CRM Accounts View

Bezlio - CRM Accounts View - Screenshot of the customer view
Bezlio - CRM Accounts View - Screenshot of the call log entry screen and drill-down view
Bezlio - CRM Accounts View - Screenshot of the customer view
Bezlio - CRM Accounts View - Screenshot of the call log entry screen and drill-down view

CRM Accounts View

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This Bezlio app provides a CRM view of your customer information, allowing you to see your assigned accounts, drill-down for more details, and even enter call logs.

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This Bezl is included for free with your paid Bezlio subscription!

A great way to make your current non-mobile, on-premises CRM available for field personnel and sales teams on mobile devices like iPhone, iPad, Android, etc.


Installation Notes

This Bezl does not yet conform to the standard steps to change data sources (this is on the roadmap). Please contact support if you wish to activate this Bezl in your account and are having difficulties.