# Mobile CRM

> Customer history, visit notes, tasks and quoting on a phone - built for people who sell and serve away from a desk.

**URL:** https://cubecrm.co.uk/features/mobile-crm

The most important customer conversations often happen away from a desk - on site, at a show, in the customer’s office. CubeCRM’s mobile interface is designed for a phone rather than squeezed down from a desktop: look up a customer and see open quotes, cases and recent contact before walking in, log the visit in a few taps on the way out, and build and send a quote before driving away. It runs in the phone’s browser and can be added to the home screen, so there is nothing to install or update.

## Details

- **Feature:** Mobile CRM
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** CRM app, Field CRM, CRM on the go, Sales rep app, Phone CRM

## What it does

- **Built for a phone:** Large targets, short forms and the information that matters first.
- **Briefing before a visit:** Open quotes, cases, recent contact and anything the office has flagged.
- **Visit notes in taps:** Outcome, next step and photos logged straight after the meeting.
- **Quote from site:** Build and send a quote from the price list before leaving.
- **Nearby customers:** See accounts and prospects near where you are going, to fill a gap in the day.
- **Tap to call:** Call or email from the record, with the call logged on the timeline.

## How it works

1. **Add it to the home screen:** Open CubeCRM in the phone’s browser and add it - no app store involved.
2. **Sign in once:** Microsoft or Google sign-in, with the same permissions as on the desktop.
3. **Log as you go:** Visits, calls and quotes recorded in the moment rather than on Friday afternoon.

## Figures

- **0** Apps to install or update
- **Same** Record as the office sees
- **Minutes** From meeting to logged visit

## Frequently asked questions

**Is there an app to download?**

No. The mobile interface runs in the browser on iPhone and Android and can be added to the home screen.

**Does it work without signal?**

CubeCRM needs a connection to save changes; notes can be drafted and saved when signal returns.

**Does it track where staff are?**

No. Visits are logged against the customer’s address, which is all visit planning needs.

**Is it the same data as the desktop?**

Yes. It is the same system, so updates on the phone appear in the office immediately.

## Problems it helps solve

- **Field Sales Software** - Customer history, visit planning, notes and quoting on a phone - so the people who sell face to face work from the same record as the office. https://cubecrm.co.uk/software/field-sales-software
- **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software
- **Cloud CRM Software** - An online CRM hosted in UK data centres - nothing to install, nothing to back up, and the same customer record on every desk and every phone. https://cubecrm.co.uk/software/cloud-crm-software

## Related features

- **CRM Tasks & Follow-ups** - Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens. https://cubecrm.co.uk/features/tasks-and-follow-ups
- **CRM Quote Builder** - Branded quotes and proposals from your own price list, with revisions, discount approvals, automatic chasing and online acceptance. https://cubecrm.co.uk/features/quote-builder
- **CRM Contact & Company Records** - One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline. https://cubecrm.co.uk/features/contacts-and-companies

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)