Your CRM in your pocket

Outside sales and territory reps benefit most: anyone visiting customers, working trade shows, or covering a region lives or dies by what they can do between appointments. The badge scanner alone changes exhibition economics — booth conversations become pipeline records in seconds instead of a stack of business cards that gets typed up a week later, after the prospect has gone cold.

Founders and sales managers use it differently: less data entry, more visibility. The same pipeline dashboards available on the web render on the phone, so a quick check before a board call or while traveling takes thirty seconds. Deal alerts surface stalls and big movements without anyone having to ask “what's the status?” in a group chat.

And distributed or hybrid teams use offline mode as insurance. Notes taken on a flight or in a basement conference room queue locally and sync when the connection returns — the record of the conversation never depends on signal strength. Everything pairs with the full web product: explore the feature overview or compare plans (the mobile app is included on every tier, free plan included, at no extra per-seat charge).