Note: vtiger CRM Mobile requires a user account in a vtiger CRM server. This app requires the server to be running vtiger CRM 5.1 or 5.2. Please read below for more details.
Requirements:
* Your CRM server should be accessible from your iPhone network.
* You require the URL of your vtiger CRM installation, and valid login credentials.
* vtiger CRM Mobile requires vtiger CRM 5.1 or later versions.
* For vtiger CRM 5.1, the administrator needs to install a Mobile module on your server. Please refer to http://vtiger.com/mobile for detaiils. (this module is included in later versions, so this is only neeed for vtiger CRM 5.1)
Demo Video: http://vtiger.com/mobile.
vtiger CRM Mobile for IPhone brings your vtiger CRM to your pocket! You no longer have to wait to get back to your desk to access and update your contact data, sales pipeline, projects or support data. Now, you can perform most of your CRM functions from your IPhone. vtiger CRM Mobile takes advantage of the capabilities in your IPhone to bring additional features such as real time alerts, business card scanning..etc.
Key Features:
* Create, Edit and View CRM records including Contacts, Accounts, Leads, Tickets ...etc.
* Alerts - Get notified about upcoming tasks, potentials, tickets.
* Click to Call - Select a contact and click on the phone icon to dial the contact
* Offline support - Access your CRM data and update it even when your phone is not connected to internet.
* Card Scanning - Take a picture of a business card and let vtiger CRM Mobile extract the text automatically when creating a new Contact, Lead or Account.
