Highlevel Overview
Created by TechEsperto Solutions, the ValCRM Mobile App add-on helps you effectively manage your clients and business while you are on the move. Multiple users can create, edit and modify SuiteCRM on this mobile application, plus keep everything updated with two-way synchronization between the two systems. Turn your phone into a personal sales assistant to simplify your daily activities and focus on what matters the most.
Features of ValCRM:
- Manage the time by scheduling meetings, calls, tasks, and opportunities.
- Calendar is available to see your upcoming meetings and calls
- Attach photos and files directly to your feeds for easier access and improved business efficiency
- Create up-to-date information about all your leads, potential opportunities and customers in a centralized system
- Take your business processes mobile with an interface that is optimized for both phones and tablets
- Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts
- Real-time dashboard reporting gives you visibility of key insights and the sales reports
- ValCRM helps you to complete your sales process
How it Works
Watch Demo Video
How login screen appears:
How detail screen appears:
To learn more about this solution, go to ValCRM Mobile App or search for "mobile CRM."
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Simple Timesheet
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QuickBooks Integration with SuiteCRM
Sync QuickBooks Customer,Invoice & Products in SuiteCRM. The integration will generate a Contact in SuiteCRM whenever you create a customer, an Invoice when a new Invoice is created, and a Product when a new Item is created.
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