The same record,
on the phone.

A mobile CRM puts the customer record on the phone: the person in the field sees and updates the card, and the office knows at the same time. In Corex360 the mobile app is not a separate product but the phone face of the same core; the card, timeline, quote and contract go with you, and notes and photos are entered right there. The term is defined in the Glossary.

With the Corex360 app the field team looks at the same record as the office: tasks, the project, and files sit in the tabs of the customer card, and photos and documents are tied to the record in Corex Drive. Task management counts open, overdue, and completed tasks, and a task can wait for approval. Each user sees only the records within their role. The field day is on the Field and operations page.

Yes. In the app the customer card, timeline, quote and contract go with you, and notes and photos are entered right there. The inbox also opens on the phone on the same record, so a salesperson updates the card during the visit. Before a meeting, the customer's history is gathered on one card. The sales team's day is on the Sales team page.

Yes, X AI's morning briefing shows on the phone: the assistant gives a briefing every morning and an end-of-day summary, and both open in the iOS and Android app and in the browser. The assistant also follows rule-bound work and, when a rule breaks, opens a task and assigns an owner. More in the X AI questions.

In Corex360 steps involving money, contracts, and people wait for approval; the approval request sits on the same record, and the manager sees there what is being approved. Every approval is logged with who, when, and from which device. No verbal approval, screenshot, or separate message is needed.

The Corex360 Human Resources module runs leave and advance requests through an approval flow, and every approval stays on record; the Corex360 app runs on iOS and Android. Requests are opened in the product: the quick-create area on the start screen includes leave and advance requests, and a request lands on the awaiting-approval screen. The whole flow is in the HR and Attendance questions.

A sign-in from a new device is logged by Corex360 Security, and an unusual event is reported to the account owner immediately. Security logs every sign-in, device, and access. A user on the phone sees only the records within their role. The same device log also shows which device the approvals from that phone came from.

Offline use is not promised on this site for the Corex360 mobile app; the iOS and Android app works tied to the same core. In the flow described today, reports, photos, and approvals entered in the app land on the same record. A user on the phone sees only the records within their role.