CRM and ERP Apps for iPhone, iPad and Android

Mobile CRM, Mobile ERP and Mobile Business Apps

Mobile CRM

Mobile CRM, or Mobile Customer Relationship Management is one of a series of mobile enabled applications that Trivaeo provides. These apps are all tools designed for use on your mobile device like a smartphone or a tablet and work on Android and IOS based phones.

Mobile Apps for Business

Our range of mobile apps for small business are perfect for staying in touch and keeping your records up to date on the move. Our applications features an online and offline mode, allowing you to use your customer management system even if you don't have internet connectivity.

You access, add, edit and update records in offline mode and as soon as you reconnect the app updates your main crm system up in the cloud automatically. No manual sync is required.

Customer Management Software Apps Features

The Trivaeo business applications solution includes applications to access and manage Mobile CRM on the smartphone or tablet across IOS and Android devices. We also have applications that help with asset management by putting asset tracking software on your smartphone that works directly with the asset management system in Trivaeo. We also supply apps that enhance the real-time handling of change requests and variations to projects, immediately connecting supplier and client for approvals instantly. There is also CLOE, a customer lifecycle optimisation engine. CLOE is a very detailed application for use by Independent Financial Advisors (IFA) that allow them to collect and store customer data, lot's of it!, and then upload it to their Cloud CRM practice management solution when they get online again.

Apple Apps and Google Apps

Apple Applications - iTunes

Apple Applications - iTunes

iPhone Apps

  • Assets

    Works alongside Trivaeo 'Crossroads' to enable to local scanning of QR codes associated with assets which automatically updates the online database

    Enterprise Asset Management App
  • CRM

    A handy mobile CRM application that even works offline, allowing you to review, add, delete or update your CRM records even if you don't have an internet connection off-site

    Customer Relationship Management
  • IVO

    The mobile application that allows approvals and alerts relating to live changes to projects to be shared immediately between contractors and their clients without delay

    Intelligent Variance Management

iPad Apps

  • CRM

    A handy mobile CRM application that even works offline, allowing you to review, add, delete or update your CRM records even if you don't have an internet connection off-site

    Customer Relationship Management
  • IVO

    The mobile application that allows approvals and alerts relating to live changes to projects to be shared immediately between contractors and their clients without delay

    Intelligent Variance Management
  • CLOE

    A unique iPad App that allows Independent Financial Advisors, IFA, or other professional service brokers to collect large amounts of customer life and needs data whilst visiting them at home without being connected to the live solution. The data is subsequently uploaded and forms part of the client record, making it accessible across the business and for all future business needs; including BIG DATA work

    Customer Lifecycle Optimisation

Android Apps

  • CRM

    A handy mobile CRM application that even works offline, allowing you to review, add, delete or update your CRM records even if you don't have an internet connection off-site

    Customer Relationship Management
  • IVO

    The mobile application that allows approvals and alerts relating to live changes to projects to be shared immediately between contractors and their clients without delay

    Intelligent Variance Management

Trivaeo Mobile Applications Portfolio

How much do the apps cost?

The applications are free of charge! You will need a valid Trivaeo or CloudWorksIT client login though to access the applications once installed

  • Customer Relationship Management App

  • Intelligent Variation Management - IVO

  • Enterprise Asset Management App

Customer Relationship Management App

An example of many screen options in the Trivaeo Mobile CRM application

Trivaeo IVO App

An example dashboard of alerts associated with an ongoing project with their current status

Asset Management App

Shows an example screen where an employee is checking on the current status of an Asset that they tagged and scanned

Apps for Independent Financial Advisors

CLOE - the Trivaeo Customer Lifecycle Optimisation Engine allows an IFA to visit a client and conduct a detailed lifestyle and financial survey including both hard and soft facts.  The data is stored locally on the iPad if disconnected from the internet and as soon as the iPad reconnects the complete data survey is upload and added to the master client record.  The data stored is available and can be searched allowing big data techniques to be used later on to map financial products to clients easily.

"This application is designed to help an IFA by removing the need to carry around and then store reams of paper and endpless printed forms. All data extracted in the interview process remains valuable data and be used to optimise the IFA activities with their clients over time. It is much easier to map new or changing financial products to the needs of all the IFA clients if the data is stored in an indexed way that is available to search across the IFA network"

Increase your
productivity

Trivaeo Mobile Applications for iPhone, iPad and Android supplement your use and enjoyment of our cloud based CRM and ERP applications.  They allow easy access and use and even work when you are not connected to the internet!

"These applications could potentially be used standalone, but they are designed to complement the routine use of our cloud based 'Crossroads' platform. Users of the mobile applications do need a valid login account and password in order for the applications to function!

  • United States +1 765 387-4451
  • United Kingdom +44 (0)844 561-1979
  • France +33 6 21 50 27 95
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
© Copyright Trivaeo Ltd & Trivaeo Cloud Services, CloudWorksIT, 2011, 2017. All Rights Reserved.