Mobile
Empower your field sales agents and site teams with a full-featured mobile app designed to capture leads, track site visits, and close deals anytime, anywhere.
Why Mobile ?
In today's fast-paced market, deals aren't just closed at a desk. Our intuitive mobile application gives your sales reps real-time access to inventory availability, instant lead updates, and seamless booking capabilities—ensuring no opportunity falls through the cracks while on the move.
- Full-Feature Mobile Application
- Real-Time Access
The best lead update is the one your agent logs from the site, not the one they try to remember back at the office. Mobile puts the full CRM — inventory, leads, documents, GPS check-ins — in your team's pocket, and keeps working even when the signal doesn't.
What's Inside Mobile
Discover how our high-performance mobile tools give your field reps instant inventory access, offline syncing, and real-time deal management directly from their pockets.
Full-Feature Mobile Application
Native iOS and Android applications with full functionality.
- Inventory AccessSearch, browse, and view inventory from anywhere.
- Lead ManagementManage leads, view scores, and update status on the go.
- Check-ins & Site VisitsGPS-based check-in at project locations with photo upload.
- CommunicationMake calls, send messages, and access communication history.
- Deal ManagementUpdate deal stages, add notes, and track progress.
- Document AccessView and share documents from the mobile app.
- DashboardRole-based dashboards with key metrics and alerts.
Real-Time Access
Stay connected and productive, wherever you are.
- Push Notifications — Instant notifications for lead assignments, deal updates, and messages.
- Offline Access — Access critical data even without network connectivity.
- Auto-Sync — Automatic sync when network is available.
- Fast Loading — Optimized for fast loading even on slower networks.
- Real-Time Inventory Updates — View live unit availability and pricing changes as they happen.
- Instant Lead Capture — Capture and assign leads instantly from any device, anywhere.
- Live Activity Tracking — Monitor team activities, site visits, and deal progress in real-time.
Data entered at the site the moment it happens is accurate. Data entered from memory that evening usually isn't.
Before and After Mobile
Common Questions About Mobile
Ready to put Mobile to work?
Connect with our mobile specialists to see how our native iOS and Android apps seamlessly extend your CRM into the field. We'll help you empower reps with instant inventory updates, GPS check-ins, and on-the-go deal closing.