The app provides sales staff with timely information to access key data directly from an iPad. Users can view customer history, check inventory availability, and generate sales orders.
Create sales invoices, returns, and quotations. Process customer payments. Connect to Online for full ERP system with sales, inventory, and accounting features. Manage business operations from iPhone or iPad.
Study for the 365 Fundamentals CRM exam with 500+ practice questions. Complete 5-minute study sessions. Track progress and maintain daily streaks. Learn customer insights, sales processes, and service features.
Access and manage contacts, leads, organizations, quotes, events, and opportunities. Import contacts from address book. Send calls, SMS, and emails to contacts. Sync data with CRM via web address. View and create records remotely.
