Mobile CRM
Visualize the day ahead and take action in the moment
Wake up and see your day ahead, maximize selling time on the road and zero in on the right tasks to stay on top of deals. Make contact and track engagement with a tap. Capture precise notes on the spot for the smoothest of follow-ups.
Give your sales team the best mobile CRM, available now on iOS and Android mobile devices.
- Tracked calls and caller ID
- Super search for smooth follow-ups
- Focused day organizer
- Quick notes and meeting prep
- Reflects web app customizations
Everything in one place: your palm
Take your CRM system with you and manage relationships anywhere
Access your CRM data on- or offline
Search for sales info anytime from your desk or phone
No more end-of-day admin
Guided process prompts and auto-synced phone calls and emails
Join 100,000+ happy mobile users
Wake up organized and swipe for your day ahead
Prioritize your outreach and seize the day ahead – all from your mobile device:
- See upcoming phone calls and meetings
- Tackle unread emails and overdue activities
- Add and edit activities with a tap
Quick info access for rapid meeting prep
Get vital insights and deal-making discoveries when you need them:
- Use the search bar to locate anything
- Find lead, deal and contact information
- See contact history and deal timelines
Capture golden nuggets for smooth follow-ups
Manage your sales pipeline from your phone to move those big deals forward:
- Search, locate and populate notes
- Take notes against contacts, companies or deals
- Use search to recap before a follow-up
Work with what you already use
Connect and sync with the tools you love best
Plan your routes to meetings and see exactly where your customers are
Reply to sales emails with the right information and keep your CRM up to date – without changing tabs
Chat to leads on their favorite platform with deal setting and template functionality
Transfer all your important sales data between Pipedrive and Outlook
Track your calls and emails against deals
Everything you need to streamline your sales management:
- Tap contacts in-app to automatically track calls
- See caller IDs and get follow-up note prompts
- Ping synced emails to deals and contacts
Manage your schedule and find contacts close by
Optimize your workflow and change things up with ease so you can focus on what really matters:
- Move meetings in one calendar – changes sync to all of them
- Use “Nearby” to see which leads are close
- Use email templates to reschedule meetings
Maximize sales time on the road with Gartner’s #1 mobile CRM solution
Choose the easy-to-use mobile CRM app that reflects all your web app customizations
Sacha HawkinsBusiness Development Manager, SalesLogs
Improve sales efficiency on the move
Pipedrive’s mobile CRM app is a vital tool for ensuring that collaboration, outreach and sales processes continue for busy sales teams on the move.
Pipedrive’s mobile CRM guarantees sales reps have access to vital sales information wherever and whenever they need it.
Schedule tasks, set and receive reminders and close deals on the fly
Access contacts at the swipe of a finger, on- or offline
Tap into activity feeds as you prepare to nurture your leads, so you're always meeting your customer’s business needs
Stay organized and focused on hitting your sales quotas with everything you could possibly need at your fingertips
Collaborate at lightning speed
Communicate with ease from your mobile device
Remain agile and stay up to date with your team members in real time, thanks to synchronized automation from your mobile CRM system. Update deal stages on the go and automatically notify team members of the change.
Remember the small stuff for big team wins
Log notes and attachments as soon as you think of them, so everyone stays on the same page. Type in or add voice-to-text updates straight from your microphone for quick, easy note-taking. Android users can also take advantage of Note Scanner to photograph handwritten notes and convert them into text.
Stay in control on the go
Manage your sales teams anywhere. Prioritize tasks, update deals with timely information and monitor progress from the palm of your hand. Mention coworkers in notes on deals, organizations and contacts so everyone can stay up to date no matter where they are.
Access data when you need it most
Review customer history before your next meeting
View up-to-date customer data from your tablet or mobile device, so you’re always ready to close that next big sale.
Tap into insights and past activity ahead of your next face-to-face and make sure you’re well equipped to make that first impression a great one.
Automatically link calls to deals
See if an incoming call is related to a deal and link outgoing calls to contacts and activities.
Manage your pipeline after a call by updating deal stages and logging call notes, all packaged in an easily managed mobile user experience.
Personalize customers’ experience
Offer an unbeatable customer experience, supported by real-time information. Take calls away from your desk but keep access to contact details.
Answer incoming calls with a personalized “hello” and tailor messaging for outgoing sales calls, no matter where you are.
How Pipedrive gives salespeople productivity superpowers
You won’t always be at your desk. With Pipedrive’s mobile app, you won’t need to be. Our mobile CRM helps you be more productive on the move.
Save time with voice-to-text
Don’t waste time typing notes out on the move – reduce manual data entry by logging your voice notes straight to your CRM for future use
Start a call in a few clicks
With web-to-mobile calling, it takes just a few clicks to start a call on your mobile device directly from your Pipedrive web app
Make on-the-spot decisions
Maximize your pipeline by assessing leads, deals, timelines and customer details in real time, wherever you are
Set your priorities
Take back the day and see your efficiency skyrocket as you prioritize leads, emails and activities – on a walk, on the train or before your next face-to-face
Connect with your favorite apps
Integrate seamlessly with Outlook, Gmail, Xero and more, so vital customer data is never more than a swipe away
View and reach goals
Visualize your sales journey with our goal feature so you can see pending activities, actions and follow-up notes across your pipeline