Mobile CRM overview
OnePageCRM offers several mobile apps for free.
| Mobile CRM |
| AI Route Planner |
Mobile CRM
The OnePageCRM mobile app keeps your sales moving, wherever you are.
The mobile CRM has all the important features:
Follow-ups and contact prioritization. Stay on top of your Action Stream and Team Stream, filter by what’s most important, and complete or schedule Next Actions with ease.
Deal and pipeline management. Update deals on the go, move them through your pipeline, or make quick edits with just a tap.
Contact management. Access full contact profiles at any time, including notes, calls, tags, and deal history. Add new contacts instantly or import them from your phone.
Contact segmentation. Search smarter with saved filters, status, tags, or lead source.
Mobile notifications. Never miss important tasks and follow-ups thanks to push notifications for upcoming actions.
The Mobile CRM app also has a built-in AI Business Card Scanner.
Download the mobile CRM:
AI Route Planner
OnePageCRM On the Road is an AI Route Planner app for field sales and customer visits.
This app makes planning your day effortless. Choose the CRM contacts you want to visit, and the Route Planner instantly builds the best route using real-time traffic updates—complete with accurate journey times so you can travel smarter.
The AI Route Planner app also has a built-in Speed Dialer.
The Speed Dialer keeps you connected on the move, letting you call your starred contacts or those with a Next Action due today.
Each call can be logged on the spot, with notes added in seconds, so you stay organized without slowing down.
Download the AI Route Planner for field sales:
