Interface365: Sales CRM

Your leads, deals and tasks from Interface365 in your pocket. Call a customer, log the call and set the follow-up before you're back at your desk.

Interface365 is the mobile app for your Interface365 workspace. Everything your team keeps on the web — leads, contacts, companies, deals, projects and tasks — is with you on your phone, always in sync.

YOUR DAY AT A GLANCE • Today shows your open pipeline, deals won this month, tasks due and new leads • See what's overdue and what closes in the next 30 days • Switch between your own work and your team's

FIND ANYONE IN SECONDS • Leads, contacts and companies in one place, with A–Z lists, search and filters • Your saved views from the web work on the phone too • Swipe a row to call or log an activity

CALL, THEN LOG IT • Call a contact straight from the app • When you come back, Interface365 offers to log the call while you still remember it • Add notes and mention a teammate with @ so they're notified

MOVE DEALS FORWARD • See every deal by stage, with values in your workspace's currencies • Press and hold a deal to move it to the next stage or log an activity • Convert a qualified lead into a contact, company and deal in one step

STAY ON TOP OF TASKS • Today, Upcoming and Done, filtered your way • Create a task for any record and mark it done with a tap

QUOTES AND INVOICES • Open any quote or invoice, view the PDF and share the link

MADE FOR YOUR WORKSPACE • Your record names, pipelines, stages, statuses and custom fields come from your workspace settings • Roles and permissions match the web app • Light and dark mode follow your phone

Interface365 is for teams that already use Interface365. Sign in with a one-time code sent to your email.