All customer relationships on our mobile CRM app

Manage on the go all your customer relationships from our simple to use mobile app, from identification to analytics.
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Customer Identification and Segmentation

Get your field users to collect all the required information on your customer, including GPS location, as per your needs with custom attributes and conditions based on the user roles or customer types. Keep your customer list always in sync on mobile and web. Assign customers to your field users so they view their portfolio. Capture notes to keep track of what has been discussed with your customers. Automatically score and segment your customers based on activities.

Geographical Coverage Optimisation

Visualise on a web or mobile map where your customers are located. Define Territories to structure your coverage. With geo check in, ensure the visits to customers have taken place and the quality of your data. Optimise the route followed by your field users to visit customers to reduce transport time and fuel consumption.
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Improved Customer Relationships

Analyse on web and mobile dynamic reports on customer performance. Send an email or SMS notification to your customer after each visit to improve the transparency in your relationships. Automatically engage customers beyond certain KPIs level with our dynamic attributes. Share account statement.

Frequently asked questions

What is Mobile CRM?
Mobile CRM (Customer Relationship Management) refers to the use of mobile devices, such as smartphones and tablets, to access and manage CRM data on the go. Mobile CRM apps empower sales teams, customer service teams, and other CRM users with the ability to access critical customer data, sales information, and communication tools from anywhere, at any time.

This connectivity ensures that they stay engaged with customers, manage sales activities efficiently, and make informed decisions in real-time.
These mobile CRM solutions come packed with a variety of features, including contact management, lead management, sales activities, marketing campaigns, performance tracking, and sales leaderboards.

They also offer real-time data access, geolocation services, integration with other tools, customizable dashboards, secure access, offline access, voice commands, and AI assistance.

By leveraging mobile CRM, businesses can significantly enhance their customer relationship management and sales processes, improve customer engagement, and boost sales productivity.
What are the advantages of Mobile CRM Analytics and Reporting?
Mobile CRM analytics and reporting provide businesses with valuable insights into their sales activities, customer interactions, and overall sales performance. Mobile CRM solutions offer a range of analytics and reporting features, including sales performance tracking, customer behavior analysis, and sales forecasting.

By leveraging mobile CRM analytics and reporting, businesses can make data-driven decisions, optimize their sales processes, and improve customer engagement. Analyzing sales data and customer interactions helps identify trends, patterns, and areas for improvement, enabling businesses to refine their sales strategies, optimize marketing campaigns, and enhance customer service.

Furthermore, mobile CRM analytics and reporting provide real-time visibility into sales performance, allowing businesses to respond quickly to changes in the market or customer behavior. By utilizing mobile CRM analytics and reporting, businesses can gain a competitive edge, improve sales productivity, and strengthen customer relationships.
How mobile CRM can ensure security and compliance?
Security and compliance are paramount when it comes to mobile CRM solutions. Mobile CRM apps must ensure the security and integrity of customer data, which is often sensitive and confidential. To address these concerns, mobile CRM solutions employ various security measures, such as encryption, secure login protocols, and user access controls.

Moreover, mobile CRM apps must comply with relevant regulations and standards, such as GDPR, HIPAA, and PCI-DSS. This requires implementing robust security controls, such as data encryption, access controls, and audit trails.

Additionally, mobile CRM apps must ensure that customer data is stored and processed in accordance with applicable laws and regulations.

To ensure mobile CRM security and compliance, businesses should select mobile CRM solutions with a strong track record of security and compliance. Implementing robust security controls, such as multi-factor authentication, data encryption, and access controls, is essential.

Regular security audits and penetration testing can also help identify vulnerabilities and ensure that mobile CRM solutions remain secure and compliant.
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