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Services

Mobile & PWA apps for CRM

We develop mobile apps for CRM systems, providing convenient access to customer data, leads, sales, and tasks from any device. We build custom solutions, adapt existing platforms, and integrate essential tools to help teams work efficiently on the go.

Expertises

Mobile CRM for field employees

Classic CRM systems were initially focused on working in office conditions: recording applications, maintaining a client base, and controlling sales. But in field conditions, this approach severely limits employees. When working on site and at facilities, it is important not only to have access to information, but also to be able to act quickly: check order details, make changes, calculate the cost, agree on terms, and save the result. Without mobile software, employees are forced to waste time on calls to the office, manual entries, and re-entering data, which slows down the process and increases the risk of errors. Mobile CRM for phones and tablets helps to bridge the gap between the office and the field team, providing full access to all data and tools, and also allowing you to perform work processes outside the office. Cortex Intellect helps create custom solutions for any business direction and scale . Order from us the development of a mobile CRM system for field employees with innovative technologies and integrations, unique capabilities and full synchronization with the corporate platform.
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CRM and ERP that can be used outside the office

Transfer key business processes to mobile devices. Employees will be able to manage their customer base, orders, tasks, documents, and internal company data without constant access to a computer.

The mobile app becomes an extension of the corporate system: information is synchronized with the CRM or ERP, changes are saved in a single database, and managers receive up-to-date information on the team's performance. This is especially important for sales representatives, field specialists, couriers, managers, and other employees who spend most of their time outside the office.

What does a mobile business system look like?

Home screen Routes and field assignments Client base Order management

Home screen

Key metrics, notifications, and quick access to work tools.

What tasks does mobile CRM/ERP solve?

The mobile app integrates essential tools for employees' daily work. The range of features depends on the company's business processes and may include:

  1. Working with clients and transactions

    Access to your client database, contacts, communication history, commercial proposals, and deal statuses. Employees can update information and track interactions directly from their smartphones.

  2. Task management

    Create and distribute tasks, manage deadlines, change statuses, and receive notifications. Managers can track task progress and promptly respond to changes.

  3. Orders and documents

    Place orders, view invoices, contracts, and other work documents. Attach files, photos, and comments to relevant entries.

  4. Employee control

    Assign tasks, track statuses, and record work results. Managers receive information about completed tasks and team activity.

  5. Logistics and routes

    View addresses, plan visits, create routes, and monitor delivery or field work.

  6. Analytics and reporting

    Access key performance indicators, sales statistics, employee performance, and other data for operational control.

  7. Communications

    Internal chats, comments, notifications, and information exchange between employees within work processes.

  8. Offline access

    View pre-downloaded information and perform supported operations without an internet connection, followed by data synchronization.

Mobile CRM/ERP for employees with different tasks

We develop mobile solutions tailored to the roles, work scenarios, and conditions in which employees use corporate systems.

Trade sales Client management

For sales representatives

A mobile app for sales representatives simplifies customer management and sales operations during meetings. Employees can view order history, current prices and product availability, submit new requests, track meeting results, and schedule future visits.

All changes are synchronized with the CRM, so managers and executives receive up-to-date information on sales and customer interactions.

Field service Control of works

For field specialists

The mobile app helps manage the work of employees performing tasks at customer sites. Specialists receive assignments, addresses, technical documentation, and maintenance history, can track progress, upload photos, fill out reports, and mark completed tasks.

Managers can see current statuses, monitor team workloads, and receive field trip results directly in the corporate system.

Delivery management Routing

For couriers and logisticians

The mobile app for couriers and logistics professionals provides convenient access to tasks, orders, and delivery information. Employees can view recipient addresses and contact information, create routes, change delivery statuses, and confirm order fulfillment.

Dispatchers receive updates in the system, can track the progress of tasks, and quickly adjust plans when routes or delivery conditions change.

Team control Business analytics

For executives and managers

The mobile app provides managers with access to key business metrics and team management tools. They can view sales reports, monitor task completion, track order statuses, approve requests, and assign tasks.

Notifications about important events help you respond more quickly to changes, and mobile analytics enable decision-making and monitoring of departments regardless of location.

In what format can a mobile application for CRM/ERP be developed?

We select a technological format based on the project's objectives, target devices, functionality requirements, and budget.

  • PWA application It works through a browser, is installed on the smartphone's home screen, and does not require publication in the App Store or Google Play.
  • Native application Developed separately for iOS or Android with access to the capabilities of the device and operating system.
  • Cross-platform application A single codebase for iOS and Android, powered by Flutter or React Native, simplifies development and support.
  • Telegram Mini App Runs inside Telegram and is suitable for client services, internal tools, and workflows.

Mobile application for CRM/ERP as part of a unified business system

A mobile app shouldn't operate in isolation, but rather seamlessly integrate with a company's digital infrastructure. Cortex Intellect integrates it with CRM, ERP, HRM, warehouse software, accounting services, online stores, and other corporate solutions.

This allows you to exchange data between systems, keep information up to date, and eliminate the need to re-enter the same information.

Depending on the project architecture, we configure:

  • Data synchronization – exchange of information between the mobile application and the server part.
  • API integrations – connecting corporate platforms and external services.
  • A single database – centralized storage and processing of information.
  • Access control – setting up user roles and rights.
  • Real-time updating – transfer of changes and current statuses between process participants.

Additional features of mobile applications

The app's functionality can be expanded with tools that leverage the capabilities of smartphones and modern digital technologies.

Geolocation and GPS. Locating employees, displaying objects on a map, and creating routes.

Camera and photo reports. Taking and uploading photos, scanning documents, and recording fieldwork results.

Push notifications. Alerts about new tasks, orders, status changes, and important events.

Electronic signature. Sign documents and confirm transactions in supported scenarios.

QR and barcode scanning. Quickly search for products, equipment, and objects, identify items, and update information in the system.

AI assistants. Search for information in natural language, process queries, generate reports, and assist employees with work tasks.

How is mobile CRM/ERP system development going?

Business process analysis

We study the company's objectives, identify target users, necessary functions, and requirements for the mobile solution.

Architecture and UX/UI design

We develop the application structure, user scenarios, interfaces, and server-side interaction architecture.

Application development

We create a mobile interface, server part, databases and the necessary business logic.

Integrations and automation

We connect CRM, ERP, and external services, set up data exchange, notifications, and automated scenarios.

Testing and optimization

We test the app on various devices, testing its functionality, performance, and security.

Launch and maintenance

We publish your app in stores or configure your PWA, assist with implementation, and support the solution's continued development.

What does the customer receive as a result of development?

Depending on the project's scope, the customer receives a ready-made mobile solution, tailored to the company's needs and integrated with the necessary business systems.

  1. Mobile application

    A finished product for iOS, Android, or PWA with implemented functionality and user scenarios.

  2. Server part and database

    Infrastructure for storing, processing and synchronizing information between users and corporate systems.

  3. Administrative panel

    Tools for managing users, roles, settings, content, and application data.

  4. Integration with business systems

    Configured data exchange with CRM, ERP, HRM, external services, and other necessary platforms.

  5. Configured roles and access rights

    Delineation of functionality and access to information in accordance with the positions and responsibilities of employees.

  6. Technical documentation

    Description of the architecture, main components and operating principles of the developed solution.

  7. Possibility of further development

    A technical foundation for adding new features, integrations, and custom scenarios as your business grows.

Why Cortex Intellect is trusted for mobile app development

Business-process-focused development. We design functionality based on the company's real-world objectives, employee roles, and operational specifics.

Comprehensive development . We create not only the mobile interface, but also the server side, databases, administrative panels, and all necessary integrations.

Experience with CRM and ERP . We understand the logic of corporate systems and develop mobile solutions that integrate seamlessly into existing business infrastructure.

Integration of modern technologies . We use APIs, cloud services, geolocation, AI tools, and other technologies to meet project requirements.

Flexibility and scalability . We create an architecture that can be expanded with new modules, features, and integrations without completely redesigning the application.

Post-launch support . We help develop the product, adapt it to new challenges, and maintain stable operation.

We'll develop mobile CRM/ERP solutions tailored to your business needs.

We'll select the appropriate development format, design the functionality, and create a solution that will be convenient for employees and beneficial for the business.

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