--- title: Quick Review of the New Sales Lite iPhone App for Sage CRM description: Sage CRM Sales Lite App for iPhone is a handy app that gives you offline access to contacts and other CRM data on the go, and tracks communication --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Quick Review of the New Sales Lite iPhone App for Sage CRM **twitter **linkedin **facebook Mobile and Offline Access to Your Contacts, Opportunities, and Calendar ![Sage CRM iPhone Sales App](https://www.equationtech.us/hs-fs/file-251887895-jpg/images/iphone_app.jpg) Sage recently announced the release of the **Sage CRM Sales Lite App for iPhone**. This handy app gives you offline access to your contacts and other CRM data on the go. It will also track communication you make through the app (call, text, and email) and update the Sage CRM database. Here's a closer look at this handy new functionality for [Sage CRM](https://www.equationtech.us/SageCRM/). ### **Working with Contacts** The **Contacts** menu option provides you with 3 tabs which display your CRM contacts, Phone contacts, and Favorites. When viewing a **CRM Contact**, you'll see all the fields and contact details that are available in the standard CRM summary screen. You can also view that person's history including opportunities, communication, cases, and notes. The app can optionally access your existing **iPhone Contacts** and allow you to add any of them as a CRM Contact with the click of a button. You can also add ANY contact to your list of **Favorites **- a shortcut to the people you contact most often. With CRM contacts right in your pocket, you can easily make a call or send an email or text message. The app will automatically save a record of the communication and allow you to add notes on the fly which write back to [Sage CRM](https://www.equationtech.us/SageCRM/). ### **Working with Opportunities & Calendars** Like Contacts, the Opportunities screen displays all the fields from the standard Opportunity Summary screen from CRM like lead source, forecast, order value, and other details. Using the iPhone search field, you can filter the list of opportunities that display and even add/update opportunity notes after a phone conversation or text/email exchange. The Sales Lite App for iPhone will also download your tasks and appointments for the **next 14 days**.  From there, you can add alerts/notifications that will display on your iPhone 30 minutes before the start date. The notification will display both inside the app and in your iPhone notifications. ### **Working Offline** Perhaps one of the most useful features of the app is the ability to work offline when you don't have a mobile connection or internet access. Just press the "Offline" button from the home screen and continue working with your contacts, opportunities, etc.. Any changes will be stored locally on your phone, and then synchronized to [Sage CRM](https://www.equationtech.us/SageCRM/) later when you press the "Go Online" button. ### **Getting Started** The new Sales Lite App for iPhone is compatible with Sage CRM Version 7.2 or later. You'll also need your Sage CRM Administrator to install [this component](https://community.sagecrm.com/add_on_store/m/sage_crm_downloads/26419.aspx) from the CRM Marketplace.  Once these prerequisites are in place, you can click the Apple icon below and you can [download the iPhone app](https://itunes.apple.com/ie/app/sage-crm-sales-lite/id640193901?mt=8&ign-mpt=uo%3D4) which is available on the App Store. [![Apple App Store](https://www.equationtech.us/hs-fs/file-251234157-jpg/images/app_store.jpg)](https://itunes.apple.com/ie/app/sage-crm-sales-lite/id640193901?mt=8&ign-mpt=uo%3D4)     **Be sure to [contact us](https://www.equationtech.us/contact/) with any questions.** ### Related Articles Other Sage CRM articles you might be interested in:  [Using Sage CRM and Dropbox](https://www.equationtech.us/sage-accpac-blog/bid/97222/Using-Sage-CRM-and-Dropbox) [In the Cloud or On-Premise: You Have Options with Sage CRM](https://www.equationtech.us/sage-accpac-blog/bid/97221/In-the-Cloud-or-On-Premise-You-Have-Options-with-Sage-CRM) [Building Customer Loyalty with Sage CRM](https://www.equationtech.us/sage-accpac-blog/bid/91714/Building-Customer-Loyalty-with-Sage-CRM) ### Related Articles ##### [Sage Membership](https://www.equationtech.us/sage-accpac-blog/sage-membership) Continuous learning is a key driver of high workplace engagement. The business benefits of having... ##### [Introducing Sage Data & Analytics](https://www.equationtech.us/sage-accpac-blog/introducing-sage-data-analytics) Through a strategic partnership with Zap Data, Sage recently announced the launch of **Sage Data &...** ##### [ERP vs CRM: What's the Difference?](https://www.equationtech.us/sage-accpac-blog/erp-vs-crm-what-is-the-difference) If you’re reading this newsletter, you’re probably already familiar with what ERP does. But as a... ## Need Help Now? [![Request a Call](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/41683/0d27fa16-1614-41b4-9caf-f9597d262c41.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/41683/0d27fa16-1614-41b4-9caf-f9597d262c41) Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage HRMS](https://www.equationtech.us/sage-services/sage-hrms) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - [Sage Financials](https://www.equationtech.us/sage-services/sage-live) Services We Offer - [Software Selection & Licensing](https://www.equationtech.us/sage-services/erp-software-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Hosting](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) Resources - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Software Video Tutorials](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) About - [Meet The Team](https://www.equationtech.us/management-team) - [Certifications & Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) - [San Diego Location](https://www.equationtech.us/sage-300-support-san-diego) - [Orange County Location](https://www.equationtech.us/sage-300-support-orange-county) - [Seattle Location](https://www.equationtech.us/sage-300-support-seattle) [![Equation Technologies - Sage 300 Authorized Partner](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo-footer.png?width=220&name=logo-footer.png "Equation Technologies - Sage 300 Authorized Partner")](https://www.equationtech.us/) **Equation Technologies** United States: 533 2nd Street Encinitas, CA 92024 Canada: #301 - 220 Brew Street Port Moody, BC V3H 0H6 Phone: 866.436.3530  •  E-mail: [info@equationtech.us](mailto:info@equationtech.us) Equation Technologies ©2016 [Contact Us](https://www.equationtech.us/contact)  | [Privacy Policy](https://www.equationtech.us/privacy-policy) ```json { "@context" : "http://schema.org", "@type" : "Article", "author" : { "@type" : "Person", "name" : "Mark Badran" }, "dateModified" : "Wed, Aug 14, 2013", "datePublished" : "Wed, Aug 14, 2013", "description" : "Sage 300 (formerly Sage Accpac) blog with informative articles in reference to financial software processes and procedures including payroll taxes, training, product information, custom development.", "headline" : "Quick Review of the New Sales Lite iPhone App for Sage CRM", "image" : { "@type" : "ImageObject", "height" : 800, "url" : "", "width" : 800 }, "mainEntityOfPage" : { "@id" : "https://www.equationtech.us/sage-accpac-blog/bid/99865/quick-review-of-the-new-sales-lite-iphone-app-for-sage-crm", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "height" : 60, "url" : "https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?t=1474998725496&width=230&name=logo.png", "width" : 600 }, "name" : "Equation Technologies Inc." } } ```