Ballista CRM

Ballista CRM is a mobile companion for sales teams using the Ballista CRM platform.

Designed for field work, events, calls, and customer meetings, the app helps authorized users quickly search CRM records, review account context, capture new contacts, scan business cards, add notes, and create follow-up tasks from an iPhone.

Key features:

• View today’s agenda, open tasks, and priority CRM items
• Search contacts, companies, deals, leads, and tasks
• Preview CRM records with account context
• Capture event contacts and conference leads
• Scan business cards and convert them into contact details
• Add notes and follow-up tasks while conversations are fresh
• Access only the CRM tenant data assigned to your account

Ballista CRM is intended for approved company users with an existing Ballista CRM account.