Spell CRM
CRM for Field & Site Teams
Free · Designed for iPad. Not verified for macOS.
Spell CRM is the mobile companion to Spell CRM Pro for authorized sales, service, and construction field teams. Plan the day, manage customer and job site activity, log visits, coordinate tasks, and keep customer activity current without opening a laptop.
DAILY OPERATIONS
• Review visits, calls, tasks, and workday status
• One tap directions, dialer, and user initiated check in
• Workday timer and weekly activity summaries
ACCOUNTS AND PIPELINE
• Search accounts and customer records, including offline cached data
• Open contacts, deals, recent activity, calls, and notes
• Review pipeline progress and customer context
FIELD AND SITE OPERATIONS
• Keep appointments, tasks, contacts, and job site visits together
• Capture notes and photos during user initiated field workflows
• Record a location stamp only while the app is open and the user is actively completing a visit, check in, route, or clock workflow
• Open turn by turn directions in Apple Maps or Google Maps
CALLING
• In app calling through the organization’s configured Twilio service
• Calls appear in the Spell CRM Pro activity log
• Mute, keypad, recent calls, caller context, and duration
OFFLINE FIRST
• Cached accounts and planned work remain available without signal
• User initiated pending changes sync when connectivity returns
• Sync status remains visible to the signed in user
WORKFLOW AUTOMATION
• Organization configured automation can create follow up tasks, send approved communications, and notify assigned users
• Rules configured by authorized administrators also apply to mobile activity
BUILT FOR ORGANIZATIONS
• Organization scoped data and role based access
• Integrates with the Spell CRM Pro web app, help desk, reporting, email, calendar, telephony, and Spella
• Account deletion is available in app
LOCATION PRIVACY
The iOS app requests When In Use location only. It does not declare the location background mode, request Always authorization, or perform persistent background employee tracking.
REQUIREMENTS
Spell CRM is available only to users invited by an organization using Spell CRM Pro. Public self registration is not offered. Contact your organization administrator for access.
ABOUT SPELL SOLUTIONS
Spell Solutions delivers cloud, software engineering, managed services, marketing automation, and enterprise systems across North America and the MENA region. Contact info@spell.solutions.
Ratings & Reviews
Video meetings now enable Google Meet automatically when Google Calendar is connected. You can turn it off or enter another video meeting link. Clearer messages explain when a meeting is saved but Google Calendar or its video link needs attention.
The developer, Spell Movies LLC, 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 Linked to You
The following data may be collected and linked to your identity:
- Location
- Contact Info
- User Content
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Spell Movies LLC
- Size
- 29.1 MB
- Category
- Business
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Location
- This app may use your location even when it isn’t open, which can decrease device battery life.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Spell Solutions, LLC
