A Complete CRM in Your Pocket
The Sangam Mobile CRM app is consistently described as "one of the best mobile CRM applications available," offering the full power of the web platform in a mobile form factor. Available on both Android and iOS, it brings all core CRM capabilities to your smartphone .
Availability:
Android: Available on Google Play, requiring Android devices
iOS: Available on the Apple App Store, requiring iOS 15.0 or later for iPhone and iPadOS 15.0 or later for iPad
Key Functions:
Manage Marketing, Sales, and Service tasks
Track visits, tasks, emails, SMS, and more
Manage Leads, Deals, Tickets, Contracts & Renewals
Build a customer database with Companies and Persons modules
Top Mobile CRM Features
1. Automatic Call Relating
One of the most praised features is automatic call routing based on Caller ID. When a customer calls, the app automatically matches the incoming number to the appropriate CRM record. This eliminates manual data entry and ensures every customer interaction is captured.
Why It Matters:
Sales teams spend less time logging calls and more time selling
Complete interaction history is automatically maintained
No missed opportunities due to forgotten call logs
2. Comprehensive Activity Management
The mobile app enables field teams to stay productive anywhere:
Log Meetings with Geo-Location Tagging: Attach images as Minutes of Meeting (MOM) and tag GPS coordinates to record exactly where meetings took place
Start Calls and Emails with One Click: Quick actions to engage with customers directly from the app
Single Click Follow-ups: For enquiries and deals, follow-ups can be initiated with a single click
3. Ticketing Management
Field service teams can manage support tickets directly from their mobile devices.
Key Features:
Receive notifications for new ticket assignments
One-click check-in/check-out at service locations
Update ticket status and resolution notes in real-time
This feature is particularly valuable for organizations with field service teams, like Elica PB Whirlpool (1,800+ service users) and Turbonet Systems (260+ service team users).
4. WhatsApp Integration
The mobile app offers powerful WhatsApp marketing capabilities :
Send WhatsApp to Unsaved Numbers: No need to save a contact just to send a message
Create Enquiry/Contact/Account from Call and Message: Convert incoming communications into CRM records
Automated WhatsApp Campaigns: Users can send WhatsApp Campaign messages through automation using the Accessibility Service permission, performing automated click gestures to send messages without collecting personal information
5. Contact Management
Import Contact from Phonebook as Lead/Contact: Quickly add new leads and contacts from your phone's address book
Create Enquiry/Contact/Account from Call and Message: Build your customer database directly from incoming communications
6. Manager and Executive Dashboards
The mobile app doesn't just serve field teams—it empowers managers with real-time visibility.
Dashboard Features:
Manager's Dashboard for team oversight
Executive Dashboard for individual performance
OPR (Open, Progress, Resolved) tracking
Real-time updates on activities
7. Task Management
Stay on top of tasks and deadlines with comprehensive task management features.
Capabilities:
Create, assign, and track tasks
Receive notifications for upcoming deadlines
Update task status on the go
Tag/Group management for mass communication
Real-World Success Stories
Nature Care Fertilizer: Optimizing Field Visits
Nature Care Fertilizer (NCF), a leading manufacturer of organic fertilizers with 100+ team members, transformed its field operations using the Sangam Mobile app.
Challenges Before:
Inefficient field visit tracking—difficult to manage and analyze field visits
Fragmented data across different platforms
No real-time visibility into field team activities
Sangam Mobile Solutions:
Activity Module: Tracked field employee activities and visits
Geo-Location Tagging: Recorded exactly where visits took place
Check-in/Check-out: Monitored time spent at each location
Attendance Module: Tracked field team attendance
Results:
Optimized field visits through better planning
Improved engagement with customers through timely follow-ups
Real-time visibility into field team performance
20% increase in sales
Mobile CRM: A Competitive Advantage
The Sangam Mobile CRM app addresses several key challenges in modern business:
Sales Teams
Always Updated: Access leads, opportunities, and customer data anywhere
Quick Actions: Start calls, emails, and follow-ups with one click
Mobile Reporting: View dashboards and performance metrics on the go
Field Service Teams
Efficient Ticket Management: One-click check-in/check-out at service locations
Real-Time Updates: Submit service reports and completion documentation immediately
GPS Location: Accurate record of service locations and travel time
Managers
Real-Time Visibility: Monitor team performance and activities from anywhere
Data-Driven Decisions: Access reports and dashboards on mobile
Team Accountability: Track check-ins, visits, and task completion
Security and Data Protection
The Sangam Mobile CRM app is "completely secured with all the modern security features" . Key security considerations:
Data Encryption: Protects sensitive customer information
Role-Based Access: Users see only data relevant to their role
Accessibility Service Permission: Used only for automated WhatsApp click gestures, with explicit assurance that the app does not collect sensitive personal information while using this permission
Mobile Features Comparison
| Feature | Web CRM | Mobile CRM |
|---|---|---|
| Call Relating | Manual | Automatic (Caller ID) |
| Geo-Location Tagging | Manual | Automatic |
| Check-in/Check-out | Manual | One-click |
| WhatsApp Integration | Limited | Full (including automation) |
| Contact Import | Manual | Phonebook integration |
| CRM Access | Desktop only | Anywhere, anytime |
| Real-Time Updates | Manual refresh | Instant |
Best Practices for Mobile CRM Success
Enable Location Services: Allow GPS access for accurate visit and meeting tracking
Set Up Notifications: Configure push notifications for timely follow-ups
Import Contacts Regularly: Keep your CRM database up-to-date with phonebook import
Use WhatsApp Integration: Leverage automation capabilities for efficient marketing
Review Dashboards: Check performance dashboards regularly for insights
Complete Tasks On-the-Go: Update task status immediately, not later
Coming Up Tomorrow
Today we've explored how the Sangam Mobile CRM app extends the full power of the platform to your smartphone. With automatic call relating, geo-location tagging, WhatsApp integration, and comprehensive ticketing management, the mobile app ensures your teams stay productive anywhere.
0 Comments