MobileX for Sage CRM

Remote sales don't have access to customer data?
Sales have to wait to return to the office to log updates?
You can't customize the system as you want?

Need to file emails from your smartphone (iOS/Android) ?

The Ultimate Mobile Web App
for Sage CRM

MobileX Demo

Includes software plugs ins such as the Business Card Scanner and codeless customisation options facilitated

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.

View and update your CRM data

Summary data and more (Cases, Opportunities, Communications) is available to view via MobileX. It is also possible to edit data, logs calls, and even add files/photos.

In the image here the Person James Motalto is viewed and placed in edit mode.

Updating the spelling of the surname (last name) surfaces other people in the database with characters 'mon' in their name.

Once adjustments are made, select 'Update' to refresh CRM.

Result lists can be customised

Log Information on the go

Make a call, make sure the relevant notes are added to CRM in real time.

Phone in/out is logged as a communication against the respective entity, be that a person/case/opportunity.

Utilise the technology of your phone, by dictating notes into the field highlighted that is Subject/Details. Makes mobile data entry efficient and effective.

View your Pipelines

From the home menu, view and manage your Sales or Cases pipeline.

A visual pipeline highlights the stage of items, an itemised list can be opened

Each record has a drop down arrow for more information or to click on the green icon will navigate to the precise record.

The pipeline can be filtered by stage.

Result lists can be customised

Bookmark Data

For quick and easy access, records can be bookmarked at the tap of a finger. In this example Simoco Norwest is bookmarked, tapping on the icon will remove the bookmark.

Bookmarks are essentially a favourites list or key records you need to access quickly on the move.

Works for all entity types

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.

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