Mobile CRM app is a tool designed for smartphones and tablets. Users can access data even when they are away from the office. A well-designed interface helps the user to manage their work and get access to important business data no matter wherever they are.
OfficeClip mobile app ensures that your employees have access to all the vital information so that your customers will get the best service with better communication, faster access to information and the latest updates about their projects.
Add new contacts with your smartphone devices. The users can also add new notes, events, tasks for a contact. These events, notes, and tasks can be viewed and edited. Contacts can be easily modified, deleted and can be searched using the search and filter option.
Users can add new timesheet which includes the project details, the task allotted for a project, working hours, work details, etc. The user can also see the list of submitted, saved, pending and approved timesheets.
Once the user submits the timesheet to the approver, the approver can approve or reject the timesheet using his smartphone. This convenience of using the OfficeClip mobile app makes the workflow smooth and hassle-free.
With a calendar app in CRM, users can add new events, send invitations to the attendees for the event or meetings. The users can also see the list of events and meetings scheduled for that particular day with the help of a mobile calendar.
Similarly, the users can work in different organizations created by the administrator and also create new tasks, view campaigns, add bugs in the issue tracker, add new expenses, add new accounts and opportunities through our free mobile CRM app.