Mobile WPCRM

We go where you go
  
Software should not dictate how you conduct your day. That's why WPCRM provides the information you need—when you need it. Accessing critical data has never been this easy.

mobile WPCRM screenshots iphone

Small Details, Large Impact

WPCRM has users' productivity in mind by going wherever they go. Access the power of WPCRM—with its sleek, user-friendly interface—from anywhere. 

Our small details make a big difference for anyone using the system on a regular basis. We're talking about everything from auto-complete search to minimizing clicks and finding clever shortcuts. 

Dictate meeting notes and follow-ups into your mobile device, and let WPCRM do all the organizing.

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Creating Quotes and Orders Using Mobile Devices


See how sales reps at Dalco Inc. leveraged WPCRM Mobile to create quotes and orders on the go.






Outside Sales. In the Loop.



Set appointments, take notes, and create quotes while out in the field



Take advantage of voice recognition to safely dictate meeting notes and give system commands.


Use location services to map routes or find prospective customers located nearby.



Look up real-time pricing and inventory from your phone and create quotes - right from your phone.

 




Find nearby accounts with Google Maps integration

Easily look up a customer’s location or your location, and find other accounts in the nearby area to make the most out of business trips.

  • Search by multiple account types
  • View nearby accounts based off of current location, an address, or other account locations
  • Easily view account information on the map and navigate to their account page

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opportunity pipeline screenshot WPCRM WebPresented



Stay connected with Outlook integration

WPCRM is integrated to Outlook so users can easily create meetings and appointments right from WPCRM to be added to their calendars, and can be accessed from their phone calendar while on the go.

  • Stay on top of opportunities with "days in stage" progress bar
  • View the next step actions for the opportunity to move it through the pipeline
  • Toggle between a pipeline, funnel, or list view

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"WPCRM Quoting makes my job so much more efficient. I was able to send the quote to my customer while still sitting in her office! 

Just today, I quoted another customer in the parking lot walking into a meeting. I love it. Thank you for investing in efficiency and productivity." 


- End User of WPCRM
WAXIE Sanitary Supply

Want to see WPCRM in Real Life?



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