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Mobile Apps

Keep CRM, alerts, tracking, and campaign context usable away from the desk.

Mobile workflows for field sellers and managers who need quick account context, notifications, and follow-up visibility.

Built for

Field sales, executives, customer-facing teams, and managers reviewing pipeline on the move.

Availability

Code and assets present; production env blocked

The iOS and Android apps exist and release assets verify. Production env values, native Firebase files, device QA, and app-store review remain release-owner gates.

iOS/Android device QA
Illustration

How it works

From signal to action

  1. 1

    Open the priority feed

    Start with alerts, account changes, and campaign engagement.

  2. 2

    Review record context

    Move from notification into account, contact, deal, or activity detail.

  3. 3

    Take the next action

    Call, email, update status, or queue follow-up without waiting for desktop.

CRM in hand

Use the data that matters most on smaller screens.

  • Dashboard
  • CRM records
  • Notifications
  • Settings

Tracking detail

Show the engagement context that explains why an alert matters.

  • Email events
  • Document views
  • Campaign status
  • Follow-up priority

First-run clarity

Guide users from auth to useful work with fewer dead ends.

  • Authenticated routing
  • Empty states
  • Loading states
  • Error recovery

Related Workflows

Keep exploring the connected product surface