CloudReady-CRM
iOS Universel / Economie et entreprise
Manage every aspect of your sales cycle from a single, secure app:
- Unified Lead Screen: Import leads from websites, WhatsApp, and Facebook automatically, no manual data entry required.
Smart & Saved Filters: Apply multi-criteria filters (status, source, type, assignee, project) and save them for instant reuse.
- Client Location & Check-In: Record meeting GPS locations within each lead’s profile to verify visits and plan your route.
Real-Time Activity Reports: View every call, email, message, and meeting logged by your team—identify performance gaps and celebrate wins.
- Lead Description VoiceNotes: Capture rich, spoken notes on the go to preserve every detail of your client conversations.
- Unit Assignment & AI Proposals: Assign specific units, then generate polished proposal files or text messages complete with floor plans and pricing—powered by AI.
- Call Log Integration & Auto-Search: Sync your phone’s call history, instantly match numbers to existing leads, and log call details without leaving the app.
- Collaborators & Permissions: Invite colleagues to work on a lead together—or lock it down so only assigned users can view it.
- Safe Delete & Restore: Remove outdated leads to the bin and restore them anytime—no data is ever truly lost.
- Customizable Interface: Reorder or hide tabs on your personal “My Page” so your most-used features are always front and center.
- Multi-Channel Outreach with Templates: Reach out via SMS, email, WhatsApp (and more) using predefined templates—consistent messaging across every channel without retyping a thing.
- Fingerprint & Face ID Login: Get in and get going faster, with enterprise-grade security protecting your data.
Quoi de neuf dans la dernière version ?
- add nationality for leads and opportunity
- add task assignee for leads and opportunity activities
- fix some translations and edit profile
