Opmetrix vs Donesafe Offline

Opmetrix is a cloud based consumer goods CRM solution designed specifically for mobile sales and merchandising teams. Not only does it deliver quality CRM, Opmetrix includes everything needed to make sales teams professional and ready to do business. Opmetrix reduces time spent on administrative tasks, increase selling power to sales teams and delivers key sales and activity reports to management. Tap into success with Opmetrix: • Customer Management System – contacts, call notes, history • Sales Module – order, invoice, credit and quotes • Merchandising module - distribution and shelf checks • Survey module – multiple question types • Promotions module – deals and compliance • Objectives module – set store goals and monitor progress • Leave Planner module – sick days and annual leave entry and admin reporting • Image catalogue with search, zoom and sales functions • Electronic signature capture • Photo capture • Printing to AirPrint-compatible printers • Connect to Bluetooth barcode scanners • Activity reporting based on time, call coverage and location (GPS) • Analysis reporting – budgets, auto email reports • Offline document storage With the Opmetrix app, sales teams sell more and gain efficiencies in every call they make. Opmetrix is more than just an app. We back our application with outstanding local support and a constant focus on innovation. Opmetrix requires a user account created by your Opmetrix administrator to sign in; contact your head office to set up a new account. A demo login is available in-app.

Whether you’re reporting an incident or hazard, filling a checklist or conducting an inspection, Donesafe’s Offline Reporting App has you covered- no matter where you are. Unlock the power of Donesafe, anywhere - even in the middle of nowhere. Donesafe’s offline reporting app is designed for use without an internet connection. It allows you to create records on your device and sync them to your account when you next have internet access. FIRST TIME USE In order to download the app, log in to your account and download your account’s forms, an internet connection will be required. In order to use the app, you will need to log into the app at least once with an internet connection before going offline. In order to upload your records to Donesafe, and download form/user/location/organisation updates, an internet connection will also be required. FAQs * Is this a fully featured Donesafe app? No. The Donesafe: Offline Reporting app is fantastic for offline use, but if you’re looking to benefit from Donesafe’s full feature set, there’s no substitute for our standard, mobile-ready browser application. Donesafe, from day one, was designed as mobile first and if you can do it on your desktop, you can do it on your mobile from any browser. Simply log in to your site using any browser and you’re good to go- no additional setup required. In short; if you have an internet connection, use a browser on your phone or computer. If you don’t, use the app. * Do I need a Donesafe account to use the offline app? Yes. You will need an account before being able to submit records using the offline app. If you would like to learn more about how Donesafe can streamline your business, please visit donesafe.com * How do I enable a module for use in the offline app? The best place to start is to talk with your account representative. Enabling a module for use in the offline app is easy; you simply need to enable the feature from the module settings; but additional considerations may be required to prepare a module for offline functionality. There may be limitations to take into account that you’ve not yet considered that may require thought before opening it up for offline use. * Can I manage records in the offline app? The offline app is designed for reporting records. Once a record has been synced with your account it is no longer visible on your device in-app. However, if longer-term records are required, you may opt to hold and continue updating a record created on your device until you are ready to submit. * Are all fields/functionality supported? Though almost all critical field types are supported (including users, locations, organisations), not all features are; particularly those which rely upon an internet connection to work. When designing a module, you may see warnings when you add a field not supported by the offline app, but it may still be worth discussing your needs with your account representative in order to better tailor it to your needs. * Does the offline app support single sign-on? Yes, the app does support SSO and MFA for the first time logins. Once an authentication has been made the app will remain authenticated for offline use.