Highlevel Overview

With the Yathit Mobile App, enjoy convenient access to all of your SuiteCRM information when you're on the go, including Contacts, Accounts, Leads, Activities, and custom modules. Take your business processes mobile with an interface that is optimized for both phones and tablets.

Key Features

• Fast and fluid modern mobile user interface • Make SuiteCRM always available even when offline • Search, browse, create, and edit all modules • Supports custom modules and custom fields • One tap log calls while they are top of mind • View records in Google map and search nearby records • View and upload documents and attachments to/from your mobile phone • Notify for scheduled tasks, meetings, and calls • Copy contacts from your device address book to the CRM, or vice versa • View tasks, calls, meetings, and opportunities in a weekly/monthly calendar view • Upload photos or documents from your mobile phone • View PDF, photo, video attachments in CRM records • Generate quote/invoice PDF • Multi-language support • LDAP/SAML SSO login

Video Overview

How it Works

Bring SuiteCRM to your mobile phone

Yathit keeps you in the loop when you’re out of the office. Updates your coworkers make to SuiteCRM will show up in Yathit, so you always have the latest information. You can also update from the field, so your coworkers have immediate access to new developments. Yathit comes with a clean, simple interface that connects you with your clients anytime anywhere.

Always available

At big conferences, WiFi and mobile internet can slow to a crawl. Yathit allows you to access your database offline. You can keep working even when you can’t get a reliable signal. You can even add prospects or update contact information while offline. Yathit will save these edits and send the updates to your server when a connection is restored. No need to press any buttons. No need to change the state of the app. No need to worry. Seamless transitions let you spend more time working and less time managing data.

Set alerts

Yathit features push notifications that show up on your lock screen. Forget about unreliable browser-based CRM alerts. Yathit delivers notifications directly to your phone, ensuring you are always on time and prepared.

Deep integration

Call your contacts with a single tap through the app and Yathit automatically logs those calls. You can keep track of detail info of your clients automatically without saving the information manually. Keeping track of PDFs and other files has never been easier. Any attachment opened through your email in Yathit is saved. You have access to all emails with attachments even when you’re not connected to the internet. You can take advantage of your phone’s camera, uploading images directly to your SuiteCRM database and tie them to relevant records in just a few steps.

To learn more about this solution, go to Yathit Mobile App or search for "mobile app."