Mobile App FAQs
Your guide to using Plover CRM on the go with our mobile app.
How do I install the app? #
Installing the Plover CRM mobile app is simple:
For iPhone/iPad:
- Open the App Store
- Search for “Plover CRM”
- Tap Get or Install
- Wait for the download to complete
For Android:
- Open Google Play Store
- Search for “Plover CRM”
- Tap Install
- Wait for the download to complete
The app is free to download for all Plover CRM users.
How do I log in to the mobile app? #
Logging in is easy:
- Open the Plover CRM app
- Enter your email address
- Enter your password
- Tap Log In
If you use two-factor authentication, you’ll be prompted to enter your verification code.
Can I use the app offline? #
Yes! The mobile app works offline:
- View all your contacts and their information
- Add new contacts
- Create notes and activities
- Update contact details
When you reconnect to the internet, all changes sync automatically to your account.
How do I sync data between my phone and computer? #
Data syncs automatically:
- Changes made on your phone sync when you have internet
- Changes made on your computer appear on your phone
- Sync happens in real-time when connected
- Offline changes sync when you reconnect
You can also manually sync by pulling down on the contacts list to refresh.
Can I add contacts from my phone’s address book? #
Yes! You can import contacts from your phone:
- Open the app
- Go to Contacts
- Tap the Menu icon
- Select Import from Phone
- Choose which contacts to import
- Tap Import
The app will ask for permission to access your phone’s contacts first.
How do I take notes on the mobile app? #
Taking notes on mobile is quick:
- Open a contact
- Tap the Notes tab
- Tap Add Note
- Type your note
- Tap Save
You can also use voice-to-text to dictate notes hands-free.
Can I make calls directly from the app? #
Yes! The app integrates with your phone:
- Open a contact
- Tap the phone number
- Your phone’s dialer opens
- Make the call
The app automatically logs the call as an activity on the contact’s timeline.
How do I search for contacts on mobile? #
Searching on mobile is fast:
- Tap the search icon at the top
- Type a name, email, or company
- Results appear as you type
- Tap a contact to open their profile
You can also use filters to narrow down your search.
Can I receive notifications on my phone? #
Yes! The app sends helpful notifications:
- Task reminders: When follow-ups are due
- New contacts: When contacts are added by your team
- Updates: When contact information changes
- Mentions: When someone mentions you in a note
You can customize notification settings in the app’s settings menu.
How do I update contact information on mobile? #
Updating contacts is simple:
- Open the contact
- Tap Edit (pencil icon)
- Update any information
- Tap Save
Changes sync immediately when you’re online, or save locally and sync later if offline.
Is the mobile app secure? #
Yes! The app uses multiple security features:
- Encrypted data: All data is encrypted in transit and at rest
- Secure login: Password protection and optional biometric login
- Auto-lock: App locks after inactivity
- Remote wipe: Admins can remotely clear data if device is lost
You can enable fingerprint or face ID for quick, secure access.
Can I use the app on multiple devices? #
Absolutely! You can use the app on:
- Multiple phones
- Tablets
- Both iPhone and Android devices
Just log in with your credentials on each device. All your data stays in sync across all devices.
How do I log out of the mobile app? #
To log out:
- Open the app
- Tap the Menu icon
- Go to Settings
- Scroll down and tap Log Out
- Confirm you want to log out
Note: Logging out removes local data from your device. Make sure everything is synced first.
What should I do if the app isn’t syncing? #
If sync issues occur:
- Check your internet connection
- Pull down on the contacts list to manually refresh
- Go to Settings > Sync and tap Force Sync
- If problems persist, try logging out and back in
- Contact support if the issue continues
Most sync issues resolve by checking your connection and manually refreshing.
