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Mobile CRM - Access your CRM on the go

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Version: 11.1
Some tooltip text!
• 3 minutes to read
 • 3 minutes to read

SuperOffice Mobile CRM has been redesigned to give you faster access, better navigation, and a cleaner interface—while still offering all the powerful tools you need to work from anywhere.

Whether you're meeting a customer, following up on a sale, or responding to service requests, Mobile CRM puts the full power of SuperOffice in your pocket.

Mobile CRM -app-screen

What's new

Refreshed interface

Cleaner, more intuitive design with thumb-friendly navigation and faster access to information.

Compressed views

See contacts, activities, documents, sales, and projects in a single scrollable view—no need to tap through tabs.

Real-time notifications

Stay on top of tasks, updates, and approvals as they happen.

What you can do with Mobile CRM

  • Access complete customer information: contacts, companies, documents, requests, and sales
  • View and update your calendar (diary)
  • Create, update, and complete follow-ups on the go
  • Log meetings, calls, and notes immediately after customer interactions
  • Call, message, or email contacts with one tap
  • Identify incoming calls with SuperOffice Caller ID
  • Join video meetings directly from your device
  • Scan business cards to quickly create or update contacts and companies
  • Save photos and documents directly from your phone to sales, projects, or activities
  • Create and update requests with priority, category, tags, comments, and images
  • Reassign or respond to service requests wherever you are
  • Get reminders for meetings, tasks, or overdue activities
  • Receive real-time alerts about quote approvals, new requests, or follow-up changes
  • Approve or deny quotes and monitor your sales pipeline
  • View dashboards and drill into key metrics for sales and service
  • Access SharePoint documents linked to projects or sale

Built for your role

For sales reps

  • Review history before meetings
  • Log updates immediately afterward
  • Keep deals moving with fewer taps

For managers

  • Get quote approvals and dashboards on the go
  • Track performance and pipeline
  • Make faster decisions anywhere

For service agents and field teams

  • Handle requests on site
  • Add photos and comments to requests
  • Share updates instantly

Get started

  1. Download the SuperOffice Mobile CRM app from the Apple AppStore or Google Play depending on your device.
  2. Log in using your SuperOffice credentials.

New to the app? Here are your first steps:

  • Install and log in
  • Set up your email account to stay connected
  • Enable caller ID

Already logged in? Explore the interface or customize your settings.

Related content

  • Using the Diary in Mobile CRM
  • Sales and pipeline management
  • Responding to requests
  • Create documents and log meetings
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