Dextrous CRM

Description

Dextrous mobile CRM helps employee to stay on the top of all Sales and field work Activities, which unlocks a whole new level of productivity, speed and efficiency with the mobile CRM by locating more leads, scheduling more meetings, and calls and closing more deal.

Module wise Features:

Dashboard
- Start your day with clear overview of your scheduled Meetings, calls, Lead Reminders and Tasks.
- Keep you up to date with the expenses, tasks, leads, meetings, and calls feedback and schedules.
- Get push notifications and be sure to never miss an activity.

Expense
- Track the updates of your expense uploaded with the view and Manage functionality.
- Upload new expense with the exact category, type selection and Upload images as proof.

Meetings and Calls
- Manage your meetings and calls according to your schedule, store feedback.
- Contact Customers directly from the meetings and calls screen with carrier network functionality.

Tasks
- View and Manage your tasks with there status change functionality - New task, Not started, In progress and Completed.
- Get push notification alerts for the Task Deadlines.

Leads
- View and Manage your leads with their status change functionality - New, cold, hot etc.
- Set reminders to the leads according to the client flexibility.
- Create notes and checklist as per your preference.

Route Planner
- Navigate to your daily upcoming meetings for client visit with the best possible routes.
- Check-In and check-out the meeting - Take notes, provide feedback in the form of description, emoticons followed by next steps as new meeting, call and close current meeting.
- Review meetings feedback from meetings and calls screen.

Reports
- Get multiple reports - Leads, Expense, Task, Travel, Client and Location.