Webasyst CRM

Mobile CRM for business

CRM app for teams and personal management of clients and deals, a handy tool for conducting sales directly on your mobile device!

Clients management:

- View full profile of each client, the deals history, issued invoices, and personal notes.

- Client search by name or email address.

- Grouping clients into segments, classes, and tags.

- Assignment of a responsible user for each client.

Deals management:

- Creation of new deals: assignment of a responsible user, setting an estimated deal cost, planning the deal closing date.

- Working with deals: transferring deals to other stages as you progress, issuing invoices for payment, adding work notes, completing deals by reaching either “won” or “lost” state.

- Viewing work history for each deal: who of your teammates created it, who made changes to it, who transferred it to another stage.

- Viewing the list of your personal deals, i.e. the ones you have been assigned responsible for.

Messages management:

- Viewing messages received from your clients by email, from social media or online messengers.

- Quick reply option for each incoming message.

Reminders management:

- Setup of reminders on upcoming meetings, phone calls, or messages to be sent. Each reminder can be linked with a certain client or deal.

- Smart text analyzer automatically finds a date and time in your reminder text and sets them in the reminder settings to save your time.