CRM on iPhone
When CRM is active for your store and your role can view it, a CRM row appears on the Home screen of the Kartlo iPhone app. It is built for the moments you are away from your desk: before a meeting, after a call, or when a customer asks how to pay.
What you can do on iPhone#
| Screen | What it does |
|---|---|
| CRM home | Your overdue and today activities, your target ring and your hot deals. |
| Pipeline | Deals by stage. Swipe a deal to move it to the next stage or mark it Won. Filter by owner, stale or overdue. |
| Deal | Summary, customer orders and lifetime value, activities, notes and the AI brief. |
| Call, WhatsApp, Email | Contact the customer in one tap. Each one is logged as an activity on the deal. |
| Share payment link | Send the payment link through any app on your phone. |
| Calendar | Your activities as an agenda. |
You can add and edit deals and activities on the phone. Reminders for deals given to you and activities due arrive as notifications.
On the web only#
Automations, the form builder, CRM settings, import and export, full analytics and target editing stay on the web, where there is room to work on them. The app has a row that opens each one in your browser.
Get CRM from your phone#
If your store does not have CRM yet, the organization owner or an admin sees a Get CRM row on the Home screen. It opens Kartlo Apps in your browser, where they can add it. Nothing is bought inside the app.