Pipeline CRM’s mobile app streamlines sales on-the-go for iOS and Android users. Easily manage contacts, access customer and deal information, and gain real-time insights to close deals efficiently. Optimized for mobile use, it offers customizable features for quick, essential data access anytime, anywhere.
Allow your sales team to focus on their most valuable tasks
Mobile business card scanner
With the mobile business card scanner you can go from card to Pipeline CRM contact instantly. You can create CRM contacts from business card photos you’ve taken in the past. Add multiple new contacts without leaving the app.
Nearby geolocation feature
Instantly access a map of a contact’s location from Pipeline’s CRM leading CRM mobile app. View multiple contact locations where you are, help your sales team meet clients faster, and make the most use of their time out in the field.
One-click activity notes
Save time by adding your most frequent notes as “one-click” activities. Instead of manually typing, with just one click you can add common activities such as “made a phone call” or “signed contract”.
Talk-to-text records
Record and store all of your field sales activities while it’s fresh in your mind, and it will be converted to text. No more manually typing in your notes while you’re on the go.
Real-time notifications
Receive phone alerts when someone mentions you on a lead, contact, or ongoing deal. Stay up-to-date with recently won or lost deals, stage changes, and more pipeline updates.
Tasks and calendars
Update, organize, and view your calendar from the app. Get quicker access to priority contacts and leads you’ve recently interacted with.
Powered by Google Maps
Smart route planning
Save time and optimize day-to-day operations with this robust feature powered by Google Maps! Route up to 10 locations with fast and easy route planning directly from the mobile app. We developed based on customer requests and feedback.
Available on iOS and Android
See how it works
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Unlimited mobile CRM access
Get your unlimited free access to our mobile CRM — download now and elevate your sales experience!
