CRM2GO

Owned by Peter Schöll
Okt. 14, 2024
6 min read

With the CRM2GO mobile app, you as a sales employee in the field can access all your customer data: view potentials and offers on the go, update them or create new ones. You can also use CRM2GO to convert potentials into offers with a single click.

CRM2GO also gives you access to your documents in Teamwork and allows you to create tasks for yourself or colleagues.

Log in to CRM2GO

In the settings, select System menu>My Scopevisio and click the Send link by e-mail button next to STARTER2GO in the My Scopevisio2Go apps section to send the log-in to another end device.

If you do not use the e-mail link, click on STARTER2GO and select CRM2GO in the following window of your web browser:

System requirements

Scopevisio CRM2GO is based on HTML5 and works independently of operating systems, as it opens in your web browser. However, we recommend the following system configuration for optimal display and functionality:

  • Operating system: at least iOS 11 or at least Android 7 (Nougat)

  • Browser: current versions of Firefox, Chrome and Safari (iOS)

CRM2GO is optimized for tablets, but can also be used on smartphones.

Alternatively, you can download CRM2GO directly from the App Store or Google Play Store onto your mobile device.

We recommend working with the native apps on smartphones or tablets, as these make ideal use of the comparatively small screen surface.

CRM2GO - app and desktop client

Contacts

The Contacts menu item provides access to your Scopevisio contact management with all associated information. You can restrict the view in the filter field.

If you click on a displayed contact, the link takes you directly to the associated file. There you can see data, tasks and communications (documents, e-mails, comments, etc.) that are saved for the contact, as well as the contact owner. You can export the contact as a vCard or display directions.

Of course, you can also create new contacts under this menu item (see numbering in the image):

  1. create new contacts

  2. change and complete existing ones

  3. write an e-mail to the contact

  4. call the contact

  5. create a task for the contact owner with reference to the contact. We recommend using the landscape view on a tablet for this.

  1. You can expand and collapse the menu bar by clicking on the three white bars.

  2. The selected menu item is highlighted in yellow.

Potentials

In the Potentials menu item, you can

  1. create new potentials

  2. enter a search term for a specific menu item

  3. filter according to various criteria

  4. view the total amount of an individual potential

  5. open and edit an existing potential with one click

  6. Contact the potential agent or create a task for him/her

If you click on an existing potential (see 5. above), you will see its details such as description, specifications, items, total price, weighted values and forecast values.

  1. The weighted value of the potential is displayed here.

  2. You can change the status of a potential from CRM2GO.

  3. Clicking on Quotation opens an input form in which you can further edit the data of the potential or convert it directly into a quotation.

The quotation derived from this is only created when the quotation data is saved:

 

After saving, you have the option of

  1. create a PDF file and

  2. display it

Quotations

Under the menu item Quotations you can from CRM2GO

  1. create new offers

  2. enter a search term for a specific menu item

  3. filter according to various criteria

  4. display the data of the quotation and

  5. contact the quotation processor or create a task for them.

Tasks

The Tasks menu item provides access to a task list.

The tasks can be filtered according to responsibility, contact, due date, start date, status and priority.

You can view tasks as well as create, edit or delete them. Activities, priorities, due dates, responsibilities and processing status can be stored for each task. Tasks and activities can also be assigned to a specific contact and delegated to a responsible person.

Clicking on a task opens its details, which - like the task itself - can also be edited from within CRM2GO. To do this, click on the details provided with a link or on the pencil symbol in the top right-hand corner.

Journal

The journal documents all events that have occurred in Scopevisio, such as comments/emails/tasks/time entries/deadlines and status changes to contacts/projects/assignments/assignees.

Documents

In the Documents menu item, you can access Scopevisio's document management system Teamwork:

  1. You can upload new documents directly from your mobile device to Teamwork.

  2. Here you can enter a search term for a full-text search.

  3. To limit the full-text search, you can filter on the collections available to you. The filter setting is displayed. The collection displayed is also the one to which new documents are uploaded (see 1).

  4. You can access your Teamwork web client via the Teamwork Weblogin link.

  5. Click on the document preview to display the document.

  6. Clicking on a free space below the reference file opens a new form with general information, further details, comments, versions and the document preview.

Scopen

The Scopen menu item takes you to the Scopen form for a Scopevisio-wide full-text search.

Here you can, as usual

  1. Scopen

  2. Filter

Search your entire company in Scopevisio, as you are familiar with from the Scopevisio client application, according to the selected filter criteria. If you scroll through all content for a search term, you will see all elements that contain the term or character combination entered.

Settings

You can customize your CRM2GO under Settings :

  1. In the Personal Scopevisio e-mail address area, you can set your e-mail agent. If you tick the checkbox, emails that you send from CRM2GO are automatically archived in Scopevisio.

  2. Here you select the menu item that CRM2GO displays as the start page.

Change company or log out

If you have created several companies in your instance, you can switch to another company from any menu item using the three dots at the top right. You can leave Scopevisio using the Log out button. You will also find links to the user manual and support here.