Wise Agent has announced that the Task List has been added to their Mobile Interface. Wise Agent’s feature-rich To-Do List has been raved about as one of the best designed task lists available. Now, all of these handy features can also be accessed from your phone or tablet!
I’ve been anxiously awaiting this and happy to announce that it is here! You can see more screen shots of the new look on my review page here. It’s still the same great CRM but now it has a new look. Sometimes when a CRM improves it’s User Interface/UI, it also changes the buttons around and you have to re-learn where everything is. It’s like your favorite super market changing where their products are. It can be frustrating and time consuming. That is not the case here. It is virtually identical, but has a nice new clean look. If you passed on IXACT Contact before, primarily because of the aesthetics, you might want to take another look!
They have also announced that they now have a synch with Google. It now “allows you to easily establish an automatic 3-way synchronization between IXACT Contact, your Google apps and your other computing devices, including your smartphone, iPad/tablet, MS Outlook, and applicable Mac applications.”
Synching has always been the way to view your CRM data on your phone. Unfortunately there tend to be inherent problems with it. Sometimes the synch doesn’t work well, especially with calendar items. It also doesn’t offer any more than the address book and calendar and on occasion some to-do’s. A mobile interface is not a synch. It is looking at the live database on the CRM’s servers so there are no synching issues. This is the way the industry is trending and it’s a welcome change.
Not only does the WiseAgent mobile interface give you more than just contact and calendar (calendar coming very soon) information, but provides a call list as well. Another significant difference is that if you really want to access information that is not in the other mobile buttons, you can go directly to the standard site from it.
Another feature that I think maybe WiseAgent mobile interface can claim a very first in the industry for, is for you lefties! The interface can be set for lefties which means you can choose on which side the check boxes appear. Pretty cool!
I offer WiseAgent with an extended free trial and I include my Trans-Plans Listing and Closing E-mails/Letters. Just click here for more details.
Product Announcement. Top Producer has now added the ability to launch activity plans from the contact screen in the mobile version. So now if you get a lead call, say from a hot buyer, you can launch the “Two Month High Touch Buyer Prospecting Plan” right from your phone! Pretty cool!