Installing PloverCRM Mobile App on Android

Introduction #

Install the PloverCRM mobile app on your Android device in 5-10 minutes. This guide covers downloading from Google Play Store, granting permissions, and initial setup.

---

Prerequisites #

Device Requirements #

Android Version:

• Minimum: Android 6.0 (Marshmallow, API 23)
• Recommended: Android 10+
• Latest version for best performance

Storage:

• App size: ~50 MB
• Minimum free space: 100 MB
• Recommended: 500 MB

Other:

• Active internet connection
• Google Play Store access
• Google account

WordPress Site Requirements #

• PloverCRM plugin installed and activated
• Secure website (HTTPS)
• API password generated by your administrator

What You’ll Need #

• WordPress site URL
• WordPress username (not email)
• API password from admin

---

Install #

1. Tap Install button
2. Wait for download (30 seconds – 2 minutes)
3. App installs automatically
4. Tap Open when ready

---

Step 2: Grant Permissions #

Notification Permission #

When prompted:

• Tap Allow for notifications
• Enables push alerts and reminders

Enable later: Settings → Apps → PloverCRM → Notifications → ON

Internet Access #

• Granted automatically
• Required for connecting to your CRM

---

Step 3: First Launch #

Launch App #

1. Tap PloverCRM icon
2. Welcome screen appears
3. Tap Get Started or Login

Enter Connection Details #

Site URL:

✅ http<span class="hljs-variable">s:</span>//yoursite.<span class="hljs-keyword">com</span>
✅ http<span class="hljs-variable">s:</span>//www.yoursite.<span class="hljs-keyword">com</span>
✅ http<span class="hljs-variable">s:</span>//crm.yoursite.<span class="hljs-keyword">com</span>

❌ yoursite.<span class="hljs-keyword">com</span> (missing http<span class="hljs-variable">s:</span>//)
❌ http<span class="hljs-variable">s:</span>//yoursite.<span class="hljs-keyword">com</span>/ (trailing slash)
❌ http<span class="hljs-variable">s:</span>//yoursite.<span class="hljs-keyword">com</span>/<span class="hljs-keyword">wp</span>-admin (includes path)

Username:

• WordPress username (not email)
• Case-sensitive
• Example: john_doe

API Password:

• 12-character password from admin
• NOT WordPress password
• Case-sensitive

Connect #

1. Review all fields
2. Tap Login
3. Wait for authentication (2-5 seconds)
4. Workspace sync begins

---

Test Functionality #

✅ View contacts
✅ Search contacts
✅ Open contact details
✅ Add note
✅ Create reminder
✅ Receive notification

---

Troubleshooting #

Installation Issues #

App Not Found:

1. Check spelling: “PloverCRM”
2. Verify device compatibility
3. Use direct Play Store link
4. Check regional availability

Insufficient Storage:

1. Delete unused apps
2. Clear app caches
3. Move files to cloud
4. Need 100 MB free

Installation Pending:

1. Clear Play Store cache
2. Restart Play Store
3. Restart device
4. Retry installation

App Not Installed Error:

1. Verify Android 6.0+
2. Clear Play Store data
3. Uninstall old version
4. Restart and retry

Connection Issues #

Cannot Connect:

1. Verify site URL (include https://)
2. Test site in browser
3. Check internet connection
4. Contact your administrator if issue persists

Invalid Credentials:

1. Use username (not email)
2. Use API password (not WordPress password)
3. Check for typos
4. Request new password

SSL Certificate Error:

1. Contact your administrator to verify website security
2. Update device OS to latest version

Sync Issues #

Workspace Sync Failed:

1. Check internet connection
2. Switch to Wi-Fi
3. Retry sync
4. Contact administrator

Contacts Not Loading:

1. Clear filters
2. Check view scope
3. Pull to refresh
4. Refresh workspace data

Permission Issues #

Notifications Not Working:

1. Settings → Apps → PloverCRM → Permissions → Notifications
2. Check Do Not Disturb
3. Check battery optimization
4. Verify WordPress settings

---

Best Practices #

Installation #

✅ Download from official Play Store only
✅ Verify developer is “WebPlover”
✅ Grant notification permission
✅ Use Wi-Fi for download
✅ Complete workspace sync before using

❌ Don’t install from APK files
❌ Don’t skip permissions
❌ Don’t use on rooted devices
❌ Don’t ignore security warnings

Security #

✅ Enable device lock screen
✅ Use strong password/PIN
✅ Enable biometric login
✅ Store API password in password manager
✅ Logout on shared devices

❌ Don’t share API password
❌ Don’t use on public devices
❌ Don’t root device
❌ Don’t bypass SSL warnings

Performance #

✅ Keep app updated
✅ Clear cache monthly
✅ Use Wi-Fi for sync
✅ Close when not in use
✅ Optimize battery settings

Usage #

✅ Add notes after interactions
✅ Set reminders for follow-ups
✅ Refresh workspace after admin changes
✅ Use tags and lists
✅ Pull to refresh regularly

---

Device-Specific Tips #

Samsung Devices #

Battery Optimization:

• Settings → Battery → Never sleeping apps
• Add PloverCRM

Secure Folder:

• Install in Secure Folder for extra security

Google Pixel #

Adaptive Battery:

• Add to unrestricted apps
• Settings → Battery → Battery optimization

OnePlus #

Battery Management:

• Disable optimization for PloverCRM
• Enable auto-launch

Xiaomi/MIUI #

Autostart:

• Settings → Apps → PloverCRM → Autostart → ON

Battery Saver:

• Set to “No restrictions”

Huawei #

Protected Apps:

• Add to protected apps list
• Allow all background activities

---

Updating the App #

Enable Auto-Updates #

1. Play Store → Menu → Settings
2. Auto-update apps → Over Wi-Fi only

Manual Update #

1. Play Store → Profile icon
2. Manage apps & device
3. Find PloverCRM
4. Tap Update

---

Uninstalling #

How to Uninstall #

1. Touch and hold app icon
2. Tap Uninstall
3. Confirm

Or: Settings → Apps → PloverCRM → Uninstall

What’s deleted:

• App files
• Cached data
• Credentials

Not affected:

• WordPress account
• Server data
• API password

---

FAQs #

Q: Is the app free?
A: Yes, included with PloverCRM license.

Q: Can I use on multiple devices?
A: Yes, same API password works on all devices.

Q: Does it work on tablets?
A: Yes, optimized for tablets.

Q: Can I use offline?
A: Yes, view cached contacts and reminders offline.

Q: Why HTTPS required?
A: Security – encrypts data transmission.

Q: What’s API password?
A: Separate password for mobile/API access (not WordPress password).

Q: How do I get API password?
A: Admin generates in PloverCRM → Settings → Users.

Q: Why can’t I see all contacts?
A: View scope may be “Owned”. Ask admin to change to “All”.

---

Related Articles #

• Mobile App Overview
• Installing on iOS
• Connecting Mobile App
• Mobile Authentication
• Managing Contacts
• Troubleshooting

---

Next Steps #

1. Connect to WordPress – Connection guide
2. Configure Notifications – Notification setup
3. Learn Contact Management – Mobile contacts guide
4. Set Up Reminders – Reminders guide

---

Need Help?

• Troubleshooting Guide
• Mobile App FAQs
• Contact Support

---

Next: Connecting Mobile App