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JET INTERACTIVE

CRM Mobile: Your CRM in Your Pocket

Access your customer data and take calls anywhere, anytime.

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Sales teams don’t work at desks anymore. Your reps are out meeting clients, visiting job sites, attending events. Yet traditional CRM systems force them back to their computers to log calls, check customer information, or understand which marketing efforts are driving their business. CRM Mobile changes that. It brings your entire CRM—and your call tracking—into the Jet cloud mobile app. Take calls directly from your phone. See real-time marketing attribution data. Understand which campaigns are driving each call. And automatically sync everything back to Salesforce—all without ever logging into a desktop browser.

How CRM Mobile Works

Launch the Jet cloud mobile app and you’ve got instant access to your customer data, call history, and marketing attribution. When a call comes in, you see who’s calling, their history with your company, and which marketing campaign drove them to you—all before you answer. Take the call directly through the app, and it automatically logs against their Salesforce record with full context. After the call, outcomes sync automatically to Salesforce. Sales values, deal stages, next steps—all captured and filed in the right place. Your CRM stays current without manual entry, and your team stays mobile.

What You Can Do with CRM Mobile

See what marketing drives calls to your businesses.

  • 1. See customer context before answering When a call comes in, CRM Mobile shows you the caller's details, their history with your company, and which marketing campaign brought them to you. Answer smarter, not blind.
  • 2. Take calls from anywhere Answer and make calls directly from the Jet cloud mobile app. No need to switch to a separate phone system. Everything happens in one place.
  • 3. View real-time marketing attribution See instantly which digital marketing channels—Google Ads, Facebook, local search, whatever—are driving your calls. Understanding this in real time helps you have better conversations and pitch more effectively.
  • 4. Log calls automatically Every call automatically syncs to the right customer record in Salesforce with full details. No manual logging, no forgotten details, no time wasted on admin.
  • 5. Access customer data offline Downloaded customer records work offline, so you've got access even when your mobile signal drops. Changes sync back when you're online again.
  • 6. Update Salesforce without logging in Add notes, update deal stages, change contact information—all from the mobile app. No need to log into Salesforce separately.

Why Mobile Matters for Sales

Your best salespeople spend time with customers, not stuck at desks. CRM Mobile lets them stay connected and informed while they're out in the field. They see which marketing brought each prospect to them, they can access full customer history instantly, and they log everything as it happens. No catch-up work at the end of the day. No details forgotten. No disconnection between field work and CRM data. For managers, CRM Mobile means real-time visibility. You see calls coming in, you see outcomes being logged, you see your team's activity as it happens. No lag, no guessing about what happened during the day.

Real-Time Marketing Attribution on Your Phone

This is where CRM Mobile really shines. Most mobile CRM apps are just read-only views of desktop data. CRM Mobile actually brings your marketing intelligence with you. See which ads, keywords, and campaigns are driving calls right now. If you're a sales manager out with your team, you can coach them based on real data. If you're a rep, you understand what's working and can adjust your pitch accordingly. This real-time insight dramatically improves sales effectiveness.

Seamless Salesforce Integration

CRM Mobile syncs with Salesforce seamlessly. You don't need to be logged into Salesforce, you don't need to manually enter data, you don't need to worry about sync delays. Everything flows automatically between the Jet cloud mobile app and your Salesforce account. Your team works in the mobile app, and your CRM stays perfectly current.

Built for Teams on the Move

Whether your team is field-based, remote, or hybrid, CRM Mobile works. Service technicians, sales reps, account managers, consultants—anyone who needs to access CRM data and take calls while away from their desk benefits immediately.

Common questions

CRM Mobile works on iOS and Android devices. Download it from the App Store or Google Play and log in with your Jet account.

CRM Mobile is included with your Jet Cloud subscription. No additional cost—it’s built in.

Downloaded customer records work offline. Once you’re back online, all changes sync automatically to Salesforce and our servers.

Yes. Managers can view team call activity, attribution data, and Salesforce updates in real time through CRM Mobile or through Jet’s web dashboards.

Data is encrypted in transit and at rest. You control which data syncs to devices and can remotely wipe data if a device is lost.

Yes. CRM Mobile integrates directly with your existing Jet call tracking setup. No additional configuration needed.

Absolutely. We can configure the app to show the fields most important to your team, keeping the interface clean and focused.

Calls are recorded, transcribed, and synced to Salesforce just like calls taken through any other channel. Full attribution data travels with them.

Yes. You can take notes, update fields, and change record status while on a call—all without leaving the app.

Setup is straightforward since your team already knows Salesforce. Most teams are productive within a day or two of downloading the app.

Yes. Admins can see adoption metrics and usage patterns through Jet’s reporting dashboards.

CRM Mobile is included with Jet Cloud subscriptions. There’s no separate per-user fee. Contact Jet Interactive for pricing details.