Mobile CRM

Access important information, take quick actions & stay on top of your business with Salesmate CRM Mobile edition

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mobile crm

Never miss any opportunity or important activity when you are away from the office. Turn your smartphone into a sales management tool to quickly glide deals through the sales pipeline with Salesmate iOS and Android mobile apps.

Quickly access your activity list and contact information on the go and stay updated. With Salesmate mobile CRM for iOS and Android, connect with your prospects, share information with your teammates, track your sales deals and nurture relationships. Sell effortlessly from anywhere at any hour of the day with this fast, intuitive and user-friendly mobile CRM.

Leverage the benefit of ‘Mobile First’ – Sell on the move

Spending more time on the field? Travel frequently for meetings or work? Here’s why you need to take Salesmate mobile CRM with you:

mobile first sales

Salesmate CRM for mobile sales people

Mobile CRM keeps your sales, marketing and customer service teams in alignment with the immediate access to key information in real time without any boundary limitations. When your salespersons can update and sync real time information on the move, sales productivity increases. Cloud storage to mobile CRM functionality is an add on advantage as sales reps are accessing live, centrally held information around the world.

Access anything, anytime and stay updated

Salesmate mobile CRM keeps you connected with opportunities by giving you 24X7 access to crucial information. Respond to queries in real-time and foster customer relationships with this mobile-friendly sales tool. Turn deadtime into productive hours by instantly accessing and analysing sales data on the fly.

Access contacts data from anywhere, anytime

Build and nurture relationships

Quit ceasing your sales activities like sending emails or calling potential prospects, sending business proposals when you move out of your workspace. With CRM mobility, you can instantly interact with your clients from any geographical location.

All the information about the client is systematically structured directly in the contact detail screen so that you can instantly call from there without toggling between screens. Moreover, the details of the outgoing calls will automatically appear with the contact’s information to avoid extra work.

stay connected while traveling through mobile crm

Manage your deals on the go

Effortlessly manage your sales deals with Salesmate mobile apps. Every information related to the deal is neatly organized at a single place for tracking and viewing the progress of the deals. With just a single tap, you can change the stages of the deal.

manage deals on the go

Navigate & make the most of your field visits

Save your time when on the field by discovering clients in a specific area with Salesmate mobile CRM. With the aid of its geolocation feature, get the map view of clients within a stipulated range. It displays all the nearby contacts from your current location with distance to plan your visit.

geolocation feature inside a mobile crm

Update records instantly

There are chances of forgetting the details mentioned by the client in a meeting when you wait to reach your office and update the data in your CRM. With Salesmate mobile CRM you can update records on the spot while interacting with the client. Avoid errors and improve the quality of your data by accessing and updating your CRM database from anywhere

update records from mobile

Log calls, add notes and appointments

Salesmate mobile apps allows you to log calls and associate them with a activity, deal or contact. Take notes during the call or meeting on your mobile device. Automatically log activities right after the outgoing call. Link the call and the notes to the relevant deal and simultaneously schedule a follow-up activity.

log calls & notes from mobile

Don’t let your deals slip through the crack

Download mobile CRM on your iOS and Android to keep a tab on your sales activities

Product details at a glance

Directly associate your products to the deal in Salesmate mobile CRM and keep a track on them even while traveling. Add everything you sell and easily set ownership for each product.Add tags and quickly find the information related to any product.

Transfer call instantly

Give the best experience to your customers when they call you. In Salesmate mobile CRM, you can easily transfer your incoming calls and provide the best assistance to your clients. You can either do this through warm transfer or cold transfer.

In a warm call transfer, you can keep the customer on hold and discuss the matter with your colleague or drop out of the call after knowledge transfer. There are chances that the customer might have called the wrong department. Such calls can be transferred to the right personnel and department through cold call transfer.

Better email experience

Managing emails and sending them through your smartphone isn’t a hassle anymore. Get your sales emails organized in Salesmate mobile app. Send compelling emails in seconds using HTML email templates created on your web app without compromising the quality of your images, graphics, and links. Email messages from the same conversation can be grouped with email threads. You can auto-associate these threads to the deals and get a streamlined view of all your conversations.

Vital insights at your fingertips

No matter where you are, gain round the clock access to your vital insights with comprehensive sales reports. Visualize your opportunities and spot the factors affecting your sales growth. Create customized sales reports in Salesmate mobile CRM and keep a track on your sales performance. Take informed decisions and find out what you need to change to win more deals.

Why use Salesmate mobile CRM?

Don’t let your deals slip through the crack

Download mobile CRM on your iOS and Android to keep a tab on your sales activities

Happy & Growing Customers
brittany

I’ve been using this platform for over a month now and have seen my productivity double!

Brittany Canaski

Director of Partnerships

mikeB

Solid CRM for small business looking for an easy to use, yet impactful CRM

Mike Barugel

Founder

paul H

The ability to customise this software to do exactly what you want is incredible, it can create workflows so repetitive literally the support will set it up to copy and routine / field you want.

Paul H

CEO - Printing

Eric Griego

If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

Eric Griego

VP, Business Development – HoldMyTicket

Ian Ray

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

CTO – Airshark

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