Mobile CRM App
Take your CloudCC CRM with you, connect your customers and respond to business changes on the go with CloudCC mobile app
Run Your Business on the Go
Keep running your business even if you are traveling or not in office. You can take CloudCC mobile app to respond to the campaign performance, convert your qualified leads, move your opportunities to the next stage and focus on closing deals at anytime and anywhere. CloudCC mobile app is a comprehensive CRM mobile app you can take with to manage all your data, follow up immediately and stay on top of your business on the go.
Track your personal sales performance or that of your team through your mobile device by calculating completed opportunities, quotas and closed deals in pipeline. Capture the changes to outstanding proposals or quotes and update forecasts and pipeline immediately. So you can view sales performance and forecasts in near real-time.
Find Opportunities Nearby
Manage your sales reps’ time efficiently and help your sales reps make more smarter visit plans by locating leads, accounts and opportunities nearby. Keep in touch with prospects when you travel for work or you are not in your office, view nearby leads and accounts to prepare for upsell opportunities.
Sign in with Your Mobile Device
With the CloudCC mobile app, you’ll easily sign in. On the day of the campaign or conference, the attendees will show their unique QR codes on a mobile device, field reps scan the QR code and CloudCC will update it with this real-time attendance information.
Scan Business Cards
When you get a stack of business cards, you can scan and digitize these cards directly and save them as leads or contacts into your account to follow up. So you will never lose any lead or contact, contact them to capture more business opportunities immediately after a conference.
Access All Your Activities
Easily schedule tasks and events and sync them with your calendars. No longer need to worry about missing a meeting or exceeding your task’s deadlines, you can get alerts or reminders for your tasks, new events assigned to you, record updated and so on.
Collaboration on the Move
Take with you the CloudCC mobile CRM app on the go, you can call, email and view customers’ details easily. Field sales reps can share the new changes immediately with the rest of the sales team by chat or post, you can also plan and prepare for meetings with your teammates on the go.
Keep Working Even Offline
Sales reps need to add or edit and view their customer information at their fingertips and keep working on the move, even they can not connect to the network. CloudCC mobile app can manage all your data even if you don’t have Internet access, and sync the data updates automatically when you restore a network connection.