Spell CRM
CRM for Field & Site Teams
About
Manage daily operations, customer interactions, and job site activities for field teams. Log visits, coordinate tasks, and update customer information without needing a laptop. Features offline access and workflow automation for enhanced productivity.
What's New in Spell CRM
1.0.3
September 20, 2026
Video meetings now enable Google Meet automatically when Google Calendar is connected. You can turn it off or enter another video meeting link. Clearer messages explain when a meeting is saved but Google Calendar or its video link needs attention.
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FAQ
What is Spell CRM used for?
Spell CRM is a mobile application designed for authorized sales, service, and construction field teams. It helps manage daily operations, customer interactions, and job site activities directly from a mobile device.
Can I use Spell CRM without an internet connection?
Yes, Spell CRM is built with an 'offline first' approach. Cached accounts and planned work remain available without signal, and user-initiated changes sync automatically when connectivity returns.
How does Spell CRM handle location data?
The iOS app requests 'When In Use' location only and does not perform persistent background employee tracking. Location stamps are recorded only while the app is open and the user is actively completing a visit or workflow.
Who can access Spell CRM?
Spell CRM is exclusively available to users invited by an organization using Spell CRM Pro. Public self-registration is not offered; users must contact their organization administrator for access.
Does Spell CRM integrate with other tools?
Yes, Spell CRM integrates with the Spell CRM Pro web app, help desk, reporting, email, calendar, telephony, and Spella. This ensures seamless data flow and enhanced functionality for organizations.
What kind of support does Spell CRM offer for calling?
Spell CRM allows in-app calling through the organization's configured Twilio service. Calls made through the app appear in the Spell CRM Pro activity log, offering features like mute, keypad, and caller context.
How often is Spell CRM updated?
The latest version of Spell CRM is 1.0.3, which was last updated on September 20, 2026. This indicates a recent update, suggesting ongoing development and support.
What is the pricing for Spell CRM?
Spell CRM is available for free. It is a companion app to Spell CRM Pro and requires an invitation from an organization using the Pro version for access.
