People working away from the office do not open a laptop to log a visit. The Coyote CRM mobile area runs in the phone's browser, installs as an application and carries the things that really matter on the move.
It is a web app: you add it to the home screen and it behaves like an app, without going through Play Store or App Store.
Records and contact details, activities and calendar, e-mail and WhatsApp messages with templates, documents, files, bookings, internal chat and notifications.
From the phone, a member of staff sees exactly what they would see from the computer: the visibility rules are identical.
A video from the Coyote CRM demo series, recorded on real data.
Technicians, sales reps and anyone who spends more time at customers' premises than at a desk.
No: you open your CRM address on the phone and add it to the home screen. Updates arrive on their own, without going through an app store.
A customer record is not a list of names: it is where you understand, in ten seconds, who that customer is, who speaks …
Real work is never one single task: it is a job that passes through different people, with different timings. Coyote CR…
Writing to a customer and then losing track of that message is the easiest way to lose the relationship. Here e-mail li…
Customers write on WhatsApp, there is no arguing with that. The point is that those conversations should not stay on on…
The phone rings and you already know who it is, what they asked last time and what jobs are open. That is what the Clou…
The quote is the document that decides a deal, and too often it starts life as a file copied from the last customer — s…
Work that lasts months does not fit into one task. The file gathers the jobs, the jobs their progress reports, and ever…
Knowing who is in the office and which room is free sounds like a detail, until you lose half an hour finding out. Two …
A badly filed document is a lost document. Coyote CRM ties it to a record or a job, gives it a type, a validity and an …
Your business software knows how much a customer has bought; the CRM knows what we have told them. Apart, each is only …
Half an hour of demonstration, with your own company records and documents. No commitment.