Idaratech CRM

By UNIFIED SYSTEMS FOR INFORMATION TECHNOLOGY COMPANY on AppTrack Ninja.

Idaratech CRM puts your sales pipeline in your pocket. Built for sales teams already running on the Idaratech ERP platform, the app gives agents and managers the parts of the CRM they need in the field — the pipeline, the leads, the follow-ups — without opening a laptop. WHAT YOU CAN DO Work your pipeline See every lead laid out across your own pipeline stages, exactly as configured on web. Move stage by stage, review lead cards at a glance, and filter the board to bring the right leads to the top. Add leads in seconds Capture a new lead the moment you meet them. The form mirrors the fields y…

Categories: Productivity

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