WPCRM Mobile App

AI-driven insights wherever you go

Software should not dictate how you conduct your day. That’s why WPCRM provides the information you need—when you need it. Accessing critical data has never been this easy.

Visibility While on the Go

The same great information that is available on the desktop can also be accessed from any mobile device.

Intuitive and Easy-to-Use Design

With intuitive navigation and features like talk-to-text, WPCRM mobile makes it easy to use while out in the field.

Integrations to Stay Connected

WPCRM is integrated to the tools that help your team stay connected while out on the road – like Google Maps and email.

Meet Plaimaker

Your AI-Powered Sales Assistant

Plaimaker is a feature in the WPCRM app and solves one of the biggest challenges for a salesperson: determining what actions to engage in first. Plaimaker analyzes customer data and activity history to provide suggested tasks that drive sales and discover opportunities you’re overlooking.

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Outside Sales. In the Loop.

Set appointments, take notes, and create quotes while out in the field.
Take advantage of voice recognition to safely dictate meeting notes and give system commands.
Use location services to map routes or find prospective customers located nearby.
Manage large volumes of opportunities and tasks easily.

Find nearby accounts with Google Maps integration

Easily look up a customer’s location or your location, and find other accounts in the nearby area to make the most out of business trips.

Search by multiple account types.
View account information on the map and easily navigate to their account page.
Easily view account information on the map and navigate to their account page.

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Stay connected with Outlook integration

WPCRM is integrated to Outlook so users can easily create meetings and appointments right from WPCRM to be added to their calendars, and can be accessed from their phone calendar while on the go.

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