Sage CRM empowers your mobile workforce with access to the platform from anywhere in the world, at any time. Access Sage CRM from iPhones, iPads, Android and Windows mobile devices.
- Enables field-based staff to work efficiently regardless of their location, with all the information they need at their fingertips.
- Spend more time on the road cultivating strong relationships with your customers.
- Schedule activities and appointments and update account information from your mobile device.
- When you are in locations with no signal, synchronise your information at a future point in time.
Information anytime, anywhere
Provide your mobile workforce with the information they need whilst they are out on the road, allowing them to do their job anytime and from any location
- Improve Customer Service by providing your mobile customer account managers with the most up-to-date information.
- Save time with the mobile click-to-dial feature, clicking a CRM contact to make the call.
- Make well-informed decisions with access to reports whilst you areout on the road with your Customers.
- Review and update Contacts, Opportunities, Leads and Cases whilst out of the office.
Easy to use mobile application
Spend very little time getting the information you need using the well-designed mobile applications.
- Customise the mobile screens, lists and tabs to better suit your mobile workforce requirements.
- Retain full control, making specific entities read-only when being accessed by a mobile device.
- Choose from ‘Tablet’ or ‘Smartphone’ views to suit your device and optimise your experience.
- Works in conjunction with Teams and Territories to ensure your staff only has access to the information they need.