CRM.pad
update software AG
1.7.5 27.6mb

“update CRM.pad | quick, easy and intuitive solution for even greater productivity and success in the field!”

Red Dot Award: Communication Design 2013

update CRM.pad is the premier solution for professional, mobile CRM, providing access to your most important CRM data on the road. The Red Dot Award-winning app interfaces directly with the update.CRM system and its integrated processes, including customer information and activity, lead, task and order management. Stay in the loop with update CRMpad!

Key Features
- Clearly arranged dashboards act as a starting point for all relevant CRM data such as appointments, tasks, and your most important customers
- Online and offline access to key CRM processes allow you to manage customer information, activities, leads, tasks and orders
- Quickly and easily enter order items, with integrated shopping cart and digital signature
- Sample management including digital signature for the pharmaceutical industry
- Easily capture point-of-sale data for the consumer-goods industry or pharmacy sales representatives
- Flexible & quick processing of offers including digital signature
- Use of questionnaires to carry out e.g. telephone marketing campaigns
- Display interactive circle of influence chart
- Aggregated view of different CRM data on the dashboard (Insight board)
- Convenient analysis of corporate data through a seamless integration with update CRM.intelligence
- Taking photographs: upload images and link them to customer data
- Overview of the favorites and quickly access recently opened customer data
- Plan visits to customers with GPS and Maps support
- Barcode support to take orders and manage inventory
- Monthly calendar view to display appointments & customer activities
- Find accounts within a specific distance of any geographic location
- Adapt elements such as fields, lists and masks to your individual needs

In order to access to your business data, update.CRM or update.seven must be deployed with the "mobile services" module. If you are not yet an update customer, you can test the app‘s basic functionality in demo mode.

Content rating: Rated 4+

Requires OS: 6.0

Supported Devices:
- iPad

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