Mobile CRM

Real-Time Access Anywhere, Anytime

Map Leads & Prospects

Use C2CRM mobile app with our CRM mapping. The Geo Mapping feature manages your sales territory and track prospects and other customers while traveling.

Outlook Mail and Calendar Sync

View and schedule activities, tasks, and appointments. Send and receive emails with real-time information from your mobile device.

Increase Sales Performance

Our mobile CRM solution shows contact information, daily tasks, and deal status while staying connected with team members.

Convert Business Cards into CRM Contacts

Use your phone to photograph any business card and import their contact information into our CRM system.

An Overview of the C2CRM Mobile App for Customer Relationship Management

The C2CRM mobile app allows you to easily stay in sync with any important information in real-time from your smartphone or tablet. Successful companies need to be quick to market, reaching potential customers before their competition does. Sales reps are most productive when they are out visiting customers and not sitting at their desks. Being responsive can be the difference between securing a new customer and losing a sale. That is why the advanced C2CRM mobile App is critical for sales, especially in the fast-moving business environment that exists today.

Mobility Features:

  • Access your C2CRM application with apps for IOS and Android smartphones and tablets.
  • Customer-specific applications reflect custom fields on the app.
  • Easily create/modify all types of records, perform searches, and view all linked records to your accounts, allowing you to manage your sales, marketing, and support activities.
  • Record phone calls, get notifications, create opportunities, check on order status, and map your routes. You can create a route on the desktop app and save it and it will be ready for you when you open the mobile app.
  • Access to data pulled into application from other systems (i.e., sales orders & invoices).
  • Interact with phone and email apps on mobile devices.
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