SuiteMob Pro System | Mobile Application to Access SuiteCRM - PowerPoint PPT Presentation

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SuiteMob Pro System | Mobile Application to Access SuiteCRM

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Manage SuiteCRM Instance On-the-move! A proficient mobile app works online and offline. It lets you have a dynamic functionality while accessing your customers’ data on mobile devices. You can select various types of modules and layouts from SuiteCRM back end. Experience a smooth access on-the-go! – PowerPoint PPT presentation

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Title: SuiteMob Pro System | Mobile Application to Access SuiteCRM


1
SuiteMob Pro

www.biztechconsultancy.com Page
1 sales_at_biztechconsultancy.com Copyright
Biztech Consultancy 2015 - All Rights Reserved.
2
  • Contents
  • Benefits 3
  • Features 4
  • Admin will control the modules which will be
    displayed on the mobile device 4
  • Site Owner has Full Control over Data to be
    displayed on the Mobile device 5
  • Recovery of Password by E-Mail 6
  • Mobile Accessibility of Customer Data 7
  • Reminders for Scheduled Calls and Meetings with
    the help of Calendar Module 8
  • Synchronization of Offline Data 9
  • Call and text directly from mobile 10
  • Adding address of the Customer with the help of
    Google Maps. 11
  • Give it a Try 12
  • Installation and Support 12
  • To Get Started 12

www.biztechconsultancy.com
3
SUITEMOB PRO
Biztech consultancy provides a proficient mobile
application for Android with SuiteCRM instance
as a back end. It allows accessing your customer
data on your mobile device. The modules and
their layout can be configured from the back end.
  • 1 Benefits
  • Biztech Consultancy provides effective solution
    in the form of Android based app which is
    helpful for CRM owners to manage all the CRM
    Data.
  • Customer satisfaction is the key to success. This
    app helps you to manage customers through mobile
    app which is directly connected to your Suite CRM
    Instance.
  • Integration of your Suite CRM Instance to the
    application is very easy. Just enter the URL of
    your site and it will be integrated.
  • This could be helpful from marketing and sales
    point of view.
  • You dont need to be physically present in front
    of the PC to manage the customers. From mobile
    you can manage the customer.
  • You can directly call or text the customer from
    the mobile.
  • User can fill his/her location directly with the
    help of our integration with Google Map.
  • You can keep track of your meetings or
    scheduled calls from mobile by using the
  • Calendar module.

www.biztechconsultancy.com
4
  • Features
  • Admin will control the modules which will be
    displayed on the mobile device.
  • The main feature of the app is to give dynamism
    such that the admin will select the modules
    which will be displayed on the mobile device.
  • The disabled modules will be hidden from the app
    and the mobile user can only access the
    permitted modules.

Only selected modules will be displayed on the
mobile app.
www.biztechconsultancy.com
5
  • Site Owner has Full Control over Data to be
    displayed on the Mobile Device
  • The admin will have the authority to select the
    layouts which will be displayed on the mobile
    device.
  • If admin disables the layout then it wont be
    displayed on the app.
  • Admin has to simply drag and drop the fields from
    the left to right panel.

Only Listed layout will be
displayed on the mobile app.
www.biztechconsultancy.com
6
  • Recovery of Password by E-Mail
  • The mobile app will provide the feature of
    recovering the password.
  • The Forgot Password option will redirect you to
    the page where you can enter your email address
    and user name.
  • This will send a link to your email from which
    you will be able to change the password.

By clicking on submit button a link will be sent
to the E-mail address given.
www.biztechconsultancy.com
7
  • Mobile Accessibility of Customer Data
  • Now user doesnt need to worry about being
    physically present at the desk to maintain
    customer relationship.
  • With the help of SuiteMob Pro user will have all
    the access to customer data and can interact
    with the customer from mobile only to enhance
    more customer relationship.

www.biztechconsultancy.com
8
  • Reminders for Scheduled Calls and Meetings with
    the help of Calendar Module
  • All the user meetings and calls will be
    synchronized from the back end to the mobile
    device and they will be stored in the calendar
    module to get a reminder of the tasks.
  • The user can also add the task from mobile device
    also in the calendar module.
  • You can add as many calls or meetings for a day
    as required.

User can add multiple calls or meetings as
required.
www.biztechconsultancy.com
9
  • Synchronization of Offline Data
  • To use the app internet is not must, user can
    also access the app when he/she is offline and
    the data will be migrated to the back end when
    he/she connects to the internet.
  • It will also provide the option to turn off
    synchronization and sync the data whenever user
    wants.

User can select the option for storing offline
data or not.
Synchronization of Offline data when ever user
wants.
www.biztechconsultancy.com
10
  • Call and text directly from mobile
  • The user will have all the data of the customer
    in the app from which, he/she can directly call
    or text the customer for the communication.

Call or text customer from here.
www.biztechconsultancy.com
Page 10
sales_at_biztechconsultancy.com
11
  • Adding address of the Customer with the help of
    Google Maps.
  • The app has the option to insert the location of
    the customer from the app with the Google Maps.
  • With the option user can add the address by
    Google map and doesnt need to insert it
    manually.

User address can be added from here directly.
www.biztechconsultancy.com
sales_at_biztechconsultancy.com
12
For more information on SuiteMob Pro, please
refer to https//store.biztechconsultancy.com/sui
tecrm-suitemob-pro.htm 3 Give it a Try Features
of SuiteMob Pro are demonstrated at
URL http//s.indiaondesk.com/DemoSuiteMob-Pro
Username suitemobpro
Password suitemobpro123
  • 4 Installation and Support
  • We can help to install the plug-in in the
    Clients compatible version of the SuiteCRM copy.
  • We are committed to this SuiteCRM App and will be
    releasing new versions with more enhancements in
    timely manner.

For more information on the SuiteMob
https//store.biztechconsultancy.com/suitecrm-suit
emob-pro.htm.
Pro,
please
visit
5 To Get Started Contact Maulik Shah CEO,
Biztech Consultancy
www.biztechconsultancy.com
sales_at_biztechconsultancy.com
13

www.biztechconsultancy.com Page
13 sales_at_biztechconsultancy.com Copyright
Biztech Consultancy 2015 - All Rights Reserved.
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