SalesNest

SalesNest is the mobile CRM for business owners and sales teams. See your leads, tasks, follow-ups and customer chats in one place, and keep every deal moving, wherever you are.

YOUR DAY AT A GLANCE
Open the app and see what needs doing today: new enquiries, pending tasks, follow-ups due and your total leads. Nothing slips through the cracks.

LEADS & PIPELINE
• View every lead with full history in a 360° lead view
• Move leads between pipeline stages in a tap
• Assign leads to the right team member
• Track where your leads come from with lead source reports

FOLLOW-UPS & TASKS
• Schedule, edit and complete follow-ups
• Create tasks, assign them to your team and filter by date
• Get reminders so no customer is forgotten

CUSTOMER CHATS
• Reply to WhatsApp and Facebook conversations from your phone
• Real-time messages with delivery status
• Tag conversations and mark chats as resolved
• Send a quotation straight from the chat

QUOTATIONS
• Create and edit professional quotations on the go
• View, download and share quotations as PDF
• Track the status of every quote you send

ASK YOUR CRM
Ask questions about your business in plain language and get instant answers from your CRM data.

TEAM & ALERTS
• See your team and their work
• "Needs attention" highlights leads and deals that need action
• Push notifications for new leads, messages and updates

BUILT FOR YOUR BUSINESS
SalesNest only shows the modules your business uses, so the app stays simple and focused. It works with your existing SalesNest account, and everything stays in sync with the SalesNest website.

Note: A SalesNest business account is required to sign in.

Stay on top of your sales — download SalesNest today.