App Functionality

 

Roobiq is currently available for iPhone and iPad. Android support coming in 2015.

 

CRM

  • Integrated sales activities timeline consisting of: Salesforce tasks, events from Salesforce, and device calendar events.
     

  • Reminder notifications for events, tasks and other customizable data-triggers
     

  • Call and meeting logging with customizable mobile workflows
     

  • Automatic field definition and layout mapping based on your company's Salesforce setup
     

  • Customizable required field display
     

  • Create and edit standard and custom objects
     

  • Customizable in-app rules engine to pre-fill fields or validate data
     

  • Automatically links calendar events to Salesforce contacts, accounts and opportunities
     

  • Call Salesforce or device contacts and immediately return to app with call log workflow
     

  • Automatic data sync based on network availability
     

  • Create and edit objects offline
     

  • Autocomplete search
     

  • In-app list views with customizable filters

 

Customizable required fields maximize screen space for easy form-filling on the go.

 

Create list views and filter offline

 

Mapping

  • Automatic address geocoding
     

  • Search for nearby objects or based off a specific location
     

  • Create and schedule routes
     

  • Optimize routes based on distance and time
     

  • Voice-based turn-by-turn navigation
     

  • All mapping features available offline

Offline voice-based turn-by-turn navigation 

 

Admin/Support

  • Daily admin email reports

  • In-app chat based support

  • Web-based training