Your deals não esperam until você está back at your desk, and neither should seu CRM. The SalesSheet mobile app gives you full access to seu pipeline, contacts, and communications de qualquer lugar. 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 você está back online.
CRM Móvel 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, IA).
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 IA. 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 IA 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 seu pipeline, recent contacts, and activity history so você pode keep working without a connection. Add notes, update valor do negócios, log call outcomes, and create new contacts while offline. The app queues every change and syncs everything automáticoally 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 instantaneamente - pipelines, contacts, deals, tasks, and communication history. The app uses your existing permissions and team settings, so existe nothing extra to configure. If you have biometric authentication enabled no seu celular, você pode unlock the app with Face ID or fingerprint for fast, secure access.
Swipe through your etapas do pipeline, tap into any deal to see the full timeline, and take action right from seu celular. Call a prospect, send a quick text, add notes by typing or dictating, attach photos from a meeting whiteboard, and update valor do negócios 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 em tempo real, and vice versa. Update a deal on your laptop and see the change no seu celular instantaneamente. Notes added during a field visit appear in your colleague's desktop view withem segundos. The app handles conflict resolution intelligently - if two people update the same record, both changes are preserved and merged. Seu CRM is always in sync, no matter which device you pick up.
Download the SalesSheet mobile app and manage todo o seu pipeline from your pocket. Swipe deals, call prospects, log notes, and fechar negócios - whether você está at your desk, in the field, or on a plane. Comece seu teste grátis and experience a mobile CRM that actually works.
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