The simplest way to stay up-to-date on your CRM activities. Stop wasting time on data-entry and instead focus on closing sales!
Roobiq is a reengineered inbox for CRM activities. By integrating with your phone and Salesforce calendars, Roobiq provides timely reminders for call and meeting follow-ups. Customized workflows allow you to go from actions like, logging notes or updating opportunity fields, with quick swipes. Busy? Snooze items for completion later – they’ll return to your inbox automatically so you can focus on closing deals now.
Roobiq makes Salesforce simple, fast, and mobile-friendly. Increase your productivity and stay compliant with your company’s sales process.
Security:
Data in Roobiq is encrypted through all stages: at rest and in transport.
Features:
-Integrated inbox combines your phone’s calendar, Salesforce events, and Salesforce tasks.
-Swipe through required fields and Roobiq enters the rest
-Left swipe completes or deletes; right swipe snoozes for later
-Follow-up workflows support customizations to your sales process
-Full support of SFDC actions, from lead conversion to posting to Chatter
-Instant autocomplete Salesforce object search
-Map Salesforce objects