Coevera CRM Mobile App is optimized to fully work with your iOS devices so you can access your sales data anytime, anywhere.
View all contacts, accounts, leads, opportunities, tasks, and appointments or feed messages--without switching between Coevera CRM and iOS. Sync, view and update your data from Coevera CRM Cloud to Coevera CRM Mobile.
Coevera Mobile CRM for iOS seamlessly integrates with the key features of your phone including:
› Logging your outbound call conversations as call activities in Coevera CRM.
› Planning your customer visits on the interactive map.
› Making calls to, or text messaging or emailing your contacts and accounts.
For a more detailed picture, one click takes you directly to a visual representation of Coevera CRM, from which you can drill down into CRM data.
Coevera CRM Mobile App for iOS requires a subscription to Coevera CRM, and is seamlessly integrated with Coevera CRM Starter, Business and Enterprise versions.
The mobile features allow me to be efficient in keeping my records up to date. I also am able to get real-time updates on sales activity metrics.
Seems buggy
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Issues with syncing back to server. Have spent hours of effort writing reports only to get message back informing there is an issue with syncing. Was told to update the app. By doing so all my info I had written that was not synced was lost. Another time I synced or so I thought only to later find that it did not actually update on the server. Again lost work because I had to reinstall the app. I am using an brand new iPad 11 pro with IOS 17.0.3
Love it
Tallblond55
Mobile version allows access to all my data and record calls easily add contacts I want into my phone, track all my activity
Excellent App
bsktballboy23
This app features everything I need on the go - I can update contacts, leads, opportunities, and accounts. It also seamlessly integrates with my desktop application. A must have for anyone using Pipeliner.
bug fixes and speed improvements
Version 6.1.0
The developer, Pipelinersales Corporation, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
