This version of Pipeliner CRM Mobile is for all existing users of the Pipeliner CRM version Universals v13 (released October 2017)
Pipeliner CRM Mobile App is optimized to fully work with your iOS devices so you can access your sales data anytime, anywhere.
Features:
› Contacts Management
› Accounts Management
› Leads Management
› Opportunities Management
› Tasks Management
› Appointments Management
› Feeds
› Dashboards
View all contacts, accounts, leads, opportunities, tasks, and appointments or feed messages--without switching between Pipeliner CRM and iOS.
› Sync your data from Pipeliner CRM for Desktop.
› View and update all your data between Pipeliner CRM Mobile and Desktop.
› Integrate Calling system from within Desktop on your mobile.
Pipeliner Mobile CRM for iOS seamlessly integrates with the key features of your phone including:
› Logging your outbound call conversations as call activities in Pipeliner CRM.
› Planning your customer visits on the interactive map.
› Making calls to, or text messaging or emailing your contacts and accounts.
For a more detailed picture, one click takes you directly to a visual representation of Pipeliner CRM, from which you can drill down into CRM data.
Pipeliner CRM Mobile App for iOS requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Personal Plus, Starter, Business and Enterprise versions.