DMSi CRM+2026.3 - App Store

DMSi CRM+ application designed specifically for the Building Materials Industry. The mobile app is an extension of our leading web-based CRM. Whether you are a one or two step distributor or a pro dealer, DMSi CRM+ is designed for you. Our product will work with any backend enterprise resource planning (ERP) software to arm your sales team with the information they need to better serve your customers.

Features:
- Manage your territory with our advanced calendar functionality that integrates directly with Microsoft Exchange
- Track new business using our pipeline to give your team a true picture of what they need to meet their sales goals
- Use Voice-to-Text to easily add comments to your appointments and tasks throughout the day ensuring you don’t forget a promise you made
- See valuable information regarding your accounts and contacts with key information from your ERP
- Use the mobile configuration within your web application to tailor the app to meet the needs of your business
- Add custom fields and data to your DMSi CRM+ and instantly display them within the app

Subscription Details:
- DMSi CRM+ is a subscription based product
- You will not be able to use the application if you do not have a valid subscription for the web version of DMSi CRM+

Version History This update includes an import function to load phone contacts and easier access to Child Accounts from the Customers tab 2026.3 5d ago This update includes improved access to user preferences and the ability to set mobile push notifications for events. 2026.2 Jul 29 This update includes fixes to multi-select picklist fields: validation, search functionality, and design. 2026.1.2 Mar 4 This update includes fixes for currency field masking and text area page scroll. 2026.1.1 Feb 5 This update includes a new sort/search option for related records and a fix for the account action ‘Flag for Follow Up’. 2025.6.1 Jan 13 This update includes a new warning message for duplicate contacts, new filter options within Territory, and fix for contact business card scanning. 2025.5 10/22/2025 This update includes a new document scanning feature to convert written notes to digital text. 2025.4 08/29/2025 This release includes fixes to Activity Notes field scrolling and Read-Only field settings. 2025.3.1 07/24/2025 This update includes comprehensive design changes that modernize the application and improve user experience. 2025.3 07/12/2025 This update includes a fix to reported user login errors 2025.2.1 04/26/2025 This releases includes the ability to view secondary information on records, enhanced error handling for user login, and UI changes for drilling into a record from a list. 2025.2 04/16/2025 This version includes bug fixes to KPI tab loading performance. 2025.1.1 01/30/2025 This release includes enhancements around Profit Margin KPIs, Territory Management functionality, and a new two-way chat feature. 2025.1 01/23/2025 - Bug fixes 2024.2 08/23/2024 - New KPIs for Monthly and Yearly Sales Margins
- Display of Full Sales Goal
- Display of related Account in TM 2024.1 07/09/2024 - New KPIs for monthly and yearly sales goals
- Bug fix for talk-to-text dictation 2023.3.1 12/19/2023 - New KPIs for monthly and yearly sales goals
- Bug fix for talk-to-text dictation 2023.3.0 12/19/2023 Bug fixes 2023.2.2 09/20/2023 Bug fixes for account search and account view 2023.2 08/30/2023 Bug Fixes 2023.1 07/12/2023 Bug fixes for KPIs page and Agility Mobile Sales app linking 2.3.0 04/26/2023 - Create new contacts from business card import
- Bug fixes for appointments and calendar 2.2.0 01/25/2023 Bug Fixes 2.1.8 03/31/2022 Bug Fixes 2.1.7 03/28/2022 Bug Fixes 2.1.5 01/03/2022