Download the mobile app, pin your key features, and manage your business from anywhere.
4 areas
Getting Around the App
Four things to know once you're in the mobile app. Tap one to see what it covers.
01
Pinned Apps
Choose which features show right on your mobile dashboard. Drag and drop to reorder them however you work best.
02
Conversations
Your full inbox on the go. Reply by SMS or email depending on what the contact provided, Facebook and Instagram show here too.
03
Contacts & Calendar
Search and manage contacts, call, message, or charge them, and check any team member's calendar right from your phone.
04
Notifications (Desktop Setup)
Set notification preferences on desktop, in-app choices automatically apply to mobile too, so you never miss a lead.
"The mobile app allows you to respond to leads within minutes, even when you're away from your desk. Quick response times can increase conversion rates up to 80%."
Key terms
Definitions
Tap any term to expand it.
The features you choose to show on your mobile dashboard for quick access, drag and drop to reorder.
A mobile-only tool that scans a physical business card and brings the contact straight into your system.
Preferences set on desktop that automatically apply to both web and mobile, so you only configure them once.
Shortcuts like adding a new contact while you're out, available right from the mobile app's bottom menu.
A mobile feature that copies your calendar's booking link so you can send it to anyone instantly.
In practice
Common Use Cases
📲
Replying On the Go
Reply to a text, email, Facebook, or Instagram message the moment it comes in, without opening a laptop.
🪪
Scanning a Business Card
Meet someone at an event, scan their card, and they're a contact in your system before you leave the room.
📅
Sharing Your Calendar
Copy your booking link from the app and text it to someone on the spot instead of typing it out.
🔔
Never Missing a Lead
Pin Conversations, Contacts, Opportunities, and Calendar so everything you need is one tap away.
Help me do it
Things To Do
Finish these before moving to the next lesson. They only take a few minutes.
0 of 3 done
⚡ Tips
Pin Contacts, Conversations, Opportunities, and Calendar first, that covers your daily CRM essentials.
Hold your finger down and drag to reorder your pinned apps however works best for you.
If a contact didn't provide an email, you won't see the email option, only what they actually gave you.
Scan a business card at an event instead of typing in details later, it's a fast way to capture a new contact.
Set notification preferences once on desktop, they automatically carry over to mobile too.
Check yourself
Quick Knowledge Check
Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.
0 of 4 answered
Where do you set your notification preferences so they also apply to mobile?
The features you choose to show on your mobile dashboard are called your ____.
True or false: quick response times from mobile can increase conversion rates significantly.
The mobile-only tool that brings in a new contact from a physical card is called ____.
Help me apply it
Try This With Your Favorite AI
Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.
📱 Mobile Pinned Features Recommendation
You are a productivity consultant helping me decide which features to pin on my mobile dashboard so I'm not hunting for things on the go.
My context:
- How I mainly work: [mostly calls, mostly text, mostly in-person]
Give me:
- My top 4 recommended pinned features, in priority order
- One sentence on why each one earns a spot for someone who works the way I do
- One feature most people forget to pin but shouldn't
- Keep the list to exactly 4.
Finish by asking me: "Does your day involve more inbound leads or more outbound follow-up? Tell me and I will adjust the priority order.".
⚡ Fast Mobile Reply Templates
You are a copywriter helping me write short reply templates I can fire off quickly from my phone when I'm away from my desk.
My context:
- My business type and the most common question or request I get: [describe]
Give me:
- 3 short reply templates for the most common situations I'm likely to face on the go
- Each one should work equally well as a text or a quick email
- One sentence on how to personalize each one in under 10 seconds
Finish by asking me: "What's the message you find yourself typing most often on your phone? Tell me and I will template it for you.".
On the go
Get the App
Download it now so you're ready to manage leads from anywhere.