The app provides real-time and secure access to key CRM data, including accounts, contacts, appointments, and opportunities, directly from an iPhone. This application requires separate licensing of Oracle CRM On Demand Mobile Sales Data Access.
Manage and dispatch trips for non-emergency medical transportation, concierge, shuttle, and taxi services. Track driver locations in real-time, assign trips to scheduled or unscheduled pickups, and capture rider signatures for proof of service.
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.
Track and manage and professional relationships with reminders and notes. Set recurring messages to stay in touch. Store important details like names and relationships. Sync across devices and view relationship timelines.
Schedule client sessions with drag-and-drop calendar. Set recurring appointments and reminders. Export session logs and share with colleagues. Sync with email and calendar apps. Track session duration and notes.
Book clients, schedule appointments, track invoices, coordinate
Manage client bookings and appointment scheduling. Track invoices and payments. Log travel and mileage expenses. Organize receipts and paperwork for tax preparation. Set reminders for deadlines and client follow-ups.
Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.