Sage CRM behaves like a website and can be accessed from your smartphone. For smartphone access, users have two primary options. Keep in mind that your Sage CRM instance must be externally accessible for these options to work for staff in the field.
MobileX is the best option for companies where mobility is critical. It is the fastest, most reliable option and can be customized extensively to include ASP pages and unique customizations.
MobileX is the companion product to Accelerator. It is now available for download from the iOS store.
MobileX User Experience for Sage CRM
MobileX is a “Progressive Web App” (PWA). While it isn’t a native app file, you save the link to your home screen as an icon, allowing it to behave exactly like a native application.
At My CRM Manager, we use MobileX internally and recommend it as the premier mobility option for Sage CRM.
Sage CRM Mobile Theme
Default Browser Interface
Without any apps, you can access Sage CRM via your phone’s browser. Entering your normal URL will trigger the Mobile Theme, as Sage CRM is intelligent enough to adapt the interface for smaller screens.
Sage CRM Mobile Theme
Frequently Asked Questions Sage CRM and Mobile Access
Does Sage CRM work on Mobile devices?
Yes. However, your Sage CRM instance must be accessible from the Internet for this to work.
Can this work if our Sage CRM instance is restricted to the LAN?
In theory yes, if you forced users to connect to your VPN from their phone BEFORE accessing Sage CRM, then they would be able to access the system without an external URL for Sage CRM. However, IMO it is not practical to get outside staff to first connect to a VPN. Most humans simply would never use it if there is an additional step involved.
Is MobileX an App?
MobileX is not an app. It is what is referred to as a progressive web app (PWA). It is an application that runs in your browser, but you can also save the link to MobileX as a desktop icon on your smartphone so that it feels and behaves like a native app.
What does MobileX cost?
MobileX is priced at USD 140 or CDN 160/user/year. You do not need subscriptions for all CRM users, just like MobileX’s sister product Accelerator, you can get MobileX licenses strictly for those users that need it.
Does Sage CRM support off line access?
By default, the standard methods to access Sage CRM on a mobile device (MobileX or Sage’s Mobile Theme) require an Internet connection. However, for some accounts that require offline access, we can create a custom app.
What if our users access Sage CRM via a tablet?
On a tablet, the user experience is the same as the desktop experience. Same screens, same features, etc.
