CRM for people on the move - Mobile CRM App helps sales team to access the complete CRM in the mobile phone. Sales Team can view daily plan, update customer visits & update daily sales reports. The mobile CRM app has all relevant information such as leads, opportunities, customer contacts such that the salesperson can effectively close the sale.
Field Sales team can checkin/checkout daily attendance with GPS locations.
RSoft CRM works on Android & IOS Mobile Phones, Tablets & Smartphones.
Sales team can give visit status updates in one click & automate the daily reporting.
Track GPS locations of Sales team during visit update and view the details in map.
Attach documents or photos relevant to lead or customer on the go.
Get driving directions to customer location using mobile maps with navigation.
An investment in a mobile-capable CRM platform can pay dividends throughout your organisation
3. Customer Service
With automatic routing rules, instantly assigns new leads to right sales rep.
Automatically assigns tasks for any stage. Saves your time from routine activity.
Auto suggests next key actions. Ensures Reps adapt the process for each deal.
Set sales targets for your team. Track their progress individually.
Instant Intelligence to track who engages more, responds faster & collaborates more.
Gamification amplifies competitiveness in team and brings in play-to-win culture.