PlayMaker CRM Mobile App allows home care sales & marketing professionals to access account information when no Internet connection is available. Easily get up-to-date information related to critical referral source profiles, scheduled events, and previous visit and call notes. Enter valuable data when parked in the car, on the go, or sitting at a hospital or physician’s office. No more waiting until the evenings or weekends to input that information. PlayMaker CRM Mobile encourages efficiency online – and offline. Simply sync when connectivity is made available.
* Seamlessly integrate with your PlayMaker data
* Create or view schedules and activities or update customer profile information from the field
* Automatically create an expense based on each unique sales activity and track ROI per referral source
* Recent Items displays all your recent items for your PlayMaker account
* Bookmarks displays a user controlled list of contacts and accounts that allow for 1-click accessibility
*NOTE: This app requires that you are running PlayMaker CRM v3. If you are unsure which version of PlayMaker CRM you are currently on, please contact Client Support at 1-877-634-9692.
Home page updates include:
• New displays of number of unread alerts and scheduled events for today; number of assigned accounts and contacts; month-to-date expenses
• Ability to filter by recent item types (Contacts, Events, etc.)
• Status indicator: Working Online/Offline
• New Quick Create menu. Create a new expense, contact, account or event from anywhere in the app.
• New < Back button on all pages