QuickCRM for SuiteCRM/Sugar 9.1.1

NS-Team ❘ Freeware ❘
iOS

Ultima versione
9.1.1 Cassaforte da installare

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QuickCRM for SuiteCRM and Sugar® offers comprehensive access to key CRM modules, facilitating efficient management and navigation within your system.
<ul>
<li>Allows for searching contacts and items by name and personal "My Items."</li>
<li>Includes a robust global search feature for quick data retrieval.</li>
<li>Displays maps highlighting contacts, accounts, and other entities near your current location or specified address.</li>
<li>Enables customization of record sort order to suit user preferences.</li>
<li>Provides integrated calendar functionalities, including shared calendars for team coordination.</li>
<li>Supports initiating calls directly from lists to contacts, leads, and accounts.</li>
<li>Allows copying contacts directly to iPhone/iPad contacts for seamless integration.</li>
<li>Offers quick access to recently viewed items for streamlined workflow.</li>
<li>Includes alerts to notify users of new assignments or modifications made by others in the system.
</ul>
Implementation of QuickCRM requires installation of one of the following CRM extensions:
<ul>
<li>QuickCRM Mobile Basic or</li>
<li>QuickCRM Mobile Full.</li>
</ul>
Users with QuickCRM Mobile Full gain additional capabilities such as:
<ul>
<li>Management of other modules and custom modules tailored to specific needs.</li>
<li>Offline access to SugarCRM or SuiteCRM data for uninterrupted productivity.</li>
<li>Customization of record display colors within list views for better visual management.</li>
<li>Personalization of search fields, including date and number range searches.</li>
<li>The ability to take pictures with the device camera within Picture or Photo fields, depending on the CRM platform.</li>
<li>Option to save searches as private or public templates for future use.</li>
<li>Display of Dashlets on the home page for quick insights.</li>
<li>Map displays of contacts and accounts relative to specific entities.</li>
<li>Management of custom modules and fields to adapt the CRM to organizational requirements.</li>
<li>Document upload capabilities to centralize information storage.</li>
<li>Synchronization of iPhone/iPad contacts with CRM records.</li>
<li>QR code scanning from business cards to automatically create contacts or leads.</li>
<li>Quick creation of audio notes linked to CRM records.</li>
<li>Automatic call logging for improved record-keeping.</li>
<li>PDF generation support within SuiteCRM, enhancing reporting functionalities.</li>
<li>Access to reports through KReporter or SuiteCRM Reports modules for data analysis.</li>
</ul>
The platform also provides full support access to assist with implementation and ongoing usage issues. The QuickCRM Mobile Basic version is available as a free download on GitHub.

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Ultima versione
9.1.1

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