Company code login
Enter your company code (your manager will give it to you), then your usual CRM username and password. Only a secure login token is kept on the phone.
Work your leads from the phone. Calls, WhatsApp, follow-ups and alerts, all connected to your company's CRM workspace.
Version 0.9.19 · Android 8 or newer · iPhone version plannedEnter your company code (your manager will give it to you), then your usual CRM username and password. Only a secure login token is kept on the phone.
Overdue, today's and upcoming calls, meetings and tasks in one list. Tick them done as you go.
Search by name or phone, filter by status, or switch to "Mine" to see only your leads.
Call, WhatsApp or Email in one tap, change the status, and book a follow-up call with a reminder.
After you call from the app, the call log opens by itself so nothing is forgotten.
Deals by stage and leads by status, as a board or a list. Move a deal with one tap, or send it back to leads if added by mistake.
The next follow-up shows on every lead, with one-tap change. Follow-ups booked in the app also show in the web CRM.
Managers and admins can assign or reassign leads and deals to any rep straight from the phone.
A notification when a lead is assigned to you or its status changes. The Alerts tab keeps the full list.
New leads today, not contacted yet, calls today and overdue tasks, plus leads by status and your deals.
Managers see unassigned leads, the whole pipeline and a "Team today" table per sales rep.