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KudosCRM

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Mobile App

Your whole pipeline, in your pocket

KudosCRM goes where you go. Update deals between meetings, log a call from the car park, and check a contact before you walk in -- all on the same live data as your desktop.

The full CRM, not a cut-down version

Pipeline, contacts, activities, and tasks all work on mobile. You're not stuck with a read-only viewer that sends you back to a laptop for anything real.

One source of truth, everywhere

Every edit syncs to the same record your team sees on desktop. Log a meeting on your phone and it's on the deal, the contact, and the timeline before you've started the car.

Capture the moment it happens

Deals slip when notes wait until evening. Update a stage, log a call, or set a follow-up task in seconds -- while the conversation is still fresh.

How it works

Every part, explained.

1

Sign in once

Log in with your KudosCRM account and your workspace, pipelines, and permissions come with you. Nothing to configure twice.

2

Open your pipeline

See your deals by stage, sorted the way you left them on desktop. Tap a card to open the full deal -- value, contacts, activity, and next step.

3

Find anyone fast

Search contacts and companies, then pull up the record before a meeting: who they are, what's open, and what was said last.

4

Log the activity

Add a call, note, or meeting to a deal or contact in a few taps. It lands on the timeline instantly, attributed to you.

5

Move the deal forward

Drag a deal to the next stage, update its value, or set a follow-up task so nothing waits for you to get back to a desk.

6

Stay on top of tasks

Your tasks and follow-ups travel with you. Check what's due today, tick things off, and add new ones on the move.

Deep dive

Everything that's in the box.

Pipeline on mobile

Browse deals by stage, open any card, and move it forward with a tap. Your pipeline view, sized for a phone.

Contacts and companies

Full contact and company records -- details, history, and open deals -- searchable and ready before you walk into the room.

Activity logging

Log calls, notes, and meetings against any deal or contact. They post to the shared timeline the moment you save.

Tasks and follow-ups

See what's due, complete tasks, and create new follow-ups so commitments don't fall through between visits.

Live sync with desktop

Mobile and desktop read and write the same records. What you change on one shows up on the other -- and for your team.

Quick deal edits

Update stage, value, and close date inline. No digging through menus to make a small change on the go.

Search across your CRM

Find a deal, contact, or company in seconds, so you're never the rep fumbling for a name in the doorway.

Your permissions, respected

Roles and visibility follow you to mobile. You see exactly what you'd see on desktop -- no more, no less.

KudosCRM vs. the old way

A different league.

KudosCRM
Spreadsheet / legacy CRM
Where your data lives
One live workspace -- phone and desktop read and write the same records
A spreadsheet on a laptop, or a separate copy that drifts out of date
Updating a deal on the road
Move a stage or log a call in a few taps, synced instantly to your team
Notes scribbled on paper, retyped later -- if they get typed at all
Prepping before a meeting
Pull up the full contact, history, and open deals from your phone
No mobile view, or a read-only export with no recent activity
What you can do on mobile
The real CRM -- pipeline, contacts, activities, and tasks, not a viewer
Read-only at best, or nothing until you're back at a desk

Keep exploring

Related features.

FAQ

Frequently asked

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