Mobile CRM Access That Actually Works

The Mobile CRM Problem

Sales happens in the field, but CRMs are built for desktops:

• Clunky mobile apps - limited functionality
• Small screens - hard to navigate
• Slow loading - frustrating wait times
• Limited actions - view-only experiences
• Typing on phone - tedious data entry

Reps resort to: "I'll update it when I get back to the office" (translation: never).

How Shabe Enables True Mobile CRM

Voice-First Interface: While driving to your next meeting:

"Hey Shabe, show me my pipeline"
→ Spoken summary of your deals

"Move the Acme deal to Proposal stage"
→ Updated, confirmation spoken back

"Create a task to follow up with John tomorrow"
→ Task created, you stay focused on driving

Text When Convenient: Between meetings:

Text: "Show deals closing this week"
→ Quick list on your screen

"Log call with Sarah - positive, moving forward"
→ Call logged while fresh in memory

"What's next on my task list?"
→ Priorities for the afternoon

Full Functionality: Everything you can do on desktop:

• Check pipeline
• Move deal stages
• Log activities
• Create tasks
• Update contacts
• View histories
• Generate forecasts

Real-World Mobile Scenarios

In the Car:

(Voice) "Shabe, what's my next meeting?"
→ "You have a call with John Smith at Acme Inc at 2pm about their enterprise package"

(Voice) "Show me John's deal status"
→ "The Acme deal is in Demo stage, $75k, closing end of Q1"

(Voice) "Great, create a task to send proposal after this call"
→ "Task created for today"

At Coffee Shop:

(Text) "Quick pipeline check"
→ Summary with totals

(Text) "Any deals need attention?"
→ List of stale deals

(Text) "Move BigCo to Negotiation"
→ Done, confirmation shown

Airport Waiting:

(Text) "Show me history with john@techcorp.com"
→ Pre-call research

(Text) "What questions did he ask in our last meeting?"
→ Meeting notes retrieved

(Text) "Send him a follow-up email"
→ Draft created from template

No App Installation Required

Unlike traditional mobile CRM apps:

• No separate app - works via text/voice interface
• No updates - always current
• No login - authenticated once
• No storage - cloud-based

Measured Impact

Mobile CRM through Shabe delivers:

• 5x more updates from the field
• Zero "I'll do it later" excuses
• Real-time pipeline accuracy
• Faster response to customer needs
• Better work-life balance - update from anywhere, done in seconds

Get Started

Experience true mobile CRM. Connect HubSpot to Shabe and manage your pipeline from anywhere.