Sell From Your Pocket: The Mobile App
Before adopting the mobile companion, confirm the supported release, device, sign-in path, and workflows with our team. Use this guide to decide what to test with your own workspace.
3 MIN READ · UPDATED SEPTEMBER 2026Open to a Ranked Day
The app opens on your ranked call list — the same scores as the web workspace, in your pocket. Tap to dial; the lead's context is on screen before they pick up.
Speak Your Notes
After the call, talk instead of typing. Voice notes transcribe and file themselves to the lead record, and the pipeline updates without a laptop.
Everything Stays in Sync
- Connected devices use the same workspace; confirm an update has saved and synced before switching devices
- Inbox on the go: replies from every channel, readable between meetings
- Task management for the follow-ups you promised in the car
PRO TIP
Capture notes while safely parked or away from the road. Review transcriptions and confirm that notes saved before leaving the app; use a reliable connection.
Try It on Your Own Leads.
Every guide is shorter in practice — import a list and see the workflow run.