Nemely CRM Alerts

Nemely CRM Alerts is a mobile app designed to simplify the work life of CRM users, particularly those engaged in sales-related activities. According to the vendor, this software solution is targeted at small, medium, and large-sized companies across various industries, including sales, marketing, customer service, retail, and manufacturing. Sales professionals, customer relationship managers, field sales representatives, business development managers, and account managers are among the professionals who can benefit from the streamlined workflow and enhanced productivity offered by Nemely CRM Alerts.

Key Features

Push Notifications: According to the vendor, users can receive instant, customizable, and actionable CRM alerts that are integrated with Dynamics 365's logic engine. It is also possible to set up approval flows and attach CRM quotation documents to notifications.

Phone Call Management: The vendor claims that this feature allows users to detect phone calls, take notes, and easily contact any CRM contact via call, text, or email directly from the app. It is also compatible with VOIP platforms like Skype and Microsoft Teams.

Home Screen Widget: The vendor states that the app provides a home screen widget that offers a quick view of relevant information without the need to open the app. Users can stay updated on goal progress, upcoming meetings, and important customer history and background through a summary on their home screen.

Appointment Management: The vendor claims that Nemely CRM Alerts provides a clean and user-friendly interface for managing appointments. According to the vendor, it syncs directly with Outlook for seamless calendar integration and offers turn-by-turn directions to the next meeting location. Users are also reminded to take notes after meetings.

Extensions: According to the vendor, users can expand the functionality of CRM Alerts by integrating third-party services. Examples provided include GetAccept for sending sales literature and Goava for customer insights. It is important to note that additional fees may apply for certain extensions.

Artificial Intelligence: The vendor claims that CRM Alerts is enriched with Open AI functionality, providing users with relevant insights and suggestions. According to the vendor, this feature aims to help users make informed decisions and improve productivity.

Note Taking: According to the vendor, users can take notes by typing or dictating, and they can also attach notes from other apps, photos, and files. The recorded notes are easily accessible and shown in chronological order. Users can also share notes, photos, or files as meeting notes using the Share Sheet.

Customer Information: The vendor states that CRM Alerts allows users to get a map overview and perform a global search of companies and people from the CRM database. Users can locate CRM prospects or customers near their current location and reach out to them to schedule spontaneous meetings, potentially increasing the chances of closing unexpected deals.

Business Information: According to the vendor, users can work with opportunities and cases related to their customers directly in the app. They can make updates and track progress without the need for additional administration work, gaining a comprehensive view of customer-related activities and data.

Quick Actions Menu: The vendor claims that CRM Alerts provides a quick actions menu that allows users to access a collection of useful information and actions with a single tap. It includes a global search for companies and persons, the ability to add notes from a phone call, and the option to add a new person to CRM leads or contacts. This feature aims to simplify tracking information and improve data quality.