Help Center

Overview

The redesigned mobile app experience delivers a completely refreshed interface built for speed, intelligence, and ease of use. This major update brings the mobile app's design in line with the web version of the CRM, making it simpler to manage your business from anywhere. Featuring a modern design, a true dark mode, and powerful tools like Universal Search and Ask AI, this release puts the full capabilities of your CRM directly in your hand, redesigned to be more familiar, faster, and smarter.

Faster App Launch

The mobile app now starts up more quickly, allowing you and your team to get to the home screen faster after tapping the app icon. This means less waiting and more time responding to leads, checking opportunities, and continuing your work. This performance improvement is automatic after updating to the latest version of the app.

Important Notes:

No setup is required to benefit from the faster launch.
The app continues loading in the background after the initial launch.
The speed improvement may vary depending on your specific device model, operating system version, and network connection.
This enhancement is available for all versions of the CRM mobile app after updating.

How to Enable the New Mobile Experience

This new experience is currently available as a feature that must be manually activated. Follow these steps to enable it:

Ensure your mobile app is updated to the latest version from the Apple App Store or Google Play Store.
In your CRM, go to Agency Settings, then navigate to the Labs section, and select Subaccounts.
Find and toggle on the option labeled "A New Mobile App Experience."
Choose which subaccounts you want to enable the new design for.

Pro Tip: We recommend enabling the new experience on your agency's own subaccount first. This allows you to explore the new layout and navigation before making it available to client accounts.

Once enabled, simply open the mobile app to see the redesigned homepage, new App Drawer, Ask AI, and other enhancements.

Availability Note

This redesigned experience is being rolled out in phases. Some app modules will transition to the new design in future updates. The widgets and modules a user can access depend on their assigned user role and the permissions set in the SaaS Configurator.

Homepage Overview

The new homepage serves as your mobile command center, presenting key information as soon as you log in.

Fixed Widgets (Top Section)

The top of the homepage displays four key data widgets:

Tasks Due
Opportunity Pipeline Value
Unread Messages
Today's Appointments

These widgets are currently fixed but are planned to become customizable in a future update.

You can pin up to four of your most-used modules to this widget for quick access. Tap the Edit icon to change your pinned apps, and use the handle icon to drag and reorder them.

This widget provides instant access to eight frequently used actions, allowing you to perform common tasks without navigating to different modules.

Revenue Chart

A performance graph shows the revenue earned over the past six months. The homepage is role-aware, meaning if a user does not have permission to access a specific module, the corresponding widget will not appear for them.

Universal Search

Universal Search makes finding information across the app incredibly fast. It currently searches through Conversations, Contacts, and Opportunities, with support for all other modules planned for a future release. You can also search for modules or quick actions directly. The search feature remembers your last five searches for quick access and is designed to understand context, helping you locate specific items like an old message using just a keyword.

The App Drawer

The traditional side navigation has been replaced with a modern App Drawer for easier discovery of features. Modules are displayed in a grid layout and organized into logical categories such as Insights & Productivity, Communication, Sales & Operations, and Marketing & Growth. This structure mirrors the web app for consistency. Navigation items like Settings and Notifications are now accessible via icons in the top-right corner of the app.

Ask AI

Ask AI is your built-in assistant that helps you complete everyday tasks using natural language commands. You can use it to draft social media content, create or edit contact records, generate or edit images, and execute various platform actions. Ask AI supports all available multi-channel platform actions except those related to modules not accessible on the mobile app. Your entire conversation history with Ask AI is saved and accessible, allowing you to review past interactions and outputs.

Core Enhancements

Dark Mode & Modern UI

Enjoy a sleek, refreshed interface with a true dark mode that improves readability and can help conserve battery life on your device.

Performance & Stability

The app features faster loading times, smoother screen transitions, and optimized data caching for a more reliable experience, even when you are on the move.

Settings and Notifications have been moved to dedicated icons in the top-right corner for quicker access. Notifications include an unread indicator to help you stay on top of new activity. The revamped mobile app now fully respects the permissions and configurations set in the SaaS Configurator.

The Redesigned Mobile App Experience - Version 4.0.0