Significantly reduce your future outlay for customer meetings: Sybit CRM Call Report enables you to enter and follow up appointments, write and save reports, and conveniently send or export them by e-mail, wherever you are and whenever you want. Make the most of your time on the road without a connection to your company network. This is how modern field sales work!
And theres more. By supplementing it with the CRM Adapter, you will be able to synchronize not only all of the visits that you enter offline with your CRM system, but also follow-up tasks and contact partner details. Double data maintenance is a thing of the past.
FUNCTIONS & FEATURES
Create, edit, save, and delete reports:
• Account information
• Visit date and time
• Visit report status
• Location
• Notes
• Participants
• Follow-ups
• Add photos and drawings
• Send your reports as PDF
• Voice recognition (Siri, iPad 3 or higher)
• Can be used offline
Enterprise version (extended range of features for companies)
• Connect to your CRM system via Adapter
• Synchronize appointment data from your CRM system
• Customer fact sheet
• Customer opportunity overview
• Capture business cards with OCR scanner (including text recognition)
• Maintenance and support
• Multilingual capability
• Customized company branding