EFFICIENT CRM

EFFICIENT CRM is the field sales app for companies that run on EFFICIENT ERP. Plan the day's visits, know the account before you walk in, check in when you arrive and log what happened before you drive off. TODAY - Visits done, follow-ups due and deals closing, at a glance - Your next visit with its drive time and directions, and the day's route in order - Tick off a visit or mark it "Not in", and complete follow-ups as you go MAP AND DAY PLAN - The day's route on a map with numbered stops; move between days - Reorder stops, put them in the best driving order, give a visit a time, or add a customer or lead as a new stop PIPELINE - Deals by stage, with open value and weighted forecast, as a board or a list - Move a deal to another stage, create and edit deals, and keep up with each deal's tasks and activity - Leads by status: add, edit and convert a lead into a customer and contact, with a deal if you want one ACCOUNTS - Search your customers and filter by Mine, Near me, With balance or On hold - Account 360: what the account owes and what is overdue, its statement as a PDF, orders, open deals, contacts, past unit prices and logged activity - Call or email an account or contact in one tap CHECK-IN AND QUICK LOG - Check in at an account: a note, photos and video, the contact, the deal and a follow-up task, saved in one step - Dictate the note: speech becomes text on your device and the audio is not kept - Quick log a visit, a call, a voice note, a task, a lead or a deal from anywhere - Works offline: what you save waits and is sent when you are back online NOTIFICATIONS - Task reminders, new deal and lead assignments, and today's route - Mark a task done straight from the notification Face ID app lock, passkey sign-in, and more than one company on one device. Requires an EFFICIENT ERP account from your employer. There is no sign-up in the app.