RFMS CRM
Professional workflow
Free
1.2.20for iPhone, iPad and more
Age Rating
RFMS CRM Screenshots
About RFMS CRM
Customer Relationship Management App
Every sales department needs a systematic method to gather leads, communicate with potential customers and manage the workflow from the initial sales opportunity to closing the sale.
If your sales staff is struggling with:
* Keeping track of leads and prospects
* Managing your sales workflow
* Timely communication with your customers
CRM solves these issues and more from the freedom of your mobile phone or tablet. CRM is the Missing Link.
Fulfills the Needs of Each Role:
SALESPERSONS
* Organize sales opportunities with a defined workflow
* A single starting point that feeds important project requirements throughout the sales process
* Online customer portal providing quote and order status with two-way dialog
* Advanced communication with the customer throughout the sales process via a web portal, text messages, and email
* Calendar and scheduling features shared through the company
* Customer profile and history
* Internal notifications to let estimators know where, when and what to measure and estimate
SALES MANAGERS
* Visibility to sales process across company
* On-demand reporting with trends, activity and key performance metrics in real-time
Every sales department needs a systematic method to gather leads, communicate with potential customers and manage the workflow from the initial sales opportunity to closing the sale.
If your sales staff is struggling with:
* Keeping track of leads and prospects
* Managing your sales workflow
* Timely communication with your customers
CRM solves these issues and more from the freedom of your mobile phone or tablet. CRM is the Missing Link.
Fulfills the Needs of Each Role:
SALESPERSONS
* Organize sales opportunities with a defined workflow
* A single starting point that feeds important project requirements throughout the sales process
* Online customer portal providing quote and order status with two-way dialog
* Advanced communication with the customer throughout the sales process via a web portal, text messages, and email
* Calendar and scheduling features shared through the company
* Customer profile and history
* Internal notifications to let estimators know where, when and what to measure and estimate
SALES MANAGERS
* Visibility to sales process across company
* On-demand reporting with trends, activity and key performance metrics in real-time
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What's New in the Latest Version 1.2.20
Last updated on Jan 12, 2024
Old Versions
New reporting features!
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Version History
1.2.20
Jan 12, 2024
New reporting features!
1.2.14
Oct 25, 2023
Support for Unassigned Appts
Bug Fixes
Bug Fixes
1.2
Apr 25, 2023
Pipeline supports custom stages configured in ROS
Two-way calendar syncing with Outlook and Gmail
Admins can view deleted opportunities and restore them
Download search results as CSV file
Two-way calendar syncing with Outlook and Gmail
Admins can view deleted opportunities and restore them
Download search results as CSV file
1.1.30
Mar 5, 2022
Dashboard now includes recent notifications
Pipeline enhancements to improve loading times
Pipeline enhancements to improve loading times
1.1.21
Feb 8, 2022
Dashboard now includes recent notifications
Pipeline enhancements to improve loading times
Pipeline enhancements to improve loading times
1.1
May 27, 2021
New Feature:
• Sample checkout
Improvements:
• MyFlooringLink customer URL can now include terms and conditions that require customer approval
• Opportunities can now be associated with a new or existing customer after initial creation
• Agreed upon terms and conditions will be saved on customer MyFlooringLink URL
• Terms and Conditions approval will now display in Proposal
• Custom stage names can now be configured in admin.rfms.online (please note: names will change, but column actions remain the same)
• Estimated value populates in the product selection screen with the highest valued option when opportunity is saved
• Users can now search opportunities by updated or created date
• The deletion of a task or an appointment is logged in the opportunity history, and the assigned person is notified
Bug Fixes:
• Fixed notifications for iOS
• Fixed bug with searching for opportunities as a salesperson
• Appointment date and time are now synchronized correctly with Measure date and time
• Ship To information is included when creating a new customer
• Sample checkout
Improvements:
• MyFlooringLink customer URL can now include terms and conditions that require customer approval
• Opportunities can now be associated with a new or existing customer after initial creation
• Agreed upon terms and conditions will be saved on customer MyFlooringLink URL
• Terms and Conditions approval will now display in Proposal
• Custom stage names can now be configured in admin.rfms.online (please note: names will change, but column actions remain the same)
• Estimated value populates in the product selection screen with the highest valued option when opportunity is saved
• Users can now search opportunities by updated or created date
• The deletion of a task or an appointment is logged in the opportunity history, and the assigned person is notified
Bug Fixes:
• Fixed notifications for iOS
• Fixed bug with searching for opportunities as a salesperson
• Appointment date and time are now synchronized correctly with Measure date and time
• Ship To information is included when creating a new customer
1.0.46
Nov 10, 2020
- Send and receive photos via Chat
- Attach photos to products and share them with MyFlooringLink
- New Questionnaire tab includes customizable questions the salesperson can ask a customer
- Admins and Managers can now configure number of days before an opportunity is Stale on each stage
See complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360048652354-CRM-Release-Notes
- Attach photos to products and share them with MyFlooringLink
- New Questionnaire tab includes customizable questions the salesperson can ask a customer
- Admins and Managers can now configure number of days before an opportunity is Stale on each stage
See complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360048652354-CRM-Release-Notes
1.0.30
Sep 15, 2020
- New Sales Goals feature allows admins to set performance goals per salesperson
- Opportunity ID Number now applied to each opportunity
- Improvements to the Activities and Overview Tabs
- Many other improvements and bug fixes
See complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360048652354
- Opportunity ID Number now applied to each opportunity
- Improvements to the Activities and Overview Tabs
- Many other improvements and bug fixes
See complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360048652354
1.0.13
Jul 3, 2020
- New Dashboard Screen
- New Close Rate Report
- Bug fixes and performance improvements
- New Close Rate Report
- Bug fixes and performance improvements
1.0.1
Jun 4, 2020
RFMS CRM FAQ
Click here to learn how to download RFMS CRM in restricted country or region.
Check the following list to see the minimum requirements of RFMS CRM.
iPhone
Requires iOS 11.0 or later.
iPad
Requires iPadOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
RFMS CRM supports English
