About the application for Salestrekker

We have an application that can be downloaded for Android and Apple devices, you can download it from your application store

With the mobile application you can:

- Add deals and contacts; - View deals in a workflow (one stage per screen); - Search for deals, contacts and tasks; - Move deals form stage to stage; - View deals and summary; - Add notes and tasks by typing and using advanced speech (dictation option) to text functionality; - Complete existing tasks; - Save photos and documents from your phone to a deal (e.g. client support docs during the interview); - Call client and take notes of the call; - Send client an SMS and email from the app and save those as notes in a deal; - Switch between organisations (if you have more than one Salestrekker organisation linked to your email);

Limitations and functions currently not available on the app

- Broker tools and calculators are not available on current version of the app; - Users cannot assign task to other users (then themselves); - Filtering deals, tasks and contacts isn't supported on the app; - Marketing functionality isn't supported by the app; - Settings are limited; - App is optimised for iPhone; iPad users should access full site.