MobileX Plus for Sage CRM

Get more from Sage CRM—without buying more licences.

Enable agents to capture/qualify leads and update CRM but leave the sales team to manage active pipelines using their Sage CRM login.

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MobileX Plus for Sage CRM

Empower More Users. Capture More Data. Reduce CRM Licensing Costs.

Extend Sage CRM to your wider workforce without requiring individual Sage CRM user licences.

MobileX Plus enables large teams to access, capture and update CRM information directly from their smartphones, keeping valuable customer data flowing into Sage CRM.

Connect Your Entire Team to Sage CRM

Connect Your Entire Team to Sage CRM

Not everyone needs a full Sage CRM licence to contribute valuable customer information.

MobileX Plus is ideal for field teams and organisations with large numbers of users who need to capture leads, update records and share customer information while on the move.

Give your wider team the tools to contribute while your core sales team continues to manage customer relationships and sales pipelines in Sage CRM.

Please note a Sage CRM Self-Service license is required.

Key Benefits

Key Benefits

Reduce Licensing Costs

Extend CRM access to more users without the cost of individual Sage CRM user licences.

Capture More Customer Information

Enable staff to create leads, update records, log call notes and upload photographs directly from their phones.

Improve Data Accuracy

Capture and update customer information as it happens, reducing delays and duplicate data entry.

Keep Teams Connected

Give mobile and customer-facing teams access to CRM information wherever they work.

MobileX Plus Features

MobileX Plus Features

  • Search and update supported Sage CRM records
  • Create leads, contacts, companies, cases or opportunties
  • Access company, contact and pipeline information
  • Record notes from phone calls
  • Upload photographs
  • Access pipeline information
  • Supports custom entities and configurations

MobileX Pro or MobileX Plus?

MobileX Plus is designed for users who need to contribute to Sage CRM without an individual Sage CRM login.

For users requiring CRM calendar access, contact scanning, bookmarking or Sage CRM territory security, MobileX Pro provides additional functionality.

Compare MobileX Pro vs Plus

 

Extend CRM Access Without Extending CRM Licence Costs

Make Sage CRM accessible to more of your workforce, capture more valuable customer information and keep your teams connected.

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MobileX Plus for Sage CRM