This is a new version of CRM PM Pro 6 for the iPad. In 2016, this application was redesigned. There is no path for upgrades from older CRM PM iTunes apps. This version supports all sizes of iPads to include the iPad Pro.
(CRM) customer relationship management:
Any business that manages customer relationship management, marketing, proposal development, project management, and customer support will benefit from this application.
There are two primary segments in this application; business management, and project management. The business management segment is the principal contact management system for your clients support. The project management segment supports the business management organization by providing the resources and production to manage projects under contract.
The developer of this application has 30 years of business management, and application development related to business productivity, and database management systems. Utilizing information from over 5000 iTunes clients, this application was developed in conjunction with users to provide a comprehensive management system for their businesses.
The best way to understand this application is to view the YouTube video help, or to request a live demonstration from developer support to get a walk-through of all the features and functionality.
The following is a description of the main screens provided in this application:
(Marketing)
the customer screen
the customer contacts screen
the activity track screen
the meeting track screen
the action track screen
the customer list view
the contacts list view
the activity track list view
the meeting track list view
the action track list view
the pre-project bid list portal
the customer project photos portal
the site inspection portal
the schedule portal
the correspondence portal
the document track portal
the websites portal
(Project Management & Proposal Development)
the proposal track portal
the proposal WBS portal
the project management portal
the project labor plan portal
the projects other income portal
the project data portal
the proposal list view
the proposal report
the WBS elements report
the project management chart
Creating new business opportunities and developing proposals and contracts are at the center of your companys operations. Opportunities for new projects are won and lost based on good customer relationship management. Organizing information is critical to good CRM management. This application was designed to provide all of the tools required for customer support and marketing. This application includes an advanced calendar for the marketing group and production group to track critical elements and schedule interaction with your customers.
The project management organization works hand-in-hand with the marketing group to develop proposals and project resource and production management. The production screens utilize WBS work breakdown structures approach to organize and prepare proposal elements and cost estimates. This also includes outside support for vendors, subcontracting information and estimating. The WBS allows marketing to divide contract elements into bid packages so that clients and marketing can do a bit no-bid evaluation for the contract project elements. You can provide any WBS element in your costing, or remove those elements that the customer wants to transfer to other companies. For an example, maybe youre doing construction project and you offer a survey team as one of the WBS elements. The customer informs you that he has a company for doing the surveys, and you merely have to zero out the estimate in the WBS for the survey and it automatically updates the proposal costs. In the same way you can break down supporting cost elements and overhead to identify where to place your margins, and what elements you want to subcontract.
The best way to understand this application is to request a live demonstration. Contact the developer for more information.