Description
In-Mobility
In-Mobility is a cloud-based customer relationship manager that helps you boost your productivity. It makes it easy to keep track of your sales, send invoices, manage contacts, clients, and meetings—all in one place!
Automatic Backups and Syncing
Your In-Mobility account automatically backs up every hour. Plus, you can sync all your data between your Mac, iOS, and Android devices. And don’t worry about security; all your transfers are encrypted with SSL to keep your information safe.
Create Invoices on the Go
With In-Mobility’s main window, creating an invoice or order is super easy! You can personalize your documents with your info and logo. The Dashboard tab shows you unpaid invoices, current incidents, opportunities, tasks, phone calls you need to make, and meetings to attend—all at a glance.
Track Your Sales Performance
Your sales data is organized by category so you can check how you're doing over different periods. You’ll also see who your top customers are! The Agenda tab gives you a clear view of upcoming meetings and events in monthly, weekly, or daily formats.
Manage Contacts Effectively
The Contacts tab lets you easily manage and edit accounts, contacts, and leads. You can keep track of all activities along with their completion levels and due dates—like scheduled calls and appointments. It's like having a personal assistant right in your pocket!
Create Custom Quotes & Orders
You can create personalized quotes for each account and turn them into invoices with just a few clicks. One handy feature is the Credit Memo function that allows you to write notes for customers regarding returns or rebates.
A Few Drawbacks
However, there are some drawbacks. While In-Mobility allows multiple contacts, it doesn’t let you import from Apple’s Contacts app. Sometimes it can be slow or hard to figure out how to save new entries.
If you're interested in giving it a try yourself for managing customer relationships more easily—check it out here!
User Reviews for In-Mobility FOR MAC 1
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In-Mobility FOR MAC is a powerful CRM tool for increasing productivity. Easy invoice creation on-the-go and insightful sales tracking.