Getting Started with PloverCRM Mobile

Overview #

PloverCRM mobile gives you full CRM access from your phone — view and manage contacts, track stages, set reminders, receive push notifications, and switch between multiple workspaces on the go.

Available on: iOS (App Store) and Android (Google Play)

Requirements #

Device #

WordPress Site #

• PloverCRM plugin installed and activated
• HTTPS enabled (required for secure API communication)
• API password generated for your user account

Credentials You’ll Need #

Your administrator provides these:

• Site URL — your WordPress site address (e.g., https://yoursite.com)
• Username — your WordPress username (not email)
• API Password — a 12-character password generated in PloverCRM settings (this is not your WordPress login password)

Installing the App #

iOS #

1. Open the App Store
2. Search for PloverCRM https://apps.apple.com/us/app/plover-crm/
3. Verify the developer is WebPlover
4. Tap GET and authenticate with Face ID / Touch ID
5. Wait for download to complete

Android #

1. Open Google Play Store
2. Search for PloverCRM
3. Verify the developer is WebPlover and package is https://play.google.com/ploverCRM
4. Tap Install
5. Wait for download to complete

Logging In #

1. Open the PloverCRM app
2. Enter your Site URL — include https://, no trailing slash, no /wp-admin✅ https://yoursite.com ✅ https://crm.yoursite.com ❌ yoursite.com ❌ https://yoursite.com/wp-admin
3. Enter your Username (case-sensitive, not email)
4. Enter your API Password (case-sensitive, 12 characters)
5. Tap Login

The app will authenticate and sync your workspace data (custom fields, lists, tags, stages). This takes 5–15 seconds on first login.

Granting Permissions #

Notifications #

When prompted, tap Allow to enable push notifications. This is needed for:

• New lead alerts
• Reminder notifications
• In-app update prompts

Enable later:

• iOS: Settings → PloverCRM → Notifications → Allow
• Android: Settings → Apps → PloverCRM → Notifications → ON

After Login #

Once logged in, you’ll land on the Dashboard showing:

• Stage pipeline with contact counts
• Key stats (total contacts, lists, tags)
• Leads growth graph
• Upcoming reminders
• Lists for quick filtering

The bottom tab bar gives you access to:

Adding More Workspaces #

You can connect multiple WordPress sites:

1. Tap the workspace name in the header → Add New Workspace
2. Or go to Settings → Workspace → Add New Workspace
3. Enter the new site’s URL, username, and API password
4. Tap Login

Switch between workspaces anytime from the header dropdown.