ClientFirst CRM

Activities Management & Customer Relationship Management in one place on mobile

ClientFirst CRM - The Next Generation Tools For Leading Sales Team

ClientFirst CRM is the activities sales tracking app you always wanted. A best solution for field teams and their managers.

Manage your contacts by label, track sales, place orders, check-in, email, call or create tasks all from your app. Then watch as all of your changes are instantly synced with the ClientFirst CRM web.

The next generation tools for leading sales team

SIMPLE AND EASY TO USE APP FOR YOUR TEAM.

- Manage Clients Easily with ClientFirst CRM: Add new customer, Gain access to customer information and history anytime from your mobile app, from web.

- Taking Orders in the mobile app:Simply enter the number of products ordered, and ClientFirst CRM will calculate the total value of the order based on the prices of the products. Add in any discounts or promotional information, and data will sys to back office in real-time

- Activities Management: ClientFirst CRM organizes data and activities by location, so salesman always have a detailed history of every account at their fingertips. ClientFirst CRM provides you with up to date stats on your activities.

-Task, Appointment Scheduling in the Mobile App: Manage task and schedule visits on the mobile app. Find out which upcoming visits you have, as well as the ones you have missed.

- Effortlessly Report on What's Important To Your Business: View and create beautiful, easy-to-read graphics and charts based on real-time data.

- Managing Territories In the Mobile App: View and find clients on a map for efficient territory management. Client First CRM supports, iPhones, and iPads.

-One Tool, Everything You Need: ClientFirst CRM is built by people who understand how frustrating this can be. That’s why we’re the only platform that includes everything you need to run a sales team, in one place.