AUTOSherpa CRM

AUTOSherpa CRM

Business CRM & Workflows

0 ratings
Free

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Details

Released
September 28, 2026
Updated
October 13, 2026

Features

AUTOSherpa CRM screenshot #1 for iPhone
AUTOSherpa CRM screenshot #2 for iPhone
AUTOSherpa CRM screenshot #3 for iPhone
AUTOSherpa CRM screenshot #4 for iPhone
AUTOSherpa CRM screenshot #5 for iPhone
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About

AUTOSherpa CRM is a business CRM application designed to help authorized users manage customer relationships, business records, workflows, documents, and day-to-day CRM activities in one place. With AUTOSherpa CRM, users can: • Manage CRM records and business information • Work with workflows and stages • Create and manage records • Upload and access documents and images • Receive notifications for relevant CRM activities • Access organization and workspace-based CRM functionality • Manage business information through a centralized mobile experience AUTOSherpa CRM is intended for authorized business users and requires account access to use the application's CRM functionality.
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What's New in AUTOSherpa CRM

1.0.2

October 13, 2026

• Approve on the go: when a record is waiting for your approval, you can now approve or reject it right from the record. Where allowed, you can also delegate, reassign or recall the request, and see the full approval history and discussion. • My Work: your pending approvals and escalations are now together in one place in the menu. • Allocation settings: choose who a record goes to next when you submit a stage. • The record Panel now shows only the tabs set up for each form. • File uploads: photos, videos and documents you upload are now reliably saved and listed under Transaction Files, even when the record stays in the same stage. • Cleaner file list: each file now shows just its name, size and stage. • Bug fixes and performance improvements.

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