{"id":12596,"date":"2021-12-29T20:48:31","date_gmt":"2021-12-30T04:48:31","guid":{"rendered":"https:\/\/www.vtiger.com\/blog\/?p=12596"},"modified":"2021-12-29T20:48:31","modified_gmt":"2021-12-30T04:48:31","slug":"use-vtiger-crm-mobile-app-to-stay-on-top-of-your-business","status":"publish","type":"post","link":"https:\/\/two.vtiger.com\/blog\/use-vtiger-crm-mobile-app-to-stay-on-top-of-your-business\/","title":{"rendered":"Use Vtiger CRM mobile app to stay on top of your business"},"content":{"rendered":"<p><em>Does your profession involve traveling a lot? Well, work doesn\u2019t have to stop if you are traveling. Or, if you don\u2019t have<img decoding=\"async\" src=\"http:\/\/\" alt=\"\" \/> a computer and internet. Take your CRM with you and stay on top of your business.<\/em><\/p>\n<p>The world is always on the move, and everybody\u2019s first point of contact is their phone, a reliable source of information. Since the pandemic started, most companies have encouraged their employees to work remotely. In this condition, a mobile CRM is essential for them as an excellent working option, and it is one of the <a href=\"https:\/\/focusonforce.com\/crm\/top-10-crm-trends-to-look-for-in-2021\/#9_mobile_CRM_will_pave_the_way\" rel=\"noopener\" target=\"_blank\">CRM trends in 2021<\/a>.<\/p>\n<p>Introducing Vtiger CRM &#8211; an app that will change the way you work every day.<br \/>\nIt mirrors significant features and actions available on CRM\u2019s desktop version. It will aid you in managing your projects, sales, support, and marketing tasks on the go.<br \/>\n<br \/>Our mobile CRM lets you stay in touch with your team, view essential details, and win deals on the move. You can also locate your clients, schedule meetings, create records, and more.<\/p>\n<p>With a simplified UI, smooth navigation, and high-class performance, Vtiger CRM will transform your mobile CRM experience!<\/p>\n<h2>Benefits of Vtiger CRM mobile app<\/h2>\n<p>Vtiger CRM is your one-stop destination for your daily operations.<br \/>\n<br \/>What could be more convenient? With this mobile app, you can access, update, share information with your co-workers and clients anytime, anywhere!<br \/>\n<br \/>So here is a quick reveal about the wonders Vtiger CRM will offer you.<br \/>\n<img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/voeyenew.vtiger.com\/s\/wp-content\/uploads\/2021\/12\/Sub-image-2-1-1-300x259.png\" alt=\"Sub image 2 (1)\" width=\"300\" height=\"259\" class=\"alignright size-medium wp-image-12600\" srcset=\"https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-2-1-1-300x259.png 300w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-2-1-1-1024x884.png 1024w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-2-1-1-768x663.png 768w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-2-1-1-1536x1326.png 1536w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-2-1-1-2048x1768.png 2048w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\n<\/p>\n<p>Using Vtiger CRM, you can,<\/p>\n<ul>\n<li>See a unified view of customer data.<\/li>\n<li>Get reminders and alerts about recent updates and upcoming events.<\/li>\n<li>Create records for contacts, cases, organizations, etc.<\/li>\n<li>Check in to onsite events.<\/li>\n<\/ul>\n<p>You can download and install Vtiger CRM Mobile App from the <a href=\"https:\/\/play.google.com\/store\/apps\/details?id=com.vtiger.apps.vtigerlite\" rel=\"noopener\" target=\"_blank\">Google Play store<\/a> (for Android devices) and the <a href=\"https:\/\/apps.apple.com\/in\/app\/vtiger-crm-mobile\/id1525512480\" rel=\"noopener\" target=\"_blank\">Apple store<\/a> (for iOS devices).<br \/>\n<br \/>Vtiger CRM is a mini version of the desktop CRM. You can log in to the app using your CRM, Google, Apple, or SAML credentials.<\/p>\n<h2>Vtiger CRM mobile app &#8211; One for all, all for one<\/h2>\n<p>Vtiger CRM is a buddy that will never fail you or your team. Whether you are a part of Sales, Support, or Marketing, it is an app that backs all teams. Let us see how different teams in your business can use the app.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/voeyenew.vtiger.com\/s\/wp-content\/uploads\/2021\/12\/Sub-image-1-1-1024x384.png\" alt=\"Sub image (1)\" width=\"1024\" height=\"384\" class=\"aligncenter size-large wp-image-12599\" srcset=\"https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-1-1-1024x384.png 1024w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-1-1-300x112.png 300w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-1-1-768x288.png 768w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-1-1-1536x576.png 1536w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/Sub-image-1-1-2048x768.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2>Sales<\/h2>\n<p>If you are a Sales Manager or a Sales Rep, installing Vtiger CRM will ease your CRM tasks and actions like never before. With Vtiger CRM mobile app, you can: <\/p>\n<ul>\n<li>Plan and share your schedule with the help of <strong>Events<\/strong>.<\/li>\n<li>Save time by searching the shortest route using the <strong>route planner<\/strong>.<\/li>\n<li>Attend client meetings on time by locating <strong>nearby customers<\/strong>.<\/li>\n<li>You can <strong>check in<\/strong> and <strong>check out<\/strong> of meetings and update the events.<\/li>\n<li>Scan your customer\u2019s <strong>business cards<\/strong> and store the details in records.<\/li>\n<li>Create lead and contact records with a click using <strong>Quick Create<\/strong>. <\/li>\n<li>Close deals and send quotes for your manager\u2019s <strong>approval<\/strong>.<\/li>\n<\/ul>\n<h2>Support<\/h2>\n<p>Vtiger CRM mobile app is a boon for customer support executives. You can solve your customer\u2019s issues anytime, anywhere. Vtiger CRM mobile app enables you to:<\/p>\n<ul>\n<li>Create <strong>Cases<\/strong> and report your client\u2019s issues.<\/li>\n<li>View all details of your client using <strong>One View<\/strong>.<\/li>\n<li>Respond to <strong>emails<\/strong> instantly and solve problems.<\/li>\n<li>Add <strong>voice notes as comments<\/strong> and convey your thoughts in a better way.<\/li>\n<\/ul>\n<h2>Marketing<\/h2>\n<p>Vtiger CRM mobile app supports marketing team members in actively monitoring prospects\u2019 actions, strategizing, and formulating plans. You can use the mobile app in the following ways: <\/p>\n<ul>\n<li>Send <strong>email campaigns<\/strong> and other <strong>ad-hoc emails<\/strong> to your prospects on the fly.<\/li>\n<li>Use <strong>Actions<\/strong>, a vital feature in the mobile app to &#8211;\n<ul>\n<li>Track your customer\u2019s activity on your emails<\/li>\n<li>Be updated with notifications and alerts<\/li>\n<li>Be updated with notifications and alerts<\/li>\n<li>Snooze and dismiss reminders<\/li>\n<li>Broadcast messages to the whole organization<\/li>\n<li>Reply to emails and mentions in a jiffy<\/li>\n<\/ul>\n<\/li>\n<li>Monitor your prospects\u2019 progress in <strong>Dashboards<\/strong> by analyzing the key metrics and graphs.<\/li>\n<li>Leverage data from <strong>different views<\/strong> &#8211; List View, Summary View, Calendar View, etc.<\/li>\n<\/ul>\n<h2>Projects<\/h2>\n<p>Managing your projects and ensuring the work gets done on time is made easy with the Vtiger CRM mobile app. You can:<\/p>\n<ul>\n<li>Create <strong>Milestones<\/strong> to mark stages of a project.<\/li>\n<li>Use <strong>Tasks<\/strong> and <strong>Subtasks<\/strong> to organize your work.<\/li>\n<li>Track time spent on each task using <strong>Timelogs<\/strong>.<\/li>\n<\/ul>\n<p><em>To know more about Vtiger CRM mobile app, <a href=\"https:\/\/help.vtiger.com\/article\/147592381-Vtiger-CRM---A-Mobile-App\" rel=\"noopener\" target=\"_blank\">click here<\/a>.<\/em><\/p>\n<p>Here are a few other add-ons that will save your day:<\/p>\n<ul>\n<li>Being up-to-date in today\u2019s day and age is very important. You can rely on <strong>push notifications<\/strong> in the app and stay up-to-date with all the activities related to your business.<\/li>\n<li>You can <strong>refresh and update<\/strong> CRM data with just one swipe on the top of the screen.<\/li>\n<li>Keep your most-used modules handy by saving them as <strong>Favorites<\/strong>.<\/li>\n<li>Are you having internet issues? It will not affect your work. You can work <strong>offline<\/strong> and sync all the data once you are online.<\/li>\n<li><strong>Global Search<\/strong> will help you find them quickly with just a keyword if you do not have time to search your records.<\/li>\n<li>You can also switch to the <strong>Dark Mode<\/strong> theme and enjoy the difference.<\/li>\n<\/ul>\n<p>Hope we have motivated you to download and use the Vtiger CRM mobile app. This is just the beginning. We have a lot of other features coming up!<br \/>\n<br \/>Stay tuned\u2026<\/p>\n<p><a href=\"https:\/\/crmaccess.vtiger.com\/begin-free-trial\/\" rel=\"noopener\" target=\"_blank\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/voeyenew.vtiger.com\/s\/wp-content\/uploads\/2021\/12\/CTA-image-1-1-1024x256.png\" alt=\"CTA image (1)\" width=\"1024\" height=\"256\" class=\"aligncenter size-large wp-image-12598\" srcset=\"https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/CTA-image-1-1-1024x256.png 1024w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/CTA-image-1-1-300x75.png 300w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/CTA-image-1-1-768x192.png 768w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/CTA-image-1-1-1536x384.png 1536w, https:\/\/two.vtiger.com\/blog\/wp-content\/uploads\/2021\/12\/CTA-image-1-1-2048x512.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Does your profession involve traveling a lot? Well, work doesn\u2019t have to stop if you are traveling. Or, if you don\u2019t have a computer and internet. Take your CRM with you and stay on top of your business. The world is always on the move, and everybody\u2019s first point of contact is their phone, a&hellip;&nbsp;<a href=\"https:\/\/two.vtiger.com\/blog\/use-vtiger-crm-mobile-app-to-stay-on-top-of-your-business\/\" class=\"\" rel=\"bookmark\">.<span class=\"screen-reader-text\">Use Vtiger CRM mobile app to stay on top of your business<\/span><\/a><\/p>\n","protected":false},"author":40,"featured_media":12601,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"","footnotes":""},"categories":[3],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Use Vtiger CRM mobile app to stay on top of your business - Vtiger CRM Blog - Latest CRM Topics, Tips, Insights and Updates<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/two.vtiger.com\/blog\/use-vtiger-crm-mobile-app-to-stay-on-top-of-your-business\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Use Vtiger CRM mobile app to stay on top of your business - Vtiger CRM Blog - Latest CRM Topics, Tips, Insights and Updates\" \/>\n<meta property=\"og:description\" content=\"Does your profession involve traveling a lot? 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