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.