Mobile CRM Overlay — Contact Data on Your Phone Screen

When someone calls, your Android phone instantly displays a floating overlay with CRM data from Bitrix24 — contact name, company, deal stage, and last interaction. Know everything before you answer.

Key Capabilities

CRM Context on Every Incoming Call — On Your Phone

Field sales reps and mobile teams get instant CRM context directly on their Android phone — no need to check a computer.

1

Floating CRM Overlay on Your Phone

When an incoming call arrives, SIMtrix Bridge displays a floating overlay on top of the Android call screen. The overlay shows: contact name, company, active deal and its stage — all pulled from Bitrix24 in real time. The overlay appears within 300-700ms, while the phone is still ringing, giving you full context before you pick up.

9:41
+48 501 234 567
Incoming call...
S
SIMtrix CRM
MN
Marek Nowak
Digital Agency Sp. z o.o.
Deal
Website Redesign
Stage
Proposal
2

Lightning-Fast CRM Lookup

SIMtrix detects the incoming call within ~50ms, sends the number to the server which queries Bitrix24 API (200-500ms), and pushes the result back to the phone. With Redis caching, repeated callers are resolved even faster. The overlay appears on the phone screen while it is still ringing — no delays, no waiting.

Overlay Flow
1
RINGING detected
~50ms
2
CRM lookup via Bitrix24 API
200-500ms
3
Overlay displayed on phone
~100ms
Total: 300-700ms — overlay appears while phone is still ringing
3

Fully Configurable — Admin & User Level

The organization admin can enable or disable Mobile CRM Overlay globally from the SIMtrix admin panel. On top of that, each individual user can toggle the overlay on or off directly in the SIMtrix Bridge app on their phone. This gives teams flexibility — field reps who need it turn it on, office workers who use the desktop version can turn it off.

Overlay Configuration
Admin Panel
Global toggle for organization
ON
SIMtrix Bridge App
Anna K.
ON
Marek N.
ON
Jan W.
OFF

How It Works

From incoming ring to CRM data on your phone — in under a second.

1

Incoming Call Detected

Your Android phone receives a call. SIMtrix Bridge detects the incoming number within ~50ms using the CallStateReceiver.

2

Real-Time CRM Lookup

The number is sent to the SIMtrix server via WebSocket. The server queries Bitrix24 API to find matching contacts, leads, and deals. Results are cached in Redis for faster future lookups.

3

Overlay Displayed on Phone

CRM data is pushed back to the phone via WebSocket. SIMtrix Bridge displays a floating overlay on the call screen with contact name, company, deal stage, and last interaction — all within 300-700ms.

4

Answer with Full Context

You see exactly who is calling and what their status is in CRM before you pick up. After the call, the activity is logged in Bitrix24 as usual.

Who Is This For?

Mobile CRM Overlay is designed for teams who take calls away from their desk.

1

Field Sales Representatives

Driving between client meetings, a prospect calls back. You see their name, company, and deal stage on your phone screen — and answer with confidence instead of 'Hello, who is this?'

2

Mobile Service Teams

On-site technicians and service agents receive calls from customers. The overlay shows the customer name, contract type, and last service date — resolve issues faster without looking up anything.

3

Managers on the Go

Key accounts call while you're in transit. You immediately see the account value, renewal date, and last touchpoint — no need to open a laptop or check your CRM.

Frequently Asked Questions

Smart Caller ID opens the contact card on your computer in Bitrix24 (desktop app or browser). Mobile CRM Overlay shows the same data directly on your Android phone screen as a floating overlay. They complement each other — use both for full coverage, or just one depending on where you take calls.

Yes. The organization admin can enable or disable it globally from the SIMtrix admin panel. Additionally, each user can independently toggle the overlay on or off in the SIMtrix Bridge app settings on their phone. Users who prefer the desktop version can simply turn it off.

The overlay typically appears within 300-700ms after the phone starts ringing. This includes call detection (~50ms), server CRM lookup (200-500ms with Redis caching), and overlay rendering (~100ms). You see the data before you answer.

Yes. SIMtrix supports dual SIM devices. Incoming calls on either SIM trigger the Mobile CRM Overlay. Each SIM can be assigned to a different Bitrix24 user.

The overlay requires the SYSTEM_ALERT_WINDOW permission (Display over other apps). SIMtrix Bridge requests this permission during initial setup. This is the same permission used by apps like Facebook Messenger chat heads.

See who's calling — right on your phone

Install SIMtrix Bridge and get CRM contact data as a floating overlay on every incoming call.

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