Jarvis and workspace · Autessa CRM
Mobile CRM
Autessa CRM works on your phone with a layout built for it: tabs for Today, Contacts, Pipeline, Jarvis and More, swipe actions on every list, deal cards by stage, record pages for contacts and deals, and a quick-add button. It runs in the browser, so there is nothing to install.
The problem
Desktop CRMs squeezed onto a phone
Between meetings, reps need to log a call or snooze a follow-up in two seconds. The phone layout is designed for thumbs: swipe to log, swipe to snooze, long-press to select.
What you get
- Tabs: Today, Contacts, Pipeline, Jarvis, More (Companies, Nurturing, Campaigns, Clients, Partners, Distributors, My Business Plan, Settings, Notifications).
- Today: swipe right to log a touch, swipe left to snooze, long-press to select, then Done, Snooze or Tag.
- Contacts: swipe right to log, left to add a next step; long-press for Tag, Untag, Assign, Add to campaign; filters in a bottom sheet.
- Pipeline: stages with count and value, then deal cards; swipe right for a note, left to move the stage.
- Contact page: Log, Email, Task; phone numbers dial.
- Deal page: Move stage, Note, Task.
- Quick add: new contact, task or note.
- Tablet layout with an icon rail and side sheets.
How it works
How does mobile crm work in Autessa CRM?
- 1
Open Autessa CRM on your phone
The phone layout loads on its own.
- 2
Swipe through Today
Log or snooze in one gesture.
- 3
Update a deal
Pipeline → stage → swipe.
- 4
Ask Jarvis
Its own tab.
Every option
Phone gestures
| Option | What it does |
|---|---|
| Today | Right: log. Left: snooze. Long-press: select. |
| Contacts | Right: log. Left: next step. Long-press: bulk actions. |
| Pipeline | Right: note. Left: move stage. |
| Desktop only | Editing campaigns. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about mobile crm
Does Autessa CRM have a mobile app?
It has a phone layout in the browser with tabs, swipe actions and record pages. There is nothing to install from an app store.
Can I move a deal from my phone?
Yes. Swipe left on a deal card to move its stage, or use Move stage on the deal page.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours