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EFI eCRM 1.0 - App Store




About EFI eCRM

Mobile CRM access for the EFI Monarch, Radius and Technique products using the eCRM value add-on. EFI CRM uses a highly developed interface to give users the best possible experience in one universal app on iPod, iPhone...

Mobile CRM access for the EFI Monarch, Radius and Technique products using the eCRM value add-on. EFI CRM uses a highly developed interface to give users the best possible experience in one universal app on iPod, iPhone and iPad. Application functionality includes: Accounts and Contacts Offline access to all customers, prospects, vendors and related contacts. Easily search for accounts and contacts directly from the home screen. Automatically trigger activity recording for phone calls and messages. Automatic note creation (record of communication) for emails. Optional use of Skype for voice calls (e.g. when using iPad). Start a FaceTime call and launch the Facebook, LinkedIn and Twitter apps directly from the contact record. Map view to see other nearby accounts and contacts when planning a trip. Visible notification of overdue follow-ups on the home screen. Subscribe and set follow-up reminders. Activities Add, manage and view activities created by and assigned to you even when offline. Automatically synchronize appointments to an iOS Calendar of your choice. Google locations integration to find nearby establishments and places to meet. Visible notification of overdue activities on the home screen. Notes Easily follow account and contact activity with the Notes feature. Provides up to date account history and visibility of all communication including emails, activities, manually entered notes and social media such as company RSS and Twitter feeds. Add new notes when on the move, even when offline. Easily filter to just view subscribed accounts and contacts. Visible notification of new communication on the home screen. Business Intelligence Access to favorite CRM reports while on the move (WIFI or mobile data connection required). Requires eCRM Suite 4.0 or higher.

Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.



Previous Versions

Here you can find the changelog of EFI eCRM since it was posted on our website on 2016-09-30 01:37:17. The latest version is 1.0 and it was updated on 2024-03-27 16:49:29. See below the changes in each version.

EFI eCRM version 1.0
Updated At: 2016-07-18


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Disclaimer

Official App Store Link


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Downloads: 7
Updated At: 2024-03-27 16:49:29
Publisher: EFI Inc
Operating System: IOS
License Type: Free