CAS PIA

Description

Mobile CRM for Windows – manage your CRM data in the cloud

With Mobile CRM for Windows, your business processes run smoothly and your field staff are best supported wherever they are. Instantly access your CRM data, for example, tasks, opportunities, phone calls, and more from CAS PIA. Realtime access to all app functionalities ensures that you have all contacts, appointments, documents, and more, at your fingertips without having to synchronize your data. All permission rights are considered when you access your data while on the move.

Requirements To use the app and embed it in your CAS PIA system, the respective user must be activated in the CAS PIA administration area. For more information about CAS PIA, please have a look at our Web page www.cas-pia.de or contact [email protected].

Mobile app functions Dashboard The app starts with your individual dashboard. All of your upcoming appointments, linked contacts, tasks and opportunities are displayed here. And if you need more information, you can immediately access the individual data records to read or edit them.

Contacts Stay connected anytime – call, write or text your customers or business partners directly from within the app. Different contact lists help you to structure your contacts, so that you can display all of your key account customers or your colleagues. Find your contacts easily with the smart search function.

Appointments View your appointments in a well-structured day/week view. Use the shared calendar view to access your colleagues' calendars or resource plans, invaluable when you have to quickly schedule new appointments, or re-schedule existing ones.

Documents Smart document management – view your important data clearly structured in a list view. You will see the document details and you can open different types, such as PDF, Office documents or image files, by using a corresponding app (e.g. Adobe Reader).

Opportunities Make the most of your sales potential by accessing your opportunities in realtime. Edit your contacts and even change the status of a sale, all while on site.

Tasks, projects and phone calls Instantly access your current tasks, projects and phone calls. You can create and edit tasks, jobs and projects when you are on the go. The current state will always keep you up-to-date.

Dossier Get a 360° view of your customer on your Android smartphone: simply access your customer's history by looking into the dossier.

Many more functions Mobile access to e-mails with attachments, and much more.