The CRM on mobile is the full one, not a viewer. A lead created here is the lead the office works; a ticket closed here is closed everywhere. The CRM tiles on the home screen are Leads, Contacts, Support, Tasks and Pipelines; the last is covered under Pipelines.
Leads
The Leads screen lists every lead in the organization, with search, status chips and the deal value on each row.
| Field on a row | Where it comes from |
|---|---|
| Name and company | The lead record |
| Status chip | new, contacted, qualified, unqualified, and the rest of the lead statuses |
| Value | The lead's estimated value in its currency |
| Assigned to | The staff member working it |
Tap a row for the detail: contact details, pipeline and stage, source, score and priority, the activity history, and the actions that move a lead along.
To add a lead: the + button — name, email, phone, company and an initial status of New, Contacted, Qualified or Unqualified. Edit any field from the detail.
Qualify, disqualify, convert (into a customer and, if you choose, an order), assign to a colleague and schedule a follow-up are all on the detail screen. Each writes an activity, so the timeline stays honest without anyone typing it up afterwards.
Leads sit in the same pipelines and stages as the desktop CRM. Change the stage here and the board on the web moves.
Contacts
Contacts has three tabs:
| Tab | Shows |
|---|---|
| All | Everything below, merged |
| Appmint | Customers in the platform, grouped A–Z with a CRM badge |
| Device | The phone's own address book, for calling and texting people who are not in the CRM yet |
Tap a contact for its detail and notes. Editing a platform contact and adding notes from this screen are not wired up yet — Edit contact and Add Note both answer "coming soon" — so make those changes on the customer record in the web CRM.
To reach someone from a contact row: tap it and use Call, Send SMS, Send Email, Schedule Meeting or View Profile. Call and SMS go through the organization's numbers, not your personal one — see Inbox and calls.
To look someone up while they wait: type any part of their name, email or company into Search contacts…. The device tab is searched too, so a caller who is not in the CRM yet still comes up if they are in the phone's address book.
Customers and journeys
A customer's journey is the timeline of what they have done across the platform: visits, orders, bookings, tickets, chats and calls, with a summary and insights on top. Open it from a customer record or a lead that has been converted. The same screen offers erasure of a customer's activity for a data-protection request.
Support tickets
The Support tile lists tickets with status and priority, and lets you raise one.
| Status | new, open, pending, in progress, blocked, done, canceled |
| Priority | low, medium, high, urgent |
| Severity | minor, major, critical, catastrophic |
| Channel | where it came from — web, phone, chat, mobile, API |
Open a ticket to read the thread. Two kinds of message exist and they are kept apart: a reply goes to the customer on the channel the ticket came from; a comment is internal and never leaves the team. Assign, change status or priority, and close from the same screen.
Tasks
Tasks are your to-dos and the team's: title, description, due date, assignee, status. Create one from the plus button, tick it off when done. They are ordinary CRM tasks, not the workflow tasks the kitchen works — those live under Pipelines.
Meetings
Book on the home screen opens the meeting scheduler. A meeting booked here uses the same availability as every other booking channel, so it cannot double-book a host.
Lead and customer lists are large. Search by name, email or company before creating a record; a duplicate lead splits the history between two records and both look thin.
When something goes wrong
| What you see | What it means | What to do |
|---|---|---|
| No leads / Tap + to add your first lead | Nothing matches, or the list is genuinely empty | Clear the search and status chips first. |
| No contacts found | The search matched nothing in either source | Try the email or company instead of the name; check the All tab, not just Appmint. |
| Lead not found on a detail screen | The lead was deleted or converted while you had it open | Go back and refresh the list. |
| Edit contact coming soon / Add note coming soon | Those two actions are not built in the app | Make the change on the customer record in the web CRM. |
| No Activity Yet on a contact | Nothing has been logged against them | Activity appears as calls, messages, orders and bookings happen. |
| A person appears twice | Two records were created for the same person | Search before adding. Merge the duplicates in the web CRM; the app cannot merge. |
| No tasks / Tap + to create your first task | No CRM tasks assigned in this view | Kitchen tickets are not here — they are under Pipelines. |
| A list is empty right after opening | The app reads live and had no connection | Pull to refresh, or tap Retry. There is no offline cache, so empty means "could not read", not "nothing exists". |
| A lead's stage looks wrong | Someone moved it on the web | Both views write the same record; refresh to see the current stage. |