Android & iOS

A CRM mobile app your field and office teams actually use

CrmLeaf's mobile app for Android and iOS carries your CRM, attendance, invoicing and support tickets into one pocket-sized companion, with the same login and the same ownership-scoped permissions you already have on the web.

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  • Same login as the web
  • Same permissions
  • Also works as a web app

What's inside

Seven things you can do from your phone

Attendance & Time

Clocking in from the app writes to the same attendance record as the web, evaluated against your assigned shift. Location and a verification photo can be captured at the moment of clocking, so a field or remote team has an attendance record that does not depend on an office device.

  • GPS location capture
  • Face/photo verification
  • Shift-based late/half-day flags

CRM on Mobile

Leads, deals and clients, including a personal "lead me" view that filters straight to the leads assigned to you.

  • Leads
  • Deals
  • Clients

Work & Tasks

Tasks, projects, the events and calendar view, notes, the notice board and feedback, so an update does not wait for a laptop.

  • Tasks & projects
  • Events / calendar
  • Notice board

Finance

Invoices, estimates, expenses and payslips: approve an expense on the move, or check a payslip without emailing HR.

  • Invoices & estimates
  • Expenses
  • Payslips

HR Self-Service

Employee directory, leave requests, your own profile and travel reimbursement submissions, cutting down on HR's inbox.

  • Directory
  • Leave
  • Travel reimbursement

Field & Solar

For field and Solar CRM deployments: site-survey and approval screens plus dispatch, gated by the account's product type, so a crew gets the screens their workflow needs.

  • Site-survey & approval
  • Dispatch
  • Gated by product type

Push Notifications

Real-time alerts that follow your email preferences, with deep links straight to the relevant screen.

  • Firebase Cloud Messaging
  • Deep links

Push notifications

If it would reach your inbox, it reaches your phone

Push notifications arrive through Firebase Cloud Messaging and follow the same rule as email: any notification you would get by email also pushes to your device, with deep-link routing straight to the relevant screen.

No separate push toggle. Push is governed by your existing email-notification preferences.

One account

Your web account, in your pocket

Same login

The app uses your existing CrmLeaf credentials, the same login you use on the web.

Same permissions

Ownership-scoped permissions carry over, so each person sees what their role allows.

Shaped by your edition

Navigation depends on the product edition, which add-on modules are enabled, and each user's role and permission scopes.

Available across all product editions, and as a progressive web app in a mobile browser.

FAQ

Common questions about the CrmLeaf mobile app

  • No. The app uses your existing CrmLeaf credentials, the same login you use on the web.

Related

Explore further

Take CrmLeaf to the field

Install the app during your trial and clock in with your own team's shift the same day.

Start free trial Book a 30-min demo