ViaCRM

The application connects to your ViaCRM server and allows you to conveniently work with data from your smartphone - whether you are in the office, on the go or at the customer's place. MAIN FEATURES • Contacts and Customers - Manage contacts and business customers, track their history and communication in one place. • Leads - Record and process business opportunities from the first contact to customer conversion. • Business opportunities - Track the status of deals, their value and probability of closing. • Tasks and Kanban - Clear Kanban board for task management and team collaboration. Move tasks between states with a simple drag and drop. • Calendar - Plan meetings, calls and tasks in a clear weekly and daily view. Track the activities of your colleagues. • Notifications - Stay informed about important events and assigned tasks in real time. • Activity stream - Track the history of changes and communication for each record. WHO IS THE APPLICATION FOR? ViaCRM is an ideal choice for sales representatives, managers and teams who use ViaCRM and need mobile access to their data. The application respects the set permissions - each user sees only the data to which they have access. REQUIREMENTS To use the application, access to the ViaCRM server is required. The application does not provide its own server solution. Supported languages: Czech, Slovak, English.