At Synergy Technology, we know that managing customer relationships doesn’t stop when you leave your desk. That’s why we’re pleased to announce that our partners SuperOffice have announced a new interface for their Mobile CRM app, designed to keep your CRM system accessible wherever you go.
What’s New in SuperOffice Mobile CRM
Refreshed Mobile Experience
The updated interface is tailored to your workflow, making it easier to access and use all the features you rely on.
Visual Improvements
Enjoy better readability, split company/contact views, and new colours and icons that mirror the new interface that has recently been introduced on the desktop version of SuperOffice.
Simplified Navigation
The new bottom navigation wheel replaces the old slide-in menu, bringing essential functions within easy reach. Your diary and contacts are now primary navigation points, with streamlined access to companies, sales, requests, and more.
Information at a Glance
Quickly see contacts, recent activities, ongoing projects, and sales opportunities without switching tabs. This reduces clicks and helps you find what you need faster.
Improved Meeting Management
Simplify attendee invitations, access relevant customer data instantly, and reduce steps for scheduling and follow-up. Add attendees in a single screen and manage meetings more intuitively.
Features You Might Have Missed
- Business Card Scanner: Instantly transform paper contacts into CRM records.
- Interactive Dashboards: Monitor your sales pipeline, track team performance, and analyse trends—all from your phone.
- Document Access: With SharePoint integration, your proposals, contracts, and presentations are always available.
- Quote Approval: Review, approve, and track quotes in real-time.
- Caller ID: Identify incoming calls even if the caller is not one of your contacts.
Getting Started
- Existing Mobile Users: The new interface will be delivered through your regular app store update process.
- New to Mobile CRM? Download SuperOffice Mobile CRM from the app store. Log in with your existing credentials—all your data is automatically synchronised.
System Requirements
- SuperOffice Online Users: Already compatible as your system is always up-to-date.
- On-Premise Users: Available for SuperOffice CRM 9 or higher. If you are on an older version, you will need to upgrade.
Your Feedback Matters
As you explore the refreshed interface, we encourage you to share your experience with us and SuperOffice. Your insights help shape future improvements and ensure the mobile experience continues to meet your business needs.
Ready to experience the difference? Download SuperOffice Mobile CRM today and discover how Synergy Technology and SuperOffice are making your customer relationships more manageable, wherever you are.
Follow us on social media:
