Root CRM

Root CRM puts your customers in your pocket. See your leads, follow-ups, deals and invoices at a glance, and act on them in a tap, wherever you are. LEADS AND FOLLOW-UPS • See which leads are hot, warm or cold, and which follow-ups are due today or running late • Call a lead straight from the app, then log the call in seconds when you hang up • Add a lead or contact from your phone's contacts, or share a contact into Root CRM from your contacts app CONTACTS, COMPANIES AND DEALS • Every customer's details, history and notes in one place • Turn a lead into a customer and open a deal in one step • Follow each deal through your pipeline, from first call to won QUOTES AND INVOICES • Create quotes and invoices with your products and services; the customer's details fill in for you • GST-ready invoices with HSN codes, a tax breakdown and your payment terms • Email the PDF to your customer, and record payments as they arrive TASKS AND CALENDAR • Your tasks, meetings and follow-ups, organised by day ASK AMIE • Ask about your business in plain words and get answers from your own CRM data BUILT FOR WORK ON THE MOVE • Works without a connection: your records stay on your phone, and changes sync when you are back online • Unlock with your fingerprint or face • Shows your workspace's own logo • No ads Root CRM is the mobile app for Root Digit CRM. Sign in with your Root Digit CRM account. If you don't have one, ask your workspace administrator.