Mobile apps overview
Stay on top of your sales and contacts with OnePageCRM’s free mobile apps for Android and iOS.
| Mobile CRM |
| AI Route Planner |
Mobile CRM
The OnePageCRM mobile app keeps your sales moving from anywhere, with all key features included.
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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.
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Deal and pipeline management
Update deals on the go, move them through your pipeline, or make quick edits with just a tap.
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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.
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Email management
Access emails stored in the CRM for your contacts.
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Contact segmentation
Search smarter with saved filters, status, tags, or lead source.
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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.
Our AI Business Card Scanner captures leads faster. Take a quick picture, and we'll automatically recognize the contact details and create a new contact in your CRM.
No more business cards collecting dust on your desk or accidentally being forgotten at the hotel.
AI Route Planner
Jump up to Article's Overview ⮝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.
