Mach10CRM is a powerful business oriented Communication Relationship Manager that provides quick access to all communications in your Contacts. Additionally, Mach10CRM allows you to rank your Contacts in order of importance so you are sure to focus on the most important ones first.
Mach10CRM uniquely manages all your email accounts, with over 50 extra features allowing you to access your data quickly and in an organized way. Most importantly, it provides a way for other important interactions like phone calls or text messages to be manually logged with the Contact’s inbound and outbound emails chronologically. This way, you can see at a glance all your interactions and notes with each Contact.
All the information on Mach10CRM is stored locally on your iPhone for quick access.
No, emails are typically text and do not need much storage. Usually, Mach10CRM needs less than 1GB for 10,000 email. If you have abundant pictures or attachments, the storage usage increases appropriately.
Mach10CRM costs $15.00 per month, but your first month is free!
Yes, however, only your emails are automatically included in the Contact Folder Log. You can manually enter text messages, phone calls and meetings if you think it is important to log those events into the Contact Folder Log. You can also make a phone call or send an email from your Contact Folder Log.
You can quickly log phone calls, text messages, meetings, sales and opportunities, and any ad hoc notes or research entered into Mach10CRM. Select the DO-IT button to see a complete list of activities.
When you tap on DO-IT inside any Contact Folder Log, you will be shown all the activities available for you to do. This includes Reach out to a Contact, Log an Activity, Plan a Future Task, and Do It Statistics.
Apple does not allow us access to the text messages.
Within the Contact Folder Log, there is a chronological log of communications and activities. Each entry is color coded by type. Emails are green, phone calls, text messages, and meetings are yellow, notes, sales and opportunities, calendar events, and todos are blue.
Like in all Apple apps, font size can only be adjusted from your iPhone’s settings page. Restart your app after making this change and you are all set!
Your contacts are organized into multiple categories. These 4 categories are: VIP, MIP, People, and Entity. Mach10CRM is designed specifically to categorize your Contacts by priority. We have specific features and functions built to address the different groups.
Yes, it does. Each Contact Folder Log includes all sent and received emails, along with your personal entries. So, all data for a specific contact resides in this single folder and you can access it quickly.
No, you will simply no longer receive any notifications from those Contacts in Blocked.
When you move a Contact Folder Log to Trash or delete an activity, you will be asked if you are sure of the action by a prompt window. If you confirm to delete the selected item, it will be removed from the app and cannot be recovered.
Mach10CRM does not have a Trash folder. The option to move Contact Folder Logs to Trash will appear once you have selected Contact Folders Log to be moved and will be located on the Categories bar at the top of your screen.
Profile is where you can place long term notes, ideas, and pointers about a specific contact. Access it from the Profile button inside each Contact Folder Log, then edit, print, and share it.
The Review button is located on the toolbar at the bottom of every category. It gives you access to 4 screens which show your logged sales, calendar events, to do items, and statistics.
The Project category has Folders just like any other category, except these contact folders are for projects. Each Project Folder Log will have a Project name designated by ##name. This category is for any user to send emails concerning a particular project. If an email has ##name in the subject line, it will be sorted to that category when sent or received. Just like all other contact folders, you can add your usual notes to the contact or project.
The My Notes category is for your own created files. Use this area for reference, check lists, ideas, travel, or any other ad hoc notes. There is also a Secure Vault for those notes which should be kept private.
Yes. To search all the content on Mach10CRM within any category, simply scroll up to reveal the Search bar and type any keyword. You will automatically be shown a list of search results for the category that you are currently in.
No, you may tap on each category to see the results of the search across categories. The number next to the Category Activity title will display the number of results.
Yes, Mach10CRM routinely backs up your data every minute or so. Also, you can sync data across multiple iPhone/iPad devices. Use your iPhone to take a call while you are logging notes of the call into your iPad. Within minutes of your last iPad entry, you can see it on your iPhone. You can also access Mach10CRM simultaneously on multiple devices to show multiple screens of Mach10CRM.