Building and Customizing Your Branded Mobile App

Build and Customize Your Branded Mobile App

This guide explains how to use the CRM's Branded Mobile App Builder to create and launch your own custom mobile application. The process is designed to be straightforward, with clear indicators to track your progress and tools to ensure your app matches your brand perfectly.

Overview of the App Builder

The Branded Mobile App Builder simplifies the process of creating a mobile app for your business. It provides a step-by-step setup with visual cues and integrated support, allowing you to focus on creating a unique and engaging experience for your audience.

Key Features of the Builder

Progress Tracking

As you move through the setup steps, your progress is visually tracked. Each step is color-coded for easy reference. A blue indicator shows which step you are currently working on, while a red indicator highlights any step that requires your attention or contains an error that needs to be fixed.

In-App Help

If you need assistance at any point, help is readily available. You can tap on help icons or links within the builder to access relevant support articles and setup guides without having to leave the process.

Personalized Branding

A core feature of the builder is the ability to infuse the app with your brand identity. You can customize colors, logos, and profile details to ensure the final app is a true representation of your business.

In-App Notifications

The system will notify you within the builder about any pending tasks or required actions, helping you stay on top of the submission process.

Launching Your App

Once you have completed all the setup steps and customized the app to your satisfaction, you can review your work and submit the app for publication. After submission, the CRM handles the technical process of making the app available on the app stores. Once live, you can share your branded app with your customers and start engaging with them on a new platform.

Getting Started

To begin creating your branded mobile app, navigate to Subaccount > Client Portal > Branded Mobile App in your CRM dashboard. From there, you can start the guided setup process.