CRM-NG

Phone App

Your whole business on your phone, not a cut-down version of it.

CRM-NG at /app/ on any iPhone or Android: clients, tickets, field visits, sales, approvals and more, in light and dark.

Download CRM-NGAll products and modules
  • iPhone and Android layouts
  • Light and dark
  • Make anything with New
  • Every module that is on
  • No app store needed
The phone app on an iPhone: Home with today's lists, a company's full client view, and a ticket.
The phone app on an iPhone: Home with today's lists, a company's full client view, and a ticket.

Why it matters

Staff in the field call the office to look things up, and approvals wait until someone is back at a desk. Most CRM phone apps show a fraction of what the desktop does.

  • Work from anywhere

    Look up a client, update a ticket or approve a purchase order on the spot.

  • Nothing waits for a desk

    Approvals, visits and time logged as they happen.

  • One login

    Staff signing in on a phone land in the app.

How it works

  1. Open it

    Go to your CRM-NG address with /app/, or sign in on your phone.

  2. Add it to your home screen

    It opens like an app.

  3. Work as usual

    Every module you have that has a phone screen appears.

What Phone App does

Teams who work away from a desk.

  • Home

    Today's lists, your inbox, the calendar and New to make anything.

  • Clients

    People and companies with the full client view.

  • Work

    Tickets, field visits, tasks, time and the timer.

  • Sales

    Leads, deals, estimates and invoices with line items.

  • More

    Renewals, purchase orders, client health, lifecycle, onboarding, compliance, surveys, reports, HR, the intranet and more.

  • Respects permissions

    Everyone sees only what they are allowed to; money totals to managers only.

See it in action

Sales and Work on the phone: the pipeline by stage with every open deal, the ticket queue, and the same app in dark mode.
Sales and Work on the phone: the pipeline by stage with every open deal, the ticket queue, and the same app in dark mode.

Who it is for

  • An IT provider / MSP

    Technicians check in on site, log time and update the ticket from the phone.

  • A trades business

    Jobs, visits and estimates on the van.

  • An owner

    Approvals and numbers from anywhere.

Works with the rest of CRM-NG

Questions

Do we download it from an app store?

No. It runs in the phone's browser and can be added to the home screen.

Does it work on Android and iPhone?

Yes, with a layout for each.

Is everything on the phone?

Most daily work is. Building forms, workflows and reports, accounting, setup and opening Vault secrets stay on a computer.

Does it support dark mode?

Yes, it follows your phone.

See Phone App running on your own data.

Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.

Download CRM-NG