ChilliCRM

ChilliCRM is the mobile app for your ChilliCRM workspace. It gives your sales team everything they need to manage leads, follow up with customers and close deals from anywhere. Sign in to your company’s workspace and pick up exactly where you left off on the web. Your leads, contacts, companies and activities are always in sync. KEY FEATURES • Dashboard: see your day at a glance, with open leads, upcoming activities and progress toward your targets. • Sales pipeline: view every deal by stage and move leads forward as conversations progress. • Lead details: everything about a lead in one place, including contact info, company, history, notes and next steps. • Contacts and companies: find any customer quickly and see their full relationship history. • Activities: log calls, meetings and tasks, and attach photos or voice notes so nothing gets lost. • Goals: track individual and team targets and see how close you are to hitting them. • Nearby: find leads and customers around your current location, which is useful when you’re out in the field. • Global search: search across leads, contacts and companies from a single search bar. • Notifications: get reminders for follow-ups and alerts when something important changes. BUILT FOR SALES TEAMS • Secure sign-in with Google or your workspace credentials • Works with multiple workspaces, so you just enter your company’s workspace name to get started • A clean, fast interface designed for one-handed use on the go • A guided tour to help new team members get started quickly WHO IT’S FOR ChilliCRM is designed for sales representatives, field sales teams and sales managers who need reliable access to their CRM data away from their desk. NOTE: A ChilliCRM workspace account is required. Contact your company administrator if you don’t have login details. PERMISSIONS • Location: to show nearby leads and customers • Camera and photos: to attach images to activities and your profile • Microphone: to record voice notes • Notifications: to send follow-up reminders and alerts Need help? Use “Report a problem” in the app or contact our support team.