CAS PIA 8.7.0
Continue to app
Free Version
Publisher Description
With Mobile CRM for iPhone you can access your contacts and appointments in CAS PIA (as of version 3.0) quickly and with ease from your iPhone, iPad or iPod touch – this also includes the dossier. Access is direct and in real time, which means data synchronization is uncessary. This guarantees that you are always working with the latest data from your CRM system, which means that both your front and back office staff can work together seamlessly. And of course this means that all rights and permissions are still considered even when working mobile.
Requirements:
To use the app, you require version 3.0 of CAS PIA. You also have to ensure that the respective user has been registered in the CAS PIA administration area to use the app and integrate it into your CRM system. For more information on CAS PIA see our website at: http://www.cas-pia.de.
What functions does the app offer?
Dashboard
This is where you will find an overview of all your daily appointments including linked contacts. And you can of course access individual appointments directly from the dashboard.
Contacts
You can contact all of your contacts directly from the app by telephone, e-mail or SMS. By using a variety of contact lists you can structure and order your contacts to display them, for example, according to various criteria you’re your important key accounts, or colleagues. The global search function is also a great help when trying to find the right contact. And of course, you can add new contacts quickly and easily using the app.
Appointments
Different calendar views such as, daily, weekly and monthly or list formats are available for you to use. And you can even view and create appointments in calendars for your resources and other team members, for example, colleague views or meeting rooms.
Opportunities
Discover and recognize new sales potential using live access to your opportunities. Change turnover information, or sales process phases and much, much more while on site or working mobile.
Projects
View the current status of your projects and access project-related information by applying filters to the dossier.
Many other functions…
Mobile access to tasks, phone calls, e-mails incl. attachments and much, much more.
Dossier
To view a 360 degree view of your customers using your iPhone, you simply use the app to access the respective contact or appointment dossier. There you will find all the linked data records displayed chronologically. Linked contacts and appointments can be opened directly, however, for all other data record types (for example: documents or phone calls) only the most important information is displayed in a compact format.
Nov 27, 2019
Version 8.7.0
• As of now, websites can be opened from within an opened contact data record.
• Furthermore, you can switch between the Overall dossier and the Company dossier in contacts.
Many thanks for using CAS PIA. We post regular updates for you as we continually improve our app.
About CAS PIA
CAS PIA is a free app for iOS published in the Office Suites & Tools list of apps, part of Business.
The company that develops CAS PIA is CAS Software AG. The latest version released by its developer is 8.7.0.
To install CAS PIA on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2019-11-27 and was downloaded 2 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the CAS PIA as malware if the download link is broken.
How to install CAS PIA on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the CAS PIA is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After CAS PIA is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
