Intapp CRM
iOS Universel / Productivité
We’re focused on helping users access more of their data through their mobile phones and tablets. The Intapp CRM mobile app contains several key features and makes it easy to log meeting notes and enter data.
***360-degree meeting overviews:
The mobile app provides a single point of reference for reviewing and prepping for meetings, and the ability to log notes afterward. Users can link their work calendars to the mobile app and get a 360-degree overview of any meeting. iOS users will also be able to sync meetings directly to DealCloud (formerly OnePlace CRM). Once synced, users will be able to log their meeting notes directly into the app.
***Access to all DealCloud CRM web content:
Users can now access all of their reports, dashboards, charts, grids, lists, views, and template reports from within the app. They can also search for all DealCloud CRM data from within the app and filter results to quickly narrow them down.
***Notifications:
Push notifications ensure users receive important updates and task reminders on their phones, directly in the app.
Quoi de neuf dans la dernière version ?
Bug Fixes & Performance Improvements.
DealCloud:
- Combining Template Reports now available in Mobile
- AI Smart tags now auto-fill suggested values to accelerate data entry.
- Widget actions (text, references, choice, and Report generation) are now available in Mobile
- Enhanced Data Grid Editing with a cleaner layout and simplified tap behaviors.
- Card mode previews offer a mobile-friendly way to browse data grid and card-based records.
- Combining Template Reports is now available in Mobile
