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S&BSell&Bill

Mobile app

Desk, car or site office: the CRM goes with your team.

Sell&Bill runs on Android and iOS. Reps work their leads, call and message buyers and keep up with follow-ups and visits; owners see the business on their phone.

  1. Android and iOS apps
  2. Calls logged from the phone
  3. Dashboards on the go

Capabilities

What Mobile App includes

01

Today’s work

Follow-ups and site visits for the day in one list.

02

Calls logged

Calls made from the phone are logged on the lead automatically.

03

WhatsApp

Message a lead on WhatsApp, with the conversation on the lead.

04

Lead details

Requirement, score, history and next follow-up on every lead.

05

Owner dashboard

Leads, bookings and collections on your phone.

06

Notifications

New leads, reminders and visits as push notifications.

For reps

Everything a rep needs, one thumb away

Leads, follow-ups and visits in the pocket, so reps spend their day with buyers instead of behind a desk.

  • Lead details and full history
  • Calls logged automatically
  • Push notifications for new leads

For owners

The whole business on one screen

Leads, bookings and collections, live, without asking anyone for a report.

  • Live dashboard
  • Team activity
  • Collections at a glance
FAQ

Common questions

Is the mobile app included?

Yes. Every user can use the web app and the Android and iOS apps.

Can we control what reps can see?

Yes. Roles control what each user can view and change, on web and mobile.

What happens if a rep leaves?

Deactivate their account and reassign their leads. The data stays with your company.

See Sell&Bill on your own projects

A 30-minute walkthrough with our team, using your projects and your sales process. No obligation.