Mobile CRM
Access your full CRM from Android or iPhone — leads, deals, contacts, and pipelines, anywhere you go.
Salesboom Mobile CRM is a full-featured CRM application for Android and iPhone. Sales professionals use it to manage leads, update deals, view contact history, and stay on top of their pipeline from anywhere — the field, the road, or between meetings. It connects directly to Salesboom's cloud CRM, so every update on mobile is instantly visible to the rest of the team on desktop.
Salesboom Mobile CRM is not a stripped-down companion app. It is a full extension of your cloud CRM, built for a phone screen. Every record, every pipeline stage, every report that lives in your browser CRM is accessible from your device. Changes made on mobile sync in real time across your whole team.
View, update, and add leads and contacts from your phone. See the full history of every interaction before making a call.
Move deals through stages, update opportunity values, and add field notes the moment a meeting ends.
Create tasks, set reminders, and log calls — tied to CRM records so follow-ups never slip.
Generate and send quotes directly from your phone, with your products, pricing, and customer data already in place.
Access live sales dashboards and run team performance reports from anywhere, not just from your desk.
Lead scoring, smart email drafts, and deal risk alerts from Salesboom AI Skills all work on mobile, not just desktop.
Sales is not a desk job. Reps spend time in client offices, at trade shows, and traveling between meetings. When your CRM is desktop-only, time away from the office means stale data, delayed follow-ups, and opportunities going cold. Mobile CRM closes that gap by putting the full system in your pocket.
| Benefit | What it means in practice |
|---|---|
| Real-time data accuracy | Reps log calls, notes, and deal updates the moment they happen — not hours later from memory. |
| Faster follow-up | Send a follow-up email or set a task right after a meeting, while details are still fresh. |
| Remote pipeline visibility | Managers see field activity in real time without waiting for end-of-day check-ins. |
| Reduced admin time | On-the-go updates replace end-of-day data entry sessions, freeing reps for selling. |
| Better customer responsiveness | Reps can look up account history and respond to inquiries on the spot, not the next morning. |
Salesboom Mobile CRM gives Android users connected access to their CRM records, activities, pipeline and reports. Your full sales pipeline, contacts, leads, tasks, and reports are available on any Android phone or tablet. The app is built for Android's interface conventions — it feels native, not ported. Every change syncs in real time with your team's desktop CRM. View Android CRM app details
Salesboom builds custom mobile CRM solutions for businesses with requirements beyond a standard app. Branded apps, role-specific views, offline access for low-signal environments, field service workflows, customer and partner portals — if your team's mobile process doesn't fit an off-the-shelf app, Salesboom builds one that does. Explore mobile CRM solutions
Salesboom AI Skills are not desktop-only features. When you open a deal record on your phone, the AI-generated account summary is there. When you draft a follow-up on mobile, the Smart Email Writer is available. Lead scores, deal risk alerts, and meeting prep briefs all appear in mobile exactly as they do in your browser.
The sales moments where AI is most useful — right before a call, immediately after a meeting, while reviewing a pipeline in transit — tend to happen away from the desk. Making AI available on mobile is not an enhancement; it is how AI actually fits into a sales team's day.
Beyond the standard mobile CRM app, Salesboom's development services extend mobile CRM to fit specific business workflows:
| Service | What it covers |
|---|---|
| Custom mobile apps | Native or cross-platform mobile development tailored to your processes, role requirements and brand. |
| Customer & partner portals | Mobile-accessible portals for customers to track orders, for partners to register deals, and for field reps to access what they need. |
| Offline access | Apps that work without connectivity and sync automatically when the device is back online — built for field teams in low-signal environments. |
| AI integration | Embed AI-powered lead scoring, deal risk detection, and automated task generation directly into custom mobile workflows. |
| Third-party integrations | Connect mobile CRM to ERP, eCommerce, payment processing, and project management systems through custom-built APIs. |
Canadian organizations can use Salesboom Mobile CRM with the Salesboom Canadian CRM Edition, where CRM data, software, production servers and backups are hosted in Canada. Authorized mobile users continue to work within their Salesboom roles, profiles and permissions while accessing customer and operational context from supported devices.
Mobile deployment requirements should define device security, offline or cached records, photos and attachments, location handling, synchronization behaviour and support responsibilities. Canadian hosting of the core CRM does not mean every temporary copy on a user's device is physically stored in Canada.
Book a Mobile CRM Demo so Salesboom can review your field roles, devices, offline needs, documents, photos, location requirements and the CRM actions users need away from the office.
Yes. Salesboom CRM data, software, production servers and backups are hosted in Canada. Mobile-device storage and third-party services must be evaluated separately for the selected workflow.
Salesboom mobile access remains connected to the user's approved CRM role, profile and permissions so field access can be governed alongside web access.
Yes. Mobile workflows can be configured around assigned customers, projects, service work, tasks, documents, photos and other approved operational context for each role.
A tailored demo can reflect the actual field workflow, devices, offline requirements, documents, location handling and CRM actions instead of presenting a generic mobile tour.
Tell us how your field or mobile users work, what they need to access, and which actions they must complete away from the office. Salesboom will prepare a corresponding mobile CRM demo.
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