CRM.Client vs Smartlink Basics CRM

Aurea CRM.Client is the mobile ACRM solution for providing access to your most important ACRM data and features on the road. Even in situations without network connection (e.g. while travelling), you can use CRM.Client's offline mode to review or update records and to prepare for your next customer meeting. In order to access your business data, a connection to the "mobile services" module must be available. Without this connection, please try the app's basic functionality in demo mode. Please keep in mind that this is not an exact copy of the CRM.Pad application. All ACRM customers may use CRM.Client free of charge as it is already included in the license subscription! Please follow the below steps to launch the app, login and use the app. Step 1: Install the app on iPhone/iPad. Step 2: In Safari, navigate to the following URL: http://66.94.99.130/demo/. Click on the "client link" for the environment: AureaTest Step 3: Safari will show a confirmation dialog to "Open this page in 'CRM.Client?". Accept by clicking 'Open'. Step 4: The 'CRMClient' app will open, with the 'AureaTest' server preconfigured. Now you can insert the provided credentials to log into the app. Step 5: Select your desired language and continue. Step 6: Be patient because the app will download the configuration and sample data.

SmartLink Basics CRM brings your full sales pipeline to iPhone and iPad. Built as the mobile companion to crm.smartlinkbasics.com, it gives your team real-time access to deals, contacts, companies, and activities — wherever they are. PIPELINE MANAGEMENT View your deals in a visual kanban board on iPad or a stage-by-stage card list on iPhone. Filter by rep, value range, or stage. See deal health scores, next scheduled activities, and weighted pipeline values at a glance. CONTACTS & COMPANIES Search, sort, and filter your entire contact database. View deal history by company, track engagement, and add new contacts and companies on the go. Swipe actions make it fast to manage records in the field. ACTIVITY TRACKING Log calls, emails, meetings, and tasks directly from your phone. Filter by status, date range, assignee, or type. Never miss a follow-up with overdue activity alerts built into every deal card. TEAM PERFORMANCE & COACHING Compare rep activity, win rates, and pipeline contribution side by side. The coaching view surfaces deal velocity, close reasons, and activity gaps so managers can have more productive one-on-ones. REPORTS & FORECASTING Monthly revenue trends, deal aging analysis, win/loss breakdowns, and stage conversion funnels — all available without leaving the app. Set forecast targets per rep and track progress against goals. AUDIT LOG & ADMINISTRATION Pro plan users get a full audit trail of every CRM action. Manage pipeline stages, team roles, and organization settings directly from the app. REAL-TIME SYNC Every change syncs instantly with your SmartLink Basics web dashboard through Supabase. Data entered on the web appears on mobile and vice versa — no manual refresh needed. FREE TO START Start free with up to 2 users, 50 contacts, and 25 deals. DESIGNED FOR iPHONE AND iPAD A full kanban board with drag-friendly columns on iPad. A streamlined tab-based interface on iPhone. Dark mode support, customizable accent colors, and Face ID lock for sensitive data. Companion app for SmartLink Basics CRM Learn more at smartlinkbasics.com Growth, Pro, and Team subscriptions automatically renew unless cancelled Privacy Policy: https://www.smartlinkbasics.com/privacy Terms of Service Policy: https://www.smartlinkbasics.com/terms