All FeaturesMobile

Make more sales on the go

In a mobile-first world, why sell only from your desk? Get all the functionalities of a sales CRM on your smartphone, with the Freshsales mobile app for Android and iOS.

Everything you need to know about your leads, contacts, accounts and deals is just a tap away. Stay up-to-date on your deal’s details before you step into a sales call. After your call, schedule follow-up activities and update details even as you walk into your next meeting. Keep moving and never miss a sales step.

Plan your day, from your smartphone

While setting up calls and meetings on the go, don’t keep switching between your mobile CRM and calendar apps.

Use the calendar in Freshsales. Quickly take stock of how your day looks like, and find the right time to schedule your next meeting. You can find all your tasks and appointments in a single calendar view. With one tap, you can also perform activities, like sending mails/making calls to the attendees. If the meeting is at a client’s location, book an Uber from within the Freshsales app and ride to the meeting in style.

Stay connected with push notifications

Selling on the go is incomplete without real-time notifications. You need to be in the loop every time you’re assigned tasks, leads, or deals. You also need to be reminded when your next meeting is in 15 minutes. The push notifications from your mobile CRM won’t let you miss a meeting, and you won’t forget any pending task either.

Add notes, tasks and appointments

Every interaction results in a ton of information. You can’t afford to put off capturing these details; you can’t let anything slip through the cracks. The lead mentioned a couple of use cases, right? He also asked for an estimate—it’s got to be sent before the next meeting. And when have you scheduled that follow-up?

Jot down every single detail even as your meeting is in progress, by adding notes, tasks and appointments in your mobile CRM. Quit taxing your memory trying to update your activities at the end of the day; keep your sales CRM up to date in real time.

Do all of this and more with your sales CRM

Stay connected

Call or send emails to your customers from your mobile.

Search

Quickly search records by leads, contacts, accounts and deals.

Change deal stage

Move your leads and deals up the sales ladder with a tap.

Access views

Access your saved custom views even from the mobile apps.

Get directions

Instantly get directions to your customer’s location.

Quick actions

Add deals and notes for contacts on the go.