SuiteMob Pro System | Mobile Application to Access SuiteCRM

SuiteMob Pro

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Contents 1 2

Benefits......................................................................................................................... 3 Features........................................................................................................................ 4 2.1

Admin will control the modules which will be displayed on the mobile device........................... 4

2.2

Site Owner has Full Control over Data to be displayed on the Mobile device ............................. 5

2.3

Recovery of Password by E-Mail ................................................................................................... 6

2.4

Mobile Accessibility of Customer Data ......................................................................................... 7

2.5

Reminders for Scheduled Calls and Meetings with the help of Calendar Module ....................... 8

2.6

Synchronization of Offline Data .................................................................................................... 9

2.7

Call and text directly from mobile .............................................................................................. 10

2.8

Adding address of the Customer with the help of Google Maps. .............................................. 11

3

Give it a Try ................................................................................................................ 12

4

Installation and Support ........................................................................................... 12

5

To Get Started ............................................................................................................ 12

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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 don’t 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.

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2 Features 2.1 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.

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2.2 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 won’t 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.

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2.3 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.

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2.4 Mobile Accessibility of Customer Data  

Now user doesn’t 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.

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2.5 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.

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2.6 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.

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2.7 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.

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2.8 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 doesn’t need to insert it manually.

User address can be added from here directly.

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For more information on SuiteMob Pro, please refer to https://store.biztechconsultancy.com/suitecrm-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 Client’s 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

Pro,

please

visit

https://store.biztechconsultancy.com/suitecrm-suitemob-pro.htm.

5 To Get Started Contact – Maulik Shah CEO, Biztech Consultancy

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