We have something exciting to share-- monday CRM is also on mobile! If you have purchased and installed the monday CRM product on your account and you use iOS or Android, you can start working with it today.
Requirements
In order to access the monday CRM features on mobile, you must meet the following requirements:
- You must currently use the monday CRM trial or have purchased and installed the monday CRM product on your account
- You must have subscribed to monday CRM on or after May 20, 2022
- You must have an iOS or Android mobile device with the following versions (or newer) -- Android (4.92), iOS (4.60)
The mobile experience
Currently, the mobile experience is an extension of the monday CRM product on the web. It is not meant to replace the web experience, but rather to enhance it by making the most important aspects of your CRM available on the go!
The mobile experience gives you access to the entries on the four core boards of your monday CRM —the Leads, Deals, Accounts, and Contacts boards. Additionally, you can use the Emails & Activities app on the mobile app to reply to emails, add activities, and review past communications with your contacts right from your mobile device.
Any data validation rules that you apply to your monday CRM on your computer will apply to the monday CRM mobile app. This allows for more complete records to reach your monday CRM from the field. To adjust your data validation rules, visit monday CRM on a computer.
Open monday CRM
To access monday CRM on mobile, you will need to open up the monday.com app on your mobile device. On your home screen, make sure to navigate to the workspace where your monday CRM product is installed and then click on one of the four boards below in order to open up the CRM mobile experience:
- Contacts
- Leads
- Accounts
- Deals
Once you open up one of the CRM boards, you can then navigate between tabs on the menu bar along the bottom of the mobile app to access the other boards.
If at any point you'd like to navigate to the board (rather than using the mobile CRM experience) you can click on the three-dot menu at the top right of the screen and select "Go to Board".
You can also use this menu to provide feedback to our team about the mobile CRM experience!
Card list View
Customize item card
In this section, you'll be able to customize the columns you want to see as cards. You can also decide if you want to have the column name displayed or not, as well as the order you'd like them to be displayed in.
You can add up to three columns (status, text, etc.) as well as a multi-person column.
When you click on the phone or email button in an account or deal board, the numbers and emails shown are all of the connected numbers or emails.
You can change the status directly from this view as well.
Contacts
When you navigate to the "Contacts" tab of the app, you'll see a list including every person entered into the Contacts board on the web. Your contacts will be listed in alphabetical order. The icons to the right of each name indicate whether or not you have a phone number or an email address for that contact.
If you tap on a contact, you will open that individual's contact card. There you will see all of the emails and activities entered for that contact in the Emails & Activities app on the web.
From here, if you've entered a phone number, you can either call, copy the number, or send an SMS:
After the call is completed, a call summary will be instantly created where you can add notes and save any additional information you'd like to add to the completed call!
If you've entered an email address, you can copy the email address or open your email client to send an email:
You also have the option to reply to any previous communication with the client through Emails & Activities at the bottom of the contact card.
Leads
When you navigate to the "Leads" tab of the app, you'll see a list including every lead entered into the Leads board on the web listed alphabetically by their name. You can also choose to order your leads according to their account name or the date the lead was created:
Clicking on a lead will open the lead's item card. Here you'll see every email and activity recorded in the Emails & Activities app for this lead.
From here, you can reply to communication sent through Emails & Activities, you can call or send an SMS, or you can email a lead using your phone's email client.
Deals
When you navigate to the "Deals" tab of the app, you'll see a list of every deal you've entered into the CRM on the web. Your deals will be automatically categorized according to the deal's name. You can also choose to order them according to group, name, date, account, or the deal stage:
Clicking on the deal name will open the deal's item card. Here you'll see every email and activity that has been entered into the Emails & Activities app for this deal.
Accounts
When you navigate to the "Accounts" tab of the app, you'll see a list including every account entered into the Accounts board on the web. Your accounts will be listed in alphabetical order automatically. If you prefer, you can choose to order them chronologically.
Clicking on the account name will open the Account's card. Here you'll see all of the communication and activities recorded for that account in the Emails & Activities app.
This is an excellent way to review your account's progress on the go!
Item page customization
By default, when you open an item on any board, you will see the first three columns of information listed in the "Details" section. Tap "See all" to view the information saved in each column for that item:
You can choose which columns to display in your "Details" summary by tapping on "Customize" and ticking the box to the left of the columns that you want to display:
On the full item page, you have the ability to edit any field using the "Edit" button in the top right corner. Save your updates while on the go to make sure your team has the latest information!
The Leaderboard widget
You can access The Leaderboard Widget in the monday CRM mobile app. With this widget, you can oversee sales rep performance on the go.
Add new activities
In the mobile version of Emails & Activities, you have the option to add the following new activities:
- Note
- Meeting
- Call summary
To do this, start by clicking on any contact, account, lead, or deal. Then, click on the blue "+" on the bottom left corner and select "Note", "Meeting", "Call Summary" or "Custom Activity" from the menu:
You can add text using the speech-to-text function. When entering text for your activity, click the microphone button. This button converts spoken words into written text.
The call summary
When you make a call from the app, the call will be captured by the app and the call summary log will open following the conclusion of the call.
Once you've typed out your note, call summary, or scheduled your meeting, don't forget to click "Save" in the top right corner of your screen!
That's all for now! We're always working to make your experience with monday CRM better. Keep your eyes peeled for new developments with the mobile experience. 😄
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.