Mobile App

Your whole CRM, now in your pocket.

Close deals, answer leads, and stay in sync from anywhere. The full power of Berto, now on iOS and Android.

Berto mobile app interface
On-the-go dashboard

An agent's whole day, briefed by AI

The Berto app opens to an AI briefing built from your own tasks, activities and leads, so you know exactly where to focus before the first call.

Targets, team standing, new leads and deals at risk are all a glance away, wherever you are.

What you get on day one

  • An AI briefing drawn from your tasks, activities and leads
  • Monthly target plus visual weekly and daily goals
  • Record activities and book meetings from anywhere
On-the-go dashboard

Open the app to a dashboard that already knows your day

Every agent opens to an AI briefing pulled from their own tasks, activities and leads, with targets and team standing one glance away.

Berto mobile dashboard with AI morning briefing and monthly quota
One screen

Everything that drives the day, in one screen

Briefed by AI

AI briefing

A daily brief built from your tasks, activities and leads.

TasksActivitiesLeads

Upcoming activities

Everything on your calendar, in priority order.

Task list

What needs doing today, ticked off on the go.

Monthly, weekly & daily targets

Track your number against the monthly quota, with a visual read on where each day and week stands.

Team leaderboard

See how the team is pacing against quota.

New leads

Fresh leads land in your pocket the moment they arrive.

Deals at risk

Spot stalling deals before they slip away.

Berto mobile leads list with hot lead filters

Run leads and deals end to end, from anywhere

Open any lead to record activities and book meetings on the spot. Filter the deal pipeline and follow every touch in the deal timeline, web or mobile.

Record activities

Log calls, notes and outcomes against any lead.

Book meetings

Schedule from the lead record, web or mobile.

Deal filters

Slice your pipeline by stage, value or owner.

Deal activities

A full timeline of every touch on the deal.

Take Berto with you. Download the app today.

Your whole pipeline, briefed, targeted and ready the moment you open it.

Built for speed, loved for simplicity

No clutter, no lag. Whether you are in a meeting, on site, or on the move, manage your work and close deals straight from your phone.

No lag, ever

Every tap, scroll and update lands instantly. The app keeps pace with you.

Always in sync

Changes reflect across every user and device the moment they happen. No refresh needed.

Alerts that matter

Instant pings for new leads, follow-ups, deal updates and approvals, so nothing slips.

Share in one tap

Send listings, media or client details straight to WhatsApp, email, or any channel.

Clean by design

A modern, uncluttered interface that stays easy on the eyes through long days.

Secure and reliable

Enterprise-grade security protects your data without slowing anything down.

Ready to transform your sales process?

Join the teams using AI to respond faster, qualify better, and close more deals.

Frequently asked questions.

Everything teams ask before bringing berto into their stack.

Still have questions? Talk to our team