Fully Customisable Mobile access to Creatio

Create and Manage Records Anywhere

With MobileX for Creatio, you’re not just viewing data — you’re taking action.
Users can create new records instantly — whether it’s a lead, opportunity, contact, or case — directly from their mobile device.

This means your team can:

• Add new leads right after a meeting or call.

• Log opportunities or activities in real time.

• Update account details on the spot

No delays. No missing info. Every customer interaction is captured when it happens — while it’s still fresh and accurate.

With MobileX for Creatio, you never lose sight of what matters most — your sales pipeline.
View every deal, track progress through each stage, and monitor performance in real time.
Whether you’re in the office, in transit, or with a client, your pipeline is always at your fingertips.

You’ll instantly see which opportunities need attention, which deals are heating up, and where to focus to close faster.
It’s like having your CRM dashboard in your pocket — live, visual, and always current.

Never miss a detail again.
With MobileX for Creatio, you can record notes on customer conversations while the information is fresh in your mind — directly from your mobile device.  You can dicate or type as you wish

Capture key insights, next steps, and feedback immediately after (or even during) meetings and calls.

This means better follow-ups, stronger relationships, and a complete history of every interaction — all inside Creatio.

MobileX: More Than Just Mobile Access

Unlike any other mobile solution for Creatio, MobileX is designed to grow with your business. It’s not a fixed app — it’s an extendable mobile platform that adapts to your unique business process.

Custom Entities, Custom Screens — Your CRM, Your Way

MobileX lets you extend functionality to include custom entities and screens.
That means you can bring your tailored business processes, fields, and modules straight to your team’s fingertips — no compromises.

• Add your own entities

• Design screens that match your processes exactly.

• Control layouts and data views for each user/team role.

Whether your team manages complex sales cycles, service requests, or partner relationships, MobileX ensures your mobile app works exactly the way your business does.