Keep CRM, alerts, and campaign context usable away from the desk.
CRM.me mobile workflows are built for field sellers, managers, and customer-facing teams who need quick account context, notification triage, and follow-up visibility on smaller screens.
Priority feed
Review alerts, account changes, document views, and campaign engagement.
CRM context
Move from a notification into the account, contact, deal, or activity detail.
Next action
Call, email, update status, or queue follow-up from the same mobile flow.
From alert to action
One short path from a notification to the next step.
- 1.
Priority feed
Review alerts, account changes, document views, and campaign engagement.
- 2.
CRM context
Move from a notification into the account, contact, deal, or activity detail.
- 3.
Next action
Call, email, update status, or queue follow-up from the same mobile flow.
Where it stands
The mobile apps are not in the app stores yet. This page describes the workflows they are built for.
- Priority feed
- CRM context
- Next action
Related pages
See the mobile workflows
Book a demo and we will walk through them on your own accounts.