SuiteMob

SuiteCRM員工應用

Want to increase the customer satisfaction ratio? Want to stay connected to your CRM system 24 x 7? Want to modify records while on the move? All these questions have one answer: SuiteMob Pro-SuiteCRM for Mobile.

It is a sure shot solution in the form of Android app. The modules of SuiteCRM such as Accounts, Contact, Lead, Note, Meeting, Calls and the like are loaded dynamically in the app based on backend configuration. The app provides decent theme and user friendly UI; easy to navigate and no need for any technical background. You can organise your customer data, calls and other relevant data seamlessly through your smart phone.

It can be used to add, update and delete the records from app as well as SuiteCRM instance. They are synced with each other and reflect the same. Thus, SuiteCRM for mobile can allow you manage your customers and other CRM activities effortlessly through mobile, given your priority and business specific needs

Core Features

• Dynamic Modules - Integrates all SuiteCRM modules dynamically in the app based on back end configuration
• Layout i.e. the fields to be included for Edit, Detail and List view of the modules can be configured from the back end
• Based on this selection, respective modules will be loaded when the user logs in
• Role Based Access - It is possible to provide role based accessibility to app users
• Modules in the app will be loaded according to the credentials and URL entered
• Interactive Dashboard - With Quick Create Button to quickly create records in dynamically selected modules
• Offline Support -It is possible to save the modified data in offline mode. It will get synced with SuiteCRM later on when Sync
• Offline Sync Monitor - Sync all your offline records together or sync them based on modules, Monitor records being synced along with their stats from the offline sync monitor
• 360 View - View module-wise related records from the detail view of a record
• Analytical reports with graphical charts
• Configure Menus - Set priority and modules to be displayed in the main menu, quick create option and for the recent records
• Quick Access to recently created and recently viewed records
• Today's Activities - View all activities for the day from the dashboard
• Edit your profile and configure your app settings from the dashboard shortcuts
• Quick actions - Call, SMS or Email your prospects from a record's detail view
• Locate Prospects - View address of a record in Map view
• Record Duplication - Duplicate a record and avoid creating the same record for the second time
• Push Notifications - Assigning of record, Scheduled notification and others
• The Calendar module allows you to save calls and meetings for a particular date
• View calls and meetings for the day or for the whole month in the calendar module
• It allows you to add, update and delete records which will get reflected in the SuiteCRM instance as well
• Forgot password and reset password feature available.

Suite CRM Plugin Link: https://store.biztechconsultancy.com/mobile-suitemob.htm