Raynet CRM is a cloud solution available in two forms: as a full-featured web application for desktop computers and as a mobile app for smartphones or tablets. The mobile version serves as an operational add-on for quick work in the field, while the web version functions as the main management and administration hub.
Web (desktop) version
The web version runs in a web browser on your computer and offers full CRM functionality according to your pricing plan.
Advantages of the web version
Full management and administration: Complete system setup, user and role management, configuration of Deal stages, custom fields, and integrations.
Bulk operations: Ability to perform bulk edits on records, send mass emails, and import/export data.
Advanced analytics and reporting: Access to complete management reports, analytical charts, and Map Analysis on a large screen.
Document and template management: Full support for creating quotes, orders, or invoices, including generating PDFs from custom templates.
Large screen comfort: A clearer overview when working with multiple tabs, dashboards, large lists, and the calendar.
Limitations of the web version
Lack of mobile hardware features: No ability to scan business cards with a camera, make calls directly, or log in using biometrics (Face ID / fingerprint).
Navigation without live GPS: Cannot automatically use the device's real-time location to launch turn-by-turn car navigation.
No mobile push notifications: Notifications are sent via email or browser pop-ups, rather than system push notifications on your phone's lock screen.
Mobile app – an operational assistant in the field
The mobile app is a simplified interface designed for quick orientation with a client or deal directly during meetings. Some features may be disabled by default in the app, but you can easily enable them directly in the mobile app settings.
Advantages of the mobile version
Business card scanning: Take a photo of a business card or upload an image from your gallery to automatically extract data and instantly create a Client, Contact Person, or Lead.
Quick Note: Blesk-fast note creation directly from your phone's home screen.
Direct calls, SMS, and emails: Initiate a call, SMS message, or email with a single tap directly from the client detail via your phone's interface.
GPS and navigation integration: Launch your preferred map app (Google Maps, Apple Maps, Waze) with a pre-set route directly from your current location.
Biometric login: Fast and secure login using Face ID or fingerprint.
Push notifications: Direct alerts on your phone with one-tap access straight to the specific record.
Limitations of the mobile version
Lack of management and administration: Adding users, managing roles, configuring fields, or setting up integrations is done exclusively on the web.
Missing bulk operations: You cannot perform bulk edits, bulk deletions, mass email sends, or imports/exports in the mobile app.
Limited analytics: Analytics and graphical reports are available exclusively on the web.
Initial configuration: Creating and finishing the setup of a new account must be completed in a web browser.
Options in the mobile app settings (e.g., default navigation, biometrics) are local and saved directly on the specific device.