开发人员: Webasyst (8)
价格: 免费
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说明

Webasyst CRM for business
CRM app for teams and personal management of clients and deals, a handy tool for conducting sales directly on your mobile device!

Clients management:
- View full profile of each client, the deals history, issued invoices, and personal notes.
- Client search by name or email address.
- Grouping clients into segments, classes, and tags.
- Assignment of a responsible user for each client.

Deals management:
- Creation of new deals: assignment of a responsible user, setting an estimated deal cost, planning the deal closing date.
- Working with deals: transferring deals to other stages as you progress, issuing invoices for payment, adding work notes, completing deals by reaching either “won” or “lost” state.
- Viewing work history for each deal: who of your teammates created it, who made changes to it, who transferred it to another stage.
- Viewing the list of your personal deals, i.e. the ones you have been assigned responsible for.

Messages management:
- Viewing messages received from your clients by email, from social media or online messengers.
- Quick reply option for each incoming message.

Reminders management:
- Setup of reminders on upcoming meetings, phone calls, or messages to be sent. Each reminder can be linked with a certain client or deal.
- Smart text analyzer automatically finds a date and time in your reminder text and sets them in the reminder settings to save your time.
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#1. Webasyst CRM for business (Android) 来自: Webasyst
#2. Webasyst CRM for business (Android) 来自: Webasyst
#3. Webasyst CRM for business (Android) 来自: Webasyst
#4. Webasyst CRM for business (Android) 来自: Webasyst
#5. Webasyst CRM for business (Android) 来自: Webasyst
#6. Webasyst CRM for business (Android) 来自: Webasyst
#7. Webasyst CRM for business (Android) 来自: Webasyst

新版变化

  • 版本: 0.0.1044
  • 已更新:
  • Improved initial account setup and the overall onboarding experience.

价格

  • 今天: 免费
  • 最小值: 免费
  • 最大值: 免费
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