價格：免費
更新日期：2020-07-28
檔案大小：50.3 MB
目前版本：3.18.11
版本需求：系統需求：iOS 9.0 或以後版本。相容裝置：iPhone、iPad、iPod touch。
支援語言：英語
With OnePageCRM mobile app for iOS you can harness the benefits of your CRM wherever you go. Log calls and notes, send emails, set Next Actions, speed dial your top contacts, navigate to your next meeting, and collaborate with your team, all from your phone!
ACTION SALES
- Complete and set Next Actions to always follow up with every lead.
- Log calls and notes to easily pick up where you left off.
- Use Saved Actions to save time by inserting your most frequently used sales actions.
CONTACT MANAGEMENT
- Import contacts from your device, individually or in bulk.
- Add new, edit, delete, and easily filter contacts.
- Save your OnePageCRM contacts to Google contacts.
CALL MANAGEMENT
- Speed dial your top leads in a click.
- Select and use your favourite communication app like WhatsApp, Skype, and others.
- Log your call results, add notes, and attach any relevant files.
DEAL AND PIPELINE MANAGEMENT
- Add deals in a click and advance them through the custom deal stages.
- Edit Deal Items.
- Add tags and notes.
- Access attached files.
EMAIL COMMUNICATION
- Send emails by simply tapping on the contact’s email address.
- “To:” and “bcc:” fields are automatically pre-filled so all your emails are safely stored in your account.
- Select and use your preferred email app.
- Easily view all your email correspondence with a contact without leaving the app.
NAVIGATION
- View or navigate to your customer’s address with Google Maps by simply tapping the contact’s or organization’s address.
TEAM COLLABORATION
- Assign contacts to other members of your team.
- @mention your teammates to bring their attention to a particular update, and they’ll be instantly notified.
- Customize which notifications you want to receive or turn them off completely.
HELPFUL HACKS
- Automatically copy a phone number, email address or organization’s description to your clipboard by simply long pressing it.
Note: A OnePageCRM account is required to use OnePageCRM iOS app.
支援平台：iPhone, iPad