Mobile

HotCRM works on phone and tablet through a responsive web app — open your-hotcrm-url in any modern mobile browser and you'll get a layout optimised for the device.

Native iOS / Android apps are on the roadmap.

What works well on mobile

• 📋 Reading records — accounts, contacts, opportunities, cases, tasks.
• ✅ Quick edits — status, stage, owner, picklist fields.
• 📞 Tap-to-call / tap-to-email — phone numbers and email addresses are tappable.
• 📅 Today's tasks & events — your daily plan, optimised for the lock-screen widget.
• 🤖 AI Copilot chat — voice-to-text works great for drafting on the go.
• 📸 Attaching photos — snap and upload from the device camera (site visits, business cards).
• 🗺️ Navigation — addresses on accounts/contacts open in your phone's maps app.
• 🎤 Voice notes — long-press the activity → record → AI auto-transcribes.

What's clunky on mobile

These work but are easier on desktop:

• Big list views with many columns (use a phone-optimised view instead).
• Drag-to-edit pipeline kanban.
• Building reports or dashboards.
• Multi-step flows / approvals (works, but tedious).
• Heavy bulk edits.

Mobile-optimised views

Admins can ship views tagged for mobile. They typically:

• Show 3–4 columns max.
• Big tap targets.
• Status / owner / next action / due date.

Pin one for each object you use on the road ("Today's calls", "My open cases", "Drop-ins this week").

Offline support

HotCRM caches your most-recent records so you can view them offline. Edits made offline are queued and synced when you reconnect. Conflicts are flagged for review.

What does not work offline:

• Global search.
• AI Copilot.
• Reports & dashboards.
• New records (you can draft them; they sync as new on reconnect).

Push notifications

Allow notifications in your browser or PWA install:

• New high-priority case assigned to you.
• Approval awaiting your sign-off.
• Lead assigned to you.
• Big-deal win in your team (configurable).
• @mentions in record comments.

Install as a "PWA"

On iOS Safari → Share → Add to Home Screen. On Android Chrome → ⋮ menu → Install app.

This gives you an icon on your home screen, full-screen mode (no browser chrome), and access to push notifications.

Field-rep playbook

A typical field day:

1. ☕ Morning — open Today's calls view; review the AI Copilot's Customer 360 summary for each.
2. 🚗 In transit — tap the address to navigate.
3. 🤝 In the meeting — open the contact; tap Voice note to dictate notes (auto-transcribed onto the activity).
4. 📸 Snap a photo of the venue / business card → attach to the account.
5. 📞 After leaving — tap-to-call to confirm next step.
6. ✅ Mark the visit complete; the next-step task is auto-suggested by the Copilot.

Tips

• ✅ Install as PWA — it feels like a native app.
• ✅ Use voice notes — much faster than typing on the go.
• ✅ Pin 2-3 mobile-optimised views as your home screen.
• ✅ Don't try to do everything on mobile — leave reporting, dashboards, and admin work for desktop.
• ✅ Check the lock-screen widget every morning before the first meeting.