CRM Mate for iPad – How Is It?
The CRM mate is an app provided by Novomate available on iTunes for $19.99
Requires iOS 5.0 or later.
- Customer and Contact management
- Opportunity management
- Case management
- Task management
- Graphical sales planer
The main organize screen is shared by three tools The Calendar, The Appointments & Task Sheet and The Timeline.
The only area where I faced a problem was in the Timeline window. It occupies more than half the screen (not a problem) but I was unable to get even a word displayed on it (problem!!) I added various appointments and tasks frantically, hoping something will appear. I eventually took help from the Novomate support and realized that the timeline displays Opportunities and Case Managements only.
I found the timeline a very beautiful feature.I wish my Tasks and Appoinments could have displayed there too!
The Overview option takes you to a Shelf with all your customers’ files arranged in order. I created few files and couldn’t help become a fan of how the files opened and closed.
You can add a lot of detail to each customer without cluttering the files. However a tiny fault that could have been avoided is when adding a new name, it adds a Prefix to it of either Mr. or Mrs. What about for a Miss like me?
On the whole I’d say the app is good.You can watch Novomate’s short video on this app to get a better visual.
It has a basic Help Screen to get you started.
As the main aim behind a CRM App is making your life easier I would wish the app came with an instructional video.
To get the CRM Mate or know more you can visit the Apple Store: