Customize Modules and Layouts
- Manage sales for multiple processes from one CRM Application. Page layouts help your sales representative’s view and access personalized data, and to function independently. With modules and fields selection you get everything you need to design your own layouts.
- For a personalized CRM application, add custom modules to narrow in on what matters for your industry and display only those modules which you wish to.
Elegant Yet Smooth User Interface
- SuiteMob application comes with a rich user interface. It leverages to provide a customizable menu where you can add your own menu items to access your business specific modules or even replace existing modules.
- The high-end Dashboard provides at-a-glance; shortcuts relevant to the business process, with a quick overview that decision makers need, to observe the health and opportunities of the business. It allows you to bring the core part of the application at one place which helps to make better business decisions on the go.
- Never miss out a business opportunity. With SuiteMob Calendar you can schedule, manage and track your meetings & tasks. Easily schedule and track your day-to-day tasks and view the activities for the day or the whole month.
Set-up your preferences
- The app settings allow you to set the pagination limit, enable offline data sync and manage modules for the main & quick create menu. You can also change your password, update your profile information and all these preferences will apply instantly to your mobile app.
View All Recent Activities
- SuiteMob is a fully dynamic app that includes every customer touch point at every stage of the customer lifecycle, so you can efficiently close deals and take a look at your whole performance. With an automatically generated list of activities for a day, you can ensure instantaneous follow-ups and updates so there are no opportunities that you miss out.
- View records that you recently added or the records you viewed recently. This will let you avoid navigating to a module time and again. SuiteMob also lets you set the modules you wish to display in the recent records along with the priority.
Gain Insights with Analytical Charts
- Get insights of your business life cycle with sales performance metrics, conversion rates, and outcome charts. Get real-time insights to sell faster and easier by improving your sales with analytics. SuiteMob analytical charts make sure you have the information and the insights to make smart and quick decisions based on your sales metrics.
Never miss a follow-up
- View your own records in a module or view all CRM records in the list view of a module.
- Extend your CRM capability in the application with the list of all related modules. Get a bird view of related records with the ability to display all the data of related modules and analyze them in a central location.
- It is always important to stay in touch with your customer. Reach out to your customers, so that you’ll always be on top of them and your pipeline. SuiteMob lets you call, SMS, email or even locate your prospects on Map right from the App. It’ll be the one place for all of your communications.
Get Offline Support On-The-Go
- The good news is, this app works offline too. You can stay connected with on-site sales team from remote locations even if you are not connected online. Go offline, reconnect as and when you feel and sync all your offline data across SuiteCRM. Offline support allows you to fetch data by creating drafts in the Suite modules. Once you’re reconnected, you can review and sync your data with the help of SuiteMob’s offline sync monitor. Sync all your offline records in one go or sync them module wise. Also get the stats of records being synced.