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.
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.
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.
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.
Whether you’re taking/making calls from your desktop/smartphone, you need to log them in the sales CRM.This is important for a number of reasons: your team would need context into the call when you’re not around, or even you’d need to revisit the log to remember that little detail from 10 days ago. With the Freshsales mobile app, you can log calls and associate them with a lead, contact, deal, or account. Enrich your logs by adding notes with a single click, for instant context and recollection.
Call or send emails to your customers from your mobile.
Quickly search records by leads, contacts, accounts and deals.
Move your leads and deals up the sales ladder with a tap.
Access your saved custom views even from the mobile apps.
Instantly get directions to your customer’s location.
Add deals and notes for contacts on the go.