The Winoffice Prime Mobile CRM app acts as the mobile extension of your Winoffice Prime desktop. It provides full access to all activities and to the whole contact history for each address and contact. In addition it provides access to the Winoffice Prime document store and to all sales documents managed in your Winoffice Prime portal. Thus the app improves the efficiency and productivity of your mobile workforce - immediately and without investment in additional mobile solutions.
A demo system is available for testing the app. For access to the English version
1. Start the app
2. Select "Demo Server"
3. Enter testios_e for User and testios for Password
4. Hit "Login"
- Online access to the most current and comprehensive data managed in your Winoffice Prime portal
- Including concepts known from the Prime SmartClient (i.e. SmartRelations, SmartLinks and SmartClassifiers)
- Full-text search in all views (identical to the Prime Smart Client)
- Immediately available
- No cumbersome configuration and no costly investments necessary
- Secure thanks to 100% SSL encrypted data transfer
- No local data storage - No loss of data in case your device is lost
Prime Mobile CRM offers the following features:
Address- and contact management
- Online access to all addresses and contacts stored in your Winoffice Prime Portal
- Dedicated management of private contacts
- Search and display of employee data (Corporate phone book)
- Initiate phone calls from within the app
- Display address locations in the Maps app
- Create new emails, appointments and tasks directly from within an address detail
- Display of a highly customizable address report (i.e. for revenue or customer service statistics)
- Management of the full history for each address and contact
- Print preview contracts, sales offers, sales orders, invoices, delivery notes and credit notes per address and send them via email
- View documents with relation to individual addresses and contacts and send them via email
Personal and team emails
- Online access to your personal Winoffice Prime mailbox
- Configurable push notifications for new personal emails
- Online access to the collaborative mailbox of your team
- Configurable push notifications for new team emails
- Send, receive, reply to and forward for personal emails
- Receive, reply to and forward for team emails
- Auto complete for email signatures
- Auto complete for salutations according to your Winoffice Prime portal settings
- Create email attachments from locally stored photos and pictures
- Create email attachments from documents stored in the Winoffice Prime document archive
Calendar
- Online access to your personal Winoffice Prime calendar
- List view of appointments per month and graphical 7-day view
- Configurable push notifications for new appointments and appointment reminders
- Create customer visit reports directly from within an appointment
- Create new emails and tasks directly from an appointment
- Various filters for selectively displaying certain appointments
Tasks
- Online access to all your Winoffice Prime tasks and phone tasks
- Configurable push notifications for new tasks and task reminders
- Create new emails and appointments directly from a task
- Various filters for selectively displaying certain tasks
Documents
- Online access to all documents in your Winoffice Prime document archive
- Display of document details (i.e. owner, size, change history)
- Support for document favorites
- Viewing of documents
- Send documents via email