1. Manage CRM from anywhere
Sales people are people people. They need to be out and about chasing leads, meeting prospects, ‘entertaining’ clients. At the same time, they need to have their CRM on hand Ta-dah! The Exact Online app not only displays all relevant account data. Oh no. It also lets you update a file. Enter an opportunity. Submit a task for a co-worker. Even add a new contact or account. All from anywhere. It’s even possible to add documents to certain accounts and create and send invoices on the spot.
2. Dictate notes directly into Exact Online
You want to make a note about a client. Record your thoughts on a meeting. Send an email. But you’ve got a sandwich in one hand and a lukewarm coffee in the other. Relax. Because you can let the voice recognition option do the hard work for you. Just tap the microphone, speak your mind and voila! The app magically converts your voice into notes – and your notes into Exact Online.
3. Keep an eye on your bank balance
Our latest user survey revealed that many of you wanted the same thing: the possibility of keeping an eye on your bank balance. Needless to say, your wish is our command. So the main dashboard now displays all the relevant figures in real time, making it easier than ever to stay on top of the finances.
4. Check past revenues
Speaking of the dashboard, did you know you can now also use it to view revenues, costs and results from previous periods? Simply swipe to the right to refresh your memory in a flash!
And there’s more – a lot more
To be honest, we’ve only scraped the surface when it comes to what’s possible. Want to find out what more you can do on the move? Click here to watch the short video.
And if you haven’t done so already, you can install or update your Exact Online app via the App Store or Google Play this very instant. It’s completely free for all Exact Online customers. Because let’s face it, you deserve it.