A mobile CRM app for sales teams on the move

Sales people are rarely at a desk. They are at a site visit, in a showroom or in traffic on Sheikh Zayed Road. If the CRM only works on a laptop, updates wait until the evening and some never get entered at all.

The mobile app gives your team the parts of EDCRM.AI they need away from the office: conversations, contacts, pipeline, calendar and calls. It uses the same login and the same data as the desktop version, so a change made on the phone shows for everyone.

An enquiry is easier to win when someone answers while the customer is still thinking about it. In the app, your channels appear in one inbox, including WhatsApp, SMS, email, Facebook Messenger, Instagram DMs and website chat. You see the whole thread for that contact before you reply, including anything a colleague has already said.

• Saved text snippets let you answer common questions in a few taps.
• On WhatsApp, you can reply in free-form text inside the 24-hour window after the customer's last message.
• Outside that window, a WhatsApp message needs a Meta-approved template and customer opt-in.
• A note on the contact tells colleagues what was agreed.

Calls made through the app are logged on the contact, so the record shows who spoke to the customer and when. In-app calling works where the account has an eligible EDCRM.AI voice number and the local telecom requirements are met. Availability is country-, number- and configuration-dependent rather than a single mobile-app country list. India calling has additional domestic-routing restrictions and currently does not support several advanced call features.. The pipeline view lets you move a deal to the next stage straight after a meeting, while the details are fresh.

The calendar shows your appointments for the day with the contact attached. You can check where you need to be next and who you are meeting without ringing the office, and the contact's history is one tap away when you arrive.

Here is how a field sales person typically uses it on a working day. None of these steps takes more than a minute or two, which is why they tend to get done. The daily habit matters more than the feature list.

• Check the day's appointments and tasks before leaving home.
• Reply to overnight enquiries from the inbox.
• Call a lead from the contact record so the call is logged.
• Move the deal and add a note straight after each meeting.
• Look over open conversations before finishing for the day.

For an owner, the app is a quick way to stay informed without asking for updates. You can open a conversation, see where a deal stands and check who is booked where. Role-based permissions decide what each person can see. When someone leaves the business, you remove that user from the account and their access ends.

We set up each user with the right permissions, help them install the app and sign in, and run a short session on the daily routine above. Download and install the official EDCRM.AI mobile app for your iOS and Android devices to manage leads and calls on the go. We also prepare text snippets for your most common questions. Getting people to use a CRM is harder than installing one, so our support team stays available as questions come up.