The Exact CRM App is an ideal business sidekick. It tells you exactly how your sales opportunities are coming along and what your next action is to close the deal. The intuitive interface gives clear insight in your running opportunities and pending activities. Keeping track of your accounts and sales opportunities has never been this easy. All information you need about an account or your opportunity is there. All relevant account information is available. Think about the social profiles and Twitter feed of the account, but also contact information and associated activities, appointments, opportunities, documents and contact persons are there. You got a perfect overview of your running opportunities. The opportunity card brings you all information you need to close the deal, including associated activities, appointments and documents. The integrated Reporting functionality of Exact Synergy Enterprise can be used in both a generic context as well as in the context of Accounts. The Timeline shows you what is going on in your company. You can read all about it and share your own updates. This and much more will help you to show what is happing at the customer side and to close your deal. FEATURES - Sales opportunities - Reports - Accounts - Contact persons - Activities - Appointments - Social collaboration - Documents - Calendar - Colleagues - the App is Multi language. REQUIREMENTS - Windows 10 - Exact Synergy Enterprise Product Update 252 and above. Some functionality is added in combination with higher product updates. More information about new functionality can be found in the 'What's new' in the settings of the App. Not using Synergy Enterprise yet? Please contact us for more information. We’re happy to help you.
What's new in this version
Version 4.5 IMPORTANT! We want to inform you that this is the last update of the Exact CRM app. This app will be discontinued and removed from the store soon. But don't worry, you will still be able to use the functionalities with the Exact Synergy app. Just enable to menu entries you want to use via the settings and you can work as you were used to. If you haven't installed that yet, please do and enjoy all the extra functionality like Time off, Payroll Slips and Chat!
- View your work via your inbox
- View appointments via your calendar
- View your opportunities
- View information of your accounts
- View and search documents
- View and search activities
- View reports
- View the timeline in your company and share your updates
Published byExact Group B.V.
CopyrightExact Group B.V.
Approximate size64.18 MB
Age ratingFor all ages
CategoryBusiness > CRM
This app canUse your location
Access your Internet connection and act as a server.
Access your Internet connection
Access your home or work networks
Use your enterprise domain credentials
Use your pictures library
Use data stored on an external storage device