“Aurea CRM.pad | quick, easy and intuitive solution for even greater productivity and success in the field!”
Red Dot Award: Communication Design 2013
Aurea CRM.pad is the premier solution for professional, mobile CRM, providing access to your most important CRM data on the road. Even in situations without a network connection (e.g. within a building) it works perfectly as it just switches to work offline. The Red Dot Award-winning app interfaces directly with the CRM system and its integrated processes, including customer information and activity, lead, task and order management. Stay in the loop with Aurea CRM.pad!
Efficient processes and cutting edge features - this version of the CRM.pad app provides exactly what you expect from a mobile CRM solution. CRM.pad’s award-winning design is now smarter, sleeker and easier to use than ever before.
Standard Key Features
- Online and offline access to key CRM processes allow you to manage customer information, activities, leads, tasks and orders
- Clearly arranged dashboards act as a starting point for all relevant CRM data such as appointments, tasks, and your most important customers
- Quickly and easily enter order items, with integrated shopping cart and digital signature
- Sample management including digital signature for the pharmaceutical industry
- Easily capture point-of-sale data for the consumer-goods industry or pharmacy sales representatives
- Flexible & quick processing of offers including digital signature
- Use of questionnaires to carry out e.g. telephone marketing campaigns
- Display interactive circle of influence chart
- Aggregated view of different CRM data on the dashboard (Insight board)
- Convenient analysis of data using defined analyses
- Taking photographs: upload images and link them to customer data
- Overview of the favorites and quickly access recently opened customer data
- Plan visits to customers with GPS and Maps support using a vicinity search
- Add current geographic location information to records
- Barcode support to take orders and manage inventory
- Monthly calendar view to display appointments & customer activities
- Find accounts within a specific distance of any geographic location
- Adapt elements such as fields, lists and masks to your individual needs and processes
Enterprise Key Features
- Enhanced mobile security with MobileIron integration
- Integrated Spotlight Search
- Integrated charts to help visualize analysis
- Enhanced data sharing with PDF and XLS exports
Language packs are available for German, English, Chinese, Czech, Danish, Dutch, French, Hungarian, Italian, Japanese, Norwegian, Polish, Slovak, Spanish and Swedish.
In order to access to your business data a connection to the "mobile services" module must be available. Without this connection please try the app‘s basic functionality in demo mode.
Ratings & Reviews
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v5.00.6
Calendar, documents, and order-entry improvements across iPad and iPhone.
Calendar
• The calendar no longer freezes on periods with a large number of appointments, and other areas stay responsive while it loads.
• A new activity created in the Day view now appears immediately, without a manual refresh.
• Appointment popups now show all configured detail fields (status, address, phone, and more).
• Default-value time arithmetic (for example end time = start time + 30 minutes) is now applied.
Documents
• Sending a log or document by email now opens a composer you can cancel and dismiss.
• Document lists now scroll correctly once the header has settled.
• Sharing a file into the Document Inbox now works reliably, with a clear message if an import cannot complete.
Orders and SerialEntry
• The last row of a SerialEntry list and the Client Report footer (order rebate and totals) are now fully reachable in landscape.
• Uploading a photo with the camera no longer disrupts the page layout on records or activities, and the new image appears as expected.
• Numeric amount fields now show the decimal separator on the keypad.
• The configured SerialEntry action is now reliably visible.
• Tapping items in a clickable PDF catalog now adds them to the order.
iPhone
• Near Me and GeoSearch results now appear immediately after you change the radius or a filter.
• The Settings screen is now reachable when the device is in landscape.
General
• A record's header title now reliably appears the first time you open an item after scrolling a list.
Built for iOS 26; also tested on iOS 18.
Version 5.00.6
The developer, Aurea Software Incorporated, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based, for example, on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
