theCRM

theCRM for iPhone puts your CRM in your pocket. Built for existing theCRM customers, it connects securely to your organisation's own theCRM instance and gives you the essentials on the move. VIEW AND UPDATE YOUR CRM See your companies, contacts, activities and opportunities in fast, searchable lists. Open any record to view its details, or tap Edit to update it — with the same fields and dropdowns your organisation has configured in theCRM. FIND ANYTHING, FAST Search across your records as you type, sort lists your way, and tap any phone number or email address to call or write directly from a record. NEVER MISS A REMINDER Your due activities appear on the Home screen the moment you open the app, and push notifications alert you before activities are due — even when the app is closed. Swipe to mark a reminder complete and move on. TAILORED TO YOUR ORGANISATION theCRM is schema-driven: the objects, fields, labels and options you see in the app are the ones your administrator has configured. Your CRM, your way. SECURE BY DESIGN Sign in with your existing theCRM username and password. Your data stays in your organisation's own theCRM instance, and your session is protected with industry-standard OAuth security. theCRM for iPhone requires a theCRM account provided by your organisation. To learn more about theCRM, visit www.crm-uk.com.