CRM in hand
Use the data that matters most on smaller screens.
- Dashboard
- CRM records
- Notifications
- Settings
Mobile Apps
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
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.
How it works
Start with alerts, account changes, and campaign engagement.
Move from notification into account, contact, deal, or activity detail.
Call, email, update status, or queue follow-up without waiting for desktop.
Use the data that matters most on smaller screens.
Show the engagement context that explains why an alert matters.
Guide users from auth to useful work with fewer dead ends.
Related Workflows