CRM data on the go
Get the most powerful web client for Sage CRM from any modern mobile smartphone device (Android/iPhone). No client install required.
Log phone call notes and emails. Navigate your data and view your sales pipeline. With MobileX your Sage CRM system becomes the most powerful collaboration tool in your business.
Navigate your data
With a single simple search you can search across multiple entities for your data or focus on a single entity. One search box to rule them all.
View and update your CRM data
Summary data and more (Cases, Opportunities, Communications) is available from MobileX. You can even edit the summary data, logs calls,emails and even add files/photos.
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. Using your phone you can dictate into the text area making it even easier for you.
View your Sales Pipeline
View and manage your Sales pipeline. You get a visual pipeline and also a break down of the number of opportunities in a legend that also allows you filter by the stages and then access the full opportunity.
Bookmark Data
With access to bookmarks and your CRM contacts lists its easy to navigate your favorite data removing the frustrations that come with other Mobile CRM solutions.
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.
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.
Office365 Outlook Integration
Now you can integrate MobileX with Office365. This allows you file emails from Outlook on windows/Mac/OWA/iOS and Android (via the Outlook app). You can also create new companies/people, opportunities and cases from an email. This is ideal for people working from outside the office.