Communica Mobile – puts the full power of the Communica, the CRM platform for the Investment Management industry at your fingertips.
Anywhere. Anytime. Online or Offline.
Most organizations have users who spend a significant proportion of their time out of the office.
Communica Mobile is available on iPhone®, iPad®, Blackberry®, Android and Windows mobile devices as native applications.
Communica Mobile can help these users work more effectively by giving them the ability to:
- Access and update Client information – View all Contact details, allowing the user to call directly from the Contact details
- Access to recent communications – Emails, Meetings, Phone calls, to ensure they are fully abreast of all issues
- Track Phone Calls and Emails from the mobile device directly into Communica
- Create and update records within Communica from the mobile device. Including Opportunities (Potential Investments,) Tasks and Relationships
- Access to information in Communica Online or Offline
- Intelligently synchronize data – Synchronizes only the data that is relevant to the user