EN
    Search
    • EN-Gedys Intraware

    ADVANTAGES OF A MOBILE CRM SOLUTION

    Why you need the Gedys CRM app

    gd_linie_orange_100x2px

    Mobile CRM solutions are now more important than ever for your business and communication processes. As more and more people access the Internet via mobile devices, they expect your employees to do the same - especially in the field. To be flexible, you and your employees need access to data while on the move. They need to be able to provide information, read, edit and create documents and actively collaborate with the back office, marketing and service teams. At the same time, the security of your data against unauthorized access must be guaranteed at all times.



    Pfeil_blau_rechts

    An overview in a 4-minute video

    CRM-App-Thumbnail_play

    THE ADVANTAGES OF THE CRM APP IN DETAIL

    CRM-App-Startseite_iPhone_Hoehe-750px

    The dashboard on the start page of the app

    Individual start page

    • Individual compilation of the start page: offers your own optimal overview at first glance
    • Intuitive operation: menu, functions & layout are where you expect them to be and do what you expect them to do
    • Design of the start page with your preferred sources of information such as dashboard, news ticker or stock market prices. Simply call up the web addresses you want via widgets.

    User-friendliness

    • Quick, convenient access to your data on your mobile device
    • User-friendly design: good orientation without having to work through a manual first, which saves time

    Up-to-date online and offline

    • Online and offline use without neglecting business-critical aspects such as security, ease of integration and costs
    • On the move without an internet connection: you can still read information in the CRM app and create drafts offline.
    • Sudden loss of internet connection during editing: the data you have already entered is temporarily stored in the CRM app
    • Data synchronization: takes place according to your specifications (as a visit report, phone note, etc.) as soon as the CRM app is reconnected to the Internet

    Schedule visits automatically

    • The app automatically generates lists ofsuggested visits.
    • The integrated route planning function determines the optimum sequence of visits.
    • Route planning also via appointments in the calendar.
    • In the event of missed appointments, the proximity search shows which companies nearby could be visited.
    • Simply dictatevisit reports into your smartphone and immediately record all important information while on the move.

    CRM customer file with 360° view

    • The central customer file collects all information on customers and processes: on the company, department and contact as well as all emails, appointments, telephone notes, visit reports, tasks, sales opportunities, offers, tickets and mailings.
    • The history provides a complete overview of all the activities of a contact person, perfect preparation for meetings.

    Reach your goal with the quick search

    • Search the entire CRM database in a matter of seconds and display the desired results.
    • Save the results as a private or public list so that you can access them later in the start menu.

    CRM-App_Besuchsplanung_iPhone_GEDYS-IntraWare_DE

    Central customer file with all information on companies and processes

    Mobile-CRM-App_Tickets_iPhone14-pro_DE-1Edit tickets on the go on your smartphone

    Solve service requests efficiently

    • Use tickets to record, qualify and resolve customer and user concerns.
    • Use ticket management to manage all tickets, shorten processing times and improve results.
    • Create tickets on the go via the CRM app.
    • Receive news about tickets, workflows, appointments and documents with push notifications and have them automatically displayed on the start page of your smartphone without opening the CRM app. Open support requests directly via the notification in the app.
    • Create, send and editgroup appointments directly in the CRM app.
    • Acknowledge receipt of goods or services in the signature field via touchscreen and save signatures as images in the corresponding process.

    Standardized appearance with templates

    • Use email templates that have been created and stored centrally in the application in the mobile CRM as well.
    • For standardized communication and time savings in correspondence.

    Unique e-mail integration

    • The CRM app shows you your mailbox, regardless of whether you use Outlook, Notes or an IMAP mailbox.
    • The BusinessMail function also shows you the CRM data for the sender in your mailbox.
    • All incoming emails can be transferred to the CRM system with a single click.

    More security

    • The Gedys CRM app supports login via 2-factor authentication.
    • By entering an additional password, which is time-limited and can only be used once, data is additionally secured.

    Data protection regulations for the mobile CRM app

    Data protection regulations for the Mobile CRM appDEMO

    AVAILABLE FOR IPHONE, IPAD AND ANDROID

    The top features of the Gedys CRM app

    gd_linie_orange_100x2px

    • 2-factor authentication for login
    • Home page can be configured as required
    • 360° overview
    • Online and offline (reading)
    • Data synchronization after network interruptions
    • Companies and contacts with logos
    • Create and edit contact photos
    • Sharing images in processes
    • Auto image compression for uploads
    • Caller ID (on iOS)
    • Phone notes and call reports
    • Create and edit service documents
    • Create and edit projects
    • Create tasks for projects and project participants
    • Push notifications
    • Two-column display on tablets
    • Sales opportunities

    Mobile-CRM-App_Startseite-auf-ipad_GEDYS-IntraWare_DE

    *In conjunction with chargeable third-party products

    • Create, send and edit calendars, including group appointments
    • Info display of other databases, e.g. tickets in the calendar
    • Timestamp and favorites function
    • Search function for addresses and documents, save search and filter
    • Create radius search and route plan*
    • Route planning via the appointments in the calendar*
    • Create and edit emails and store them in the CRM
    • Documentation according to DSGVO
    • BusinessMail with connection to IMAP mailboxes incl. automatic display of known addresses for senders
    • Quick entry and business card scanner*
    • Inform function
    • Suggested actions

    Test the app with demo data now free of charge

    Discover and rate the Gedys CRM app in the app stores and help to optimize the app.

    Download_on_the_App_Store_Badge_DE_blk_092917

    google-play-badge

    Order the CRM app brochure including an overview of functions here.

    Pfeil_kurz_orange_nach_rechts_unten

    Titlepage-to-product-brochure-CRM-App-from-Gedys

     

    Download brochure