SB CRM, rebuilt for your phone

On a phone, contacts and deals used to turn into tall label-and-value blocks, three to a screen, and the pipeline board showed barely one stage. Every screen now fits the phone in your hand.

What changed

• Lists you can scan. Contacts, companies and deals are one compact row each: the name, the one line that matters (title and company, or company and close date) and the value or stage. About eight fit on a screen.
• The pipeline, one stage at a time. Tap a stage (each shows its deal count and value) or swipe the list to move between stages. To move a deal, open it and pick a new stage.
• Deals open full screen. Mark won and Mark lost sit at the bottom, right where your thumb is.
• Quick actions on every record. Company and contact pages start with Call, Email or Website, Schedule and New deal or Note, then tabs that jump to Deals, Activity, Notes and more.
• Add from anywhere. New contact, New company, New deal and Schedule now sit at the bottom of their page on a phone.
• My day first. On a phone, the dashboard opens with what's due, then your pipeline numbers two by two.

Nothing changes on a laptop or desktop.