Products / GoldMine Mobile

Build Enduring Relationships on the Go

In today’s world, business happens everywhere. You need a customer relationship management (CRM) tool that can keep up. Introducing Goldmine Mobile—the best way to take powerful relationship-building capabilities wherever you and your users go.

GoldMine Mobile Edition 9.0 provides mobile users with critical, real-time CRM information and tools via their Apple smartphones and tablets. Give your sales agents access to their most important sales and service information while they’re traveling or just out of the office.

  • Instant, wireless access to customer, case, and service activities increase productivity and drive additional revenue.
  • Never miss a sales opportunity or customer service engagement.
  • Drive better customer relationships and increase customer satisfaction.
  • Rich user interface responds to familiar, intuitive touchscreen gestures.
  • Attach time-stamped notes of phone conversations, meetings and ideas, and view histories and activities for any contact.
  • Manage revenue-related activities and perform service engagements.
  • See all of your calls, meetings and to-do entries in the activities list.
  • SMS reminders ensure no activity is missed while you’re on the road.

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Learn More about GoldMine Mobile

GoldMine Mobile Edition 9.0 provides the following key features and functionality.

Real-Time wireless connection

Instant, wireless access to data enables the mobile workforce to view, retrieve and update client information via smartphone or tablet browser. Leverage personal hotspots for more cost effective mobile access points.

Rich user interface

GoldMine Mobile Edition 9.0 user interface is designed with the look and feel of a native smartphone application. This UI makes the application easier to learn and use by the mobile users and supports standard touchscreen gestures.

Security

Security features such as license keys and login policies provide security from the mobile device, and certain access controls established in GoldMine Premium Edition are respected in the mobile application.

View and edit information

Everything you need for your contacts including addresses, telephone numbers, e-mail addresses and those special details which manage relationships.

Log contacts and track activities

Attach time- stamped notes of phone conversations, meetings and ideas, as well as view histories and activities for any contact.

Manage revenue related activities

Help manage and identify forecasted sales, increase sales productivity and drive additional revenue through available mobile sales functionality.

Perform service engagements

Provide service technicians and other field service workers with instant access to customer, case and service activities for them to perform their field based problem to resolution processes.

Manage mobile activities

See all of your calls, meetings and to-do entries in the activities list available on the mobile device. In real-time update the activity record and associated CRM data so no information is lost and all teams are kept up to date on any activity performed in the field. SMS reminders ensure no activity is missed while you’re on the road

Software Requirements
  • GoldMine® Premium Edition 9.0.3 or above.
  • Apple® iPhone® or iPad®.
  • Windows Server® 2003 R2
  • Windows Server® 2008
  • Windows Server® 2008 R2

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