DokPro 與 CRM Mobile: Pipedrive 使用情況與統計

Create clear and high-quality minutes on your smartphone or tablet with DokPro in no time, and send a PDF version by e-mail to the predefined recipients. Camera integration allows you to take pictures of, for example, construction defects, receipts or whiteboards and attach them directly to the corresponding agenda item, contributing to a better overview. There is no need for formatting with the DokPro app because you can select your preferred design from various templates. PREPARATION / AGENDA ITEMS The agenda items are determined in advance. All participants are informed and can prepare accordingly. STANDARD TOPICS The protocol templates have standard topics that can be selected on request. REGISTERING PARTICIPANTS Contact details of all participants are taken from the contact database; new contacts can be easily added. PLACE, DATE & TIME Location, date and time are recorded effortlessly, so that all participants are properly informed. INVITING PARTICIPANTS Invitations are sent directly from the app to all registered participants. DURING THE MEETING Minutes entries and photo documentation can be recorded during the meeting with the app and inserted directly into the minutes. SENDING THE MINUTES The minutes are sent to all selected recipients directly from the app in PDF format. SEARCH FUNCTION Effortless search for minutes, files, or keywords. TEMPLATES A wide selection of different templates is available. This eliminates the need for formatting and minutes are uniform. LOGO IN TEMPLATES (Monthly Subscription) Under the settings you can deposit your own predefined logo, which then appears on your minutes. LOGO IN PROJECT TEMPLATE (Monthly Subscription) For each project, you can define a logo to appear on the minutes. LANGUAGES Five different languages are available (de, en, fr, it, es).

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CRM Mobile: Pipedrive

Stay on top of your sales pipeline with the Android app for Pipedrive. Pipedrive is a powerful sales CRM for small teams with big ambitions. It helps you focus on the right contacts and gives you more control over your sales results. With Pipedrive for Android you can access your contacts, deal history and to-do's, create tasks and take meeting notes wherever you are - all changes are instantly synced to Pipedrive web app. ∙ Access your to-do list and contacts instantly. ∙ Log your phone calls. ∙ Explore your business on a map view. ∙ Schedule better with a smart agenda view while planning new activities. ∙ Look up customer and deal details on the go. ∙ Access files related to your contacts and deals. ∙ Record or type meeting and call notes - synced instantly to web app. ∙ Start new calls and emails with just one click. ∙ Get the powerful combination of mobile + web. A Pipedrive account is required to use Pipedrive for Android.