Mobile CRM PL For MSCRM For iPad

Mobile CRM PL is a standalone Application that does not connect to any CRM Server but provides CRM type functionality in a native device application so that individual users can keep their customer related data in an organized fashion.

It takes data entered by user, and uses data available on other native device applications e.g. Address book and and helps user to keep their customer related data organized on device.

Features include:
• No server account required
• Allows Data to be classified as various entities similar to a CRM environment e.g. Contacts, Accounts, Opportunities, Leads, Cases, Services and Activities entities
• Add / Edit /Delete/ View Entities
• Add/Edit/View Entity Related Activities
• Add/Edit/View Entity Related Opportunities
• Attach text notes with image, audio and other types of attachments

Mobile extension features include:
• Attaching Picture, Audio and Video
• Emailing to entity email id
• Syncing CRM contacts with device native contact application
• Searching for entities on locally cached data

PLEASE NOTE: This application does not Sync data to any CRM server. It stores data on local device in an organized fashion similar to a CRM environment and the data files can be synced to iTunes on PC for backup purpose.