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myCRM
The most powerful personal CRM system available for iPhone and iPad, especially suited to all professional and sales people, such as business agents, sales agents, business brokers and representatives.
With myCRM you can keep constantly on hand all your business, plan all the activities related to it, track and monitor the sale opportunities, record all the relationships mantained with your customers, and do much more.
Download it for free and try it as you like. Buy then the license that best suits your needs directly from within the application (In-App Purchase).
MyCRM does not use external servers. All data are stored on your device. The interface is simple and immediate, with no graphical heaviness. This makes the application particularly robust and capable of handling large volumes of data for a true professional use.
It is not possible to list here all the many features provided by the application.
VISIT THE SITE WWW.SERENAWARE.COM TO KNOW ALL THE DETAILS.
Change your life! Choose myCRM.
What's new
1) Document Management
- now you can store files of any type within the application
- for each file, it creates a new "document" containing the title and description
- documents can be attached to accounts, opportunities, sales, relationships and principals
- the following types of files can be viewed directly within the application: iWork and MS Office documents, text files, PDF files, CSV files, Images, Videos.
- from External applications you can send files to myCRM to be stored (menu "open in myCRM ...")
- you can also create documents by linking them to images or videos present in the gallery of the device
- all documents can be sent as attachments in emails
2) Support Dropbox in the following areas
- Documents: you can create documents by downloading them from the Documents folder on Dropbox. Alignment to the latest version of the file present on Dropbox will be always guaranteed. In case of no internet connection, the local copy will be used
- Backup and Restore: you can create backups files and send them to the Backup folder on Dropbox; you can also restore the database by downloading a backup file from the Backup folder on Dropbox
- Export: you can export any type of data to readable or CSV formatted files that will be sent in the Export folder on Dropbox
- Import: you can import CSV files by downloading them from the Import folder on Dropbox
3) CSV Import
- you can now import customers from files in CSV format.
- the CSV format generated by the export of customers is compatible with the one used for the import
- external applications can send (menu "open in myCRM ...") CSV files for importing into myCRM
4) Automatic management of the status of the customer
- status "free" (red): a customer with no open opportunities and no closed sales
- status "pursued" (yellow): a customer with open opportunities, but no closed sales
- status "caught" (green): a customer with closed sales
- the status is indicated in the customer details, customer lists and customer maps
- the status is recalculated automatically without any user intervention
5) Ability to modify tags:
- While entering tags, with a double tap on the tag, you start edinting it.
6) The text of the engagements synched with the calendar is now easier to read and to understand
7) Now the filters "those of day X", "those up to day X" and "those from day X", also take into account of the appointments, of the multi-customer activities and of the special dates
8) you can now extract directly from the diary, the customers of the current day, of the current week and of the current month. They are:
- All customers affected by pro-customer, pre-sales, post-sale and multi-customer activities
- All customers affected by appointments related to customers, opportunities and sales
- All customers affected by special dates
- All customers affected by relationships
9) now, from the Insertion menu, when you insert a customer, an opportunity or a sale, the record is redisplayed in read only mode to allow other actions on it.
10) when you create a new opportunity/sales from the list of opportunities/sales of a customer, the customer field is now automatically set to the value of the customer that you are referring to
11) various graphical improvements
12) fixed several bugs and improved the overall stability of the application
Screenshots
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- Last changed:
- Jan 27, 2012
- Category:
- Productivity
- Developer:
- Serenaware.com
- Version:
- 10.0
- Average Rating:
- 2.50 (21)
- Size:
- 4.3 MB
