HubSpot Ideas

LPeters4

Make Custom CRM Cards Visible on Mobile

It would be incredibly useful to have custom CRM cards visible on mobile devices. Currently, these cards are only accessible on desktop.

 

This feature would be particularly beneficial for sales teams who rely heavily on mobile tools

 

Let’s make CRM cards truly accessible anytime, anywhere 🙂

2 Replies
natsumimori
Community Manager

This has been raised in the Japanese HubSpot Community too: link to thread

It would be a helpful feature for the Sales members

jjones41
Contributor

+1 for every member of our Sales teams. Personally, I'd rather see HubSpot add filter capabilities to the association cards available on the right 3rd, but if filtered association cards are goign to be restricted, they really need to be available on mobile. Here are some example use cases: 1) a table of specific contacts vs. all contacts. For some customers, the associated contacts list is quite long. We should be able to present the most relevant contacts to the right teams: sales should see decision makers; CS should see admins and champions; technical teams should see admins and technical contacts, etc. This is vital on mobile. Imagine being a sales team member at an industry event. You see someone across the room and you're struggling to remember their name. You should be able to open the app, pull up the customer and see the most likely contacts immediately. 2) table of specific associations. In our data model, a customer company record might be associated to another company-object record in any number of ways: a technical relationship; a third-party vendor; a parent company; a non-parent partner company of another form; children/sub-customers. These really should be distinct cards and they need to be available as distinct cards on mobile.