Mobile Features

The Right Message at the Right Time



Activity Tracking

Indition lets you work as a team. View all of your teams past touch-points with a potential customer before sitting down with them to close the deal. Indition Sales CRM allows you to store notes, log calls and emails, and view related tasks for both the company and personal contacts

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Document Share & Storage

Ensure all of your documentation comes with you whenever you go. Whether it be contracts or quotes, quickly upload and share files related to your accounts across companies, across your contacts, across your business.

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Connect Where It Counts

Connect to your clients though Social Media, email or phone directly through Indition Sales CRM. View past messages through Activity Tracking to make sure you're providing the right message at the most opportune times.

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Contact, Company, and Opportunity Management

Add, View, and Edit all information on the go.

  • Quick Add Functionality
  • Asset Detail Pages
  • Recent Activity
  • Related Documentation
  • Contact, Company, and Opportunity Relationships

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Fully Integrated Tasking System

Create, Assign, View, and Edit Tasks from your mobile device. Manage your tasks and your employees with the comprehensive tasking system.

  • Task Grouping
  • Task Statuses
  • Notifications
  • Tie to Companies, Contacts, and Opportunities

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Contact Engagement Tracking

Make sure all engagement with a contact or company made from your mobile device is recorded as activity in your CRM.

  • SMS Tracking
  • Email Tracking
  • Call Tracking

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Push Notifications

Receive notices when your assets are edited or when you are added as an owner. Make sure you receive an alert when action is required.

Synced On and Offline

Receive notices when your assets are edited or when you are added as an owner. Make sure you receive an alert when action is required.

Shortcut Features

With a simple swipe down get a glance at your sales without even opening the app. Download all or choose individual contacts on your mobile device to import. Search for your companies, contacts, and opportunities in your devices spotlight search. Add contacts, companies, and opportunities without even opening the app.