
Sangam Mobile CRM
Free
8.4.4for iPhone, iPad and more
Age Rating
Sangam Mobile CRM Screenshots
About Sangam Mobile CRM
Sangam Mobile CRM is one of the best mobile crm applications available which manages all the tasks related to Marketing, Sales and Service. Track visits, tasks, Emails, SMS, etc. Manage Leads, Deals, Tickets, Contracts & Renewals. Build Customer database with Companies and persons module.
Out of the box integration: Email, WhatsApp & Tally ERP.
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Mobile CRM App Features:
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1). Automatically Relating calls to appropriate records in CRM, based on Caller ID.
2). Manage Sales Funnel, Open Enquiries and Deals based on User or Products.
3). Manager's Dashboard and Executive Dashboard.
4). Log Meetings with geo-location tagging and attach images as MOM.
5). Start new calls and emails with just one single Click.
6). Single click follow ups for Enquiries and Deals
7). Ticketing management using notification and unique one click check-in / checkout.
8). Task management
9). Tag / Group management for Mass Emails
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Sangam CRM Features (Web & Mobile)
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1). Customer Data modules like: Companies & Persons.
2). Transactional data modules like: Leads, Opportunities, Tickets, RMA & AMC (Contract).
3). Activity Modules like: Email, visits, meetings, activity, SMS, Call, WhatsApp,
4). Create your own Custom modules as per your requirement.
5). Completely secured with all the modern security features.
6). Out of the box Integrations: Tally, Sendgrid (Email), WhatsApp, Market Places (like Indiamart, tradeindia & Justdial) and others.
7).API available.
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What’s New
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1). Identify unknown number person details.
2). Send Whatsapp to an unsaved number.
3). Create Enquiry / Contact / Account from Call and Message
4). Import Contact from Phonebook as Lead / Contact in CRM and many more.
Out of the box integration: Email, WhatsApp & Tally ERP.
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Mobile CRM App Features:
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
1). Automatically Relating calls to appropriate records in CRM, based on Caller ID.
2). Manage Sales Funnel, Open Enquiries and Deals based on User or Products.
3). Manager's Dashboard and Executive Dashboard.
4). Log Meetings with geo-location tagging and attach images as MOM.
5). Start new calls and emails with just one single Click.
6). Single click follow ups for Enquiries and Deals
7). Ticketing management using notification and unique one click check-in / checkout.
8). Task management
9). Tag / Group management for Mass Emails
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Sangam CRM Features (Web & Mobile)
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
1). Customer Data modules like: Companies & Persons.
2). Transactional data modules like: Leads, Opportunities, Tickets, RMA & AMC (Contract).
3). Activity Modules like: Email, visits, meetings, activity, SMS, Call, WhatsApp,
4). Create your own Custom modules as per your requirement.
5). Completely secured with all the modern security features.
6). Out of the box Integrations: Tally, Sendgrid (Email), WhatsApp, Market Places (like Indiamart, tradeindia & Justdial) and others.
7).API available.
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
What’s New
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
1). Identify unknown number person details.
2). Send Whatsapp to an unsaved number.
3). Create Enquiry / Contact / Account from Call and Message
4). Import Contact from Phonebook as Lead / Contact in CRM and many more.
Show More
What's New in the Latest Version 8.4.4
Last updated on Aug 25, 2023
Old Versions
Bug fixes and Performance enhancements
Show More
Version History
8.4.4
Aug 25, 2023
Bug fixes and Performance enhancements
8.4.3
Aug 14, 2023
Bug Fixes and Performance Enhancement
8.4.2
Aug 2, 2023
Bug Fixes and Performance Enhancements
8.4.1
Jul 20, 2023
- Single Sign-On Authentication
- Bug Fixes and Performance Enhancements
- Bug Fixes and Performance Enhancements
8.4.0
Jul 13, 2023
- Arabic Language Integration
- Bug Fixes and Performance Enhancements
- Bug Fixes and Performance Enhancements
8.3.4
Mar 25, 2023
Bug Fixes and Performance Enhancements.
8.3.3
Mar 13, 2023
Bug Fixes
8.3.2
Feb 18, 2023
Bug fixes and performance enhancements
8.3.1
Feb 5, 2023
Bug fixes and performance enhancements.
8.3.0
Jan 22, 2023
Bug fixes and performance improvements.
8.2.1
Dec 22, 2022
Bug Fixes and Performance Optimisation.
8.2.0
Dec 14, 2022
1. Multi Initial Filter Integration
2. Amount Setting Configuration Integration in the Dashboard Setting
3. Checkout Reminder Notification
4. Bug Fixes and Performance Optimisation
2. Amount Setting Configuration Integration in the Dashboard Setting
3. Checkout Reminder Notification
4. Bug Fixes and Performance Optimisation
8.1.1
Oct 8, 2022
1. UI Enhancement: New UI for multi-select fields in create page
2. Resolve minor Bugs and Performance Optimisation
2. Resolve minor Bugs and Performance Optimisation
8.1.0
Aug 29, 2022
1. Approval Management: The user will be able to authenticate the records based on approval decisions made by senior authorities.
2. Youtube Feature: The user will be able to see the YouTube videos inside the application regarding the new features released
3. Recurring Activity: The user will be able to create recurring activities based on scheduled dates
4. Pop up for downloading multi-attachments on list view and card view.
5. UI Enhancement :
a. New Application Tour
b. New Notification UI with categorised filters
c. New iPad SplitsView UI for iPad Devices
d. New Alert Popup UI
e. New Global Search UI with Categorised Modules Data
6. Performance Optimisation and resolved some minor Bugs
2. Youtube Feature: The user will be able to see the YouTube videos inside the application regarding the new features released
3. Recurring Activity: The user will be able to create recurring activities based on scheduled dates
4. Pop up for downloading multi-attachments on list view and card view.
5. UI Enhancement :
a. New Application Tour
b. New Notification UI with categorised filters
c. New iPad SplitsView UI for iPad Devices
d. New Alert Popup UI
e. New Global Search UI with Categorised Modules Data
6. Performance Optimisation and resolved some minor Bugs
8.0.3
Jul 21, 2022
Performance optimisation and minor bug fixes.
8.0.2
Jun 22, 2022
Performance Optimisation and resolved some minor bugs
8.0.1
Jun 10, 2022
Performance Optimisation and resolved some minor bugs
8.0.0
Jun 8, 2022
1. OTP Feature: OTP Authentication on record save based on applied configuration.
2. UI / UX Enhancement: Minor UI/ UX changes for better user experience.
3. Optimisation & Resolved Bugs: Performance Optimisation and Resolved some minor bugs.
2. UI / UX Enhancement: Minor UI/ UX changes for better user experience.
3. Optimisation & Resolved Bugs: Performance Optimisation and Resolved some minor bugs.
7.3.0
May 10, 2022
1. Geofencing: A new feature that restricts the location range for check in-checkout.
2. Initial Filter: Now, you can fetch records based on Account while selecting the record from the subpanel.
3. Note Module: You can create Notes/Attachment directly from the Navigation menu/Main menu.
4. UI / UX: Minor UI/ UX changes for better user experience.
5. Optimization & Resolved Bugs: Performance Optimization and Resolved some minor bugs.
2. Initial Filter: Now, you can fetch records based on Account while selecting the record from the subpanel.
3. Note Module: You can create Notes/Attachment directly from the Navigation menu/Main menu.
4. UI / UX: Minor UI/ UX changes for better user experience.
5. Optimization & Resolved Bugs: Performance Optimization and Resolved some minor bugs.
7.2.0
Apr 1, 2022
1. Masking Feature : This feature focuses on protecting organization’s sensitive data like phone numbers and emails and it can be configured from the Admin Panel. This feature is available for email and phone fields throughout the application.
2. Deduplication : This feature will allow user to prevent duplicate entries into CRM.
3. UI/UX Changes : New Toasts messages and alerts for validation purposes.
4. Searchable filter : Users can now search for filters on ListView.
2. Deduplication : This feature will allow user to prevent duplicate entries into CRM.
3. UI/UX Changes : New Toasts messages and alerts for validation purposes.
4. Searchable filter : Users can now search for filters on ListView.
7.1.1
Mar 7, 2022
- Performance Optimization and Resolved minor bugs
7.1.0
Feb 28, 2022
1. Parent Child Relationship Concept : Allows user to update all the child records when its parent record gets updated only if user confirmes to update
2. UI/UX enhancement for better user experience
3. Performance Optimisation and Resolved some Minor Bugs
2. UI/UX enhancement for better user experience
3. Performance Optimisation and Resolved some Minor Bugs
7.0.2
Jan 28, 2022
1. Linkify In Comment: Users can now see text linkified in Email, Phone, and website pattern matches.
2. Performance Optimization and Resolved some Minor Bugs
2. Performance Optimization and Resolved some Minor Bugs
7.0.1
Jan 16, 2022
Performance Optimization and Resolved some minor bugs.
7.0.0
Dec 10, 2021
1. Mass Actions: Introducing a new feature called Mass Actions, which will help you to perform the mass update, mass delete, and also can apply mass tag from mobile application listview itself.
2. Advanced Search: Introducing a new feature called Advanced search, which will help you to search records faster and in a better way.
3. Record Share: Introducing a new feature called Record share, using this, you can directly share record links to any platform also you can directly open records in the mobile application.
4. Call / Message Module: Create/edit options for calls and message modules.
5. Remove Relationship: Options for removing relationships while creating and editing records.
6. Settings: New UI of the Settings panel for better user experience.
7. Optimization & Resolved Bugs: Performance Optimization and Resolved some minor bugs.
2. Advanced Search: Introducing a new feature called Advanced search, which will help you to search records faster and in a better way.
3. Record Share: Introducing a new feature called Record share, using this, you can directly share record links to any platform also you can directly open records in the mobile application.
4. Call / Message Module: Create/edit options for calls and message modules.
5. Remove Relationship: Options for removing relationships while creating and editing records.
6. Settings: New UI of the Settings panel for better user experience.
7. Optimization & Resolved Bugs: Performance Optimization and Resolved some minor bugs.
Sangam Mobile CRM FAQ
Click here to learn how to download Sangam Mobile CRM in restricted country or region.
Check the following list to see the minimum requirements of Sangam Mobile CRM.
iPhone
Requires iOS 12.0 or later.
iPad
Requires iPadOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.
Sangam Mobile CRM supports English, Arabic