Installing as an app, push notifications and offline mode

How to install the CRM as an app on your phone or computer, enable push notifications, and what works without internet.

You do not need to download the CRM from an app store: you can install it as an app directly from the browser. After installation, an icon appears on your home screen (or desktop) and the CRM opens in its own window.

Installing on an Android phone or computer (Chrome, Edge)

Open the CRM in Chrome or Edge and sign in.

Click “Install” in the top bar.

Confirm the installation in the browser window.

From then on, open the CRM from the icon on your home screen or desktop.

Installing on iPhone and iPad

Open the CRM in Safari.

Tap the “Share” button at the bottom.

Select “Add to Home Screen” and confirm.

You can close the hint on the screen with X; it will not be shown again.

Enabling push notifications

Click your name in the top right and select “Phone notifications”.

When the browser asks for permission, select “Allow”.

When a check mark appears next to the item, this device will receive notifications. To turn them off, click the same item again.

Clicking a notification opens the relevant section in the CRM (tasks, meetings, orders, attendance, etc.).

Working in the field without internet

Before going into the field, open the “Visits” page while connected to the internet: customers, items and the visit plan are saved to the phone. Click the “Refresh” link if needed.

When there is no internet, visits, check-ins, outcomes, photos and orders are saved on the phone. A banner on the screen shows that there is no internet.

In the order form, click “Save on phone”; unsent entries are marked “not sent”.

When the internet comes back, queued entries are sent to the server automatically.

Rules

The “Install” button appears only when the browser offers installation; if the CRM is already open as an app, the button is hidden.

On iPhone, push notifications only work in an app added to the home screen (iOS 16.4 or later).

Push is enabled separately for each device: enable it on your phone and computer separately.

If the browser has blocked notification permission, you need to allow it in the browser settings.

Offline mode is only for field work (visits and ordering in the field). Other sections require internet; if there is no connection, the “No internet connection” page and a “Try again” button are shown.

The queue is sent every minute while the CRM is open and when the internet comes back; the same order or visit is never created twice.