Optimiser CRM

Optimiser CRM improves productivity with contacts, calendar, activities, and tasks.

Key Features:

Calendar:

- Secure Logins: Sign in with Fingerprint, Touch ID, Face ID, PIN, or password for enhanced security.
- Flexible Calendar Views: Choose from Month, Week, Day, or List views for a clear and structured schedule.
- Quick Activity Management: Create, edit, delete, or duplicate activities, including recurring events, with ease.
- Multi-Day Activities: Users can now create activities that span across multiple days.
- Swipe Actions: Instantly delete, accept, reject, or edit activities with a simple swipe.
- One-Tap Activity Creation: Long-press on calendar views to quickly add new activities.
- Edit Activity Type: Modify activity types and notify attendees instantly.
- Auto-Scroll in Calendar: Effortlessly navigate to specific times and dates in day and week views.
- Holiday Integration: Stay updated with holidays and important dates.
- Real-Time Notifications: Receive instant alerts for upcoming events and changes.
- Profile Management: Update your profile details and enable/disable screen lock for added security.
- Save Login Information: Easily save your credentials and use biometric login, or enter ID & password with your last username and profile photo pre-filled on the login screen.
- Offline Page: Notifies users when connectivity is lost
- Log Call: Logs call from the Contact module to track communication without interrupting workflow.

Contact and Account Features:

- Search & Sort: Quickly find contacts or accounts with search and alphabetical sorting.
- Quick Actions: Instantly call, email, or navigate to contacts or account addresses using Google Maps, Apple Maps, or Waze. Tap on the website (for accounts) to open it directly.
- Contact & Account List and Details: View and manage detailed contact and account profiles.
- Add & Edit: Easily create or update contacts or accounts.
- Swipe to Edit/Delete: Modify or remove contacts or accounts with a simple swipe.
- Export Contacts: Users can now export Optimiser CRM contacts directly to their device phonebook.
- Scan business card: Scan a card using your camera or gallery and quickly create a contact.

Tasks:

- Smart Search & Filter: Quickly find tasks using search and filter them by advanced filters and lists / sub-lists, group tasks by status, priority, tag, task owner, or due date
- Quick Actions: Update task status, edit tasks, and view or add comments instantly.
- Task List & Details: Access a clean and organized view of all your tasks and their details.
- Create & Edit Tasks: Quickly add new tasks or update existing ones with a simple, intuitive interface.
- Swipe Actions: Effortlessly edit, delete, view comment or mark tasks as complete with swipe gestures.