Reports and app
The mobile app
Answer customers from your phone.
Video: The mobile app: install, sign in, reply on the go (0:58, with captions)
Every user can use the mobile app. It has the inbox, contacts, calendar and pipeline.
Get it
Open your welcome email on your phone. It has the download link. You can also search the App Store or Google Play for the app named in your welcome email. Then tap Get. Ask in chat if you cannot find it.
Log in
Open the app. Type the same email you use on the web, then your password. Tap Log in. Your inbox opens, with your WhatsApp, Instagram and Facebook chats on one screen.
Reply
Tap a chat to open it. Type your reply in the box at the bottom, then tap the green arrow to send it.
Use it well
- When the app asks, tap Allow. New messages then reach you, even when the app is closed.
- Reply to WhatsApp, Instagram and Facebook from the same screen.
- Check your calendar before a meeting.
- Add a note after a call.
Not working?
Update the app. Log out and in again. Check your phone allows notifications for the app. Still stuck? Tell us your phone model in chat.
Run your sales from one place.
From $99 a month. Set up in one onboarding call.