About
This CRM system is designed for the HVAC/R-P industry to boost business efficiency. It offers smart navigation, offline access, and automated reporting for sales activities and expenses. Connect with industry databases and team members for seamless collaboration.
What's New in RoamV3
1.9.3
August 17, 2023
Small update to contact page
Developer apps
FAQ
What is RoamV3?
RoamV3 is a CRM system specifically built for the HVAC/R-P industry. It aims to maximize efficiency in business-to-business markets by offering features like smart navigation, offline access, and automated reporting.
Does RoamV3 have ads?
No, RoamV3 does not contain advertisements. It is a free application designed to provide a seamless user experience without interruptions.
What devices does RoamV3 support?
RoamV3 is available for iPhone, iPad, and iPod. It is designed to work across mobile phones, tablets, and laptops.
How often is RoamV3 updated?
The latest version of RoamV3 is 1.9.3, last updated on August 17, 2023. Updates are released periodically to improve functionality and add new features.
Can RoamV3 integrate with other systems?
Yes, RoamV3 features an Integration API to exchange data with your ERP system. It also has a Library API for improved access to industry-specific document databases.
What are the key reporting features in RoamV3?
RoamV3 offers MyAccount Reporting for sales management analysis, an Automated Tag Manager for categorizing activity, Cost to Serve Analysis, and Competitor Reporting to understand customer relationships with competitors.
What is the age rating for RoamV3?
RoamV3 has an age rating of 4+. This indicates it is suitable for a wide range of users, including younger individuals.
How does RoamV3 help with expense tracking?
The Expense Tracker in RoamV3 allows users to record mileage via GPS, receipts, and time on location seamlessly. Users can also attach receipt images directly to expense records using their device camera.
