CRM Task 1.5
Continue to app
Free Version
Publisher Description
CRMTask launches phone calls linked to Highrise tasks from your iPhone, and allows you to automatically associate a note to your contact at the end of the call. Another handy feature: CRMTask lets you view all the notes and emails exchanged with your contact before calling. You can also filter your task list by responsible, category, timeframe. And of course you can create new tasks. If you want to go quickly through your HighRise prospects and customers from your mobile and call them, then this is the App for you. It will change your daily life ! The process: Let's assume that you have in your Highrise CRM dozens of tasks to call people, either in connection with a Highrise contact, or with a deal. Launch CRMTask and you will be able to view all your tasks, with all the context easily accessible, such as e-mail exchanges, notes, etc. Click on the phone number... and your iPhone launches the call. You get through... or not! When you hang up, a note is ready to be filled in, already timestamped. You can type the minutes of your call, or record it thanks to the excellent microphone of the iPhone (much better than a helmet on your PC!). Change the status of your task, or finalize it, or clone it. And presto, proceed to the next call! CRMTask is perfect if you travel frequently, and have not necessarily your PC ready at hand, but want to use this time to make calls. And that's it! It requires of course that you log on to Highrise, and have DATA and mobile connections. The free version of CRMTask allows you to try out the app for half of your tasks. Thank you for your trust!
Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.
About CRM Task
CRM Task is a free app for iOS published in the Reference Tools list of apps, part of Education.
The company that develops CRM Task is Bilog. The latest version released by its developer is 1.5.
To install CRM Task on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2015-06-28 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the CRM Task as malware if the download link is broken.
How to install CRM Task on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the CRM Task is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After CRM Task is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
