Sellaris CRM

Sellaris Mobile is the official companion app for the Sellaris CRM platform, giving sales teams the full power of   their pipeline in the palm of their hand. Built for field reps, account managers, and sales leaders, Sellaris Mobile   keeps your leads, proposals, activities, and performance metrics synced with the Sellaris web app so you can work from    anywhere — on the road, at a customer site, or between meetings.

  KEY FEATURES

  Dashboard at a glance   Start every day with a clear view of your pipeline. See recent proposals, active leads, sales metrics, tasks, cold   drops, and your deals chart the moment you open the app.

  Leads, your way   Browse your entire lead list with fast search and filters. Switch to the map view to see prospects around you, or drop    into a detailed lead profile to review history, contacts, and next steps. Create new leads on the spot — fill out a   quick form, use a template, or snap a photo of a storefront or business card and let the app capture the details.

  Proposals in minutes   Create, view, and update proposals directly from your phone. Review agreement terms, share updates with your team, and    keep deals moving without waiting to get back to your desk.

  Activities and calendar   Stay on top of every meeting, call, and follow-up with a built-in calendar offering month, week, and day views. Log   activities with a simple form or capture them with your voice using audio notes.

  Contacts   Keep every customer contact organized and linked to the right lead. Quickly find numbers, emails, and roles so your   outreach stays personal and relevant.

  Sales metrics that matter   Track pipeline health, activity status, cold prospects, deal momentum, and sales cycle length. Understand where your   attention will have the biggest impact — no spreadsheets required.

  Field-first design   Sellaris Mobile was designed for real-world selling. The interface is fast, responsive, and optimized for one-handed   use, with Material Design 3 styling, dark-mode-friendly colors, and smart caching so you can keep working even when   connectivity is spotty.

  Secure and enterprise-ready   Secure JWT-based authentication, automatic token refresh, and tight integration with the Sellaris backend mean your   data is protected and always in sync. Individual user accounts keep activity attributed to the right rep and the right    team.

  Who it's for   • Outside sales reps who need the CRM with them, not behind them   • Account managers juggling multiple active opportunities   • Sales leaders who want visibility into team performance anywhere   • Service-driven businesses that rely on fast, accurate field execution

  What you need   A valid Sellaris account is required to sign in. If your company already uses the Sellaris web CRM, simply log in with    your existing credentials to access your data on mobile. If your organization is not yet on Sellaris, visit our   website to learn how to get started.

  Keep selling. Keep moving. Keep closing. Sellaris Mobile puts your pipeline where it belongs — with you.