Mobile CRM Software
- Boost customer visits
- Reduce field staff support calls
- Minimize order taking errors
Mobile CRM Software
Our reps can serve 14% more customers with Pepperi versus our legacy system.
National Sales Manager, Design Group Australia
Since introducing Pepperi, we’ve seen an 89% reduction in customer service calls.
CEO, Vintage Foods
When I asked our sales reps & admin assistant how many errors were avoided, the answers are between 50 and 90%
Head of eCommerce, Hacarem Spirits
Mobile CRM with Out-of-the-Box Functionality
Pepperi’s Mobile CRM delivers powerful out-of-the-box functionality tailored for sales teams on the go, with robust native compatibility for both iOS and Android devices. Designed to run seamlessly offline, it ensures uninterrupted access to critical sales and customer data, enabling users to handle tasks even without network connectivity. With device-side logic, tasks are executed efficiently offline, while background synchronization updates the CRM automatically when connectivity is restored.
Pepperi also leverages core mobile features like geo-location, GPS navigation, and built-in camera functions, making it easy for sales reps to capture photos, navigate to client locations, and integrate calendars and contacts effortlessly. This intuitive design empowers sales teams with an immediate, streamlined user experience, boosting productivity right out of the box.
Personalization
Customer Management
Route & Activity Planning
Reporting & Analytics
Mobility
Theme editor
Custom colors, fonts and buttons
Custom domain & branded login page
Use your own domain instead of app.pepperi.com
Custom homepage
Use prebuilt template with customizable header and content sections
Multiple catalogs
Create catalogs using different product categories, currencies, or assign dedicated catalogs for different types of buyers
Multiple account types
Define accounts by different types, e.g. (leads, prospects, customers, mom and pop /chain)
Multiple stores ordering
Order for multiple accounts
Multiple price lists
Display different pricing for different customer types
Multiple catalog views
Per device size and orientation
Multiple order/transaction types
(e.g. order, return, invoice )
Approval workflows
Configure workflows to match specific business requirements, ensuring that orders meet certain criteria or receive authorization from designated individuals or departments before proceeding
Multi lingual
Set the online store in different languages
Multi currency
Set pricing in multiple currencies
Order History Tracking
Easily monitor past transactions for efficient management
Return authorizations
Set predefined rules for returns
Invoice portal
View financial information - Invoices, account-receivable-aging, credit line etc.
Split/partial payment
Choose which invoices to pay, when to pay and how much to pay
Track deliveries
Embedded links to shipments tracking
Push notifications
Message center with push notifications – sends messages to buyers when orders or activities are processed
Customer service
Service request (returns etc.), service request history, contact us
Content management
Upload and share marketing materials
Map view of accounts
Categorize the accounts by different properties and present them as color coded pins on a map
View accounts near you
See a map view of accounts near you
GPS navigation to customers
Accurate and efficient route guidance for sales reps
Sales rep schedules activity on map
View scheduled appointments on a map
Calendar planning view
Schedule appointments in a calendar view in the app
Activity lists
Map view of all activities and orders. (i.e. submitted orders, orders awaiting approval, abandoned carts)
Insights
View top selling items, product categories, best selling accounts, sales programs, etc
Compare current annual sales with previous years
View commission information
Target Dashboards
Compare reps by targets
Track Reps monthly targets
Track actual vs. targets by account / brand
Visit KPIs per week
Account dashboard charts
Top items, sales revenue and units year over year comparison
Transaction line item reports
Configurable Item sales history reports, track item sales by customer, brand, promotion tracking, or custom field
Rep activity report
Table and map view
Native app
Native app on iOS, Android and web
Online/Offline
Full offline functionality with Auto Sync
Presentation mode
Portrait & landscape presentation mode
Views
Configure views per device size and orientation (portrait/landscape)
FAQs
What type of data can I access through the mobile CRM?
What kinds of data and insights can I access through the mobile CRM? With Pepperi’s Mobile CRM, you can access a comprehensive range of data, including customer profiles, order histories, inventory levels, promotions, and sales performance insights. This information is displayed in an intuitive format, giving you quick access to actionable insights and helping you make informed decisions on the spot.
Can the mobile CRM support multi-language environments?
Pepperi’s Mobile CRM supports multiple languages, making it ideal for teams that operate in diverse regions or across international markets. Language settings can be adjusted at both the individual and company levels, enhancing usability for a global sales force.
How easy is it for businesses to customize features within the app?
The system's ability to adapt to unique business needs through custom forms and fields, without requiring any coding, ensures a solution perfectly aligned with specific requirements. This outstanding configurability and technical flexibility makes Pepperi an ideal choice for businesses looking to easily modify workflows, business rules, and forms.
More Mobile CRM related content brought to you by Pepperi
Read how Vintage increased revenues by 20% and streamlined ordering processes
Dermalogica unifies its B2B sales and service with Pepperi
Kimberly-Clark increases sales team productivity and improves order-to-cash process
BERING’s Sales Reps Unlock Limitless B2B Capabilities with Pepperi
Design Group Australia Greets New Card Sales with Pepperi
OGI Eyewear Sets its Sight on Pepperi's Mobile Frame Board Management
