Your CRM, wherever you are.
Access the data you need, no matter where you are — same login, same permissions, same OpenCRM.
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.
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.
Modules available
You can currently access your Activities, Leads, Contacts, Companies, Opportunities and Projects from within our mobile app.
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.
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.
Ready to take OpenCRM with you?
See the OpenCRM mobile app in action, or start your free trial today — no up-front commitment, no hidden fees.