booj CRM 1.3.1

Enhance your CRM capabilities by accessing them on-the-go with booj Mobile CRM. This application allows you to efficiently manage and view contact details while working outside the office. With full integration, any modifications made within the app will seamlessly synchronize with your CRM system, ensuring a smooth transition between your desktop and mobile device. This mobility feature enables you to dedicate more time to client interactions and less to office tasks.

Key Features:

• Easily manage contacts, leads, and access crucial information such as contact details, connections, notes, tasks, households, and more.
• Effortlessly differentiate between Leads and Contacts, with the flexibility to accept or decline Leads.
• Receive push notifications on your mobile device from the desktop CRM for campaigns, communications, leads, and contacts.
• Access Sphere Interactions to prioritize communication with leads and existing clients.
• Eliminate the need for whiteboards through efficient deal management from prospect to close via the deal pipeline.
• Set reminders for essential tasks and receive immediate notifications when they are due.
• Easily identify overdue tasks and their priority level.
• Add new tasks as they arise to stay ahead of your workload.
• Stay organized by conveniently viewing all tasks in one location to prioritize and complete to-dos efficiently.
• Contact Record allows you to text or email directly.

Please note that booj Mobile CRM is exclusive to RE/MAX affiliates. Stay tuned for upcoming features including email templates, synchronization of phone contacts and calendar events, events linked to contacts, search function enhancements, and a comprehensive view of all Deals and Deal details.