--- title: Take to the Road with Sage CRM Mobile | BCS ProSoft description: "Sage CRM is more than \"gee whiz\" technology. Download the Sage CRM 7.3 Mobile Guide for full details about how to set up the Sage CRM Mobile components." image: https://blog.bcsprosoft.com/hubfs/Imported_Blog_Media/road.jpg --- Questions? Give us a a call at [**(855) 982-9336**](https://www.bcsprosoft.com/contact/) - [Facebook](https://www.facebook.com/bcsprosoft) - [Linkedin](https://www.linkedin.com/company/bcs-prosoft) - [Twitter](https://twitter.com/bcsprosoft) - [Email](https://www.bcsprosoft.com/contact/) [![BCS-logo-white-red-2](https://blog.bcsprosoft.com/hs-fs/hubfs/BCS-logo-white-red-2.png?width=700&name=BCS-logo-white-red-2.png)](https://www.bcsprosoft.com/) - Products - Deltek - [Deltek](https://www.bcsprosoft.com/deltek/) - [Deltek Vantagepoint](https://www.bcsprosoft.com/deltek/vantagepoint/) - [Deltek Cloud](https://www.bcsprosoft.com/deltek/cloud/) - [Deltek PIM](https://www.bcsprosoft.com/deltek/pim/) - [Deltek CRM](https://www.bcsprosoft.com/deltek/crm/) - Sage - [Sage Intacct](https://bcsprosoft.com/sage-intacct/) - [Sage 100cloud](https://www.bcsprosoft.com/sage-100/cloud/) - [Sage CRM](https://www.bcsprosoft.com/sage-crm/) - [Sage HRMS](https://www.bcsprosoft.com/sage-hrms/) - [NetSuite](https://www.bcsprosoft.com/netsuite/) - [Automated Rental (ARM)](https://www.armsoftware.com/?utm_source=bcsprosoft.com&utm_medium=referral) - [Services](https://www.bcsprosoft.com/services/) - Resources - Blog - [Deltek Blog](https://blog.bcsprosoft.com/tag/deltek/) - [Sage Blog](https://blog.bcsprosoft.com/tag/sage) - [NetSuite Blog](https://blog.bcsprosoft.com/tag/netsuite) - Whitepapers - [Deltek Whitepapers](https://www.bcsprosoft.com/resources/deltek-whitepapers/) - [Sage Whitepapers](https://www.bcsprosoft.com/resources/sage-whitepapers/) - [NetSuite Whitepapers](https://www.bcsprosoft.com/resources/netsuite-whitepapers/) - Product Guides - [Deltek Product Guides](https://www.bcsprosoft.com/resources/deltek-product-guides/) - [Sage Product Guides](https://www.bcsprosoft.com/resources/sage-product-guides/) - [NetSuite Product Guides](https://www.bcsprosoft.com/resources/netsuite-product-guides/) - Webinars - [Deltek Webinars](https://www.bcsprosoft.com/resources/deltek-webinars/) - [Sage Webinars](https://www.bcsprosoft.com/resources/sage-webinars/) - [NetSuite Webinars](https://www.bcsprosoft.com/resources/netsuite-webinars/) - Company - [About Us](https://www.bcsprosoft.com/about/) - [Industries](https://www.bcsprosoft.com/industries/) - [Events](https://www.bcsprosoft.com/events/) - [Careers](https://www.bcsprosoft.com/careers/) - [Support](https://www.bcsprosoft.com/support/) - [Referral Program](https://www.bcsprosoft.com/bcs-referral/) - [Contact Us](https://www.bcsprosoft.com/contact/) ![road](https://blog.bcsprosoft.com/hubfs/Imported_Blog_Media/road.jpg "road") # Take to the Road with Sage CRM Mobile By [hchavez](https://blog.bcsprosoft.com/author/hchavez) | Jul 24th, 15 | Categories: [Sage CRM](https://blog.bcsprosoft.com/tag/sage-crm), [Pending Update](https://blog.bcsprosoft.com/tag/pending-update) Perhaps more than any other department in your company, sales people spend as much time on the road as they do in the office. To stay productive, they need access to data, transactions, and customer information wherever they are. That’s why [Sage CRM 7.3](http://www.bcsprosoft.com/sage-crm/) continues to add functional improvements to the mobile CRM component. ## More Than Gee Whiz Technology Before we examine mobile features in Sage CRM, it makes sense to point out that the ability to access CRM on a mobile device is about more than just flashy features or gee whiz technology. There’s real business benefit in making sure that CRM is easy to access and use. By improving convenience and access, you also improve user adoption which is critically important to a successful CRM strategy.  It’s not uncommon for sales people to continue “doing things the old way” because the new CRM software is hard to use or requires them to be in the office to update the system. Simply put, your employees will **actually use** mobile CRM and not view it as an unnecessary administrative burden that ties them to their desk. ## Mobile Enhancements in Sage CRM 7.3 ### All Devices Welcomed ![sage crm mobile](https://blog.bcsprosoft.com/hs-fs/hubfs/Imported_Blog_Media/sage-crm-mobile.jpg?width=338&height=223&name=sage-crm-mobile.jpg) Use a single mobile version of Sage CRM on all modern devices. Sage CRM 7.3 consolidated styles into a single mobile theme that looks and works the same way on an iPhone, Android, or tablet so you get a consistent experience across devices. The enhanced mobile theme also features a new user interface with a cleaner layout, rearranged slide-out menus on every page, and the new “flat” design that has been made popular on newer mobile operating systems. You can track customer and prospect communications, schedule appointments or follow up tasks, update customer records, manage meetings, and so much more – all while you’re on the go. You can also import Android or iPhone contacts as a new lead or “Person” in Sage CRM without fumbling around with data files or exports. ## Sage CRM Mobile Features A few of the noteworthy features in Sage CRM Mobile: - Work offline and still access customers, contacts, and opportunities when out of coverage area. - Integration with maps to plan sales appointments. - Customize screen colors to identify different types of records at a glance. - Add custom fields to Person or Opportunity records. - New calendar rearranged in a journal view making it easier to scan your schedule. - Import phone contacts as new Sage CRM Person. **Note:** the new [Sage CRM for iPhone](https://itunes.apple.com/us/app/sage-crm-for-iphone/id640193901?mt=8) app replaces the old app which was called “Sage CRM Sales Lite.” ### Helpful Resources Download the [Sage CRM 7.3 Mobile Guide](https://community.sagecrm.com/user_community/m/sage_crm_73_documentation/27497/download.aspx) for full details about how to set up and work with the [Sage CRM Mobile](http://www.bcsprosoft.com/sage-crm/mobile/) components. Or [Contact Us](http://www.bcsprosoft.com/contact/) to speak with your Account Manager at BCS ProSoft if you need help. #### Share this post with a friend or coworker! - - - - [mailto:?subject=Take%20to%20the%20Road%20with%20Sage%20CRM%20Mobile&body=https://blog.bcsprosoft.com/take-to-the-road-sage-crm-mobile](mailto:?subject=Take%20to%20the%20Road%20with%20Sage%20CRM%20Mobile&body=https://blog.bcsprosoft.com/take-to-the-road-sage-crm-mobile) ### Related posts ![Extend the Functionality of Your Sage Intacct Solution: Learn More at Wednesday Wisdom](https://blog.bcsprosoft.com/hs-fs/hubfs/Imported_Blog_Media/SI-Wed-Wisdom.jpg?width=200&name=SI-Wed-Wisdom.jpg) [Extend the Functionality of Your Sage Intacct Solution: Learn More at Wednesday Wisdom](https://blog.bcsprosoft.com/extend-the-functionality-of-your-sage-intacct-solution-learn-more-at-wednesday-wisdom) Mar 24th, 21 [Services Sales Tax Spreads Through States](https://blog.bcsprosoft.com/services-sales-tax-spreads-states) Feb 8th, 21 ![The Best Thing about Sage Intacct Budgeting and Planning? Saying “Goodbye” to Spreadsheet Headaches and Busy Work!](https://blog.bcsprosoft.com/hs-fs/hubfs/Imported_Blog_Media/SI-BP-Blog-Header.jpg?width=200&name=SI-BP-Blog-Header.jpg) [The Best Thing about Sage Intacct Budgeting and Planning? Saying “Goodbye” to Spreadsheet Headaches and Busy Work!](https://blog.bcsprosoft.com/sage-intacct-budgeting-planning-series) Nov 19th, 20 ![Survey Results, Expert Speakers, and Industry Insights – Sage Intacct Hospitality Hangout Has It All](https://blog.bcsprosoft.com/hs-fs/hubfs/Imported_Blog_Media/Hospitality-Hangout.png?width=200&name=Hospitality-Hangout.png) [Survey Results, Expert Speakers, and Industry Insights – Sage Intacct Hospitality Hangout Has It All](https://blog.bcsprosoft.com/hospitality-hangout) Sep 17th, 20 ![The Sage Intacct Healthcare Hangout is Back!](https://blog.bcsprosoft.com/hs-fs/hubfs/Imported_Blog_Media/SI-Healthcare-Hangout-2.png?width=200&name=SI-Healthcare-Hangout-2.png) [The Sage Intacct Healthcare Hangout is Back!](https://blog.bcsprosoft.com/healthcare-hangout-2) Sep 15th, 20 ![Hurricane Laura – Is Your Business Prepared?](https://blog.bcsprosoft.com/hs-fs/hubfs/Imported_Blog_Media/hur-laura-25aug20-8a.jpg?width=200&name=hur-laura-25aug20-8a.jpg) [Hurricane Laura – Is Your Business Prepared?](https://blog.bcsprosoft.com/hurricane-laura-is-your-business-prepared) Aug 26th, 20 This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### Recent Posts ### Who is BCS ProSoft? We’re a business technology provider and consulting firm specializing in NetSuite, Deltek and Sage software systems. We’re a Top 30 VAR and ready to get started on your project. Need help? [Let’s talk.](https://www.bcsprosoft.com/contact/) ![BCS-logo-white-red-2](https://blog.bcsprosoft.com/hs-fs/hubfs/BCS-logo-white-red-2.png?width=211&name=BCS-logo-white-red-2.png) BCS ProSoft is a leading business management technology provider and professional services firm specializing in Sage, Deltek, and NetSuite ERP systems. Based out of San Antonio, Texas, BCS ProSoft serves more than 1,500 clients from its offices in Houston, Denver, Honolulu, and Monterrey, Mexico. ### **Products** - [Deltek](https://www.bcsprosoft.com/deltek/) - [Sage Intacct](https://www.bcsprosoft.com/sage-intacct-overiew/) - [Sage 100](https://www.bcsprosoft.com/sage-100/cloud/) - [NetSuite](https://www.bcsprosoft.com/netsuite/) - [Automated Rental (ARM)](https://www.armsoftware.com/) ### **Company** - [About Us](https://www.bcsprosoft.com/about/) - [Industries](https://www.bcsprosoft.com/industries/) - [Events](https://www.bcsprosoft.com/events/calendar/) - [Careers](https://www.bcsprosoft.com/careers/) - [Support](https://www.bcsprosoft.com/support/) - [Referral Program](https://www.bcsprosoft.com/resource/bcs-referral/) © Copyright 2008-2021, BCS ProSoft, LLC. All rights reserved. | [Legal](https://www.bcsprosoft.com/legal) | [Privacy Policy](https://www.bcsprosoft.com/privacy/) - [Facebook](https://www.facebook.com/bcsprosoft) - [Linkedin](https://www.linkedin.com/company/bcs-prosoft) - [Twitter](https://twitter.com/bcsprosoft) - [Email](https://www.bcsprosoft.com/contact/)