Sage CRM Mobile & Remote Access

The ability to access data on the move through a variety of devices has changed the way we do business.

Sage CRM is supported for use on most popular browsers and can therefore be delivered through the majority of portable devices. Furthermore, it is possible to develop screen layouts for different devices, so that a user always receives information in a convenient format.

The Sage CRM for iPhone app allows your team to update data whilst away from the office. This means that people can stay on top of their leads, opportunities, appointments, and tasks no matter where they are - even without an internet connection.

Key Features of Sage CRM Sales App include:

  • Easily access your CRM contacts, create favourite contact lists, and sync your phones contact list with your CRM App if desired.
  • Email, Call, or Text clients directly from your Sage CRM App. When Making a call or sending an email you will be prompted to add the communication in Sage CRM directly from the Sage CRM App.
  • By clicking a contact’s address you will have the option to locate the address in the Maps iPhone App.
  • Access opportunities information including quote values, notes, certainty and forecasts.
  • The Sage CRM App will download and sync your Sage CRM Calendar for the next 14 days. Your Sage CRM Calendar will Sync with your iPhone calendar if desired- allowing you to set an alert for 30 minute before the start time and date.
  • Keep track of recent activity with the “Recent” section of the App. You can also work offline when internet access is not available, and sync your CRM when you access to internet.
  • Download data to be accessed offline.

Contact us now to arrange a demonstration of Sage CRM so that we can show you the product in action.