M-CRM or mobile CRM is the offline version of M-CRM Enterprise app . It doesnt required any Login or Sign-up Credentials. If you are an independent agent, then this app is more useful to you for manages the clients. Agent can manually add their products and add some activities like Notes , Call Summary, Referral ,Send Messages and much more. It’s the mobile component of CRM software for Insurance Agencies. Agents of agency can maintain and manage their contacts, appointments, reminders, premium reminders, lead status and progress, products suggestions etc in the app. Agents can also attach documents to a clients contact, making it easy to find them instead of a difficult scroll through the phones gallery.
Handy dashboard gives them the overview of their pipeline. Performance reports tell them how much they have achieved over the week or month.