| Mobile CRM Calendar |
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Set up Appointments and Tasks directly using our unique mobile CRM calendar feature. Calendar dates are color coded to give you a heads up if you have something booked already, and activities may be logged into history for future reference.
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| PhoneCall and Email Tracking |
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One button feature lets you make your call or send an email from inside Dynamics CRM. When the call or the email is complete, you can automatically store it in history for future reference.
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| Address Mapping |
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No more having to key the address to find out where your customer or contact is. Bridge2CRM uses the mobile CRM data to automatically locate your Contact, Lead, or Account in Google maps so you can get directions quickly and easily.
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| MyFind Queries |
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Can’t easily find the information you want using your mobile CRM ? MyFind is a very easy but powerful search feature to find your information, your way. Build and save instant queries that are unique to your needs. Searching Mobile CRM data has never been easier.
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| System & User Views |
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Already have views built for you at the office ? Take them on the road with your mobile CRM. All your special system and user views are instantly useable on your phone.
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| Easy Navigation |
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Say you’re busy looking up information in your mobile CRM ; opened an account, then an opportunity, then checked out a couple of leads you’re working on. The breadcrumb trail tracks where you’ve been so you can quickly jump back to previously viewed items.
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