DMSi CRM+
Free
2023.3.1for iPhone, iPad and more
9.9
2 Ratings
Distribution Management Systems, Inc.
Developer
41.3 MB
Size
Dec 19, 2023
Update Date
Business
Category
4+
Age Rating
Age Rating
DMSi CRM+ Screenshots
About DMSi CRM+
DMSi CRM+ application designed specifically for the Building Materials Industry. The mobile app is an extension of our leading web-based CRM. Whether you are a one or two step distributor or a pro dealer, DMSi CRM+ is designed for you. Our product will work with any backend enterprise resource planning (ERP) software to arm your sales team with the information they need to better serve your customers.
Features:
- Manage your territory with our advanced calendar functionality that integrates directly with Microsoft Exchange
- Track new business using our pipeline to give your team a true picture of what they need to meet their sales goals
- Use Voice-to-Text to easily add comments to your appointments and tasks throughout the day ensuring you don’t forget a promise you made
- See valuable information regarding your accounts and contacts with key information from your ERP
- Use the mobile configuration within your web application to tailor the app to meet the needs of your business
- Add custom fields and data to your DMSi CRM+ and instantly display them within the app
Subscription Details:
- DMSi CRM+ is a subscription based product
- You will not be able to use the application if you do not have a valid subscription for the web version of DMSi CRM+
Features:
- Manage your territory with our advanced calendar functionality that integrates directly with Microsoft Exchange
- Track new business using our pipeline to give your team a true picture of what they need to meet their sales goals
- Use Voice-to-Text to easily add comments to your appointments and tasks throughout the day ensuring you don’t forget a promise you made
- See valuable information regarding your accounts and contacts with key information from your ERP
- Use the mobile configuration within your web application to tailor the app to meet the needs of your business
- Add custom fields and data to your DMSi CRM+ and instantly display them within the app
Subscription Details:
- DMSi CRM+ is a subscription based product
- You will not be able to use the application if you do not have a valid subscription for the web version of DMSi CRM+
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What's New in the Latest Version 2023.3.1
Last updated on Dec 19, 2023
Old Versions
- New KPIs for monthly and yearly sales goals
- Bug fix for talk-to-text dictation
- Bug fix for talk-to-text dictation
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Version History
2023.3.1
Dec 19, 2023
- New KPIs for monthly and yearly sales goals
- Bug fix for talk-to-text dictation
- Bug fix for talk-to-text dictation
2023.3.0
Dec 19, 2023
- New KPIs for monthly and yearly sales goals
- Bug fix for talk-to-text dictation
- Bug fix for talk-to-text dictation
2023.2.2
Sep 20, 2023
Bug fixes
2023.2
Aug 30, 2023
Bug fixes for account search and account view
2023.1
Jul 12, 2023
Bug Fixes
2.3.0
Apr 26, 2023
Bug fixes for KPIs page and Agility Mobile Sales app linking
2.2.0
Jan 25, 2023
- Create new contacts from business card import
- Bug fixes for appointments and calendar
- Bug fixes for appointments and calendar
2.1.8
Mar 31, 2022
Bug Fixes
2.1.7
Mar 28, 2022
Bug Fixes
2.1.5
Jan 3, 2022
Bug Fixes
2.1.4
Dec 6, 2021
Bug Fixes
2.1.3
Dec 4, 2021
Bug fixes
2.1.2
Dec 2, 2021
Access to nearby map from Calendar
Day of week icon added to map for meetings
Link to next scheduled appointment from Territory
Day of week icon added to map for meetings
Link to next scheduled appointment from Territory
2.1.1
Jul 29, 2021
Bug Fixes
2.1.0
Jun 29, 2021
- Offline compatibility
- Easy access to appointment notes
- Improvements to text messaging
- Options to send quick thank you emails
- Easy access to appointment notes
- Improvements to text messaging
- Options to send quick thank you emails
2.0.9
Apr 24, 2021
Bug Fixes
2.0.8
Apr 21, 2021
- Swipe to dismiss Nearby Customer alerts
- Bug fix for image uploads
- Bug fix for image uploads
2.0.7
Mar 30, 2021
Bug Fixes
2.0.6
Mar 17, 2021
- Location-based alerts for nearby customers
- Overdue tasks shown in Agenda view
- Disabled autocorrect on search and name fields for easier text entry
- Infinite record list scrolling
- Other bug fixes
- Overdue tasks shown in Agenda view
- Disabled autocorrect on search and name fields for easier text entry
- Infinite record list scrolling
- Other bug fixes
2.0.5
Dec 3, 2020
Bug fixes
2.0.4
Nov 30, 2020
Enhancements and bug fixes
2.0.3
Sep 4, 2020
- Agenda view added for Calendar
- New option added for team calendar and TM access
- Option to log notes after phone call
- Launch mobile app from BRCRM text message link
- New option added for team calendar and TM access
- Option to log notes after phone call
- Launch mobile app from BRCRM text message link
2.0.2
Jul 31, 2020
Small fixes for maps and defaults
2.0.1
Jul 28, 2020
Enhancements
- Search Territory list by account type
- Date picker added for Calendar
- Appointment type icons on Calendar timeline
- New option to hide delete in mobile app
- Weekly and monthly calendar views added
- Map added for Territory Management
- Support new Activity Type picklist
- Quick Create Related Records During Creation Process
- Quick Create Records While Editing Records
- Workflow action to flag accounts for follow up
- Scaled FAB Menu Options
- Activity Create from Record Lists
- Filter and Sort Options now Scrollable
Resolved Issues
- Image upload options added for file attachments
- Fixed HTML on Related Record cards
- Search Territory list by account type
- Date picker added for Calendar
- Appointment type icons on Calendar timeline
- New option to hide delete in mobile app
- Weekly and monthly calendar views added
- Map added for Territory Management
- Support new Activity Type picklist
- Quick Create Related Records During Creation Process
- Quick Create Records While Editing Records
- Workflow action to flag accounts for follow up
- Scaled FAB Menu Options
- Activity Create from Record Lists
- Filter and Sort Options now Scrollable
Resolved Issues
- Image upload options added for file attachments
- Fixed HTML on Related Record cards
2.0.0
Apr 23, 2020
DMSi CRM+ FAQ
Click here to learn how to download DMSi CRM+ in restricted country or region.
Check the following list to see the minimum requirements of DMSi CRM+.
iPhone
Requires iOS 13.0 or later.
iPad
Requires iPadOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
DMSi CRM+ supports English