Your mobile CRM via cloud

With the Customer Relationship Management Template from ApptiveGrid you have all your business contacts in view. Manage customer addresses and data, store offers, invoices and contracts digitally and have all documents always up to date and synchronized in real time. By using the mobile app, you can complete your office tasks right on the spot, saving you the hassle of commuting between the office and your customers. You can also increase communication between the field and the office by replacing business cards and paperwork with digital contact data capture.

Customizable & Flexible

With ApptiveGrid you build a CRM system according to your ideas. With our NoCode approach, you become a developer yourself and create a product that maps your process - without any programming.

Maintain your customers on the go

Manage your customers on the go, add new quotes and orders, and send all data to the office in real time. This way you banish paper chaos and save valuable working time.

Smart networking of your sales pipeline

Outdated databases and outdated contact data are a thing of the past. With ApptiveGrid CRM, your customer data is always up-to-date and accessible from anywhere. With the ApptiveGrid App, you as well as your employees are always informed.

Customizable according to your requirements

You determine which customer data you want to capture. With the help of our digital forms, you select which data should be recorded, which employees see which projects and when an offer was successfully completed. You set the requirements, we provide the appropriate tool.

Simple CRM system

With the ApptiveGrid CRM solution you always keep track of your deals and contacts and organize your appointments in one central system

Manage customer addresses centrally

CRM management on the go

Real-time document synchronization

Do away with paperwork

Going paperless - maintaining customer contacts

Your mobile CRM via cloud

Template questions and details

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