CRM Mobile: Pipedrive vs Oberplan - Resource Planner Usage & Stats

Pipedrive’s CRM mobile version is an all-in-one sales pipeline and lead tracker, allowing you to access your prospects and schedule activities and events for leads on the go from one CRM app. This mobile CRM sales tracker is the perfect aid for both big and small businesses' marketing efforts. What can you do with Pipedrive’s CRM mobile and sales tracker? Stay organized and improve your marketing efforts: • Access your to-do list and customer profiles instantly • Use the CRM both on- and offline • View planned activities and reminders • Manage each sales team member’s activities by assigning tasks Record all opportunities in your CRM mobile app’s pipeline: • Note down sales prospect data each time you find customers • Add client contact information, company and deal value to “Leads” or Customers” • Oversee all details of a deal with just one tap On-the-go contact management: • Make calls and send emails using templates • Schedule follow-ups and events in the Activity tab • Use direct sales pipeline management to move a lead from one stage to another Be in constant contact with your leads: • Sync phone contacts to contact customers directly from the app • Identify if an incoming call is related to a potential sale with Caller ID • Automatically link outgoing calls with activities related to leads Never lose any contact information: • Add meeting notes to your client database – synced automatically with your web sales tracker (the desktop version of your Pipedrive dashboard) • Remember key details for excellent customer management • Log phone calls and caller details Check customer analytics within the CRM: • View calculated metrics via easy-to-understand graphs • Use the data to analyze your sales pipeline and improve marketing for greater business success The lead app includes functions essential for any big and small business that are useful for contact management. With the Pipedrive app, you don’t have to note down “Leads” or “ Customers” entries, all can be easily recorded in the CRM app and managed end-to-end, from the very beginning of a deal through its successful closure. Although this is a free CRM mobile app, you’ll need a Pipedrive account to use Pipedrive for Android. You can sign up for a free trial from the app.
  • Google Play Store
  • Бесплатный
  • Бизнес

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Oberplan is an easy and intuitive resource planning tool. Use it to schedule any kind of resource and view resource availability and allocations at a glance. Cloud based scheduling Oberplan is a cloud-based scheduling software that gives you the ability to access your data wherever and whenever you want. Use a web browser or the mobile app to manage your schedules on any internet connected device and operating system. Easy and intuitive user interface Oberplan comes with an intuitive user interface that allows you to create schedules easily. Define your own resources and enter data in a visual calendar. The time scale of the calendar can vary from minutes to years. Multi-user support You can work together on a schedule by sharing it with collaborators. Oberplan has three roles when sharing schedules with others: Owner, Editor and Viewer. Create a free account With a free account, you can create up to 20 schedules. Each schedule can include 500 resources and 10000 bookings. You can share a schedule with up to 100 collaborators.
  • Google Play Store
  • Бесплатный
  • Бизнес

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CRM Mobile: Pipedrive VS.
Oberplan - Resource Planner

ноябрь 29, 2024