Workbooks CRM Mobile vs Coevera

Workbooks is the No-BS CRM, available as a mobile app. No overly complex features. No unreliable support. Just CRM that’s simple to use and gives you a 360-degree view of your customers and prospects. Get access to your data anytime, anywhere • Access real-time data and easily update records on the go. See insights in seconds with a personalized springboard • Check out data from selected reports, lists, tasks and events to track information like quarterly forecast figures. Keep track of communications • Make it easy for your teams to log any actions with customers or their sales pipeline, so you can pick up where you left off. Sign in using your mobile device • Sign in securely to Workbooks with your iPhone or iPad.

Coevera CRM Mobile App is optimized to fully work with your iOS devices so you can access your sales data anytime, anywhere. View all contacts, accounts, leads, opportunities, tasks, and appointments or feed messages--without switching between Coevera CRM and iOS. Sync, view and update your data from Coevera CRM Cloud to Coevera CRM Mobile. Coevera Mobile CRM for iOS seamlessly integrates with the key features of your phone including: › Logging your outbound call conversations as call activities in Coevera CRM. › Planning your customer visits on the interactive map. › Making calls to, or text messaging or emailing your contacts and accounts. For a more detailed picture, one click takes you directly to a visual representation of Coevera CRM, from which you can drill down into CRM data. Coevera CRM Mobile App for iOS requires a subscription to Coevera CRM, and is seamlessly integrated with Coevera CRM Starter, Business and Enterprise versions.