DealNebu Mobile App Overview
The DealNebu mobile app brings the full power of your CRM to your smartphone, allowing you to manage your business relationships anywhere, anytime.
Key Features
Dashboard
- Quick overview of your sales metrics
- Recent activities and notifications
- Upcoming tasks and appointments
- Deal pipeline summary
Contacts Management
- Add new contacts on the go
- Update contact information instantly
- View contact history and interactions
- Quick call and email actions
Deal Tracking
- Create and update deals from anywhere
- Move deals through pipeline stages
- Add notes and activities
- Attach photos and documents
Task Management
- Create tasks with due dates
- Set reminders and notifications
- Mark tasks as complete
- View team tasks and assignments
Calendar Integration
- Sync with your device calendar
- Schedule meetings and calls
- View upcoming appointments
- Set location-based reminders
Navigation
Bottom Tab Bar
- Home: Dashboard and quick actions
- Contacts: Contact list and search
- Deals: Pipeline view and deal management
- Tasks: Task list and calendar
- More: Settings and additional features
Quick Actions
- Floating action button for quick adds
- Swipe gestures for common actions
- Pull-to-refresh for data updates
- Search functionality across all modules
Offline Capabilities
Data Sync
- Automatic sync when connected
- Offline data storage
- Conflict resolution
- Background sync
Offline Features
- View existing data
- Create new records
- Update information
- Add notes and activities
Mobile-Specific Features
Camera Integration
- Take photos for contacts
- Scan business cards
- Attach images to deals
- Document capture
Location Services
- Check-in at client locations
- Location-based reminders
- Travel time calculations
- Nearby contacts
Push Notifications
- Deal updates
- Task reminders
- Team notifications
- System alerts
Tips for Mobile Success
- Enable Notifications: Stay updated on important changes
- Use Quick Actions: Save time with shortcuts
- Sync Regularly: Ensure data is always current
- Utilize Camera: Capture information instantly
- Set Location Reminders: Never miss a client visit
The mobile app ensures you never miss an opportunity, no matter where you are!