Mobile Productivity

Access your customer information on the go with our mobile CRM solution. Be prepared for a customer meeting and capture the follow-ups right on your mobile device. NeoCRM Mobile provides everything you need while out of the office, optimized for your device.

Learn more about: Dashboards and Reports, Lead Management

Offline support

Access your customer information through the mobile CRM app even in areas where cellular coverage is poor or nonexistent. Be prepared for your meetings with bulk download for offline access. Automatically synchronize your activity and updates when you are back online.

Learn more about: Mobile CRM

Customize your Mobile App

NeoCRM Mobile gives admins the flexibility to customize the mobile client’s branding, distribution, local storage and security according to specific business needs. Add custom actions for commonly performed activities and create custom fields that suit your business needs – with just few simple clicks. Configure mobile layouts and views to display any standard or custom modules of your choice.

Learn more about: Customization and Configuration

Mobile security

Deploy enterprise grade security features for your mobile initiatives. Perform remote device management and mitigate risks from compromised devices. Locally stored database on mobile devices are encrypted to ensure high standards of data protection. Enable or disable user access and offline availability for any modules based on predefined user roles.

Learn more about: Teams, Roles, and Security