Read full description
SANJO CRM is a mobile contact and customer relationship management application designed for businesses that use an ERP system.
The app gives sales and customer-facing teams access to business contacts and related information while away from their desktop ERP system.
Contact management
View and manage customer and business contact information, including names, addresses, telephone numbers, email addresses and notes. Search contacts and use filters to find the information you need.
Activities
Record and review activities associated with contacts, including calls, emails, meetings, tasks and notes.
Sales information
View sales orders associated with customers so that relevant order information is available alongside contact details.
ERP integration
SANJO CRM can connect to a configured Hansa ERP system to retrieve and synchronise business information. Access to the ERP integration requires a compatible system and appropriate connection details supplied by your organisation.
Offline access
Previously synchronised information can be accessed when a connection to the ERP system is unavailable. Data can be synchronised again when connectivity is restored.
Designed for business use
SANJO CRM is intended for sales representatives, account managers, customer service staff and other business users who need mobile access to customer information.
A compatible ERP system and authorised account may be required to use some features.