Solutions
Log and record every mobile business call straight into your CRM.
Assign a business profile to any employee phone — personal or company-issued — and every business call and text is captured, recorded and logged automatically. No SIM swap. No app on the personal line. Nothing lost.
Integrates with the CRM you already use
Every captured call is automatically transcribed and summarized using AI, then logged against the right customer record — turning raw mobile calls into searchable, structured CRM data.
Using Salesforce? Get Mobile2CRM directly from the Salesforce AppExchange.
Your recordings, under your control
Mobile2CRM records every business call and stores it securely in AWS S3. You and your team can play back recordings and read the AI transcription and summary in the Mobile2CRM portal — or directly inside your CRM if you’ve integrated. Need the data in your own environment? Recordings can be exported to you and deleted from S3 on request, so retention stays on your terms. AI transcription and summarization are built in; deeper sentiment and analytics can be added on request.
What Mobile2CRM does
CRM integration
Calls and texts log straight into Salesforce, Microsoft Dynamics, ServiceNow, HubSpot, Pipedrive and more — filed against the right customer record.
Call & SMS recording
Mobile2CRM records every inbound and outbound business call and text and stores it securely in AWS S3 — exportable and deletable on your terms.
AI transcription & summary
Every call is transcribed and summarized with AI, readable in our portal or your CRM. Deeper sentiment and analytics can be added on request.
One device, multiple profiles
Assign a business profile to any phone — no SIM swap, no second handset. Personal and business activity stay completely separate.
True BYOD
Customer contacts live under the business number, not the employee’s personal one. When someone leaves, the number and contacts stay with the company.
Global coverage
Works wherever your team is, on any network, on Android and iOS — business calls are captured worldwide with no location limits.
True BYOD
When an employee leaves, your customers stay.
With most BYOD setups, the customer’s number is saved on the employee’s personal phone — so when they walk out the door, the relationship walks with them. Sometimes straight to a competitor.
Mobile2CRM puts every contact under a business number the company owns, not the employee’s private line. Profiles can be reassigned in seconds, and incoming customer calls keep ringing at the company — never on a former employee’s phone. Personal calls stay private; business stays yours.
Frequently asked questions
Does Mobile2CRM record the calls itself?
Yes. Mobile2CRM records every inbound and outbound business call and text directly, and stores the recordings securely in AWS S3 — no third-party recording system required.
Where are recordings stored, and who controls them?
Recordings are stored securely in AWS S3. You can play them back and read the AI transcription and summary in the Mobile2CRM portal or inside your CRM. Recordings can be exported to you and deleted from S3 on request, so retention stays on your terms.
Does it need an app or a SIM swap on the employee’s phone?
No. Mobile2CRM assigns a business profile and number to the existing device — no SIM swap and no app on the personal line. Only business calls and texts are captured; personal activity stays completely private.
Which CRMs does Mobile2CRM integrate with?
Mobile2CRM logs calls and texts into Salesforce, Microsoft Dynamics, ServiceNow, HubSpot, Pipedrive and others. Salesforce users can install it directly from the Salesforce AppExchange.
Does Mobile2CRM use AI?
Yes. AI transcription and summarization are built in, so every recorded call becomes searchable, structured text. Deeper sentiment and analytics can be added on request.
What happens to customer contacts when an employee leaves?
Because contacts live under a company-owned business number rather than the employee’s personal line, the relationship stays with the company. The profile is reassigned to another employee and customer calls keep ringing at the company.
Does it work globally and on all devices?
Yes. Mobile2CRM captures business calls worldwide on any network, with no location limits, and supports both Android and iOS.
See it working on your own calls.
Start a 30-day trial and watch your team’s mobile calls flow into your CRM — recorded, transcribed, and logged automatically.
Request your free trial
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