Celeris Partners Takes Minority Stake in Mobile2CRM to - GlobeNewswire

Private equity just discovered that your phone calls don't log themselves into your CRM. Welcome to 2026.

Celeris Partners took a minority stake in Mobile2CRM, a company that connects phone and mobile activity to CRM records — specifically built around Microsoft Teams. The pitch is that call data, contact activity, and communication history flow into your CRM without someone manually copying it over. They're using the investment to expand across North America.

If you've ever lost a deal because a key conversation lived in a sales rep's call history and nowhere else, this is the category of problem they're trying to solve. Automatic call logging sounds small until you're reconstructing a client relationship from memory because your team treats the CRM like a punishment, not a tool. The Microsoft Teams angle matters too — if that's already how your people communicate, one less integration fight is one less reason they'll skip logging altogether.

The honest reality: another integration layer on top of a CRM that already doesn't fit your business is just a neater version of the same patchwork. The logging problem is real, but it's a symptom — the underlying issue is usually that your CRM makes manual data entry feel easier than the "automated" alternative.

Better data capture only helps if the data is going somewhere your team actually trusts.

#CRM #SalesOps #MicrosoftTeams #RevenueOperations #MidMarket

Original Source

... CRM integration solutions. The investment and strategic partnership will support Mobile2CRM's expansion across North America and help scale its ...