CRM the way it should be – mobile, intuitive, always available.
piaX-CRM App |

The piaX-CRM App brings your most important customer and sales data directly to your iOS or Android smartphone or tablet. For maximum flexibility, smooth processes, and real productivity – wherever you are.

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piaX-CRM App

With the piaX-CRM App, you remain fully capable of action even on the go. Whether customer contacts, activities, sales projects, or documents – all relevant information is available on mobile and can be edited directly.

The app works offline, syncs seamlessly with Proalpha, and offers an intuitive interface optimized specifically for mobile devices. With direct contact options and clear calendar functions, you keep full control of appointments, tasks, and conversations – mobile, efficient, and always ready to use.

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Full CRM power in your pocket.

With the piaX-CRM App, you can access your customer data, sales projects, and activities anytime, anywhere. Offline-capable, intuitively designed, and optionally in your corporate design – for real flexibility in your daily work.

Features

Optimize your CRM with our powerful add-on modules – for more efficient processes and better customer relationships:

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The mobile CRM process in 4 steps

What the piaX-CRM App offers you

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Always keep track – with the Home view of the piaX App

Stay on top of things – wherever you are. The home screen of the piaX App shows you all key activities at a glance:

  • Open tasks from the last 7 days are clearly highlighted so nothing gets overlooked.

  • Upcoming appointments and to-dos for the next 7 days are instantly visible – perfect for daily planning.

  • Push notifications keep you up to date in real time, ensuring you can react quickly.

This makes your workday more efficient, structured – and above all: mobile.

Sales projects under control – from the first idea to closing

With the piaX App, you always have a full overview of your ongoing sales projects – anytime, anywhere.

  • All projects at a glance – clearly sorted by start date, including a convenient search function.

  • Key figures instantly visible: closing probability, forecast, offer volume, and decision date.

  • Detailed view with depth – from quote history to linked activities and contacts.

  • Sales documents quickly found – thanks to the smart document list with direct navigation.

Your sales process becomes not only more transparent but also significantly more efficient.

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Activities at a glance – plan smarter, act more efficiently

The activity overview in the piaX App makes sales planning easier than ever.

  • All activities in one place – whether emails, calls, notes, or appointments – everything is centrally captured.

  • Calendar view in week or month mode, perfect for daily and weekly planning on the go.

  • Priorities clearly visible: important or urgent activities are visually highlighted.

  • Filter and search functions ensure quick access – even with many entries.

  • Contact participants directly – for fast coordination without detours.

This keeps your sales team capable of action at all times – flexible, mobile, and well organized.

From actions to results – with the right functions at the right time

The piaX App supports you not only in planning but also in execution.

  • Weekly view for clear structure: all upcoming activities displayed compactly and clearly.

  • Act directly from the app: whether call, email, or note – start the right action for the selected activity with just a few clicks.

  • All participants in view: participants and contacts are immediately visible – for fast communication without detours.

  • Efficient coordination: contact participants directly and save yourself switching between apps.

This turns planning into productive action – fast, simple, and mobile.

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Sales documents – all recorded, all accessible

With the sales document overview in the piaX App, you always stay on top of your quotes and orders, even on the go.

  • Central document list with powerful search and filter function – so you quickly find what you need in the field.

  • All items at a glance – including quantities, prices, and links to projects and activities.

  • Access linked documents directly – from quote to order.

  • Detailed document view ensures transparency for every customer request.

  • Filter by document type makes navigation even more efficient.

Your sales documents are always at hand – digital, connected, and mobile.

Contacts – always have your customers within reach

With contact management in the piaX App, you always know who you’re dealing with – clear, connected, and instantly accessible.

  • All contacts at a glance – with search, favorites, and quick navigation.

  • Create new contacts or edit existing ones – directly from the app.

  • Complete customer information including linked activities, sales projects, documents, and contacts.

  • Directly start communication: call or email without leaving the app.

  • Seamlessly linked: new activities or projects can be started directly from the contact.

This makes customer care mobile, efficient, and always up to date.

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Key contacts – always the right connection

With the piaX App, you always keep track of all relevant contacts – clear, structured, and directly linked to your sales activities.

  • All information at a glance: name, role, classification, and contact details instantly visible.

  • Fully integrated into activities and sales projects – for maximum transparency.

  • Communicate directly: start calls or emails straight from the contact profile.

  • Editable and flexible: contacts can be updated or created at any time.

  • Seamless transitions: new activities or projects can be created directly from the contact profile.

This turns contact data into real customer relationships – personal, efficient, and mobile.

piaX-CRM App - mobileBlox bringt Unternehmensfortschritt

Offline-capable & multilingual use

Work even without an internet connection – reliable and multilingual, ideal for international use.

Capture and edit CRM data on mobile

Access your CRM data while traveling, update information, and create new entries directly on site.

Bidirectional synchronization with proALPHA

Seamless integration: all changes are automatically synchronized between the app and proALPHA – in both directions.

Dark & Light mode

Choose the display mode that suits you best – for comfortable working day and night.

In-app calendar with weekly and monthly view

Plan efficiently: the integrated calendar offers flexible views for daily, weekly, and monthly scheduling.

Visualization of open and upcoming activities

See at a glance what’s next – open tasks and appointments are clearly highlighted.

Get your free info brochure now and discover how the piaX-CRM App can revolutionize your business!