Overview: Mobile CRM for Busy Professionals

SuperOffice Mobile CRM brings your SuperOffice CRM (version 9 and later) into your pocket. Designed for users who travel, work remotely, or split time between customer visits and the office, the app puts essential CRM tools and data within easy reach so you can act quickly and stay informed wherever you are.

Where It Works

Use the app on iPhone and iPad to manage customer interactions, handle scheduling, and update records in real time. Whether you’re at a client site, in transit, or at your desk, the mobile client helps maintain continuity across sales, service, and marketing activities.

Core capabilities

  • Access documents, attachments, and notes associated with customers and projects
  • Inspect sales dashboards and pipeline views to monitor progress and forecasts
  • Retrieve and update contact details and company records from anywhere
  • Open project records and related activities to check status or add updates

Scheduling and reminders

The app includes a built-in diary for creating and editing appointments and tasks, plus configurable reminders so you don’t miss deadlines or important meetings. Changes sync back to the central CRM so your calendar and task lists stay consistent across devices.

Extra productivity features

  • Scan business cards to auto-create or refresh contact and company entries
  • Save photos and files from your device directly into project records or activity logs
  • Place calls or send messages to contacts straight from the app interface
  • Track recent changes on projects so you always see the latest status

Business benefits

By consolidating customer information into a single system, SuperOffice Mobile CRM helps teams deliver personalized experiences and maintain a full 360° perspective on each customer. That unified view supports better decision-making, improved collaboration, and more targeted marketing, sales, and service efforts.

Suggested alternative

If you’re also evaluating secure file-sharing options, consider Tresorit (Free tier available) as a recommended companion for encrypted document storage and sharing.

Technical

Title
SuperOffice Mobile CRM
Requirements
  • Android
  • iPhone
Language
No language has been specified.
Available languages
License
  • Free
Latest update
2026-01-26
Author
SuperOffice

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