The phone app
The same data, the same server, the same rules about who may see what — in your pocket on the way to the meeting. Wise CRM Mobile is a free companion to the desktop program, on Android and iPhone.
It connects to your own server
The app talks to the same server the desktop clients talk to, with the same licence number and the same user account. There is no separate cloud in the middle, no second copy of your data, and no additional subscription — which is also why what you can see on the phone is exactly what you can see at your desk.
- Your licence, your server, your users
- Sign in with the same e-mail address and password
- Project jurisdiction and note visibility apply unchanged
- Free, on Google Play and on the App Store
Five tabs, the ones you need standing up
Customers, leads, tasks, notes and the settings that connect it. The phone is for the twenty minutes before a meeting and the five after it: look up who you are seeing, read the last three registered actions, and write down what was agreed before it is forgotten on the way to the car.
- Read the record and the whole registered conversation
- Your tasks, filtered the way the desktop filters them
- The team's notes, subject to the same restrictions
- The contact's number, one tap from calling it
What it replaces
Mostly, it replaces not knowing.
- Ringing the office to ask what we last sent them
- Writing the meeting notes on the back of a business card
- A mobile CRM licence billed separately per user
- Arriving without the last e-mail they sent you
Install it beside the desktop
The same licence works on both. Install the desktop program first, then sign in on the phone with the same account.