SuiteCRM is being called the best open source CRM system that operated with the most effective open source CRM Software. SuiteCRM is the ground-breaking platform boasts a broad variety of benefits and features that firms may utilize to take their marketing and sales efforts to the next level. It can provide actionable insights into customers and leads, boost conversions, increase sales, and improve both initiation and customer attention among plenty of other things.
Actually, the SuiteCRM system is the perfect software for growing companies or businesses given that it is completely customizable, scalable and adaptable to changing needs. This smart platform gives complete independence to users. Like, out of their very own servers, businesses can set up their customer relationship management software system and behind their firewalls. Now, SuiteCRM is trusted and used throughout the planet by a few of the greatest brands.
So, SuiteCRM is the most advanced and beneficial software platform to grow your small or big business. As well as, SuiteCRM is also accessible through your Smartphone or Tablet. Let’s talk about the ways to use Mobile CRM App for SuiteCRM on Android and IOS.
How to Use Mobile CRM App for SuiteCRM
Now it’s time to describe the process to use mobile CRM app for SuiteCRM on your Android or IOS Smartphone. Here, the app is FynCRM – a free Mobile CRM app for SuiteCRM. This app is developed for SuiteCRM and SugarCRM Community Edition to help sales and support team access CRM data anytime, anywhere. You can get complete access (view, edit & create) of SuiteCRM modules. Such as Accounts, Contacts, Leads, Opportunities, Cases, Calls & Meetings with very minimal efforts.
In this SuiteCRM using tutorial, you’ll know the end-user Journey with easy steps to configure and make the FyNCRM app intuitive to use for everyone! We’ll explore areas from basics of logging into the app to creating any record might be contact, account, lead or custom module.
Note: Readers of SuiteCRM Mobile App User Guide doesn’t require to be with any technical background or prior knowledge of FyNCRM. It’s advised that you are smartphone literate that you are familiar with using your chosen mobile OS and have to know how on SuiteCRM as end-user.
Now, let’s have a look on the step by step process –
Step 1: Log in Screen
FyNCRM helps small and mid-sized businesses increase sales productivity and maximize profits. It lets you access your data on the Go, anywhere, anytime! At first, simply launch FyNCRM and the login screen will appear with the fields. Where, you’ve to input the URL of your Username and Password to access FyNCRM on mobile, smartphones and tablets.
Step 2: Login Option
After filling the required field like above, now it’s time to log in. If you have setup SuiteCRM Installation for the mobile app before, you can click login to use your CRM. As well as, if you want to use the demo CRM click the demo login. Then, follow next steps below as per this best mobile CRM app for SuiteCRM user guide.
Step 3: Home Page
On this step, you’ll find the SuiteCRM Mobile App User Guide Home Page Options that provide the ultimate experience to access all important modules by sliding your finger across the icons. Its activity screen displays all your recent activities. On the top right of the dashboard, just tap on the icon to create leads quickly and easily. And, on the top left of the dashboard, tap on the icon to view all important modules of FyNCRM such as Accounts, Contacts, Calls, Leads, Opportunities and Cases etc. As well as, you can also read the latest business news related to CRM from its homepage.
So, when you’ve known all the homepage options, then you should know about the else to use FyNCRM on your Smartphone or Tablet.
- List view: Shows the list of records in selected module. Here you can view name and other basic information of the record.
- Detail View: Tapping record name in list view will open its full view so you can see other details along with related records in sub panel
- Edit view: With Edit view, it allows you to update the record with its primary information but can’t change details of sub panels.
That’s it, very simple. So, when you’re finished with the steps above, then your business is ready to run! You can easily Follow-up leads, Manage Cases, Track opportunities, Update and manage contacts, Update call appointments, Close sales, and much more to grow your small or mid business with customizable, scalable and adaptable to changing need.
So, guys download to try to use FyNCRM – SuiteCRM Mobile app on your Android and IOS Smartphone or Tablet. Then, take your business on step ahead with this great SuiteCRM Mobile CRM app. Like always, anything if you got to share with us about this post. Let us know with the comment box.