Root CRM

Root Digit LLC

About this app

Root CRM puts your customers in your pocket. See your leads, follow-ups, deals and invoices at a glance, and act on them in a tap, wherever you are.

LEADS AND FOLLOW-UPS
• See which leads are hot, warm or cold, and which follow-ups are due today or running late
• Call a lead straight from the app, then log the call in seconds when you hang up
• Add a lead or contact from your phone's contacts, or share a contact into Root CRM from your contacts app

CONTACTS, COMPANIES AND DEALS
• Every customer's details, history and notes in one place
• Turn a lead into a customer and open a deal in one step
• Follow each deal through your pipeline, from first call to won

QUOTES AND INVOICES
• Create quotes and invoices with your products and services; the customer's details fill in for you
• GST-ready invoices with HSN codes, a tax breakdown and your payment terms
• Email the PDF to your customer, and record payments as they arrive

TASKS AND CALENDAR
• Your tasks, meetings and follow-ups, organised by day

ASK AMIE
• Ask about your business in plain words and get answers from your own CRM data

BUILT FOR WORK ON THE MOVE
• Works without a connection: your records stay on your phone, and changes sync when you are back online
• Unlock with your fingerprint or face
• Shows your workspace's own logo
• No ads

Root CRM is the mobile app for Root Digit CRM. Sign in with your Root Digit CRM account. If you don't have one, ask your workspace administrator.

What’s new

Fixed a simple bug