Search and find contacts. Use the address, (a part of) the customer's name to look up a contact. Mark contacts as a favorite, to quickly return tot he contact later on. In our app all details are available and can be edited. There is a remark section in the header of the contact, so any important notes will be immediately visible.
Access to your contacts
Use the main menu to access relations (prospects and customers) and your contacts. All contacts in Yoobi can be synchronized with your phone contact list. Manually, or automatically. You decide if you want your personal contacts and your business contacts merged into one list. Rather Not? Mark contacts as a favorite so they pop-up first on your list.
Start a conversation through the app. An email or phone call. These functions are accessible for all your contacts in Yoobi. Tab the right icon to start connecting.
Fast track your sales
Let your smartphone use the address of your contact, to navigate to your appointment. The navigation-system shows you the best route and helps you to get there in time. Once you reached your destination, select ‘back to Yoobi’, to return to the contact details.
Salesmen have to process a lot of information inbetween meetings. They manage the sales pipeline, place orders, close deals and create quotes while they are on the road. But they also need to prepare for a meeting. How many projects do we have together, are there currently any issues? Do we have outstanding invoices with this client? Catch up on the developments, and make sure you are well informed before entering the meeting. Via the app. No need to grab your laptop, just use your smartphone or tablet.
With our app, you can
- Synchronize contacts from Yoobi with the address book of your smartphone
- Look up all contacts and access all your files
- Edit the details of a contact
- Use phone numbers and email addresses on your mobile device
- Edit and update on deals
- Manage your project, by following-up on activities and schedule new tasks
Managers use the app to
- Approve a request for leave
- View invoices and request payment status
- Manage projects