With Mobile CRM for Android, your business processes runmoresmoothly and your field staff are best supported wherever theyare.Instantly access your CRM data from CAS genesisWorld.Realtimeaccess to all app functionalities ensures that you haveallcontacts, appointments, documents, and more, at yourfingertipswithout having to synchronize your data.
Requirements
Mobile CRM for Android requires CAS genesisWorld Version x8.1.0.Touse the app and integrate it into your CAS genesisWorld CRMsystem,you need to configure your server settings and ensure thatyou havethe correct license. For further information, pleasecontact yourconsulting CAS partner or CAS Software AG directlyat:sales@cas.de.
Mobile app functions
Dashboard
When you start the app, you will see your custom dashboard. Allofyour upcoming appointments, linked contacts, opportunities,andother relevant data, are displayed here. For moredetailedinformation, you can immediately access the individual datarecordsto read or edit them.
Contacts
Stay connected anytime – call, write or text your customersorbusiness partners directly from within the app. Additionally,youcan view your customer's picture and look up their address onthearea map. Different contact lists help you to structureyourcontacts, and you can, for example, display all of your keyaccountcustomers your colleagues. Find your contacts easily withthe smartsearch function.
Appointments
View your appointments and holidays in a well-structuredday/weekview. Use the shared calendar view to access yourcolleagues'calendars or resource plans, or quickly schedulenewappointments.
Documents
With Mobile CRM for Android, you can access important documentsfromanywhere. View the document details and open different types,suchas PDF, Office documents or image files, by using acorrespondingapp (e.g. Adobe Reader).
Reports
You can stay right up to date using reports - by accessingyourindividually defined report views you can keep a close eye onyourdata while mobile. You can opt to display your data ineithertabular format or, alternatively, as a PDF file based onCrystalReports.
Questionnaires
Visit reports, lead surveys, interviews and much more -mobileaccess to your questionnaires helps you enter yourinformationbeing on the move, for example, while at a customer siteor a tradefair.
Opportunities
Realize your sales potential by accessing your opportunitiesandproduct items in realtime. Edit your contacts, turnover figuresorchange the status of a sale during an out-of-officecustomermeeting.
Receipts
Seamlessly integrate your ERP system receipts intoCASgenesisWorld.
Tasks, projects, phone calls and jobs
Instantly access your important customer data, such ascurrenttasks. You can easily create and edit tasks, jobs andprojects whenyou are on the move.
Dossier
Get a 360° view of your customer on your Android smartphone:simplyaccess your customer's history with one look at the dossier.Thedossier displays a chronologically sorted list of all linkeddatarecords.
Many more functions
Mobile access to e-mails including the attachments, and more.