Thinkweb CRM

Thinkweb CRM puts your customer records in your pocket. Most CRMs live on an office desktop. Most of the work doesn't. A call outcome, a new lead, a receipt, a task finished on site — it gets written on the back of something and typed up hours later, or it gets lost. This is the mobile companion to the Thinkweb CRM web platform. Your live data, wherever the work happens. WHAT YOU CAN DO Contacts and companies Search your whole customer list, open a record, and see the full history. Call, text or email straight from the contact, then log what happened in one tap — with a follow-up task if you need one. Sales pipeline See every deal by stage. Move one forward, update the value, record why one was lost. The pipeline on your phone is the same pipeline your team sees on the web. Invoices and quotes Raise an invoice on site, add your line items, and email it to the customer before you have left the driveway. Send a quote, convert an accepted one, and record a payment when it arrives. Tasks and calendar See what is due today, complete a task in place, and create a new one against a customer or a job. Expenses and time Photograph a receipt and log the expense against a job. Start a timer, or enter hours after the fact. Scan a business card Photograph a card and create the contact from it, instead of retyping it in the van. Projects, tickets and files Group work into projects, answer a support ticket, and attach photos and documents to any record. BUILT FOR PATCHY SIGNAL Crews work where coverage is bad. The app keeps your recent data readable offline, and changes you make without a connection are queued and sent when the signal comes back — including if you close the app in between. SECURE BY DEFAULT Every query is scoped to your organisation by database-level security, so you only ever see your own company's data. Your session is stored in the device keychain, cached data is encrypted on the device, and you can lock the app behind your fingerprint or face. YOU NEED AN ACCOUNT Thinkweb CRM is a business subscription. Accounts are created at crm.thethinkweb.com, which starts a free trial — there is nothing to buy inside this app. If your company already uses Thinkweb CRM, sign in with the account your administrator gave you. Questions: [email protected]