Mobile2CRM

Mobile2CRM is a solution designed to log and record mobile calls and text messages from employees' mobile devices to the company's CRM and recording systems. According to the vendor, this product is aimed at sales teams, customer service teams, field service teams, remote workers, and any industry that relies on mobile communication for business purposes. With its features and integration capabilities, Mobile2CRM aims to enhance communication efficiency and improve customer interactions.

Key Features

Automatic Call and Message Logging: According to the vendor, Mobile2CRM automatically logs all inbound and outbound calls and text messages made from employees' mobile devices to the company's CRM and recording systems. This feature eliminates the need for manual data entry and aims to ensure accurate and up-to-date information in the CRM.

Call and Message Recording: Mobile2CRM records all business calls and text messages made from employees' mobile devices, storing them in the company's recording system for easy retrieval and playback. The vendor claims that this feature enables companies to monitor customer interactions, ensure compliance, and provide training and coaching to employees.

Business Profile Assignment: According to the vendor, companies can assign business profiles to employees' mobile devices using Mobile2CRM, separating personal and business communication. This feature aims to maintain personal privacy while capturing important business interactions.

Integration with CRM and Recording Systems: Mobile2CRM seamlessly integrates with the company's CRM and recording systems, syncing logged calls and messages for a unified view of customer communication. According to the vendor, this integration ensures easy access and management of recordings.

Real-time Call and Message Monitoring: Mobile2CRM offers real-time monitoring of calls and text messages made from employees' mobile devices. Supervisors and managers can view ongoing calls and messages, enabling immediate intervention or assistance if needed, as claimed by the vendor.

Mobile Device Compatibility: Mobile2CRM is compatible with various mobile devices, supporting both iOS and Android platforms, as stated by the vendor. This compatibility aims to provide flexibility and accessibility for employees using different devices.

Activity Reporting and Analytics: According to the vendor, Mobile2CRM provides detailed activity reports and analytics on call and message data. Companies can gain insights into communication patterns, call durations, message volumes, and other key metrics to optimize business operations.

Secure and Compliant Communication: Mobile2CRM aims to ensure secure and compliant communication between employees and customers. According to the vendor, calls and messages are encrypted to protect sensitive information, and compliance features help companies adhere to legal and regulatory requirements.