The freedom of mobility – always have access to the information you need. Create new Accounts or Leads, update Contacts and Opportunities or retrieve important information – wherever you are, from any tablet or smartphone.

Mobile CRM devices

SharePoint CRM can be used from any Microsoft tablet, iPad or laptop without mobile CRM software!

Every CRM deployment is different. To meet varying mobility needs, we have partnered with industry experts to provide two additional options to mobilize SharePoint CRM*.

Option 1

Mobile CRM by Pansys Software

Pansys Mobile CRM is a native application that lets you access your SharePoint CRM data anywhere, anytime from your mobile phones (iPhone, iPad and Android).

Option 2

Mobile CRM using Mobile Entrée

Mobile Entree is a standalone application and supports all major mobile platforms, regardless of manufacturer or operating system.

*Both extension options require some degree of configuration for initial setup. Contact us for more details.