on mobile devices is automatically synchronized with the server. Similarly, changes to data on the server are synchronized with subscribed mobile clients.
The mobile client, like other CRM 7 applications, may be tailored with Oncontact’s toolkit to fulfill specific requirements. Technical features include:
Filter data available to mobile clients
Assign new records to mobile devices at any time
No middleware components are required
Configurable modules and sub-modules
Customizable views to data for different users and/or groups
Mobile clients have access to customized entities and related data
支援平台：iPhone, iPad