CRM Mobile App: Clients and Calls on Your Phone

A client calls while the rep is in a meeting, on the road or on site. If the CRM only opens on a laptop, the agreement ends up on a scrap of paper, and by evening it's lost. The emyCRM mobile app puts the same database on your phone: your day, clients, calls and chats — with the same permissions as in the web version.

Where to download it and how to sign in

The app is free: no subscription, no ads and no in-app purchases. You need an emyCRM workspace — if you don't have one yet, sign up right in the app and get 14 days on the “Standard” plan. You sign in with your work email: choose a workspace if you have several, and enter your password.

So that a phone in someone else's hands doesn't open your client base, turn on Face ID or fingerprint unlock: the app asks for it at launch and after a minute in the background.

“My day”: where the morning starts

The first tab gathers everything you need to do today: tasks, meetings and calls, yesterday's calls that didn't happen, “Call back” items after missed calls, and deals with no next step. Each row has its own buttons — call, close or reschedule. The notification bell is here too.

On iPhone, you can put “My day” on the Home Screen as a widget in three sizes (since version 1.1.0). And a long press on the app icon opens quick actions: new lead, dial a number, my tasks and search.

Clients and deals on your phone

• CRM sections: deals, leads, contacts and companies — with search within a section and across the whole CRM, “Mine,” status and stage filters, and sorting. You can reorder the sections and hide the ones you don't need.
• Deal board: pipeline stages as columns; press and hold a card to move the deal to another stage.
• Card: all the workspace's fields, editable; the deal stage and lead status; a feed with notes, calls and messages; the “Tasks” and “Links” tabs; and “Next contact.”
• Swipe a row to call the client or set a task.
• New records: you can create leads and contacts in the app; deals and companies, on the web for now.

The app works through the same API as the web version, so the permissions are the same: a rep sees exactly the same on the phone as in the browser, and the create buttons appear according to their role. Links to cards, tasks and chats from notifications and emails open right in the app.

Calls: through your workspace's phone system or from the SIM card

Before a call, the app asks how you want to call. Via emyCRM uses your workspace's line: the conversation is recorded and goes into the call log and the client card's feed. From the SIM card uses the phone's regular dialer. There's also manual dialing and a list of recent calls.

You can play the recording right in the client card's feed.

Caller ID (version 1.1.0) shows which client is calling, even if they're not in the phone's contacts: on iPhone, in the call screen; on Android, as a card on top of the call. Caller ID only includes clients the employee can see under their permissions. You turn it on once in the phone settings, and the list updates when you open the app.

To get calls from the SIM card into the CRM as well, together with the recording, there's a separate Android app, “My Calls” — more on it in our article on CRM phone integration.

Emy AI in your pocket

The Emy tab has the same AI assistant as the web version, with your conversation history. Ask what was promised to a client, ask for a plan for the day or have it set a task. Emy makes changes only after you confirm, and only within your permissions. The tab is visible if Emy AI is turned on in the workspace.

Chats and “Share to CRM”

The “Chats” tab holds your team's conversations: folders, new chats and groups, photos from the camera or gallery, and files. You can play colleagues' voice messages right in the chat, and video conferences open in the browser. If a client wrote on WhatsApp or Telegram, you can reply from their card — when the messenger app from the marketplace is connected in the workspace.

“Share to CRM” (version 1.1.0) works from any app on the phone: with one tap, text, a link, a business card, a photo or a file becomes a new lead, a contact or a note in a card. That way, a business card from a trade show or an inquiry that came in through a personal messenger doesn't stay on the rep's phone.

Notifications and working offline

• Push notifications: chats, tasks, the bell, and a reminder 15 minutes before a meeting or call. Sections you don't need — CRM, tasks, tools — can be turned off one by one.
• Buttons in notifications on iPhone: “Done,” “Tomorrow,” “Call,” “Reply” — without opening the app.
• Offline, the app shows what's already loaded: your day, tasks, cards and chats for the last three days. Changes are saved only when you're connected.
• Your phone's calendar: you can add a task or a next contact to it.

What the app doesn't have

How to get started in five minutes

1. Install the app from the App Store or Google Play.
2. Sign in with your work email or create a workspace right in the app.
3. Turn on Face ID or fingerprint unlock and allow notifications.
4. Turn on caller ID in your phone settings (version 1.1.0).
5. Open “My day” and go through today's tasks.

To see how to move your whole team onto the CRM, read our article on implementing a CRM in a week.