BT CRM

The BTPL CRM app helps you manage your clients and business while you are on the move. Turn your phone into a personal sales assistant to simplify your daily activities and focus on what matters the most. Manage your schedule, track your sales visits, collaborate with your team to grow your sales, and support client relationships with timely customer support. Become a pro lead manager by following up on leads or the sales manager that everyone desires with top-notch contact management. Locate more leads, easily schedule meetings, and close even more deals using the mobile CRM app.

Start your day with a clear overview of your scheduled tasks, activities, and calls. Plan your day better with these insights, and set reminders for your activities so you'll never miss out. Log calls to capture the finer details of your conversations, and mark activities as complete once you're done.

Be at the top of your willing by reviewing notes and attachments before you head out for your important meetings. Check-in to record your customer visits and update the deal details after every single meeting.

Stay up-to-date with real-time reporting and dashboards. Gain sales insights on key metrics to make informed decisions from anywhere. You can even access and modify information when you're offline. Don't worry - it gets automatically synced when you're back online.

Connect with your colleagues instantly no matter where you are. Notify and engage other team members.