Rely CRM

Run your sales from your pocket Rely CRM is built for people who sell away from a desk: account managers, field sales and small teams who need the deal, the contact and the paperwork in one place, on the phone they already carry. WHAT YOU CAN DO: Pipeline you can actually read See every deal by stage, value and close date. Move a deal forward in a tap, record why one was lost, and keep the forecast honest. Contacts and companies Full company records with sites, teams and the people at each one. Every call, email and meeting sits on the timeline where you would look for it. Scan a business card Point the camera at a card and the contact is created for you. Scanning happens on the device — the card never leaves your phone. Quotes, invoices and agreements Build a quote, send it for signature, turn it into an invoice and register the payment. Contracts and agreements live alongside the customer they belong to. Tasks that hold their shape Assign work, set estimates, mark what is blocking what, add watchers and reschedule without losing the thread. Activities and email Log calls and meetings as they happen. Connect your mailbox so correspondence lands on the right customer by itself. Documents and approvals Keep offers, drawings and signed papers in folders you can search. Send approvals to the person who has to sign off. Share with people outside your company Give a customer or partner access to exactly one deal, document or quote — no account required at their end. BUILT FOR THE WAY YOU WORK: * 14 languages, including Norwegian, Swedish, Danish, Finnish, German, Polish and Ukrainian * Designed for one-handed use — large targets, single column, native iOS navigation * iPhone and iPad * Face ID unlock * Sign in with your organisation's account WHO IT IS FOR: Account managers, field sales, sales leads and small B2B teams who would rather close the deal on site than write it up later. Rely CRM is part of the Rely platform. Start a trial at relyfms.com.