01
Know the customer before you walk in.
Every WhatsApp chat with the customer, with the latest messages first, so you arrive knowing what was agreed.
- WhatsApp conversations by customer
- Unread replies highlighted
- Open the contact or lead in a tap
Your pipeline.
In your pocket.
Look up a customer before you walk in, catch up on messages between meetings and clear your next task on the way to the next one.
- Same records as the web workspace
- Built for field and showroom teams
- Works in your phone’s browser
How it works
Your sales day,
between meetings.
- 01
Check the customer
Open the conversation and recent activity before a visit.
- 02
Catch up on the inbox
Read and reply to messages while you’re on the move.
- 03
Clear the next task
Tick off follow-ups and update the deal as you go.
02
The inbox, wherever you are.
Messages, calls and email from the shared inbox, ready to read and answer between meetings.
- WhatsApp, Gmail and SMS
- Missed calls you can call back
- Reply on the same channel
03
Today’s tasks at a glance.
Your follow-ups, call-backs and visits for the day, with owners, priorities and due dates.
- Pending and in progress
- Priority and due date on every task
- Same list as the desktop
How teams use it
For teams who sell
away from the desk.
Field sales
Check history and update deals between site visits.
Showroom teams
Look up a customer while they’re standing in front of you.
Owners on the move
See the pipeline and team activity from anywhere.
Mobile features can differ from the web workspace. Ask us about current iOS and Android availability for your account.
Ask our team about current iOS and Android availability for your account. The web workspace also works in your phone’s browser.
Yes. Mobile and web use the same records, so notes and updates appear everywhere.
Yes. The shared inbox and WhatsApp conversations work in the phone browser, on the same records your team uses at the desk.