CAS genesisWorld x5

Mobile CRM for Android – professional customer managment with mobile CRM

With Mobile CRM for Android, your business processes run more smoothly and your field staff are best supported wherever they are. Instantly access your CRM data from CAS genesisWorld. Realtime access to all app functionalities ensures that you have all contacts, appointments, documents, and more, at your fingertips without having to synchronize your data.

Requirements

Mobile CRM for Android requires CAS genesisWorld Version x5.0.2. To use the app and integrate it into your CAS genesisWorld CRM system, you need to configure your server settings and ensure that you have the correct license. For further information, please contact your consulting CAS partner or CAS Software AG directly at: [email protected].

Mobile app functions

Dashboard

When you start the app, you will see your custom dashboard. All of your upcoming appointments, linked contacts, opportunities, and other relevant data, are displayed here. For more detailed information, you can immediately access the individual data records to read or edit them.

Contacts

Stay connected anytime – call, write or text your customers or business partners directly from within the app. Additionally, you can view your customer's picture and look up their address on the area map. Different contact lists help you to structure your contacts, and you can, for example, display all of your key account customers your colleagues. Find your contacts easily with the smart search function.

Appointments

View your appointments and holidays in a well-structured day/week view. Use the shared calendar view to access your colleagues' calendars or resource plans, or quickly schedule new appointments.

Documents

With Mobile CRM for Android, you can access important documents from anywhere. View the document details and open different types, such as PDF, Office documents or image files, by using a corresponding app (e.g. Adobe Reader).

Reports

You can stay right up to date using reports - by accessing your individually defined report views you can keep a close eye on your data while mobile. You can opt to display your data in either tabular format or, alternatively, as a PDF file based on Crystal Reports. Requirements: CAS genesisWorld x5.0.2 or later.

Questionnaires

Visit reports, lead surveys, interviews and much more - mobile access to your questionnaires helps you enter your information being on the move, for example, while at a customer site or a trade fair.

Opportunities

Realize your sales potential by accessing your opportunities and product items in realtime. Edit your contacts, turnover figures or change the status of a sale during an out-of-office customer meeting.

Receipts

Seamlessly integrate your ERP system receipts into CAS genesisWorld.

Tasks, projects, phone calls and jobs

Instantly access your important customer data, such as current tasks. You can easily create and edit tasks, jobs and projects when you are on the move.

Dossier

Get a 360° view of your customer on your Android smartphone: simply access your customer's history with one look at the dossier. The dossier displays a chronologically sorted list of all linked data records.

Many more functions

Mobile access to e-mails including the attachments, and more.