Access more than just contact records — view custom objects, conversations, live stats and more, all from your phone.
The most robust CRM mobile app for your growing team
The most robust CRM mobile app for your growing team
Check your Today screen for live performance stats, like sales and new leads, so you always have a clear view of what’s happening.
Run your full sales pipeline and access the custom record types your team relies on.
Don’t just view and update contacts — send messages or add them to automated campaigns to keep engagement moving.
Stay connected to your CRM and sales activity — wherever work happens
Stay connected to your CRM and sales activity — wherever work happens
Work doesn’t stop when you leave your desk. Keep deals, conversations and tasks moving on the go.
Manage conversations from anywhere
Stay connected to leads and customers with mobile access to your shared inbox
- Respond to messages as they come in — Reply to leads and customers from anywhere so conversations keep moving even when you’re away from your desk.
- Keep every conversation connected to your CRM — Every message is automatically logged to the contact record so your team always has full context and history.
- Manage conversations across your team — Reassign, organize and update conversations right from your phone to keep communication clear and coordinated.
Stay connected to your CRM and sales activity — wherever work happens
Work doesn’t stop when you leave your desk. Keep deals, conversations and tasks moving on the go.
Manage conversations from anywhere
Stay connected to leads and customers with mobile access to your shared inbox
- Respond to messages as they come in — Reply to leads and customers from anywhere so conversations keep moving even when you’re away from your desk.
- Keep every conversation connected to your CRM — Every message is automatically logged to the contact record so your team always has full context and history.
- Manage conversations across your team — Reassign, organize and update conversations right from your phone to keep communication clear and coordinated.
Keep your sales process moving
Keep your sales process moving
Close deals from anywhere, respond to customers and stay on top of every lead.
- Handle calls from start to finish — Call contacts directly from the app and log notes in their record for future reference.
- Follow up right after meetings or calls — Send a quick email or SMS, or add contacts to automations to keep the conversation going.
- Set reminders to stay on track — Create tasks to follow up later or handle next steps when you’re back at your desk.
Keep your sales process moving
Keep your sales process moving
Close deals from anywhere, respond to customers and stay on top of every lead.
- Handle calls from start to finish — Call contacts directly from the app and log notes in their record for future reference.
- Follow up right after meetings or calls — Send a quick email or SMS, or add contacts to automations to keep the conversation going.
- Set reminders to stay on track — Create tasks to follow up later or handle next steps when you’re back at your desk.
Manage your team and tasks
Manage your team and tasks
Keep workflows moving and stay aligned on team activity with mobile access to tasks.
- Stay on top of offline tasks — Assign tasks to yourself or your team for manual follow-up, like calling a lead or sending a thank you note.
- Move work forward automatically — Set task outcomes to trigger the next step, so customers continue through their journey without interruption.
- Track progress across projects — Filter tasks by process or teammate to stay up to date on what’s moving and what needs attention.
Manage your team and tasks
Manage your team and tasks
Keep workflows moving and stay aligned on team activity with mobile access to tasks.
- Stay on top of offline tasks — Assign tasks to yourself or your team for manual follow-up, like calling a lead or sending a thank you note.
- Move work forward automatically — Set task outcomes to trigger the next step, so customers continue through their journey without interruption.
- Track progress across projects — Filter tasks by process or teammate to stay up to date on what’s moving and what needs attention.
Get easy access to your data
Get easy access to your data
Track up-to-date information on your performance, productivity, leads and customers
- Get live updates on your data — Check the Today screen to see contact activity, performance metrics, sales and tasks in real time.
- View complete contact details — Tap into any record to see customer data, recent activity and interactions with your team.
- Focus on the data that matters — Sort, filter and organize your records to quickly find what you need.
Get easy access to your data
Get easy access to your data
Track up-to-date information on your performance, productivity, leads and customers
- Get live updates on your data — Check the Today screen to see contact activity, performance metrics, sales and tasks in real time.
- View complete contact details — Tap into any record to see customer data, recent activity and interactions with your team.
- Focus on the data that matters — Sort, filter and organize your records to quickly find what you need.
“Before Ontraport, we would forget to call back clients when things got busy or hectic. Ontraport has handled all the functionality I was looking for beautifully … the sky is the limit with this platform.”
– Eric F.
“
Before Ontraport, we would forget to call back clients when things got busy or hectic. Ontraport has handled all the functionality I was looking for beautifully … the sky is the limit with this platform.
Eric F.
How can you use the mobile app?
How can you use the mobile app?
See how sales reps, leaders and field teams use the app to stay connected and keep work moving from anywhere.
Salespeople
Handle the full sales process on your phone, from the first call to the final pitch. Call a lead, log your notes, and follow up easily.
Team leaders
Keep work moving even when you’re away from your desk. Meet a new prospect? Add their info to your mobile CRM, assign follow-up and trigger automations to keep things moving.
Service techs
Track and update your day's work in real-time while you’re in the field. Get directions to appointments and mark tasks complete when the job is done.
Salespeople
Salespeople
Handle the full sales process on your phone, from the first call to the final pitch. Call a lead, log your notes, and follow up easily.
Team leaders
Keep work moving even when you’re away from your desk. Meet a new prospect? Add their info to your mobile CRM, assign follow-up and trigger automations to keep things moving.
Service Techs
Service Techs
Track and update your day's work in real-time while you’re in the field. Get directions to appointments and mark tasks complete when the job is done.
Make the app your own
Make the app your own
Customize how you access your data with flexible navigation and a familiar interface.
- Put important data front and center — Customize your navigation menu to quickly access the information your team uses most.
- Get help when you need it — Use the in-app Support Center to chat with our team, ask questions and find helpful resources.
- Find what you need quickly — navigate your app just like the desktop version so your team can get up to speed quickly.
Make the app your own
Make the app your own
Customize how you access your data with flexible navigation and a familiar interface.
- Put important data front and center — Customize your navigation menu to quickly access the information your team uses most.
- Get help when you need it — Use the in-app Support Center to chat with our team, ask questions and find helpful resources.
- Find what you need quickly — navigate your app just like the desktop version so your team can get up to speed quickly.
The whole platform in your pocket
The whole platform in your pocket
Keep your go-to features on hand when you leave the office
Manage conversations with leads and customers from anywhere, with every message automatically connected to your CRM for full context and history.
Ontraport keeps detailed data on every prospect and customer — and you can access it all from your phone.
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Related Resources
Get started with the Ontraport mobile app
Explore step-by-step lessons on how to navigate the app, manage records, customize your experience and more.
Automate and manage your sales pipeline
Before you can track sales, deals or companies on your phone, you have to set up the automation in your account. Here’s how.
Learn how to use the mobile app
See how to navigate the app, manage contacts, complete tasks and customize your setup so your team can stay productive from anywhere.
Frequently Asked Questions
When you’re shopping for a platform for your business, you’ll want to take your entire business into account — not just your CRM needs. Whether you choose Ontraport or not, we recommend making sure the platform you choose includes the following features, at the very least:
- A website or page builder to share your business with the world online
- A system for capturing leads and sending marketing emails
- An automated sales pipeline that keeps your deals moving
- A payment processing tool to collect orders and charge credit cards/li>
Of course, you’ll probably need more sophisticated tools as your business continues to grow. With Ontraport, you’ll have everything you need now and in the future — all under one roof.
Take a look at our buyer’s guide for a complete checklist of all the features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).
Take a look at our buyer’s guide for a complete checklist of all the features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).
You can use Ontraport’s CRM platform to track, store and organize all your business data in one place! Our advanced contact tracking captures every page visit, link click, form fill-out, purchase and much more. You can even use custom record types to manage your sales deals and companies, events and attendees, teachers and students and any other data you use to run your business.
We built our CRM software for small business owners like you who are ready to scale. Our features will grow with you, and you’ll never end up with a price tag that’s disproportionate to your business size. From the moment you sign up, we consider ourselves as a partner in your business, offering you over-the-top helpful support and setup services to make sure you have what you need to grow for the long haul.
Features