CRMnext Mobility

Unified view of sales information on the go

CRMnext Mobility's platform enables access to vital sales data in real-time through a unified customer view from anywhere in the world.

Members of sales teams like flexibility to perform their tasks effectively. A major part of their productive time is spent talking to prospects and customers about their products and services. The best way to support and enable these dynamic needs is through CRMnext Mobile.

Using the CRMnext Mobility application Users can:

  • Create, edit, clone and view sales data from around the globe to improve your sales process by enriching collaborations and inviting constructive advice to help win opportunities.
  • Customize interfaces for easy access to view/ create data and to increase user adoption.
  • View data created by other Users on CRMnext in real-time from anywhere.
  • Update/ view the status of leads and opportunities' stages through their mobile phones to hasten the follow-up process.
  • Enter data one-time only to enhance efficiency.
CRM on the fly

CRM on the fly

CRMnext's short code management allows creation and updation of information on leads and cases automatically. Send SMS responses based on conditional filters for numerous objects to improve customer satisfaction.

Maintaining a customer-centric organization is made easier with short codes by capturing and updating records in real-time for users and responding instantly. Using CRMnext's short code management Users can:

  • Run mobile campaigns to increase lead generation and amplify product awareness.
  • Send automated responses instantly for records captured via SMS.
  • Generate auto-populated text messages for objects like Leads, Opportunities, Campaigns, Contracts and many more when records are created or edited.
  • Update existing records through data from incoming text messages.
Two way SMS

Create, update and respond through text messages

Experience CRMnext