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Sales CRM

Mobile CRM App

An Android app with a dialer, call log and SMS sync, direct messages, location pings and Hindi, tied to the web CRM. An Android app for field agents and telecallers. Calls, SMS, lead updates and location pings sync back to the web CRM.

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Who it is for

Field sales, on-site service teams and telecallers who spend most of the day away from a desk.

Part of the Leads & Sales CRM module. See plans and modules

How it works, step by step

Call log and SMS sync use the company clock, and re-syncs do not duplicate entries. Team members can send direct messages, and the app is available in English, Hindi and Hinglish. The app does not record calls.

  1. Install the BizzSetu Android app on the employee's phone.
  2. Sign in with the same workspace and login as the web CRM.
  3. Grant only the permissions you plan to use: call log, SMS, notifications, location.
  4. Work leads, calls and messages from the phone; everything syncs to the web.

What you get

  • In-app dialer
  • Call log sync
  • SMS sync
  • Direct messages
  • Hindi interface
  • Location ping for field visits
  • Mark quotation accepted
  • Push notifications

Getting set up

Install the app, sign in with the same login as the web CRM and grant the permissions you want to use.

Mobile CRM App: questions and answers

Is there an iPhone app?
The app described here is the Android app. Ask us at [email protected] about other platforms.
Can an admin see who has the app set up?
Yes. Mobile App Control lists each employee's last sync, app version and which permissions are on, and can send a reminder.
Does the app work in Hindi?
Yes. The app follows the user's language: English, Hindi or Hinglish.
Which module is this part of?
Mobile CRM App is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

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