nexti:CRM

nexti:CRM is a mobile customer relationship management (CRM) app designed to enhance the growth, efficiency, and success of companies. According to the vendor, it caters to the needs of small and medium-sized enterprises (SMEs) and is used by various professionals and industries such as sales representatives and managers, business and sales management, field service professionals, trade show exhibitors, customer service professionals, project managers, marketing professionals, and industries including manufacturing, retail, and services, among others.

Key Features

Customer master data: According to the vendor, the nexti:CRM app allows users to store complete customer data offline on the iPad, including addresses, contact persons, billing addresses, delivery addresses, and communication data. It offers various search options and customizable map views for easy access and visualization.

Customer Management: The vendor states that with nexti:CRM, users can record important information after customer visits, convert leads into sales opportunities, and capture conversation reports digitally. It also enables the creation and display of quotations, orders, invoices, and other relevant sales documents.

Reports and Dashboards: The app provides comprehensive dashboards and reports that offer insight into business operations, sales trends, and customer statistics. According to the vendor, users can review sales developments, analyze data, and make informed decisions based on the information presented.

Task Management: According to the vendor, the task manager in nexti:CRM offers a comprehensive overview of tasks, allowing users to create, edit, comment on, and complete tasks directly on the iPad. This feature is said to ensure efficient task management and collaboration.

Offline Operation: The vendor claims that nexti:CRM works seamlessly without a network connection, allowing users to access and update data offline. It stores data on the iPad and automatically synchronizes it in the background when an internet connection is available.

Seamless Integration with ERP System: According to the vendor, the app seamlessly integrates with various ERP systems, providing instant access to up-to-date data and reducing error rates. It is compatible with 20 ERP systems, ensuring smooth integration into existing business processes.