What’s included in the free version of Resco Mobile CRM?
written by Daniel Dolhy on October 17, 2014
Resco’s mobile client for Microsoft Dynamics CRM, Salesforce, and Oracle CX can be downloaded from:
- Apple’s App Store
- Android’s Google Play Store
- Windows Store (desktop version available here)
This is a FREE application.
- It’s fully functional.
- It can be synchronized with Dynamics CRM, Salesforce, and Oracle CX.
- It’s not time-constrained.
- It does not include any ads. Nor does it require users to input contact details.
The only drawback is: It comes as is.
Meaning: its functionality cannot be changed. That’s possible only with the professional, paid version.
But it still comes packed with cool functionality. You can:
- Access and work with Dynamics CRM
- Create, update and manage records (convert leads, create quotes…)
- Work online or offline
- Track phone calls and e-mails
- Use map (with Accounts, Contacts and Leads displayed)
- Use dashboard (with Opportunities, Orders and Cases)
- Capture photos & signatures
- Attach, copy & paste documents
- Set up maximum size for downloading attachments
- Create views with Advanced find
- Use calendar to plan your activities
- Import your personal calendar into Mobile CRM Calendar
- Use reminders for open Tasks and scheduled Appointments
For everything else, there’s MasterCard the professional version of Resco Mobile CRM with lot more features.
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