Mobile
The CRM a rep actually opens between meetings.
A normal CRM’s mobile view is the desktop squeezed onto a small screen, so nobody opens it in a car park. MADDOX installs from the phone’s browser as a web app with its own icon, opens straight onto the screen your role needs, and lets you do the handful of things that actually happen between meetings: read the deal brief, move a deal or its close date, draft the follow-up, book the next meeting, look somebody up, attach a photo, and record what was said. It is an installable web app, not an app-store download, and it is the same MADDOX underneath — one record, one timeline, one set of permissions.
How it works
From a browser tab to the app on your home screen
There is nothing to download from a store and nothing for IT to push out. The second step is the one that makes it worth opening.
Install it from the browser
Sign in to MADDOX on the phone and add it to the home screen. It gets its own icon, opens full-screen without browser chrome, and long-pressing the icon offers four shortcuts: Today, what you owe, your deals, and the map.
Land on your own screen
What opens depends on your sales role. A BDR lands on their own numbers and calls; an AE on the day, their deals and the map; a manager or owner on the team. The tab bar is drawn per role, so nobody wades through screens built for somebody else.
Do the thing, then get back to the job
Each action is one screen deep and writes to the same record the desktop reads. A stage moved in a car park is on the forecast before you are back at your desk, and a photo of the site survey is on the deal rather than in your camera roll.
In the product
The deal brief, on the phone, before you walk in.
By role
Four people, four different apps on the same record.
The phone is shaped around what each seat in an MSP sales team actually does away from a desk.
BDRs: their own numbers and their calls.
A BDR’s bar is Me, Calls, Today and Owed. Me is their own activity and results; Calls is their recent calls and the callbacks they promised, which they can schedule or dismiss from the phone. What a BDR does not see is deal work or the canvassing map, because neither is their job and a screen that is not your job is a screen you learn to ignore.
AEs: the day, the deals, the contacts and the map.
An AE gets Today, Deals, Contacts, Map and Owed. Today is the schedule. Deals opens the brief on the deal you are about to walk into, and is where a stage, a close date, a follow-up, a photo or a debrief is done. Map is canvassing, covered further down.
Managers and owners: the team, and the business behind More.
Sales managers and owners get Today, Deals, Contacts, Owed and Team, with a sixth slot, More, that holds the owner’s dashboard, the forecast, campaigns, reports and the map. Each of those is a read-only reading of the desktop page of the same name, built from the same readers, so the forecast on the phone is the forecast — not a separate summary that can drift from it.
Team is where a manager reaches each rep, their one-on-ones and the meetings they owe, and where a one-on-one recording is uploaded from the phone so it goes through the same transcript and coaching pipeline as one recorded at a desk.
What it does
The things that happen between meetings, and only those.
Each of these writes to the record the desktop reads. None of them is a phone-only copy of anything.
Read the brief, move the deal.
The deal brief is what you want in your head walking into the room: who is involved, where it stands, what was said last time. From the same screen you can move the deal to another stage or change its expected close date. Both are deliberate writes with their own rate limit, and both land on the forecast immediately.
Draft the follow-up, and send it if you have connected a mailbox.
The phone generates the next follow-up from the deal’s own record, and you edit it before anything happens. Nothing is scheduled and nothing sends on its own: one rep, one tap, one email, each one read first.
Sending it from the phone goes out as you, from your own Microsoft 365 mailbox, which means it needs the Microsoft 365 integration switched on for your workspace. That integration is opt-in and ships off. Without it you still get the draft; you send it from wherever you normally send email.
Book the next meeting, look somebody up.
Booking uses the same availability and booking path as the desktop, so a slot taken on the phone is a slot taken everywhere. Contact search is debounced as you type and opens straight onto the person and their company.
Attach a photo, record a debrief.
A photo from the camera — the comms cabinet, the whiteboard, the business card — attaches to the deal, and the upload checks the actual image type rather than trusting the file name, HEIC included. A debrief recorded into the phone after a meeting goes into the same recording, transcript and deal-sheet pipeline as a recorded call, so what you said in the car is on the record by the time you are back.
Canvassing
A canvassing map that knows which businesses you already own.
For MSPs who still win accounts by walking into them. The map is on the phone only, by design, and is offered to AEs, sales managers and owners.
Ours mode: your accounts within reach of this stop.
Open the map and it shows the companies you already hold around where you are standing, so a gap between meetings becomes a drop-in rather than a coffee. This reads your own records and costs nothing per search.
Discover mode: what is on this block that is not in your CRM.
Discover mode asks Google Places what businesses are around you, opening on a tenth of a mile so a dense street does not spend the whole result list before it reaches the block you are parked on. Anything you already hold as a company is excluded, because it belongs in ours mode. Companies your team has rejected stay hidden, and so does any place a rep has blocked.
Each result carries its category, its size band where a local reference match exists, and an advisory flag when it looks like a business run from a house. That flag is information, not a filter: a home-run contractor with eight vans is a real managed-IT prospect, so he is labelled rather than hidden.
Filtering is an admin decision, made after you have seen the street.
Out of the box nothing is excluded. An admin can turn on category exclusions in the canvassing settings — the list offered includes the civic and recreational places that are not businesses at all, such as parks, playgrounds and transit stations — and can set a minimum size band below which places are tucked behind a toggle. Excluding before anyone has seen what an exclusion removes is how a book of business quietly disappears, so the choice is left with you.
Pending adds: reps propose, somebody approves.
Adding a discovered business from the pavement does not create a company. It creates a pending add, and an admin reviews the queue on the desktop: approve it, reject it, or merge it into a company you already hold under a different name. Enrichment runs only on approval, one company at a time, so browsing a street spends nothing on data.
A rep who loses signal in a basement keeps working; the adds queue on the phone and go when the signal comes back.
What discovery needs from you.
Discover mode depends on a Google Maps Platform key configured for your MADDOX environment. There is no default key; without one, discovery declines the search and says so rather than showing you an empty street. Ours mode and everything else on the phone work without it.
Living on the phone
Notifications, the badge, and opening instantly.
Push notifications for the things you promised.
Turn notifications on for your own phone from inside the app — no admin permission needed. They cover a callback coming due, a meeting reminder, the commitments due today, a commitment added in a one-on-one, a rep missing a commitment, and a double booking that was held. The app icon carries a badge count where the phone supports one. On an iPhone, notifications work once MADDOX has been added to the home screen, which is Apple’s rule for web apps.
Opens instantly, and never pretends to be live when it is not.
The app shell is stored on the phone, so it opens at once. Your data is always fetched fresh first; only when the network actually fails does it fall back to the last copy it saw, stamped with when that was. On a phone that changes hands, the stored copy is kept per person, so the next rep to sign in cannot be shown the previous rep’s schedule.
Stays signed in for up to 30 days between uses.
The installed app keeps you signed in for up to 30 days of inactivity, and every use resets the clock, so a rep who opens it daily is not asked to sign in again on a pavement. A desktop browser keeps its normal, shorter session. Where a workspace requires multi-factor authentication, the second factor is re-asked on its own schedule regardless.
Who it is for
For MSP sales teams that sell in person
Managed IT is still sold across a desk and through a front door. The phone is for the minutes either side of that.
- AEs who drive between client sites and want the brief before they walk in
- Reps who canvass business parks and want to know which doors are already customers
- Managers who run one-on-ones away from a desk and want them on the record
- Owners who check the forecast and the campaigns from wherever they are
Related
Questions
The things people actually ask.
Is there an iPhone or Android app?
No store app — MADDOX on the phone is an installable web app. You add it to the home screen from the browser and it opens full-screen with its own icon, shortcuts, badge and notifications. There is nothing to download from a store and nothing to update by hand.
Can reps send email from the phone?
They can draft the follow-up on the phone in every workspace. Sending it from the phone needs the Microsoft 365 integration switched on, because the email goes out from the rep’s own mailbox; that integration is opt-in and ships off.
Does the canvassing map need anything set up?
Ours mode needs nothing. Discover mode, which finds businesses you do not hold yet, needs a Google Maps Platform key configured for your environment; there is no default key. Category filters and a size floor are optional, and an admin turns them on.
What does a BDR see on the phone?
Their own numbers, their calls and callbacks, the day’s schedule and what they owe. Deal work and the canvassing map belong to AEs, managers and owners, so they are not on a BDR’s bar.
Does it work without signal?
Partly, and it is honest about which part. The app opens offline and shows the last copy it fetched, stamped with when. Canvassing adds made offline queue and send when the signal returns. Anything that needs a fresh answer waits for the network rather than guessing.
Put the brief in your pocket before the next site visit.
Install it on your phone, open the next deal on your calendar, and read it in the car park. That is the whole test.