DMSi CRM+
無料
2023.3.1for iPhone, iPad and more
9.9
2 Ratings
Distribution Management Systems, Inc.
Developer
41.3MB
Size
2023年12月19日
Update Date
Business
Category
4+
Age Rating
Age Rating
DMSi CRM+ スクリーンショット
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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最新バージョン 2023.3.1 の更新情報
Last updated on 2023年12月19日
旧バージョン
- 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
2023年12月19日
- 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
2023年12月19日
- 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
2023年09月20日
Bug fixes
2023.2
2023年08月30日
Bug fixes for account search and account view
2023.1
2023年07月12日
Bug Fixes
2.3.0
2023年04月26日
Bug fixes for KPIs page and Agility Mobile Sales app linking
2.2.0
2023年01月25日
- Create new contacts from business card import
- Bug fixes for appointments and calendar
- Bug fixes for appointments and calendar
2.1.8
2022年03月31日
Bug Fixes
2.1.7
2022年03月28日
Bug Fixes
2.1.5
2022年01月03日
Bug Fixes
2.1.4
2021年12月06日
Bug Fixes
2.1.3
2021年12月04日
Bug fixes
2.1.2
2021年12月02日
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
2021年07月29日
Bug Fixes
2.1.0
2021年06月29日
- 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
2021年04月24日
Bug Fixes
2.0.8
2021年04月21日
- Swipe to dismiss Nearby Customer alerts
- Bug fix for image uploads
- Bug fix for image uploads
2.0.7
2021年03月30日
Bug Fixes
2.0.6
2021年03月17日
- 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
2020年12月03日
Bug fixes
2.0.4
2020年11月30日
Enhancements and bug fixes
2.0.3
2020年09月04日
- 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
2020年07月31日
Small fixes for maps and defaults
2.0.1
2020年07月28日
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
2020年04月23日
DMSi CRM+ FAQ
ここをクリック!地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、DMSi CRM+の最低システム要件をご確認ください。
iPhone
iOS 13.0以降が必要です。
iPad
iPadOS 13.0以降が必要です。
iPod touch
iOS 13.0以降が必要です。
DMSi CRM+は次の言語がサポートされています。 英語