Conduct searches on any CRM entity, yielding tailored results.

Customize result lists to match your preferences and efficiently access relevant information.

Why wait until you're back at your desktop or laptop to organize your emails? Connect your mailbox within MobileX and manage everything on the move!

Here’s what you can do:
A. Sent Emails – This icon indicates an email you’ve sent.
B. Received Emails – This icon represents incoming emails.
C. Search – Easily find emails within your mailbox.
D. Logout – Disconnect your mailbox when needed.
E. Refresh – Update your mailbox to see the latest emails.
F. System Search – Find related records based on the sender or recipient’s email address.

Clicking the email icon opens the View Email dialog and sets it as the active email, making it easy to file the email against the relevant entity in MobileX. Stay organized and efficient—right from your mobile!

Manage your Sales or Cases pipeline seamlessly from the home menu.

A visual pipeline highlights Opportunity or Cases stages, providing an itemized list for detailed insights.

Filter the pipeline by stage and customize result lists to enhance visibility.

MobileX allows you to upload files and photos directly from your mobile device to CRM.

Ideal for field service engineers capturing site information efficiently.

Experience the power of MobileX with integrated software plugins like the Contact Scanner and codeless customization options for a tailored CRM experience.