Tasks and Notes
One of our basic features; Bridge2CRM allows you to quickly Create, Complete or Assign tasks. You can also add Notes to any record at any time.
PhoneCall and Email Tracking
One click lets you make your call or send an email from inside Dynamics CRM. After making a call you can enter a "Call Log" that will be tracked in the CRM history section for future reference.
Bridge2CRM Admin Tool
You also get access to a powerful yet easy to use Admin tool that can be used to select which Entity types and Fields are published to the mobile users.
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CRM Deployments
Bridge2CRM is a 100% SaaS solution that requires no code on your server. Bridge2CRM can connect to CRM On-Premise, Hosted and even CRM Online.
CRM Views
Already have views built for you at the office ? Take them on the road with your mobile CRM. All of your system and user views are instantly available on your phone.
MyFavorites
Bridge2CRM lets users create a list of "favorite" CRM links. Users can quickly jump to a favorite CRM entity right from the MyFavorites list located off the homepage. It works just like bookmarks in a web browser.
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MyFind Queries
Can’t 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.
Mobile CRM Calendar
Set up Appointments and Tasks using our unique mobile CRM calendar feature. Calendar dates are color coded to give you a heads up if you have something booked already. Completed activities will be logged into the CRM history section.
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