The mobile sales CRM platform supports end to end sales operations for field teams, inside sales and enterprise account managers. It combines customer management, activity tracking, task planning, route optimization, reporting and ERP integration in one mobile first system. The goal is to help sales teams collect clean data, work faster and stay aligned with business goals.
Product scope and context
The CRM includes a wide set of capabilities used by different sales personas. It helps with:
• Customer and contact management
• Activity and visit tracking
• Task and calendar planning
• Route planning for field sales teams
• Sales pipeline and order workflows
• Real time dashboards and reporting
• Mobile offline support
• Push notifications
• ERP Bridge for two way data sync
The product is used by small, mid and enterprise level companies with large field operations.
My role
I joined as one of the first ten people in the company and worked across the entire product from MVP to large scale adoption.
- Designed the mobile data collection flow that unified all field activities
- Helped define the full sales journey across personas
- Worked on product positioning and messaging
- Planned features, structured the backlog and organized sprints
- Created JIRA tickets and coordinated development work
- Produced internal documentation for alignment
- Designed external documentation for customer onboarding
- Worked closely with sales and customer success to drive user adoption
- Collaborated with engineering on ERP Bridge requirements, data mapping and sync logic
Key contributions
- Unified fragmented communication and manual workflows into a single mobile flow
- Improved the UI and reduced complexity in daily sales actions
- Designed a clear structure for ERP integration and data consistency
- Enhanced adoption by building simple, stable and mobile centered journeys
- Improved reporting accuracy by increasing the quality of data collected
- Supported the shift from reactive sales tracking to proactive sales planning
- Strengthened alignment across engineering, CS and the leadership team
Product architecture
The CRM is built on a layered structure:
- Mobile Layer: Offline support, push notifications and real time updates
- CRM Layer: Customers, activities, pipeline, tasks and visit flows
- ERP Bridge: Two way synchronization and data mapping
- Reporting Layer: Dashboards, KPIs and custom view.
- Admin Layer: Permissions, team structure and configuration
This architecture allows the system to scale from small teams to large enterprise deployments.
Impact
- Higher data quality due to a consistent mobile workflow
- Faster reporting and better visibility for managers
- Improved collaboration between sales and back office teams
- Higher user adoption across field and inside sales
- More accurate operational planning and task management
- Clearer ERP data alignment and fewer sync issues
Notable decisions or constraints
- Needed to work smoothly in offline conditions
- UI had to stay simple for large field teams
- Data consistency was critical across CRM and ERP
- Different sales personas required flexible flows
- Adoption depended on speed, stability and clarity
Summary
The mobile sales CRM became a stable and mobile centered platform that simplified daily sales work, improved data quality and helped companies manage large sales teams with clarity and speed.