Contact Facing Webapp

Introduction

You need a mobile app that syncs with your CRM and need it fast. Use cases range from worksite surveys, stock-taking, inventory, work diary reports from your field workers, client-facing apps. These can be generated easily with a spreadsheet data-oriented app design. We use AppSheet, an award-winning easy to deploy app used by even MNCs like Toyota to field mobile apps fast. We add the extra by integrating it to your preferred CRM like Infusionsoft/KEAP, ActiveCampaign, Hubspot, SharpSpring, etc.

What Is Contact Facing Web App?

Client-side Access to CRM:
  1. Login & Authentication
  2. Able to update own info like Address
  3. Able to check the history of:
    1. event attendance
    2. invoices
    3. support notes
  4. Able to upload images, docs
Agent-side Access to CRM:
  1. Able to access/update lead info
  2. Able to access/update product interests
Work-site Access to CRM:
  1. Able to upload images, photos
  2. Able to update the service status
  3. Able to add expended service item deduct from inventory
  4. Able to add Worksite Notes
  5. Able to access upcoming jobs by location

Tools

  • Appsheet

Get Started with MartechVA.com

  • Select your CRM
 
  • Fill in your Mobile App
 
  • Fill up the form to help us better understand your needs, and get 1 hour Task for FREE.