The Winoffice Prime Mobile CRM app acts as the mobile extension of your Winoffice Prime desktop. It provides full access to all activities and to the whole contact history for each address and contact. Hit Login - Online access to the most current and comprehensive data managed in your Winoffice Prime portal- Including concepts known from the Prime SmartClient (i.e. SmartRelations, SmartLinks and SmartClassifiers)- Full-text search in all views (identical to the Prime Smart Client)- Immediately available- No cumbersome configuration and no costly investments necessary- Secure thanks to 100% SSL encrypted data transfer- No local data storage - No loss of data in case your device is lostPrime Mobile CRM offers the following features:Address- and contact management- Online access to all addresses and contacts stored in your Winoffice Prime Portal- Dedicated management of private contacts- Search and display of employee data (Corporate phone book)- Initiate phone calls from within the app- Display address locations in the Maps app- Create new emails, appointments and tasks directly from within an address detail- Display of a highly customizable address report (i.e. for revenue or customer service statistics)- Management of the full history for each address and contact- Print preview contracts, sales offers, sales orders, invoices, delivery notes and credit notes per address and send them via email- View documents with relation to individual addresses and contacts and send them via emailPersonal and team emails- Online access to your personal Winoffice Prime mailbox- Configurable push notifications for new personal emails- Online access to the collaborative mailbox of your team- Configurable push notifications for new team emails- Send, receive, reply to and forward for personal emails- Receive, reply to and forward for team emails- Auto complete for email signatures- Auto complete for salutations according to your Winoffice Prime portal settings- Create email attachments from locally stored photos and pictures- Create email attachments from documents stored in the Winoffice Prime document archiveCalendar- Online access to your personal Winoffice Prime calendar- List view of appointments per month and graphical 7-day view- Configurable push notifications for new appointments and appointment reminders- Create customer visit reports directly from within an appointment- Create new emails and tasks directly from an appointment- Various filters for selectively displaying certain appointmentsTasks- Online access to all your Winoffice Prime tasks and phone tasks- Configurable push notifications for new tasks and task reminders - Create new emails and appointments directly from a task- Various filters for selectively displaying certain tasksDocuments- Online access to all documents in your Winoffice Prime document archive- Display of document details (i.e. owner, size, change history)- Support for document favorites- Viewing of documents- Send documents via email

Prime CRM alternatives

iReport Business

Creation of employment certificates, inspection reports, orders, show memos, with your own templates using iPhone and iPad Your company addresses from any source and databases synchronized on your iPhone or iPad. Find companies and contacts in the table view style or map display - Dial the phone number or send an email. Formats and methods: mail, FTP, XML, CSV, PDF, DOCX, HTML, TXTStart immediately with the existing standard templates and optimize any time as needed.functions-creation of reports-send reports in various file formats (i.e. PDF)-design your own reports with their own layouts and fields-use your own logo images in reports-Yes/No Buttons-create calendar entry from report-management of staff-selection of staff report-Database of companies with any number of contacts in relation-assign contact person to Report-save company as an iPhone contact-send report as PDF-to customers and / or company name-create sketches in Report-assign photos to Report - from camera or album-Signatures in report-list view of reports with various groups-reports as Mapview-MapView of iPhone contacts-MapView business contacts-my position in MapView-Function route to point-Barcode scanning-Supported barcodes: EAN-13/UPC-A, UPC-E, EAN 8, Code 128, Code 39, Interleaved 2 of 5, QR Code-Keypad quick search-Call, email, SMS contacts-Encrypted file transfer, import and exportSupported languagesGerman, English, Spanish, French, Italian, DutchinApp purchase option to remove any lmitations

  • size 150 MB

Pivotal CRM

Pivotal CRM gives sales people access to the Pivotal CRM information and tools they need to close deals. Users can also stay up to date with current accounts and provide accurate and rapid response to customer requests. If you do not have Pivotal 6.0.10 or a valid mobile plus license, a demo version is available.

  • size 36.9 MB

Apptivo CRM

Get unlimited access to all your contacts, customers, leads, tasks, activities and much more, right from your fingertips. Apptivos mobile app stays in sync real time with all of the data on the cloud. About ApptivoWe set out to build business software for small businesses and have built over 40 Apps to help small businesses manage their projects, automate time tracking & invoicing, increase customer engagement using CRM and enhance web presence by employing business website integrations through WordPress & API.

  • size 69.6 MB

WORKetc CRM & Projects

WORK[etc] integrates CRM with project management, billing, support cases and more for an all-in-one business management platform.

  • size 37.0 MB

CRM4Mobile

CRM4Mobile - Oracle CRM on Demand data on iPhone/iPad. Sync your CRM Data and work offline.

  • size 22.8 MB