Discover Seamless Mobility with MobileX for Sage CRM

Are your remote sales teams struggling without access to crucial customer data?

Do delays in updating information until the return to the office impact your sales processes?

Are you yearning for a customizable CRM system tailored to your preferences?


Introducing MobileX, the Ultimate Mobile Web App for Sage CRM, designed to address your mobile CRM needs today!

Sage CRM Mobile Solution

CRM Data On-the-Go

Unlock the full potential of Sage CRM on any modern mobile device (Android/iPhone).

Log phone call notes, emails, and effortlessly navigate your data, transforming your Sage CRM into a dynamic collaboration tool for your business
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View and update CRM data

Access summary data, cases, opportunities, and communications on MobileX.

Edit data, log calls, and even add files/photos directly from your mobile device.

Customize result lists to suit your needs .
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File Important Emails on the Go with MobileX!

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!
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Real-Time Information Logging

Make calls on the go and ensure timely notes are added to CRM in real-time.

Utilize your phone's technology by dictating notes into the designated fields, streamlining mobile data entry.
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Visualize Your Pipelines

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.
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Bookmark Data for Quick Access

Easily bookmark records with a tap for quick access on the move.

This feature works for all entity types, creating a convenient favourites list.
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Upload Files and Photos

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

Ideal for field service engineers capturing site information efficiently.

Extended Functionality

MobileX stands out as the only mobile app for Sage CRM that can be extended to include custom entities and screens.

Define how MobileX can best work for your business needs.
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Extensibility and Customization Options

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

Contact Scanner

Easily input business card details into CRM with MobileX

Elevate your Sage CRM experience with MobileX

The leading solution for seamless Sage CRM Mobile integration. Explore our plug-ins and customization options.

Transform Mobile CRM data into a dynamic, on-the-go collaboration tool.

Upgrade your mobility today with MobileX for Sage CRM - the agile solution for modern businesses.

Find out more..