Corporate RM Tablet Application

Corporate RM Tablet app

This solution is designed to provide full client visibility when an employee is visiting a corporate client. This tablet app connects to Dynamics CRM and provides online or offline visibility to the client data in CRM. The tablet app provides the following functionality:

  • Client 360 with limits and utilizations
  • All pending issues
  • Deferrals and days passed dues
  • Existing and past opportunities of this client
  • Call report capture with follow up tasks and referrals
  • Alerts and notifications for this client

Corporate RM Tablet Application - Screenshots

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