ModalCRM

ModalCRM is the mobile app for teams working in ModalCRM (modalcrm.com). Client chats, deals, bookings, tasks, orders and inventory in your pocket, with push notifications for new messages.

CHATS
• Messages from Telegram, Viber, WhatsApp, Instagram, Facebook and your website chat widget in one inbox
• Reply from your phone, send files and voice messages
• Reply templates, price list and address in one tap
• Filters: open, closed, mine

SALES
• Deal pipeline: deal card, create and edit deals
• Orders: search, filter and change status
• Clients: search by name or phone, contacts, notes, visit history
• Message or call right from the client card

BOOKINGS
• Day and week schedule, upcoming bookings
• Filter by staff member
• Create a booking from a chat or a client card
• Online booking

TASKS AND SERVICE
• My tasks, due today, overdue; priorities and deadlines
• Company event calendar
• Service tickets: create, statuses, comments

INVENTORY AND FINANCE
• Products and stock levels; receipts, write-offs and transfers
• Finance: income and expenses, add transactions right from your phone

TEAM AND ANALYTICS
• Home: today's numbers, smart brief and activity feed
• Chat analytics: by channel, daily trend, contact reasons
• Staff: employees, departments, leave requests
• Calls: call log with filters
• Campaigns, documents and automations (turn on/off, run log)

ALSO
• Customize the bottom bar
• Light, dark or system theme
• Sign in with Google
• Ukrainian and English

A ModalCRM account is required. Sign up and try it free at modalcrm.com.