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Aline CRM

Business

Free

Aline CRM

by Glennis Solutions

v1.1.0 56 MB Universal 4+

Description

Quickly and easily stay connected to your prospects, residents, and teams—anytime, anywhere—with the Aline CRM mobile app guided by Aline Intelligence. Purpose-built for senior living, Aline CRM helps you streamline sales, strengthen relationships, and never miss an opportunity.

With Aline CRM Mobile you can manage your sales activities and pipeline from anywhere:


• Access your leads, contacts, and accounts on the go
• Work through your actions for today
• Track activities, calls, emails, and notes in real time
• Get instant reminders and follow-up notifications
• Update records quickly with voice-to-text and mobile-friendly forms
• View dashboards and performance metrics at your fingertips
• Collaborate with your team, wherever you are


Whether you’re following up with a prospect, preparing for a tour, or checking performance on the move, Aline CRM puts the power of connection and growth in your pocket.

What's new (v1.1.0)

New Features & Bug Fixes

• AI Recommendations on Upcoming Activities
Get AI-powered next-step suggestions right on your upcoming activities so you always know the best way to move a lead forward.

• Smarter Dashboard
Filter and sort your dashboard widgets, tap any widget count to drill into the underlying records, and toggle between your personal view and a full community view.

• Referral & Account Management
Create accounts and link referral source contacts directly from the app, including the new Referral Source Contact Company form.

• MatrixCare Workflow Support
Added support for the MatrixCare workflow to streamline referral handling.

• Faster Profile Loading
Profile screens now load noticeably faster and more smoothly.

• More Filter Options
You can now filter activities by assigned user & persons are filtered by those with an activity in last 90 days

• Fixed Dashboard Community List
Fixed bug where you could not scroll communities in the community selection dropdown

• Fixed Dropdown Options
Fixed bug where some dropdown options in Notes & Activities were not populating with the correct options

• Fixed Deleting Relationships
Fixed bug where deleting a relationship sometimes deleted the primary individual associated with case