CRM Alerts · by Nemely

Your day. In motion.

Your mobile CRM for Microsoft Dynamics 365.
Prepare for meetings. Keep sales follow-up moving.

Book a CRM Alerts demo Take a guided look

Download on the App Store

CRM Alerts daily workspace with tasks, Pulse AI and CRM insights

CRM Alerts public transport journey with walking legs and connections

Your day, at a glance.Task priorities, Pulse AI and your configured CRM dashboard, together.

A few organizations we've worked with

Launching Friday 23 October

A new chapter for CRM Alerts.

Explore the new workspace, Pulse AI and the ways to get started.

Explore the launch

CRM Alerts · by Nemely

Great customer work. In your hands.

Bring customer context, useful summaries and the next action into your day. CRM Alerts extends the Dynamics 365 CRM you already use, with easier access to the information behind each conversation.

Find your next moment

CRM Alerts iPad customer overview with recent and upcoming interactions

One relationship.
A clearer picture.

CRM Alerts customer record summary and next steps

From iPhone to iPad.

Made for the Dynamics 365 you already use.Let’s make it personal

Take a guided look

Where does your day take you?

Choose a moment. Walk through the product.
Discover how CRM Alerts could fit your day.

Inside CRM AlertsStep 1 of 4

CRM Alerts customer overview with recent interactions and open work

Customer context

Know where you left off.

Review the latest note, recent interactions and open work before a customer meeting. Pick up the relationship with the context you need.

Meeting preparation brings together the agenda and loaded CRM activity, opportunities and cases. Request an AI brief and see which source information it covers.

Less catching up. More meaningful conversation.

Queries and personal views

Find opportunities closing this month above a chosen value. Use Query Builder, or ask Pulse to draft the filters by text or voice. Inspect the proposed query before running it; a draft does not execute the query or change records.

Save a useful selection as a personal view. Share supported read or edit access with eligible colleagues or teams. Sharing a view does not give someone access to records they cannot already read.

CRM Alerts working-day calendar with CRM and Outlook event sources

Your calendar

Make room for what matters.

Move between day, week, month and list views. Open a customer meeting, or ask Pulse to find a continuous free slot in your enabled calendars.

Availability covers only the readable calendars and dates checked. Confirming attendees and booking the meeting are separate steps.

The day ahead, connected to the customer.

Pulse AI

Start with a good question.

Type a question—or speak in a supported voice session. Open a relevant customer record, then ask Pulse to prepare a note, follow-up task or supported update.

Pulse uses the records and tools your account can access. Changes follow the approval policy; the default asks you to review them. AI and voice availability depend on your setup.

Your CRM context, closer to the question.

Summaries, suggestions and replies

Get meeting-preparation prompts, opportunity follow-up suggestions and summaries based on accessible CRM information. Tune the suggestions to your working routine.

In connected email, Suggest Reply prepares an editable Reply or Reply All draft. Refine it before sending; generating the draft does not send the message or save a remote Outlook draft.

CRM Alerts customer tasks and due activities

Tasks & follow-up

Keep the promise moving.

Create a follow-up task, log a call or record the outcome with the customer context already in place. Capture useful information while the conversation is fresh.

Easier capture can help your team keep CRM current and give summaries more useful source information.

A good conversation becomes a clear next step.

Dashboard tiles and process stages

Configure list, metric and chart tiles for the data you use regularly. Pulse can help draft a supported tile. Dashboard charts summarise configured data; proactive AI suggestions are a separate capability.

Use Process Kanban to see supported records by business process stage. Move through available transitions with required-field review, within your configured tables and CRM privileges.

Customer context · Step 1 of 4

The same CRM. A little more room.

One app. Every working rhythm.

A quick customer check. A deeper conversation. Time to plan. See how CRM Alerts makes use of the space in front of you.

01The customer, close at hand

iPhone

Ready for the next conversation.

Recent interactions, open work and the next meeting. Pick up the customer relationship wherever your working day takes you.

Customer context in a focused, familiar iPhone view.

CRM Alerts expanded customer workspace with record navigation

02An expanded layout

iPhone Duo

More context. Less back and forth.

Keep record sections beside the customer overview. Move between details, notes and activities while the relationship stays in view.

Section navigation stays beside customer information in the expanded layout. Supported transitions can recover a local note or task draft; the draft still needs to be saved to CRM.

CRM Alerts iPad workspace with Pulse AI, task counts and CRM charts

03A broader working surface

iPad

Room to see the bigger picture.

Keep the menu in view alongside task indicators, Pulse AI and a broader dashboard. Navigation adapts when the available window becomes narrower.

More room to review customer information and plan next steps, with the same Dynamics 365 context.

Your Dynamics 365.
A workspace that moves with you.

See it with Nemely

CRM Alerts route and travel estimate for a customer visit

Between here and your next hello

Work moves. Move with it.

The day does not stop at your desk. Keep your meeting plans and the journey ahead in the same working rhythm.

Plan the next stop.

Plan one visit or several customer stops. Adjust departure times, visit lengths and stop order, then use travel estimates and Optimize Route to review the journey.

Know your options.

Review driving directions or supported public transport journeys, including walking legs, transfers and arrival margins. Available connections depend on the service and location.

Keep the plan close.

Save a supported journey as a local travel block. For a matching next meeting, Pulse can show a Leave In countdown.

Travel blocks stay in the app for the current device, user and CRM environment. They do not create Dynamics appointments or sync to the device calendar.

A little more clarity

Your CRM. Your questions.

A useful starting point before we explore the right setup for your team.

What is CRM Alerts 5, and who is it for?

CRM Alerts is Nemely’s mobile app for teams using Microsoft Dynamics 365. Version 5 brings a redesigned everyday workspace, Pulse AI, customer and meeting context, calendar and travel planning, and tools for working with CRM views and data. It is designed for sales representatives, account managers and service teams who need to find information and capture the next action throughout the working day.

How does CRM Alerts help with sales alerts and follow-up?

CRM Alerts can surface meeting-preparation prompts, opportunity follow-up suggestions and highlights of changes to followed records in your mobile Dynamics 365 workspace. Open the relevant customer or opportunity, review its context and create a follow-up task. Available suggestions depend on your setup, preferences and access to CRM information.

Does CRM Alerts replace our Dynamics 365 CRM?

No. CRM Alerts extends the Dynamics 365 environment you already use. Your records, relationships, configured tables and user privileges remain the foundation. Nemely reviews the CRM setup, supported actions and connections needed for your chosen workflows, including any AI, Outlook or transport services. Configuration and any additional service requirements are agreed for your environment.

How Nemely plans system integrations

Can Pulse AI change CRM data or send email for us?

Pulse can propose supported record creation and updates, such as a note, follow-up task or field change. Data changes follow the current action approval policy and the user’s CRM privileges; the default requires user review. A proposed action is separate from a saved CRM update. In the connected email experience, Suggest Reply prepares an editable draft for you to refine and send. Generating it does not send the email or save a remote Outlook draft. AI and voice availability depend on the configured account and device.

Does finding time book a meeting, and do travel blocks sync to CRM?

Finding free time checks only the enabled, readable calendars and date range included in the request. It does not establish that every attendee is available or book the meeting. A saved public transport journey creates a local travel block for the current device, user and CRM environment. It does not create a Dynamics appointment or sync to the device calendar. Transport coverage and live or scheduled information vary by service and location.

Which devices and app versions should we plan for?

This page demonstrates the CRM Alerts 5 iPhone experience, with dedicated expanded layouts for Duo and iPad. Features, supported devices, AI and voice services, and calendar connections depend on the app version and setup. We confirm your intended devices and validate the selected workflows before rollout. The app’s policies explain data handling, subscriptions and cancellation.

CRM Alerts Privacy Policy CRM Alerts Terms & Conditions

How do we arrange a CRM Alerts 5 demo and discuss an upgrade?

Bring a typical customer interaction and tell us about your current Dynamics 365 setup, devices and CRM Alerts version, if you already use it. We can demonstrate the relevant workspace, Pulse AI and follow-up journey, then agree feature availability, configuration, upgrade requirements and rollout support. Subscription, Microsoft and connected-service licensing are confirmed in the proposal. A focused pilot can help your team validate the experience before a wider rollout.

How Nemely plans CRM implementation Explore the CRM Alerts 5 release

What are you looking for?