Interface365: Sales CRM

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About this app

Interface365 is the mobile app for your Interface365 workspace. Everything your team keeps on the web — leads, contacts, companies, deals, projects and tasks — is with you on your phone, always in sync.

YOUR DAY AT A GLANCE
• Today shows your open pipeline, deals won this month, tasks due and new leads
• See what's overdue and what closes in the next 30 days
• Switch between your own work and your team's

FIND ANYONE IN SECONDS
• Leads, contacts and companies in one place, with A–Z lists, search and filters
• Your saved views from the web work on the phone too
• Swipe a row to call or log an activity

CALL, THEN LOG IT
• Call a contact straight from the app
• When you come back, Interface365 offers to log the call while you still remember it
• Add notes and mention a teammate with @ so they're notified

MOVE DEALS FORWARD
• See every deal by stage, with values in your workspace's currencies
• Press and hold a deal to move it to the next stage or log an activity
• Convert a qualified lead into a contact, company and deal in one step

STAY ON TOP OF TASKS
• Today, Upcoming and Done, filtered your way
• Create a task for any record and mark it done with a tap

QUOTES AND INVOICES
• Open any quote or invoice, view the PDF and share the link

MADE FOR YOUR WORKSPACE
• Your record names, pipelines, stages, statuses and custom fields come from your workspace settings
• Roles and permissions match the web app
• Light and dark mode follow your phone

Interface365 is for teams that already use Interface365. Sign in with a one-time code sent to your email or with Google. New workspaces and subscriptions are created on the web at interface365.iface.io.

What’s new

First release of Interface365.