Mobile CRM
Overview
The Mobile CRM module in Meritto empowers you to manage customer relationships on the go by offering real-time access to CRM data and tools from your mobile devices. In today’s fast-paced business environment, staying connected with leads and clients is crucial, and Mobile CRM ensures that you can track, engage, and manage interactions seamlessly, anytime, anywhere.
Core Functionalities
Mobile App Usage
Key Benefit: Maximize your CRM efficiency by understanding and utilizing all available mobile features.Mobile App Check-In/Check-Out
The Check-In/Check-Out functionality helps field teams log their visits and track time effectively. You can:
Check-in at the beginning of a field visit.
Check-out once the visit is completed.
View detailed visit logs and manage time efficiently.
Key Benefit: Improve field team accountability and ensure accurate visit tracking.Click here to learn how to make your fieldwork more efficient.
Mobile App - Field Force Tracking
The Field Force Tracking feature enables real-time monitoring of team members’ locations, helping optimize their routes and enhance productivity. Key capabilities include:
Viewing live locations of field agents.
Monitoring check-in and check-out times.
Ensuring timely follow-ups and task completion.
Key Benefit: Gain better control over field operations and enhance operational efficiency.Click here and discover how to utilize this feature.
Dark Theme (Upcoming Feature)
The Meritto Mobile App will soon introduce a Dark Theme for you who prefer a low-light interface, reducing eye strain and improving user experience.
Key Benefit: Customize your app’s appearance for enhanced usability during low-light conditions.Conclusion
The Mobile CRM Module in Meritto equips you with a powerful suite of tools to manage leads, track field activities, and engage with clients on the move. By leveraging its capabilities, you can stay connected, responsive, and efficient, ensuring that no opportunity is missed, regardless of location.
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