The Pipeliner CRM Mobile CRM App

In today’s fast-paced business world, your sales team needs to be just as mobile as your clients. That’s why Pipeliner CRM created powerful mobile apps for iOS and Android. Stop being tied to your desk. Pipeliner CRM Mobile puts your entire sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. in the palm of your hand, so you can work anywhere, anytime, and close more deals on the go.

Transform Your Mobile Device Into a Sales Powerhouse

Pipeliner CRM’s mobile apps aren’t just a slimmed-down version of our desktop software—they’re a complete, powerful tool designed for the modern salesperson. We’ve built them to be intuitive and fast, so you can focus on selling, not on navigating complicated software.

• Never Miss an Opportunity: View, edit, and manage your entire sales pipeline from a coffee shop, a clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer.’s office, or a tradeshow floor. The Navigator feature provides a targeted overview of your sales targets, while the Sales KPI Dashboard offers 27 pre-built metricsMetrics Metrics  are quantities that are measured and used to: to track your performance in real-time.
• Capture Every Detail: Use your phone’s camera to instantly scan business cards and documents, turning them into new contacts and PDFs that are seamlessly integrated into your CRM. The app also prompts you to log calls, emails, and texts as activities, so you never forget a key interaction.
• Stay in Sync: DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. you enter on the go, even offline, automatically syncs with your team as soon as you reconnect to the internet. This ensures that everyone has access to the most up-to-date information, regardless of their location.
• Collaborate and Connect: The Feeds section functions like a social media feed for your deals, displaying the most recent activity on any record. You can instantly see team updates, messages, and emails related to a specific leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. or opportunity, fostering seamless collaboration.
• Work Your Way: Customization and Profiles sync across all devices, so the personalized fields, templates, and data views you create on your desktop are right there on your phone. This means you can create a specific view—for example, “all deals over $10,000″—and have it available wherever you are.

The Pipeliner CRM Mobile App isn’t just a convenience; it’s a competitive advantage. It ensures your sales team is always informed, always prepared, and always ready to close the deal.

How Pipeliner CRM Mobile Delivers Results

Our app is designed to eliminate friction points and give your team a significant edge.

• For On-the-Go Sales Teams: At a client’s location, you can pull up accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. history, review documents, and see exactly where you stand in the deal. The Map Viewing feature can even show you the geographical location of your contacts, making route planning a breeze.
• For Tradeshows and Events: Instead of carrying stacks of business cards, scan them with your phone. The app creates new contacts on the spot, so you can follow up faster and more effectively.
• For Travel and Offline Work: On a plane or a long commute without an internet connection, you can still enter notes and update opportunities. The app stores the data and syncs it automatically to the cloud once you regain a connection, so your work is never lost.

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