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Because alternative investment professionals are frequently on the road, they need to be able to access their CRM application from any location—and from multiple devices. DynaMobile™ is a line of mobile apps that extend the capabilities of the Dynamo™ platform to the popular iPhone®, iPad® and BlackBerry® mobile devices, allowing “road warriors” to stay connected and work productively. Users can quickly look up profiles and contact info, view and add activities, log calls and e-mails, map addresses, and more.
Learn more about the specific capabilities of our mobile apps for iPhone, iPad and BlackBerry below.
Mobile CRM Solution for iPhone and iPad
DynaMobile for the iPhone and iPad provides you with anytime, anywhere access to Dynamo information from your Apple® devices. These mobile apps maintain the iPhone and iPad's intuitive interface and navigation, making it instantly familiar and easy to use. In addition, DynaMobile integrates seamlessly with native iPhone and iPad functions, such as phone, email, and maps.
DynaMobile for the iPhone and iPad allows you to:
- View records, including profile and contact info, activity/document history, relationships, etc.
- Initiate phone calls from the iPhone
- Send and receive e-mails from within Dynamo records
- Log e-mails, phone calls, meeting notes, and link to multiple records
- Plot the address of companies/contacts; view multiple data points on one map
- Generate Dynamo reports, and instantly view full-color charts and graphs
- Access personal “views”, or information layouts, created within Dynamo
- Enlarge documents and reports with Apple's pinch/zoom feature
Client Testimonial:
"Netage has hit a ‘home run’ with DynaMobile for iPhone. Having used mobile apps from other CRM vendors, I can say without reservation that DynaMobile is far superior. The level of information and functionality it provides make it mission critical to professionals who are frequently on the road.”
Andrew Hallowell, Partner, Arcadia Funds, LLC