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Screenshots

  • MobileX for Sage 300 screenshot 1

About MobileX for Sage 300

Sage 300 Customers can now surface their Customer data (and more). *** Key Benefits *** -Visibility of Sage 300 data from your phone -Bridges the gap between the Sales Team and Accounts -Custom CRM layer incorporated to enable users to file emails and calls against customer records *** Key Features *** Search: -AR Customers -AR Customer Orders -Invoices -AR Customer Contacts -AP Vendors -Items -Touchpoints Within AR Customers view: -Orders -Invoices -Contacts -Touchpoints -Notes -Comments -Payments -Items Purchased Report Within AP Vendors view: -Details -Contacts -Touchpoints -Notes -Comments Within Items view: -Product details -Stock Levels -Stock locations/levels Within Orders view: -Details -Line Items -Touchpoints Within Invoices view: -Details -Line Items -Touchpoints -Payments You can also File important Emails and Log Call/Message notes against the AR Customer/Orders/Contacts/Invoices and AP Vendors. New Prospects can also be created and Emails Filed and Call notes and SMS details logged.

What’s new

Version 2.3 · Updated December 7, 2025

Bugs fixed: Footer fixed and spacing to ensure all fields and lists can be navigated and seen

App privacy

The developer, CRM Together, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

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