How to Access Your CRM on Mobile
Why This Matters
Whether you're at a networking event, meeting clients in the field, or traveling between appointments, mobile access keeps your contact database at your fingertips. Look up contact details, check your to-do list, view upcoming appointments, and add new contacts in real time—all from your phone or tablet.
The mobile version focuses on essential on-the-go tasks while syncing instantly with your desktop. Add a contact on your phone and it appears immediately on your computer. Complete a to-do in the field and your office sees the update instantly. Everything stays synchronized across all your devices.
This guide shows you how to set up mobile access and make the most of the features designed for working away from your desk.
Before You Begin
You'll need an internet connection—mobile access requires being online to sync data in real time.
The mobile version works on any smartphone or tablet (iOS, Android, or other) using any web browser—it's a mobile-optimized website, not a dedicated app.
Know that mobile access provides essential features for field work, not the complete desktop experience. Advanced features like creating workflows, sending campaigns, and building landing pages require desktop access.
Have your login credentials ready—use the same email and password you use for desktop access.
Step-by-Step Instructions
1. Access the Mobile Version
On your phone or tablet, open your web browser (Safari, Chrome, Firefox, or any browser).
Navigate to your CRM login page and sign in with your email and password.
Once logged in, scroll to the bottom of the page. Click Mobile Version.
The page reloads showing the mobile-optimized interface with large touch-friendly buttons and simplified navigation.
This interface is designed specifically for smaller screens and touch interaction, making it easy to work on-the-go.
Time: 1 minute
2. Save a Shortcut to Your Home Screen (Recommended)
Once you're viewing the mobile version, look for your browser's settings menu (usually three dots or lines).
Tap the menu and select Add to Home Screen or Save Shortcut to Home Screen (exact wording varies by browser and device).
Give the shortcut a name like "My CRM" or "Contacts."
Tap Add or Save.
A shortcut icon now appears on your home screen. Tapping it opens the mobile version directly without needing to navigate through your browser.
This shortcut acts like a dedicated app, giving you one-tap access to your database whenever you need it.
Time: 1-2 minutes
3. Navigate the Mobile Interface
The mobile version uses a simplified menu system designed for touch screens.
Tap the menu icon (three horizontal lines, typically in the top left) to open the navigation menu. You'll see:
- Home - Dashboard with quick access tiles
- Contacts - Search and browse your contact database
- Quick Add - Add new contacts on the go
- To-Dos - View and manage your task list
- Calendar - See upcoming appointments for the next 60 days
- Switch to Full Site - Return to the desktop version
- Sign Out - Log out of your account
Tap any menu item to navigate to that section.
The Home screen provides large tiles for Contacts, Quick Add, To-Dos, and Calendar, plus a "Recent Contacts" list showing your last accessed contacts.
Understanding the menu structure helps you move quickly between sections without hunting for features.
Time: 2 minutes to explore
4. Find and View Contacts
From the Home screen, tap Contacts or use the menu.
You'll see a search bar at the top and a grid of alphabetical buttons (A, B, C, etc.) below it.
To search by name, type in the search bar and tap the search icon. Results appear instantly as a scrollable list with contact photos and names.
To browse alphabetically, tap any letter button. All contacts whose last name starts with that letter appear in a list.
Tap any contact name to view their complete contact record including phone numbers, email, address, notes, and to-dos.
From the contact record, you can tap their phone number to call immediately, tap their email to compose a message, or tap their address to open it in your map application.
This quick lookup capability makes mobile access invaluable at networking events, conferences, or when meeting contacts in the field.
Time: 30 seconds to find a contact
5. Add a New Contact with Quick Add
From the Home screen, tap Quick Add (or access it through the menu).
A contact form opens with all standard fields: First Name, Last Name, Email, Phone numbers (up to 4), Address, Company, Category, and Source.
Fill in whatever information you have—First Name and Last Name are typically required, but you can add minimal details and fill in more later from your desktop.
Scroll down to complete additional fields like phone numbers with notes (Home, Work, Cell), address information, and categorization options.
Tap Save when finished.
The contact immediately appears in your database and syncs across all your devices instantly.
Quick Add lets you capture contact information in real time—perfect for networking events where you meet multiple people quickly.
Time: 2-3 minutes per contact
6. Manage Your To-Do List
From the Home screen, tap To-Dos (or access through the menu).
Your task list appears showing contact names, task descriptions, due dates, and priority levels.
Use the Filter dropdown to view specific tasks—for example, select "Overdue & Due Soon" to focus on urgent items.
Tap the dropdown arrow next to any task to expand it and see additional details.
Check off completed tasks by tapping the checkbox or checkmark icon (depending on your interface).
Changes sync immediately—complete a to-do on your phone and your desktop reflects the update instantly.
Mobile to-do access ensures you never miss follow-up tasks, even when you're away from your desk.
Time: Ongoing task management
7. View Your Calendar
From the Home screen, tap Calendar (or access through the menu).
Your appointments for the next 60 days appear in chronological order.
Scroll through the list to see upcoming meetings, calls, and events.
To add a new appointment, first open the relevant contact record, then look for an "Add Appointment" option from within their contact screen. (Appointments must be associated with a contact.)
Calendar view keeps you aware of upcoming commitments and helps you prepare for meetings while on the go.
Time: 30 seconds to review
8. Switch Back to Desktop Version
When you need access to advanced features that aren't available on mobile, tap the menu icon and select Switch to Full Site.
The desktop version loads, giving you access to all features including workflows, email campaigns, landing pages, imports, and advanced searches.
You can switch back to mobile view anytime by scrolling to the bottom of any page and tapping Mobile Version.
Use mobile for quick lookups and essential tasks, then switch to desktop when you need full functionality.
Time: 10 seconds
Questions and Answers
Q: Is there a dedicated mobile app I should download?
A: No. The mobile version is a mobile-optimized website accessed through your phone's web browser. There's no app to download from app stores. Save the shortcut to your home screen for app-like access.
Q: Can I send email campaigns from my phone?
A: No. Email campaigns, workflows, autoresponders, and bulk actions require the desktop version. Mobile access focuses on individual contact management and quick lookups.
Q: Will changes I make on mobile sync to my desktop immediately?
A: Yes. All data syncs in real time. Add a contact on your phone and it appears instantly on your desktop. Complete a to-do in the field and your office sees the update immediately.
Q: Can I work offline on mobile?
A: No. Mobile access requires an internet connection to sync data. Make sure you have cellular data or WiFi access when using the mobile version.
Q: Can I import contacts from my phone?
A: No. Contact imports must be done from the desktop version. However, you can add contacts individually using Quick Add on mobile.
Q: Does mobile access work on tablets?
A: Yes. The mobile version works on any device with a web browser—smartphones, tablets, iPads, etc. The interface adapts to your screen size.
Q: Can I add notes to contacts from mobile?
A: Yes. Open any contact record and you'll find options to add notes, view existing notes, and see to-dos associated with that contact.
Q: Why can't I see some features I use on desktop?
A: Mobile access intentionally provides only essential on-the-go features. Advanced functionality like building workflows, creating landing pages, managing email templates, and running complex searches requires the full desktop interface. Tap "Switch to Full Site" in the menu when you need these features.
Q: Can multiple team members access mobile at the same time?
A: Yes. Each team member logs in with their own credentials. All users can access mobile simultaneously, and changes sync across all devices in real time.
Q: How do I log out of mobile?
A: Tap the menu icon and select "Sign Out" at the bottom of the menu. This is especially important on shared or public devices.
Q: Can I view contact addresses on a map?
A: Yes. When viewing a contact record, tap their address to open it in your device's default map application (Google Maps, Apple Maps, etc.).
Q: Why does the home screen shortcut sometimes log me out?
A: Browser security settings may clear your login session after a period of inactivity. Simply log in again when this happens. Your shortcut will still work—it just requires a fresh login for security.
Q: Can I customize which fields appear when adding contacts on mobile?
A: No. The Quick Add form uses a standard field set. Field customization is managed from the desktop version and applies to both desktop and mobile.
Guide Type: How-To Guide
Estimated Time: 10 minutes