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.

It’s features:

  • Customer and Contact management
  • Opportunity management
  • Case management
  • Task management
  • Appointments
  • Notes
  • 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:

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