Gedys Mobile vs SmartWe

Try it now: download for free and discover the full scope of Gedys Mobile with extensive demo data. Turn your smartphone into a versatile business tool – with just one CRM app. For stronger customer relationships. For more competitive advantage. For more teamwork. Worldwide. Gedys Mobile will inspire you by providing you with all the information from your CRM on the go. For an even better customer experience. Why wait until you're back in the office for important information? Latest information and results are recorded immediately, and the team is informed. That clears your head. Your benefits (excerpt) • You log in securely using 2-factor authentication to use data online and offline. Data is automatically synchronized after a network interruption. • Your individual start page offers you an optimal overview of your calendar, tasks, etc. and integrates external sources of information such as dashboards, news tickers, etc. • The app supports your visit planning with visit suggestions and route planning, including via your appointments, as well as with a proximity search to companies in your area if an appointment is canceled. • You can conveniently dictate your visit reports into your smartphone. • The digital files from your CRM give you a 360° view of your customers with departments, contacts, emails, appointments, telephone notes, visit reports, tasks, sales opportunities, offers, tickets and activities. • You enter new contact data via business card scan and in compliance with GDPR – including company logo and photo. • You create or edit emails, processes including sharing images, sales opportunities, service documents and fill out evaluation matrices. • You work actively on projects with the project participants. • Your appointment planning is supported by a calendar, appointment creation and appointment invitations. • The app shows you the contact for the incoming call (on iOS), for which you create a phone note. • The inform function and resubmissions help you to follow up on appointments as planned – even in a team. • Your work mailbox is integrated into the CRM app. Senders identified as CRM contacts are displayed, and emails are documented in the CRM with a click. • You stay up to date with news about data in the CRM that you follow and push notifications on your smartphone's start page without opening the CRM app. • Search results are displayed in a matter of seconds and can be saved for later access via the menu. It is recommended to always use the latest version of Gedys Mobile. Gedys Mobile should be updated independently of Gedys CM/CRM to receive the latest enhancements and features of the app.

SmartWe’s striking slim design and intuitive operation will impress you. The individual SmartWe functions support you across all the relevant company areas, for example, sales, marketing, service, support or project management: Contact management – Your digital customer dossier is always on hand You can gather all of your relevant digital customer data together in one convenient dossier. The customer dossier allows you to scroll through any linked documents such as e-mails, telephone calls and appointments. And with just one click in the radial menu, you can display all of the contact interaction options available to you. Calendar – More time for customers, colleagues & family Impress your customers, colleagues and family with the fascinatingly simple appointment management system. We’ve made it really easy for you to manage your more precious resource, your time, whether for yourself or as part of a larger team. With SmartWe you can keep an eye on everything – appointments with colleagues, overlaps and conflicting appointments and free minutes. Leads & opportunities – Make the most of opportunities and secure business success Design your own sales process, recognize sales potential and keep an overview of your progress and options. Then use this information for analysis in reports. Picasso search – Finding, not searching In the mornings, your personal AI-based wizard will show you an overview of your day, reminding you of important information while sharing valuable tips with you. In the meantime, the integrated, rapid and intelligent, full-text search allows you to find the information you are looking for – even information which you hadn’t thought of. CAS SmartDesign® – A solution for the highest demands With the worldwide unique and award-winning CAS SmartDesign® technology, you can enjoy the familiarity of a consistent environment coupled with the characteristic ease of use of SmartWe on your tablet, smartphone and web browser across all your devices. Security & data protection – Our most important concern SmartWe won multiple awards for data protection and security. You can rely on the highest levels of data security – ‘Made and Hosted in Germany‘. No backdoors, optimal encryption and a sophisticated rights system, all help make SmartWe a secure fortress for both your data and your customers’ data.