Creatio CRM mobile workflow

Connect mobile contact and call context
with Creatio CRM.

MobileWorks applications help Android users review captured business-card details and selected business-call activity before continuing the customer workflow in Creatio CRM.

Two focused applications

Choose the mobile step
the team needs.

Use one application independently or evaluate both as part of a more consistent Creatio CRM workflow.

Contact capture

Business Card Reader for Creatio CRM

Scan a business card, review the recognized contact details and continue with a structured CRM-ready record.

Call activity

Call Tracker for Creatio CRM

Support a repeatable follow-up routine by connecting relevant mobile call activity with the team’s CRM process.

Practical workflow

From mobile interaction
to useful CRM context.

A clear review step keeps people in control while reducing repetitive entry.

01

Capture

Scan a business card or identify the relevant call activity on the mobile device.

02

Review

Confirm the details and intended destination before continuing with the CRM workflow.

03

Follow up

Use the organized customer context to support the next appropriate sales action.

Creatio CRM solution FAQ

Important questions,
answered clearly.

Current scope and a practical path to evaluation.

What does the Creatio CRM solution include?

It brings together the current MobileWorks Business Card Reader and Call Tracker applications available for Creatio CRM. Each app can also be evaluated separately.

Does MobileWorks replace Creatio CRM?

No. MobileWorks provides focused mobile applications designed to complement an existing Creatio CRM workflow.

Where are current requirements listed?

The official Google Play listing provides the latest device, operating-system and availability information for each application.

Can an organization discuss rollout or compatibility?

Yes. MobileWorks can review the intended workflow, team context and compatibility questions before a wider rollout.

Evaluate the fit

Discuss a Creatio CRM mobile workflow.

Share the team context, current process and the result the organization wants to improve.

Contact MobileWorks ↗