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.
- Install the BizzSetu Android app on the employee's phone.
- Sign in with the same workspace and login as the web CRM.
- Grant only the permissions you plan to use: call log, SMS, notifications, location.
- 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
What it connects to
- Call History TimelineA searchable timeline of incoming, outgoing, missed and synced client follow-up activity against each lead and employee.
- Live Location TrackingField agent location pings, visit accountability and daily route visibility.
- Attendance ManagementEmployee check-in, check-out, attendance records and HR visibility.
- WhatsApp CRMPer-employee WhatsApp with a live inbox, contact sync and every conversation on the lead's timeline.
- Quotation ManagementGST-ready quotations with per-line GST, revisions, viewed tracking, lost reasons and Mark as Accepted.
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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Keep exploring
- Lead Pipeline
- Track Client Follow-up Timings
- GST Invoicing & Receivables
- Accounting & GST
- Inventory Management
- Purchase Orders
- HRMS Software
- Attendance Management
- Support Ticketing
- Knowledge Base
- Workflow Automation
- AI Lead Insights
- All features
- Pricing
- Solutions
- Help Center
- Glossary
- Compare
- About BizzSetu: key facts
- Changelog
