Ontraport Mobile 1.1.3

Your Ontraport account — on the go! Update records, manage tasks, send emails and more.

The Ontraport Mobile app enables you to operate your business from any location, providing you the flexibility to step away from your desk without the fear of missing out on potential opportunities.

On the "Today" screen, you can easily monitor your newest leads, most engaged contacts, recent customers, and track your financial progress. This feature equips you with essential insights for call preparation, drafting follow-up emails, jotting down meeting notes, and scheduling upcoming tasks.

The app contains dedicated sections for Contacts, Deals, Companies, and your personalized objects. Within these sections, you can execute a variety of functions akin to those available on the desktop version. Moreover, you have the ability to delve into individual records for edits, access specific notes, tasks, and related data.

For sales professionals, initiating a call is as simple as clicking on a contact's phone number. The app seamlessly prompts you to log pertinent details post-call completion. Whether arranging another meeting or swiftly sending a discussed contract, a single click allows you to include them in a campaign where automation can handle subsequent follow-ups on your behalf.

Service technicians can efficiently mark service tasks as complete while on-site, automatically notifying customer service teams. By tapping on the next appointment's address, directions can be accessed directly on your device. This streamlined process obviates the need to return to the office at day's end to update task lists.

Entrepreneurs can now efficiently manage critical aspects of day-to-day business operations using their mobile devices or tablets. From creating new contact entries post-networking to delegating follow-up tasks to team members or triggering automated communications — all pivotal functions are just a tap away.

• Call, text, and email leads with ease.
• View and update records swiftly for real-time information accuracy.
• Select preferred data fields to optimize workflow efficiency.
• Complete tasks on-the-go and generate new ones seamlessly.
• Receive prompts for adding notes promptly after calls while details are fresh in memory.
• Customize navigation settings for quick access to frequently used collections.

To explore the functionalities of Ontraport without an existing account, sign up for a complimentary trial through their website at https://ontraport.com.