Mobile App & Notifications

SwiftlyCRM installs onto your phone like an app and can send push notifications when something needs you - a deal assigned, a mention, a reminder falling due. Most CRM work happens between meetings, and that's where this matters.

Installing on Your Phone

There's nothing to download from an app store. SwiftlyCRM installs straight from the browser:

Device	How
iPhone / iPad	Open `app.swiftlycrm.com` in Safari, tap Share, then Add to Home Screen
Android	Open `app.swiftlycrm.com` in Chrome, tap the ⋮ menu, then Install app
Desktop	Chrome or Edge shows an install icon in the address bar

Once installed it opens full screen with no browser chrome, and behaves like any other app on your home screen.

Why there's no app store version

Installing from the browser means you always have the current version - there's no update to download and no waiting for app store review. It also means the mobile app and the web app are never out of sync.

Turning On Push Notifications

Go to Settings > My Preferences and enable push notifications. Your device will ask for permission - you have to accept it there too.

You'll be notified about:

Records assigned to you
Mentions in comments
Chat messages
Task and follow-up reminders

Tapping a notification opens the exact record it refers to, not just the dashboard.

Important

If you decline the browser's permission prompt, the toggle can't turn itself back on - browsers deliberately don't let a site re-ask. You'll need to re-allow notifications for app.swiftlycrm.com in your browser or phone settings, then toggle it on again.

Choosing What You're Notified About

Push notifications and email notifications are configured separately:

Settings > My Preferences - your own push and email preferences
Settings > Notifications - the organisation-wide defaults your admin sets per role

If you're getting too much, change your own preferences first. If nobody on the team is getting something they should, that's the organisation setting.

Working Offline

Records you've already opened remain readable without a connection, so you're not staring at an error screen in a basement meeting room or on a bad mobile signal. A banner appears when you're offline.

Anything you change while offline needs a connection to save - check that a save has gone through before closing the app in a dead spot.

Updates

The app updates itself. When a new version is available it's applied automatically the next time you move between pages, so you're never asked to reinstall and never stuck on an old build.

If Notifications Stop Arriving

Work through these in order:

Check the toggle is still on in Settings > My Preferences
Check notifications are allowed for app.swiftlycrm.com in your browser or phone settings
On iPhone, confirm you opened the app from the home screen icon - Safari tabs don't receive push
Check the notification isn't muted by a Focus mode or Do Not Disturb schedule

If they still don't arrive, turning the toggle off and on again re-registers your device, which resolves most cases.