Your deals do not wait until you are back at your desk, and neither should your CRM. The SalesSheet mobile app gives you full access to your pipeline, contacts, and communications from anywhere. Swipe deals between stages, tap to call or text a prospect, dictate notes with your voice, and keep working even without an internet connection. Everything syncs the moment you are back online.
Mobile CRM with alphabetical contact list, tap-to-call icons, swipe gestures for actions and delete, deal funnel cards, and bottom navigation bar (Favorites, Inbox, Contacts, Keypad, AI).
Not a stripped-down companion app - the real SalesSheet experience designed for touch, speed, and on-the-go selling.
Navigate your pipeline the way you scroll your social feeds. Swipe a contact row right to open the actions overlay with quick-access buttons for Message, Call, Calendar, and Email. Swipe left to reveal the delete flow with a confirmation step. The bottom navigation bar provides five tabs: Favorites, Inbox, Contacts, Keypad, and AI. The contacts view features an alphabetical rail for instant letter-based scrolling, a search bar, and tap-to-call icons on every row. The deals funnel view shows opportunity cards grouped by pipeline stage with revenue amounts and close dates.
Tap any phone number in the app to start a call through SalesSheet's built-in dialer or your native phone app. Send SMS messages directly from a contact record and the entire conversation thread is logged automatically. After every call, the AI assistant generates a summary and suggests next steps. You can also record voice notes that get transcribed and attached to the deal record, so quick thoughts captured in the parking lot never get lost.
Headed into a building with spotty reception or boarding a flight? SalesSheet caches your pipeline, recent contacts, and activity history so you can keep working without a connection. Add notes, update deal values, log call outcomes, and create new contacts while offline. The app queues every change and syncs everything automatically when your connection returns. You will never lose work or miss a beat because of a dead zone.
Install the SalesSheet app from the App Store or Google Play and sign in with the same credentials you use on desktop. Your entire workspace loads instantly - pipelines, contacts, deals, tasks, and communication history. The app uses your existing permissions and team settings, so there is nothing extra to configure. If you have biometric authentication enabled on your phone, you can unlock the app with Face ID or fingerprint for fast, secure access.
Swipe through your pipeline stages, tap into any deal to see the full timeline, and take action right from your phone. Call a prospect, send a quick text, add notes by typing or dictating, attach photos from a meeting whiteboard, and update deal values or close dates. Push notifications alert you when a prospect replies to an email, opens a proposal, or when a deal needs attention. Your phone becomes the command center for every active conversation.
Every action you take on mobile syncs to the web app in real time, and vice versa. Update a deal on your laptop and see the change on your phone instantly. Notes added during a field visit appear in your colleague's desktop view within seconds. The app handles conflict resolution intelligently - if two people update the same record, both changes are preserved and merged. Your CRM is always in sync, no matter which device you pick up.
Download the SalesSheet mobile app and manage your entire pipeline from your pocket. Swipe deals, call prospects, log notes, and close deals - whether you are at your desk, in the field, or on a plane. Start your free trial and experience a mobile CRM that actually works.
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