Lead Access
View customer and lead information from your mobile device so your team can stay informed while working on the move.
VISTAARFLOW MOBILE CRM
Your CRM in your pocket. Your leads always within reach.
Access VistaarFlow from your mobile device and stay connected to leads, opportunities, tasks and customer activity while you're away from your desk. With mobile push notifications, important CRM updates can reach your team on iOS and Android.
iOS appAndroid appPush notifications
Good morning πVF
New Leads18
Tasks Today07
RECENT LEADS
RS
Rahul SharmaFacebook Lead β’ New
AP
Ananya PatelWebsite β’ Qualified
VM
Vikram MehtaWhatsApp β’ Follow-up
UPCOMING TASKFollow up with Rahul
Today β’ 4:30 PM
Notifications3
VistaarFlownow
New lead receivedRahul Sharma submitted a Facebook lead form.
VistaarFlow5m
Follow-up reminderYour follow-up with Ananya Patel is due shortly.
VistaarFlow18m
Lead assignedA new CRM lead has been assigned to you.
VistaarFlow32m
Opportunity updatedThe opportunity has moved to the next pipeline stage.
CRM THAT MOVES WITH YOUR TEAM
Stay connected even when you're away from your desk.
Give your team convenient mobile access to the CRM information and actions they need during day-to-day follow-ups.
Pipeline Visibility
Keep track of opportunities and their CRM stages without needing to return to a desktop for every update.
Tasks & Follow-ups
Keep upcoming tasks and customer follow-ups visible so important sales activity stays organized.
Push Notifications
Receive supported in-app push notifications for important CRM activity and connect with new leads faster.
REAL-TIME MOBILE ALERTS
Important CRM activity can reach you faster.
Push notifications help mobile users stay aware of relevant CRM activity without repeatedly opening the application to check for updates.
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New lead alerts
Help users notice incoming leads sooner when supported notification events are enabled.
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Assignment notifications
Keep team members aware when CRM work or a lead is assigned to them.
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Follow-up reminders
Surface time-sensitive CRM tasks and follow-up activity on mobile.
V
VISTAARFLOW β’ NOWNew lead received
A new enquiry has entered your CRM and is ready for follow-up.
V
VISTAARFLOW β’ 5 MIN AGOLead assigned to you
Open VistaarFlow to review the customer details and next action.
V
VISTAARFLOW β’ 20 MIN AGOFollow-up due
Your scheduled customer follow-up is approaching.
Today's CRM ActivityVF
Rahul SharmaNew Facebook enquiry
NEWAnanya PatelFollow-up scheduled
TASKVikram MehtaOpportunity updated
PIPELINESana KhanCustomer activity
ACTIVEIOS + ANDROID
One CRM experience across mobile platforms.
VistaarFlow's mobile experience is designed to keep your CRM closer to the people doing the follow-upβwhether they use iPhone or Android devices.
ο£ΏiOS
Access VistaarFlow from supported Apple mobile devices.
βAndroid
Keep your CRM accessible on supported Android mobile devices.
FROM LEAD TO MOBILE FOLLOW-UP
Keep the CRM workflow moving.
Mobile access and push notifications complement your VistaarFlow workflow so your team can react to important CRM activity wherever work happens.
01Lead CapturedLead enters VistaarFlow
02CRM UpdatedCustomer information is available
03User NotifiedSupported push alert appears
04Open Mobile CRMReview lead and CRM context
05Take ActionContinue follow-up and pipeline work
Take VistaarFlow wherever business takes you.
Stay connected to leads, tasks, opportunities and important CRM activity from mobile.