Mobile CRM App
Take Your CRM Wherever Business Happens.
The Claritysoft CRM Mobile App gives your team secure access to customer information, sales opportunities, tasks, projects, quotations, and other important CRM records from a smartphone or tablet.
Log customer calls, scan business cards, update opportunities, and capture information while it is still fresh—without waiting until you return to your desk.
Everything You Need to Work From Anywhere
Access Customer Information on the Go
Review and update Contacts, Accounts, customer details, communication history, and related CRM information wherever work takes you. Employees can prepare for customer conversations without returning to the office or calling someone for information.
Automatically Log Customer Calls
Calls placed through the mobile app can be logged to the appropriate customer record. This helps maintain a more complete communication history without requiring employees to manually record every phone conversation afterward.
Scan Business Cards
Turn a business card into a new CRM contact using your phone’s camera. The mobile app captures contact details and creates a record without requiring employees to type every name, title, phone number, and email address manually.
Manage Your Sales Pipeline
Review active opportunities, update important details, and see where every deal stands while meeting with prospects or traveling between appointments. Mobile access to Sales Pipeline Management helps sales representatives stay informed and keep opportunity information current.
Create and Send Quotes
Generate professional Quotations from your mobile device using customer, product, and pricing information stored in Claritysoft CRM. Sales representatives can respond to customer requests while the conversation is still fresh.
Stay on Top of Tasks
Review assigned tasks, due dates, priorities, and related customer information from your phone. Update task status as work is completed so coworkers and managers have timely visibility into progress.
Work With Mobile-Friendly Layouts
Access record layouts designed for smaller screens so employees can quickly find the information they need. Mobile layouts can prioritize the most important fields and details for people working away from their desks.
Update Your CRM in Real Time
Capture notes, update customer information, and record progress immediately after a meeting, call, or field visit. Real-time updates give the rest of your organization access to current information without waiting for employees to return to the office.
What Is a Mobile CRM App?
Unlike a simple mobile contact list, the Claritysoft CRM Mobile App connects employees to the same customer records and sales information they use in the office. Users can review Contacts, Accounts, Sales Opportunities, tasks, projects, and other CRM records while meeting customers or working in the field.
Built for Teams That Work Beyond the Office
Not every customer interaction happens behind a desk.
The Claritysoft CRM Mobile App is designed for sales representatives, account managers, consultants, field employees, and other professionals who regularly work with customers outside the office.
Scan a new contact at a trade show, review an opportunity before a meeting, log a call from the road, or prepare a quote before leaving the customer’s location.
Your team spends less time recreating information at the end of the day and more time building customer relationships.
Explore Related CRM Capabilities
Contact Management
Access and update individual customer information from anywhere.
Account Management
Review company relationships and associated contacts on the go.
Sales Pipeline Management
Monitor and update active sales opportunities.
CRM Task Management
View assignments, due dates, priorities, and follow-up work.
Calendar and Scheduling
Review upcoming meetings and customer appointments.
Quotation Management
Create professional quotations while meeting with customers.
Plan Availability
Mobile CRM access is included with Core and Complete.
Mobile access to capabilities such as Quote Management, Sales Order Management, Invoice Management, CRM Project Management, and Custom CRM Modules requires the Complete plan.
Frequently Asked Questions
Does Claritysoft CRM have a mobile app?
Is the mobile app available for iPhone and Android?
Can I generate a quote from the mobile app?
Yes. Users with access to Quote Management can create and send customer quotations from the mobile app using information already stored in Claritysoft CRM.