CRM.pad

“Aurea CRM.pad | quick, easy and intuitive solution for even greater productivity and success in the field!”
Red Dot Award: Communication Design 2013
Aurea CRM.pad is the premier solution for professional, mobile CRM, providing access to your most important CRM data on the road. Even in situations without a network connection (e.g. within a building) it works perfectly as it just switches to work offline. The Red Dot Award-winning app interfaces directly with the CRM system and its integrated processes, including customer information and activity, lead, task and order management. Stay in the loop with Aurea CRM.pad!
Efficient processes and cutting edge features - this version of the CRM.pad app provides exactly what you expect from a mobile CRM solution. CRM.pad’s award-winning design is now smarter, sleeker and easier to use than ever before.
Standard Key Features
- Online and offline access to key CRM processes allow you to manage customer information, activities, leads, tasks and orders
- Clearly arranged dashboards act as a starting point for all relevant CRM data such as appointments, tasks, and your most important customers
- Quickly and easily enter order items, with integrated shopping cart and digital signature
- Sample management including digital signature for the pharmaceutical industry
- Easily capture point-of-sale data for the consumer-goods industry or pharmacy sales representatives
- Flexible & quick processing of offers including digital signature
- Use of questionnaires to carry out e.g. telephone marketing campaigns
- Display interactive circle of influence chart
- Aggregated view of different CRM data on the dashboard (Insight board)
- Convenient analysis of data using defined analyses
- Taking photographs: upload images and link them to customer data
- Overview of the favorites and quickly access recently opened customer data
- Plan visits to customers with GPS and Maps support using a vicinity search
- Add current geographic location information to records
- Barcode support to take orders and manage inventory
- Monthly calendar view to display appointments & customer activities
- Find accounts within a specific distance of any geographic location
- Adapt elements such as fields, lists and masks to your individual needs and processes
Enterprise Key Features
- Enhanced mobile security with MobileIron integration
- Integrated Spotlight Search
- Integrated charts to help visualize analysis
- Enhanced data sharing with PDF and XLS exports
Language packs are available for German, English, Chinese, Czech, Danish, Dutch, French, Hungarian, Italian, Japanese, Norwegian, Polish, Slovak, Spanish and Swedish.
In order to access to your business data a connection to the "mobile services" module must be available. Without this connection please try the app‘s basic functionality in demo mode.