In-Mobility is a cloud-based customer relationship manager designed to boost your productivity. It helps you keep an eye on your sales, send invoices, manage contacts, clients, and meetings all in one place.
Your In-Mobility account automatically backs up every hour! Plus, you can sync your data between your Mac, iOS, and Android devices. And don’t worry about security; your transfers are protected with SSL encryption.
The main window of In-Mobility makes it super easy to create invoices or orders right when you need them. You can also personalize these documents with your info and logo. The Dashboard tab lets you monitor unpaid invoices, current incidents, opportunities, tasks, phone calls you need to make, and meetings coming up.
Your sales are neatly organized by category. You can check how well you're doing over different time periods and see who your top customers are. And the Agenda tab? It gives you a clear view of upcoming meetings, events, and tasks in monthly, weekly, or daily formats.
The Contacts tab is perfect for managing accounts, contacts, and leads. You can track all activities easily and keep tabs on their completion status and due dates. This includes scheduled phone calls and appointments!
With In-Mobility, creating personalized quotes for each account is a breeze! You can turn them into invoices with just a few clicks. There’s also a handy Credit Memo function that lets you write notes to customers about returns or discounts.
However, there are some downsides. While In-Mobility allows multiple contacts management, it doesn’t let you import from Apple’s Contacts app. Sometimes it can be unresponsive or tricky when saving new entries.
If you're looking for a solid CRM option that keeps everything organized without breaking the bank, give In-Mobility a try!
Go to the Softpas website, press the 'Downloads' button, and pick the app you want to download and install—easy and fast!
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