Installing PloverCRM Mobile App (iOS)

Introduction #

Install the PloverCRM mobile app on your iPhone or iPad in 5-10 minutes. This guide covers downloading from the App Store, granting permissions, and initial setup.

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Prerequisites #

Device Requirements #

Supported Devices:

• iPhone 6s and later (including SE)
• iPad (5th generation and later)
• iPad Air 2 and later
• iPad mini 4 and later
• iPad Pro (all models)
• iPod touch (7th generation)

System Requirements:

• iOS 13.0 or later (iOS 15.0+ recommended)
• 100 MB free storage
• Active internet connection
• Apple ID

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

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Step 1: Download from App Store #

Open App Store #

1. Tap App Store icon on home screen
2. Tap Search tab (bottom right)
3. Type “PloverCRM”
4. Tap Search

Identify Correct App #

Look for:

• App Name: PloverCRM
• Developer: WebPlover
• Icon: PloverCRM logo
• Category: Business

Download #

1. Tap GET button
2. Authenticate with Face ID/Touch ID/password
3. Wait for download (1-2 minutes)
4. Button changes to OPEN

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Step 2: First Launch #

Launch App #

1. Tap PloverCRM icon on home screen
2. Wait for splash screen
3. Login screen appears

Enter Credentials #

Site URL:

• Include https://
• Example: https://yoursite.com
• Don’t include /wp-admin

Username:

• WordPress username (not email)
• Case-sensitive

API Password:

• 12-character password from admin
• NOT your WordPress password

Connect #

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

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Step 4: Initial Setup #

Workspace Sync #

Automatically downloads:

• User permissions and role
• Custom fields
• Lists, tags, and stages
• Active columns

Sync time: 3-30 seconds depending on data size

Test Functionality #

✅ View contacts
✅ Search contacts
✅ Open contact details
✅ Add a note
✅ Create a reminder

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Troubleshooting #

Can’t Find App in Store #

Solutions:

1. Try “Plover CRM” (with space)
2. Check iOS version (need 13.0+)
3. Use direct link from admin
4. Restart App Store

Download Fails #

Solutions:

1. Check storage space (need 100 MB)
2. Switch to Wi-Fi
3. Restart device
4. Check Apple ID payment method

App Won’t Open #

Solutions:

1. Restart device
2. Update iOS
3. Reinstall app
4. Check Screen Time restrictions

Authentication Failed #

Solutions:

1. Verify username (not email)
2. Use API password (not WordPress password)
3. Check site URL includes https://
4. Contact your administrator if issue persists

Notifications Not Working #

Solutions:

1. Settings → PloverCRM → Notifications → ON
2. Check Do Not Disturb
3. Verify push enabled in WordPress
4. Test with new contact

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Best Practices #

Security #

✅ Use strong device passcode
✅ Enable Face ID/Touch ID
✅ Logout on shared devices
✅ Keep iOS updated
✅ Store API password in password manager

❌ Don’t share API password
❌ Don’t use on public devices
❌ Don’t ignore security updates

Performance #

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

Usage #

✅ Add notes after interactions
✅ Set reminders for follow-ups
✅ Refresh workspace after admin changes
✅ Pull to refresh contact list

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Updating the App #

Enable Auto-Updates #

1. Settings → App Store
2. Toggle App Updates ON

Manual Update #

1. App Store → Profile icon
2. Scroll to Available Updates
3. Find PloverCRM
4. Tap Update

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Uninstalling #

When to Uninstall #

• No longer using PloverCRM
• Troubleshooting requires fresh install
• Switching devices

How to Uninstall #

1. Touch and hold app icon
2. Tap Remove App
3. Tap Delete App
4. Confirm deletion

What’s deleted:

• App files
• Cached data
• Stored credentials

Not affected:

• WordPress account
• Server data
• API password validity

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FAQs #

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

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

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

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

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

Q: What’s the difference between passwords?
A: WordPress password = admin access. API password = mobile/API access.

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

Q: Can I use email instead of username?
A: No, must use WordPress username.

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