Mobile X

Log your phone call notes and emails. Navigate your data and view your sales pipeline. With Mobile X your Sage CRM system becomes the most powerful collaboration tool in your business.

Discuss your requirements with us…

Access all of your Sage CRM data when you need it from anywhere…

Users not only expect mobile access to information, they’re increasingly comfortable with using apps to view and update information, giving them up-to-the-minute positions before meetings, calls, or just when they’ve stopped for a coffee!

With Mobile X all the key Sage CRM data is available to mobile users on virtually any device, increasing their efficiency, reducing calls to the office, capturing business critical information, and giving them an edge over the competition.

Mobile access to your CRM data

Allowing users to access details of customers, contacts, Opportunities, Cases, Communications, and more, both to view, and update on the go.

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Outlook 365 integration

Integrate Mobile X with Office 365. This allows users to file emails from Outlook, and even create new companies or people, Opportunities and Cases from an email.

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Log information on the go

Log phone call, meeting, and other activity notes, there and then directly into Sage CRM. Smartphone users can even dictate, making it even easier to capture information.

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Keep up with your sales pipeline

Users get a visual pipeline and also a break down of the number of opportunities in a legend that also allows filtering by the stages, & then access the full Opportunity.

Integrated with Outlook 365…

Before or during customer meetings they can catch up on the current position with Opportunities and service Cases, refresh their memory on recent communications, and after the meeting, quickly record their notes and send follow up actions – avoid the need for as much time in the office or at home, and allowing more time in front of clients.

With it’s easy to use interface and access virtually anywhere, users are much more likely to make use of Sage CRM information, as well as update it. Contact information can be used to stay in touch with customers, and with everyone working from a central contact list

The data is captured for the business (not the individual) and updated by all relevant users, and Sage CRM calendars can be viewed and updated, to help prepare for and/or record notes for meetings or conference calls. By capturing information immediately, be it an update from a phone call, or a new service request, you can be sure that nothing is being missed and give your prospects and clients the best service possible.

With features like bookmarking of Contacts, Opportunities, Cases etc, access to history of data accessed, and powerful search facilities, users can get to the information they need, when and where they need it. Get the most powerful web client for Sage CRM from any modern mobile smartphone device (Android/iPhone) – no client install required. With Mobile X your Sage CRM system becomes the most powerful collaboration tool in your business.

Download the Mobile X brochure…

Easily navigate your data

With a single simple search users can search across multiple entities for data, or focus on a single entity like a Case or Opportunity.

Bookmark data

With access to bookmarks such as CRM contacts, key Opportunities, current Cases etc, getting to the data when you need it and where you need it is easy!

Upload files on the go

Upload files and photos against an entity like Cases. Take a photo on your phone and upload to CRM! Ideal for field service staff to record on a site.

Getting in touch…

Getting the answers you need is simple! You can call a member of our experienced team or a speak to our dedicated and knowledgeable sales team who can simply speak to you over the phone, arrange a meeting with you, or arrange a demonstration tailored to your business requirements.

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General Enquiries