Mobile CRM

Ideal for sales representatives, branch managers and company management. It offers a quick view of important data to customers and to the entire company, all via the mobile app

Partner address book (customers)
  • “Favourite” customers in quick search
  • Contact information
  • Customer’s turnover
  • Individual CRM records
  • Individual bonus setting (bonus program)

Dashboard

  • Overview of turnover, margin and services of the whole company
  • Cross-sectional comparison
Contacts
  • Colleagues overwiev with contact option
  • Preview assignments

Calendar and tasks

  • Monthly, weekly and daily views
  • Create events and tasks
  • Delegation of tasks
  • Link events or tasks to specific customers
  • Setting the priority
  • Daily reminders
  • Attachments adding
  • Comments during performance
  • Possibility to display the calendar of the other colleagues
contact
Matěj Uliczka
+420 739 665 244
sales@nextis.cz
more contacts

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