Mobile App
Take SmartCRM everywhere with the mobile app. Access client information, update visits, and stay productive while on the go.
Installation
SmartCRM mobile app is a Progressive Web App (PWA) that works on both iOS and Android devices. Visit app.smartcrm.md on your mobile browser and click 'Add to Home Screen' when prompted. No app store download required.
Mobile Features
Access all core features on mobile: view and edit client profiles, check schedule and upcoming visits, update visit status in real-time, add notes and photos, make calls directly from client profiles, and receive push notifications.
Offline Capabilities
The mobile app works offline, allowing you to access recently viewed clients and visits without internet connection. Changes made offline are automatically synchronized when connection is restored.
Data Sync
All data automatically syncs between mobile app and web version in real-time. Changes made by team members appear instantly. Conflict resolution ensures data integrity when multiple users edit the same record.
Mobile Tips
Use location services to track visit check-ins. Take photos during visits to document outcomes. Use voice-to-text for quick note-taking. Enable biometric login for secure and fast access. Download important client data before field trips.