CRM Mobile App Setup Video explains how to access and use the CRM mobile app efficiently, covering both mobile and desktop optimization for quick access.

1. Downloading the CRM Mobile App The CRM is accessible via the Lead Connector App, available in the App Store (iOS) and Google Play Store (Android). Users can find the direct download link in their CRM settings. When adding new team members, an invitation link to download the app can be sent automatically.

2. Features Available on Mobile While the mobile app does not include all desktop functions, it covers key essentials, including: Conversations – Manage client interactions. Scheduling & Calendar – Book and track appointments. Invoicing – Send and review payments. Reputation Management – Monitor & respond to Google reviews. Lead Management – Access contact cards and customer details.

3. CRM Quick Access on Desktop To improve desktop accessibility, users should save the CRM page to their browser bookmarks.

A quick trick: Drag the CRM URL into the bookmarks bar for instant access. Rename it as "CRM" to save space and keep it organized. Utilizing both the mobile app and desktop shortcuts ensures easy access and efficient CRM management on the go!