A mobile CRM app for field sales and service teams, giving them accounts, visits, tasks and notes on Android and iOS, connected to the CRM.
Overview
Field teams spend most of their day away from a desk. Without a proper mobile tool, visit notes are written up hours later, orders are delayed and managers have little visibility of what happens in the field.
This solution provides a mobile app connected to your CRM. Field users see their accounts and schedule, check in at visits, capture notes, photos and signatures, create orders or tasks and keep working when the signal drops, with data syncing back when they reconnect.
The challenge
- Visit notes entered late or not at all
- No access to customer history on the road
- Poor connectivity in the field
- Managers lacking visibility of field activity
Our approach
- Define the field workflow: We identify the daily tasks that matter most on a phone.
- Design the app: Simple screens for accounts, visits, tasks and capture are designed with users.
- Build and connect: The app is built for Android and iOS and connected securely to your CRM API.
- Pilot and roll out: A pilot group tests it, then the app is released to the wider team.
What the solution includes
- Accounts, contacts and visit schedule
- Check-ins with location
- Notes, photos and signatures
- Offline mode with sync
- Tasks, orders and follow-ups
- Secure login with CRM permissions
Technology
Flutter or React Native, Android, iOS, REST APIs, vTiger CRM and other CRMs, offline storage, push notifications.
Who it is for
Field sales, service and inspection teams that need CRM access and data capture on the move.
Frequently asked questions
Does it work offline?
Yes. Key data is stored on the device and changes sync when the connection returns.
Which CRMs can the app connect to?
vTiger and other CRMs with an API, including SuiteCRM, SugarCRM and custom systems.
Is it Android or iOS?
Both. We usually build one cross-platform app for Android and iOS.
Related services
Have a similar requirement? Talk to our team for a free consultation, or browse more case studies.