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Overview

CT Mobile provides comprehensive mobile CRM capabilities, empowering field sales teams with robust offline access and real-time Salesforce synchronization. While customization can be complex, its advanced features streamline visit planning and order capture, ensuring seamless data flow and enhanced productivity. This makes it a compelling choice for optimizing field operations.

CT Mobile Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Sales Forecasting

CT Mobile Features

Offline CRM

One of the notable CT Mobile features, this offline access ensures uninterrupted productivity for field teams, allowing access and updates to all Salesforce data. All modifications automatically synchronize once connectivity is restored, eliminating data loss and ensuring real-time accuracy for enhanced field sales performance.

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Visit Planning And Route Optimization

This core feature streamlines daily activities by providing reps with pre-planned visit schedules from Salesforce, based on priorities. Navigation launches via integrated mapping services, with real-time visit tracking. This ensures efficient route management and structured field execution, boosting overall sales productivity.

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Guided Workflows And Compliance

CT Mobile empowers representatives to follow structured checklists, surveys, and audit flows using ‘CT Mobile snippets.’ Each task is pre-loaded and tracked, ensuring consistency across regions. This helps businesses maintain compliance with internal policies and regulations, providing a framework for standardized field execution.

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Smart Order Management

The software facilitates efficient in-field ordering, supporting complex pricing, product hierarchies, and discounts, even offline. It enables scheduled deliveries and direct ERP integration, ensuring fast, accurate order processing. This capability streamlines sales cycles and minimizes errors, enhancing revenue generation.

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Pros And Cons of CT Mobile

Pros

  • Offline digital signature capabilities

  • Effective promotion management

  • Intuitive user interface

Cons

  • User adoption can be challenging

  • Feature updates can slow processes

CT Mobile Reviews

Total 2 reviews

4

All reviews are from verified customers

Rating Distribution

5

Stars

0%

4

Stars

100%

3

Stars

0%

2

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0%

1

Stars

0%

Share your experience

JE
Jamesse E.

Real Estate, 1-10 employees

Free Trial

4.0

“Decent enterprise management tool”

Pros

CT Mobile software helps us manage sales points, tasks and orders. Also it enables us to handle store cash registers.

Cons

It has no downsides when it comes to its use. I highly recommend everyone to give it a try.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

OH
Owoungbo H.

Human Resources, 11-50 employees

Free Trial

4.0

“Amazing task manager software”

Pros

This tool allows us to manage tasks, orders and sales points. Plus it provides the ability to manage cash registers for stores.

Cons

Overall it is a great tool that's really valuable for businesses. And I really like its features and encourage all my friends to use it.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Frequently Asked Questions

Does CT Mobile offer an API?

Yes, CT Mobile does offer an API.

What level of support does CT Mobile offer?

CT Mobile provides comprehensive support via email, phone, chat, and ticket submission. Additionally, its knowledge base includes blogs, demos, etc.

What other apps does CT Mobile integrate with?

The platform integrates seamlessly with Salesforce and ERP systems.

What types of CT Mobile price plans are available?

The vendor has not disclosed pricing for the software. Contact us to request a personalized CT Mobile cost quote based on your institution's requirements.

What language does CT Mobile support?

The software only supports English.

Does CT Mobile have a mobile app?

Yes, CT Mobile has a mobile app.

Who are the typical users of CT Mobile?

CT Mobile software is designed for SMEs across a range of industries, including healthcare and life sciences, manufacturing, beverage, consumer packaged goods, insurance, and software.