• Features
• Product Highlights

Secure and Reliable with 24x7 Customer Support

Key product features of MobileAccess™ for Microsoft® CRM

MobileAccess™ for Microsoft® CRM lets mobile professionals using BlackBerry® smartphones leave the office with confidence, knowing it will be easy to:

• View, create, modify and delete information in real-time for:
  • Accounts
  • Contacts
  • Leads
  • Activities
  • Opportunities
  • Notes
• Use Quick Create forms for required fields to speed data entry
• View activity history of Appointments, Letters, Calls and Tasks
• Access workflow actions through context sensitive drop-down menus:
  • Activate and de-activate Accounts and Contacts
  • Convert leads to Accounts, Contacts and Opportunity records
  • Close Opportunities with appropriate status
  • Quickly view and create associated records
• Search for records on the server using dynamic views with text for viewing and linking
• Automatically push information updates to BlackBerry® smartphones, so users can keep up-to-date no matter where business takes them

For more information and pricing call 877-654-9595