Spell CRM

Spell CRM is the mobile workspace for organization-managed sales, service, construction and field teams.

Use Spell CRM to:
• Review leads, contacts, accounts, deals and assigned tasks
• Manage appointments and open video or physical meeting details
• Start and complete customer visits with location-aware field workflows
• Clock in and out, capture notes and continue approved offline actions safely
• Access digital business cards, booking links and customer context
• Receive tenant-isolated mobile notifications
• Connect to organization-enabled communications and collaboration tools

Access is provided by your organization. Role-based permissions and tenant isolation keep each user’s data and workflows in the correct business context.

Spell CRM connects mobile teams to the wider Spell CRM Pro platform from Spell Solutions.