MobileX for Sage CRM

MobileX - Mobile Web App for Sage CRM

Learn more

CRM data on the go

Get the most powerful web client for Sage CRM from any modern mobile device (Android/iPhone/Windows and more). No client install required.
Log phone call notes and emails. Navigate your data and view your sales pipeline. Bookmark data and ping colleagues. With MobileX your Sage CRM system becomes the most powerful collaboration tool in your business.

View and update your CRM data

Summary data and more (Cases, Opportunities, Communications) is available from MobileX. You can even edit the summary data.

Log Information on the go

Log phone call notes there and then into CRM. Start emails in MobileX to log them and send via your native mobile client.

View your Sales Pipeline

View and manage your Sales pipeline when on the move. Filter by stages and access the full opportunity.

Bookmark Data

With bookmarks you can make it easy to navigate your data

Ping Colleagues

Pings allow you to create a contextual message for a colleague against a given entity. With MobileX your Sage CRM system becomes the most powerful collaboration tool in your business.

Upload Files and Photos from your mobile

Only with MobileX can you upload files and photos against an entity.
Take a photo on your phone and upload to CRM!
Ideal for field services engineers to record before and afterwards on a site.

Extend

MobileX is the only mobile app for Sage CRM that can be extended to include custom entities and screens. Record customer visits, take notes on training and more. With MobileX you define how it works for your business. See our

Alternative to Sage CRM Mobile options

MobileX is a web based Mobile solution for Sage CRM that can be rolled out to any device with a simple URL. Our plug-in framework allows the system to be extended to provide real world solutions to your business needs.