RFMS CRM

Professional workflow

Business

Productivity

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Details about RFMS CRM

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

June 4, 2020
October 2, 2024
11.0+
4+
54.87MB
iPhone, iPad, iPod
English

Developer of RFMS CRM

RFMS, INC.

⭐️5 / 5

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Version History of RFMS CRM

1.2.30

August 22, 2024

Enhanced Reporting Capabilities Support for Attachments Recent Chats view in Dashboard

1.2.27

May 24, 2024

Bug Fixes and Improvements - Duplicate Measure Appointments

1.2.20

January 12, 2024

New reporting features!

1.2.14

October 25, 2023

Support for Unassigned Appts Bug Fixes

1.2

April 25, 2023

Pipeline supports custom stages configured in ROS Two-way calendar syncing with Outlook and Gmail Admins can view deleted opportunities and restore them Download search results as CSV file

1.1.30

March 5, 2022

Dashboard now includes recent notifications Pipeline enhancements to improve loading times

1.1.21

February 8, 2022

Dashboard now includes recent notifications Pipeline enhancements to improve loading times

1.1

May 27, 2021

New Feature: • Sample checkout Improvements: • MyFlooringLink customer URL can now include terms and conditions that require customer approval • Opportunities can now be associated with a new or existing customer after initial creation • Agreed upon terms and conditions will be saved on customer MyFlooringLink URL • Terms and Conditions approval will now display in Proposal • Custom stage names can now be configured in admin.rfms.online (please note: names will change, but column actions remain the same) • Estimated value populates in the product selection screen with the highest valued option when opportunity is saved • Users can now search opportunities by updated or created date • The deletion of a task or an appointment is logged in the opportunity history, and the assigned person is notified Bug Fixes: • Fixed notifications for iOS • Fixed bug with searching for opportunities as a salesperson • Appointment date and time are now synchronized correctly with Measure date and time • Ship To information is included when creating a new customer

1.0.46

November 10, 2020

- Send and receive photos via Chat - Attach photos to products and share them with MyFlooringLink - New Questionnaire tab includes customizable questions the salesperson can ask a customer - Admins and Managers can now configure number of days before an opportunity is Stale on each stage See complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360048652354-CRM-Release-Notes

1.0.30

September 15, 2020

- New Sales Goals feature allows admins to set performance goals per salesperson - Opportunity ID Number now applied to each opportunity - Improvements to the Activities and Overview Tabs - Many other improvements and bug fixes See complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360048652354

Description of RFMS CRM

Customer Relationship Management App Every sales department needs a systematic method to gather leads, communicate with potential customers and manage the workflow from the initial sales opportunity to closing the sale. If your sales staff is struggling with: * Keeping track of leads and prospects * Managing your sales workflow * Timely communication with your customers CRM solves these issues and more from the freedom of your mobile phone or tablet. CRM is the Missing Link. Fulfills the Needs of Each Role: SALESPERSONS * Organize sales opportunities with a defined workflow * A single starting point that feeds important project requirements throughout the sales process * Online customer portal providing quote and order status with two-way dialog * Advanced communication with the customer throughout the sales process via a web portal, text messages, and email * Calendar and scheduling features shared through the company * Customer profile and history * Internal notifications to let estimators know where, when and what to measure and estimate SALES MANAGERS * Visibility to sales process across company * On-demand reporting with trends, activity and key performance metrics in real-time

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