This is a screencast of our Commit CRM iPhone webapp which is in its early beta version. This webapp connects in real-time to a Commit CRM 5.2 system via ODBC and retrieves data in real time displaying the selected info in the webapp. It allows you to select all the necessary information to quickly enter charges from anywhere you have Internet access from your iPhone.
Once submitted the charge is added to the associated account. This webapp works very fast on WiFi or 3G. Currently the webapp allows for adding charges, but we look to add features and integrate additional 3rd party apps with Commit CRM.
Some screen shots after the break.
As a company grows sometimes it hard to get people to ask the necessary questions and gather information required when a new lead calls in. To help solve this we created a web based form that has the required as well as helpful additional information to gather when someone calls into our offices for the first time.
Once submitted the information is automatically entered into our Commit CRM system, with information entered into the proper fields with the new Lead Record. In addition an email is sent to the proper people so they no that a new Lead was setup within Commit CRM.
A picture of the new web form is after the break.
So we was looking for a way to have a nice web based form for clients that would have specific questions that they would answer, like for a new hire, and once the form was completed it would create a ticket within Commit CRM assigned to the correct customer and reference (contract).
So we found this cool software called MachForms (Click here for feature list) that does a great job at creating web based forms that you can email on submission. MachForms does a great job of emailing a pretty HTML formatted email but wouldn’t send a properly formatted XML document as was needed by Commit CRM. With a little bit of tweaking to MachForms though we were able to get MachForms sending properly formatted XML and but doing some String Replacements we were able to get the Forms to create tickets in Commit assigned to the correct client and the correct reference (contract).