Oak Ave install
$4,200
Jordan Hale
Won · pending review
Maya Chen · close Oct 18 · 6d in stage
what is a mobile crm
The account on the phone at the address
What is a mobile CRM is the account on the phone at the address, with the visit and the deal on that pin. Knockdesk is field sales software that stores turf offline on the phone and syncs when the bars come back. There is no live third-party CRM sync. Move a list with import and export.
Book a Walkthrough| Piece | On the phone |
|---|---|
| Definition | A CRM the rep can open at the household, including with no signal. |
| The pin | The address on the turf. The deal stays on that pin. |
| Offline | The phone stores the turf and the knock, then syncs. |
| Other systems | Import and export a file. No live sync. |
The bars
A CRM that needs a signal makes the porch a second shift
You feel it when the subdivision has no bars and the app refuses the knock. What is a mobile CRM is the record that still saves on that turf. A desk CRM that waits for evening typing drops Not Home, the gate, and the deal that started on the stoop. Two seats, one pin: the phone at the door, the web map for the manager.
Offline turf
The pack stays on the phone. The knock can save when the phone has no bars.
Sync
When the bars return, the visit lands on the same pin the manager already sees.
File in, file out
Import a list. Export a list. There is no live third-party CRM sync.
Twenty-two knocks
No bars until six, twenty-two pins on the phone, zero in the other CRM
Maya holds Dock loop. The phones have no bars from noon to six. She logs 22 knocks on the phone, including Not Home. At six the turf syncs. The manager sees 22 visits on those pins, and the deals that opened stay on those households. A desk CRM with no offline store still shows 0 until someone types. An export can move a file later. It will not live-sync those 22 rows into another CRM.
| System | At 3 pm, no bars | After sync |
|---|---|---|
| Mobile CRM on the phone | 22 knocks stored on the turf | 22 visits on the same pins |
| Desk CRM with no offline store | 0 | Still 0 until evening typing |
| Live third-party sync | Not in Knockdesk | Use import or export if you need a file |
| Deals on those pins | Stay with the household on the phone | Same deal the manager opens on the web |
The pin
A mobile CRM is the field sales CRM in a pocket
A field sales CRM starts the account at the address. The mobile CRM is that same account on the phone. One lead per pin and vendor. The deal sits on that household. Do not clone the house into a contact that never saw the stoop.
Field sales CRM
The record starts at the address. The visit, the lead, and the deal stay on that pin.
Import
Upload a file, map columns, download the failures. Territory and vendor still matter.
Export
Take a file out. That is not a live pipe into another CRM.
The pocket
How Knockdesk tracks it
The phone stores turf offline and syncs the visit to the pin. Deals stay on that household. Move lists with import and export. There is no live third-party CRM sync. Full desk is on the pricing page.
Deal
Sample
Related
Keep going from the phone
- Field sales glossary
The hub this term opens from.
- Field sales CRM
The account starts at the address. The phone is that same desk.
- Field sales CRM, defined
The glossary term for the pin, the visit, and the deal.
- Canvass
Work the turf on the phone, including with no bars.
FAQ
Frequently asked questions
What is a mobile CRM?
A mobile CRM is the account on the phone at the address. The visit and the deal stay on that pin, including when the phone is offline.
Does Knockdesk sync live with another CRM?
No. There is no live third-party CRM sync. Move a list with import and export.
What happens with no signal?
The phone stores the turf and the knock, then syncs when the bars return. A CRM that needs a signal makes the porch a second shift.
Is a mobile CRM different from a field sales CRM?
The field sales CRM is the record that starts at the address. The mobile CRM is that same record on the phone. One pin. Two seats.
Where does the deal live?
On the household pin, not in a contact that never saw the stoop. One lead per pin and vendor.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
Book the phone
Bring the turf that dies when the bars drop.
We will keep the visit and the deal on the pin and price Full desk. A free trial is not open.
Book a Walkthrough