myCRM vs. 10.0  The most powerful personal CRM system available for iPhone and iPad, especially suited to all professional and sales people, such as business agents, sales agents, business brokers and representatives.     download the iPhone version: download the iPad version:

With myCRM you can keep constantly on hand all your business, plan all the activities related to it, track and monitor the sale opportunities, record all the relationships mantained with your customers, and do much more.

 

Download it for free and try it as you like. Buy then the license that best suits your needs directly from within the application (In-App Purchase).

MyCRM does not use external servers. All data are stored on your device. The interface is simple and immediate, with no graphical heaviness. This makes the application particularly robust and capable of handling large volumes of data for a true professional use.

All features are available in both iPhone and iPad versions.

   

Getting Started Price List User Guide Change Log

  

 

 

 

myCRM at a glance:

Customers:
- allows the insertion of an unlimited number of customers (tens of thousands);
- allows full, partial or incremental import of the address book of the device;
- Allows import from a spreadsheet on Google Docs or from a file in CSV format on Dropbox/Itunes;
- Differentiates between simple contacts and contacts of type "company"; allows to do group actions on these latter;
- Allows the automatic and manual geocoding of addresses associated with the customer;
- allows the definition of areas and the association of the same to customers;
- allows to locate and display customers on maps;
- displays the path from your position to the position of the customer;
- allows the tagging of customers
- allows the extraction of groups of customers based on a lot of search criteria, combinable together in boolean logic;
- allows textual search within all fields of customer record;
- allows the identification of all customers within a given distance from your position;
- executes automatically the indirect association of customers to the areas defined on other customers;
- allows to export customers toward the address book of the device
- allows the definition of special dates (birthdays, anniversaries, etc..) and shows them in the diary;
- allows sending of pre-defined mail to groups of customers, with the ability to attach documents and photos;
- determine automatically the status of th customer: free, pursued, caught;

Opportunities, Sales and Principals:
- allows the creation of sales opportunities and their tracking and monitoring, basing on their status, probability and end date;
- allows transforming opportunities in sales and the automatic calculation of commissions;
- allows the definition of principals and the association of the same to opportunities and sales;
- allows the extraction of opportunities and sales through various search criteria;
- executes the calculation of statistics and totals on the extracted group of opportunities and sales;

Activities and Relationships:
- allows the creation of single or periodic activities and shows them in the diary of the app;
- allows synchronization of the diary with the calendar of the device;
- allows the definition of multiple alarms associated with the engagements and events managed by myCRM;
- allows the association of the activities to customers, to opportunities and to sales;
- allows the recording of any kind of relationship mantained with customers;
- allows to see the customer history, past and future;
- automatically records the relationship corresponding to a mailing toward a customer or toward a group of customers;

Rerports and Statistics:
- provides 13 types of reports on customers, opportunities and sales, with possibility to filter on the third dimension;
- allows calculation of totals and statistics on every list, even if filtered or in manual selection;

Document management:
- allows to store inside the application documents of any type and to associate them to customers, opportunities, sales, relationships and principals;
- documents with the following types can be opened directly from inside the application: iWork and MS Office documents, Text files, PDF files, CSV files, Images, Videos;
- ability to also use images or videos present inside the device or files present on Dropbox;
- all files can be sent via email as attachements;

Utilities:
- Dropbox support in the following areas: Documents, Backup/Restore, Export, Import;
- allows the incremental import of contacts, ignoring or merging duplicates;
- allows the import of customers from files in CSV format coming from Dropbox, iTunes or other apps;
- allows the export of all types of data in two formats: CSV and readable;
- exports data through the iTunes sharing, via email or Dropbox;
- includes an autonomous and flexible system for backup and restore;
- allows the generation of multiple backups and the restoration of any of them;
- allows saving the backup files on Dropbox, on Google Docs or in your Pc/Mac;
- lets you restore the database from any backup found on Google Docs;
- 100% iPhone/iPad compatibility: exports the db from iPhone and imports it on the iPad and vice versa;

License:
- allows the purchase of the desired license level from within the application (in-app purchase);
- each level of license, including the free basic one, allows the use of all the functionalities of the application;
- the license levels, therefore, act only on the maximum number of records that can be entered for each managed entity;

Supported languages:
- Italian
- English
- Spanish