Your CRM, wherever you are.
Your key CRM data, on the go — same login, same permissions.
Our mobile app puts OpenCRM in your pocket on Android or Apple. Two-factor security and your existing permission model come straight across, you decide which fields appear, and you can log in across as many devices as you need.
Your key CRM data, wherever you are
OpenCRM Mobile gives you a focused, on-the-go view of the modules you use most — built around the CRM you’ve already customised, using the same login and permissions as your main system.
Your key CRM data, wherever you are
Core records available on the go — not a separate database.
No separate mobile platform to manage
One system to configure, secure and support.
Existing permissions carried across
If someone can’t see it in OpenCRM, they can’t see it in the app.
Available on Android and Apple
The same experience whichever platform your team uses.
Built around your customised CRM
Your fields, layouts and modules — not a generic template.
Included as part of OpenCRM
No separate mobile licence or add-on to buy.
Trusted by field sales, project delivery, service and management teams who need their CRM away from the desk.
See customer case studies →Common ways teams use OpenCRM Mobile
Sales teams
Update opportunities immediately after customer meetings.
Support teams
Review customer history before responding to enquiries.
Project teams
Access project information and log updates while on site.
Management
Monitor pipelines, activities and opportunities when away from the office.
Security is our top priority
Two-factor authentication for first login and administrator-controlled access mean you decide which of your users can use the app — making it easy to add OpenCRM to the BYOD policy your business already uses.
The permissions model you’ve set up in OpenCRM carries straight over to the app. If someone can’t edit or even access something there, they won’t have access in the app either.
Two-factor login
Extra verification on first sign-in.
Admin-controlled access
Choose exactly who can use the app.
Permissions carried over
The same access rules as your main system.
Customisation
Decide which fields appear on the mobile app and hide the ones you won’t need while you’re out and about. You can even select different fields for different groups of user, tailoring the experience by job role.
Each user can set which module they see when they first log in, and whether to engage SmartView — showing only fields that have data, to reduce loading time and save your thumbs from over-scrolling.
Choose your fields
Show only what you need on the move.
Per-role layouts
Different fields for different user groups.
SmartView
Hide empty fields for faster loading.
Multiple devices
Use your login on multiple devices — from tablets to phones, Android to Apple. Now you always have OpenCRM when and where you need it.
After you’ve logged in for the first time on a new device, you can choose to save your login details to make signing in even easier next time.
Phones & tablets
One login across every device you own.
Android or Apple
The same OpenCRM on either platform.
Save your login
Quicker sign-in on trusted devices.
Stay productive on the move
You can currently access your activities, leads, contacts, companies, opportunities and projects from within our mobile app — update records after a meeting, check customer history before a call, or log an activity on site.
We’re always adding more functionality — so if you don’t see the module or feature you want to use on the go, head over to our roadmap to see when it will be available.
Six core modules
Activities, leads, contacts, companies, opportunities, projects.
Always growing
New functionality added all the time.
Public roadmap
See what’s coming and when.
Mobile app questions, answered
The common things teams ask before taking OpenCRM on the road.
What is a mobile CRM app?+
A mobile CRM app gives users access to customer, sales and business information from their smartphone or tablet. It lets teams view records, manage activities, update opportunities and stay connected to important business data while working away from their desk.
Is the mobile app included with OpenCRM?
Yes. The mobile app is included as part of OpenCRM, not sold as a separate licence or add-on.
Does the app work on Android and iPhone?
Yes. OpenCRM Mobile is available on both Android and Apple devices, with the same experience on either platform.
Can I control who accesses the mobile app?
Yes. Administrator-controlled access lets you decide exactly which users can use the app, and two-factor authentication adds extra security on first login.
Does the mobile app use the same permissions as OpenCRM?
Yes. The permissions you’ve set up in OpenCRM carry straight over — if someone can’t access or edit something in the main system, they won’t be able to in the app either.
Can I update opportunities, contacts and projects on the move?
Yes. Activities, leads, contacts, companies, opportunities and projects can all be viewed and updated directly from the mobile app.
What happens if a user leaves the business?
Removing or disabling a user’s access in OpenCRM removes their mobile access at the same time, since the app relies on the same permission model.
Can the mobile experience be customised?
Yes. You can choose which fields appear, set different layouts for different user groups, and use SmartView to hide fields with no data for faster loading.
How can a mobile CRM improve productivity?+
It helps users access and update information in real time, reducing delays and helping teams stay productive when travelling, visiting customers or working remotely — so important information is available whenever and wherever it’s needed.
Is mobile CRM secure?+
Yes. OpenCRM’s mobile app includes user permissions, controlled access and authentication controls to help protect business data. You can manage which users have access to mobile functionality and maintain the same permission structure as your main CRM system.
What features should I look for in a mobile CRM app?+
Look for access to contacts, companies, leads, opportunities, projects and activities, along with customisable screens, user permissions, multi-device support and a consistent experience across desktop and mobile — capabilities that help users work effectively on the move.
Do I have to sign a long contract?+
No. OpenCRM subscriptions are based around the accepted principle of Pay As You Go. In other words, you pay a monthly subscription in advance and can cancel at any time. See pricing for details.
Ready to take OpenCRM with you?
See the OpenCRM mobile app in action, or start your free trial today — no annual up-front commitment, no hidden fees.