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.
Navigate your data
With a single simple search you can search across multiple entities for your data.
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.