Sage CRM available as a Mobile App

 Nowadays, business operations are carried out through mobile apps. In our hectic schedules, accessing information has become simple and quick thanks to Mobile. One can simply operate outside the workplace as well as within the office by utilizing Sage CRM on their mobile or tablet device.

Greytrix Africa has made it possible to sync mobile devices with SAGE CRM via APPs. Sage CRM Mobile App for Android and iPhone is now available. Sage CRM as a standalone app allows users more control over the user experience, making everything simpler and faster to access.

Greytrix Africa can integrate native apps with CRM, making it more user-friendly. Business users can create cases, raise tickets, and so on, just like in CRM. The App includes a synchronize option for synchronizing data whenever it is required. This allows users to stay up to date on the newest information and tasks. Customized fields, tickets, and cases may also be updated and synchronized in real time, making everything more accessible.

The calendar in Sage CRM allows users to keep track of appointments and communication. By connecting their calendars, Apps make it easier for business users to view, edit, and process their jobs on mobile devices.

The App allows the user to examine the data, change it, and create new entries. When the App is connected to the internet, the data is automatically synchronized. Greytrix Africa has worked on primary entities; if customization is required, we can directly make changes in CRM, which can then be used on the app. However, it must first be integrated with the app before the user may access additional modules.

Multiple users can utilize the same app, just like in the service business, any user can be assigned to a service job. In such circumstances, the Android App has a login feature. Where each user can log in and access the data based on his login rights.

The URL is usually updated or temporarily relocated during system upgrades. Greytrix Africa has provided an option to modify the URL of the site where the App will be synced with the users so that they can access data from the same App with a new URL in those circumstances.

Greytrix Africa has added signature capabilities to the App for service businesses where customers/clients must acknowledge receipt.

CRM has acknowledgement capability for workflows and emails. However, as an acknowledgment of job accomplished or service received, the app client can sign on the android device. The signature is saved in the app with the user's unique identifier, such as Case ID or Account No. It will synchronize with the CRM server as soon as the Android App sync is launched.

Additionally, the service provider or assigned staff will sign off on the task. The employee's signature can also be included.

If a company has numerous employees using the same App with the same Login, the signature is used to identify them.

Greytrix Africa has digitalized the procedure for greater simplicity and accessibility. Promoting "GO Green" initiatives for paperless practises.

For further information on Sage CRM, please contact us at sage@greytrix.com OR visit Greytrix Africa Ltd.

Originally published by Greytrix Africa Ltd.