Mobile sales workspace
Customer, opportunity, and activity records are designed around the phone-first workflow a field team repeats every day.
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Mobile CRM in development
Pysagor CRM
A phone-first CRM for field teams that need action, context, and controlled AI help.
Pysagor CRM is being built for micro businesses and mobile sales teams that need customer context without turning every follow-up into desk work.
Problem
Small teams lose customer memory between visits, chats, and follow-ups.
Classic CRM tools ask mobile teams to behave like desk teams. The result is late notes, missed next steps, and a pipeline that feels heavier than the sale itself.
Product answer
Build the CRM around mobile action, then let AI prepare work the user can approve.
Pysagor CRM is shaped around customer records, opportunities, activities, onboarding, and natural-language agent flows that create pending actions before anything is written to CRM data.
What is being built
The product scope is clear enough to inspect.
AI-assisted intent
The CRM agent can interpret natural-language requests and prepare create-customer or create-activity actions for confirmation.
Onboarding and ICP
Company setup, currency choice, website analysis, and ICP chat are part of the product loop instead of a separate admin chore.
Subscription-aware backend
RevenueCat webhook and trial/subscription state are included in the Firebase backend foundation for the commercial path.
Same-org data gates
CRM records are organized around tenant ownership so customers, opportunities, and activities stay scoped to the right organization.
Natural workflow language
The product direction favors direct CRM commands over long menu paths when the user already knows the action they want.
Current evidence
More backend proof than public-release proof.
The source repo shows a Firebase-only backend with live Cloud Functions for onboarding, subscription state, website and ICP analysis, and an approval-based CRM agent. The mobile app still needs launch-readiness proof before public release.
Firebase-only architecture is the active direction.
The CRM repo points to Cloud Functions, Firestore, Storage, Auth, FCM, and scheduled functions rather than a separate backend service.
Core backend functions have live validation.
Repo evidence lists bootstrap, onboarding, RevenueCat webhook, cleanup, website analysis, ICP chat, agent execution, and agent confirmation functions as deployed.
The mobile launch is still gated.
The app is not presented here as published because mobile retry proof, CI evidence, owner acceptance, and release readiness remain separate gates.
Product questions
Direct answers for search and review.
What is Pysagor CRM?+
Pysagor CRM is a mobile-first, AI-assisted CRM in development for field sales teams and micro businesses.
Is Pysagor CRM available now?+
No. Pysagor CRM is in development and has not been published yet, so the page describes the product direction and current backend evidence.
How does AI work in Pysagor CRM?+
The CRM agent is designed to interpret natural-language requests and prepare pending customer or activity actions that the user confirms before CRM data is written.
Next step
Want to understand the CRM direction?
Contact Pysagor for a direct conversation about the product scope, mobile-first workflow, and current development stage.