CRMs are great organizational tools.

But what if you need access to your info when on the road?

Creatio mobile app provides mobile connectivity for the business professionals on the move.

Creatio-mobile-screen     Creatio mobile-customer route mapping

With mobile tablets more prevalent as a professional you'll have more real estate to use the whole Creatio web client.

Creatio mobile for the busy sales professional


This means savings in

  • Time- Sales calls and notes are uploaded in real time.  Administrative time and redundant activities are reduced.  No more going back to the office for that phone number or address.
  • Money- Sales staff are more productive.  They achieve better win rates with access to the “whole picture.” Customers and prospects are happier with informed communications. Management and support staff welcome the feedback into their CRM management system.

Dashboard - Account manager - Creatio mobile-1200-630

Everything is available at their fingertips- contact names, addresses, phone numbers, notes, and calendar, linked into your device’s maps, navigation, dialing, email, and contact lists. 

Sales staff can be confident and well-prepared, without digging through individual files for information.  They can be more flexible with their time, following a hot lead after an unexpected phone call or making use of an unplanned encounter with a potential client.  Screens are user friendly and offer easy access, whether recording sales calls or following up for a colleague.  

For supervisors and managers, this means easy access to sales reports and activities in real time.  Performance measures can be evaluated on an ongoing basis, allowing for early correction and teachable moments.  

For your customers, it means better service- whether they are connecting with a call center or a sales representative, the person on the line is well informed about their current situation and can provide a quick response to questions and concerns.

Mobile technology is no longer an option for a business that wants to remain competitive in today’s world.  It is a growing expectation among your clients that your staff has access to real-time information, all the time. 

We are here to help your business continue to get, keep and grow profitable customers.

Download from Google play:

Interested in how your team can level Creatio mobile? -contact Dick  

Schedule a Call with Dick


Topics:   Employee engagement Sales Productivity Improvements Make CRM Stick Creatio mobile

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