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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.

pnpm mobile:verify-assetspnpm mobile:verify-enviOS/Android device QA
Explore mobile workflowsView pricing

Mobile dashboard

Priority feed

Alerts6 unread
DealsNeeds action
CampaignsLive

Product Theater

Inspect the workflow before signup

Each step shows the start state, CRM.me action, result state, and proof language for this product route instead of relying on generic feature copy.

Mobile dashboard

Priority feed

Desktop, tablet, and mobile route captures · poster mobile-dashboard.png · fallback mobile-dashboard.png

Interface preview, not release proof

Start state

Open the priority feed

Start with alerts, account changes, and campaign engagement.

CRM.me action

Open the priority feed

Start with alerts, account changes, and campaign engagement.

Result state

6 unread

Alerts moves into the product surface without losing record context.

Proof

Mobile launch depends on mobile production API URL and release-channel configuration.

No app-store approval claims are made until approvals are real.

Workflow

How the workflow moves from signal to action

Every page maps to shipped CRM.me surfaces or explicitly calls out the production credentials required before a workflow goes live.

1

Open the priority feed

Start with alerts, account changes, and campaign engagement.

2

Review record context

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

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

Claim Guardrails

Source-verifiable launch copy

These pages avoid fake customer counts, fake certification language, fake marketplace approval claims, and unsupported revenue-lift claims.

Mobile launch depends on mobile production API URL and release-channel configuration.

No app-store approval claims are made until approvals are real.

Mobile copy should mirror the production marketing positioning.

Related Workflows

Keep exploring the connected product surface

AlertsCampaign analyticsCRM