ViaCRM

ViaCRM is a mobile customer relationship management app designed for sales teams who need to stay on top of their business at all times. The app connects to your ViaCRM server and lets you work with your data comfortably from your smartphone — whether you're in the office, on the road, or at a client meeting. KEY FEATURES • Contacts & Accounts – Manage contacts and company accounts, track their history and communication in one place. • Leads – Capture and process business leads from first contact through to conversion. • Opportunities – Track deal status, value and probability of closing. • Tasks & Kanban – A clear Kanban board for task management and team collaboration. Move tasks between stages with a simple drag and drop. • Calendar – Plan meetings, calls and tasks in a clear weekly and daily view. Track your colleagues' activities. • Notifications – Stay informed about important events and assigned tasks in real time. • Activity Stream – Track the history of changes and communication for every record. WHO IS IT FOR ViaCRM is the ideal choice for sales representatives, managers and teams who use ViaCRM and need mobile access to their data. The app respects configured permissions — each user sees only the data they have access to. REQUIREMENTS A connection to an ViaCRM server is required to use the app. The app does not provide its own server solution. Supported languages: Czech, Slovak, English.