The Ontraport mobile app lets you run your business from anywhere. You can prep for a sales call, send a follow-up email while the meeting is still fresh, take notes, and assign tasks to your team, all from your phone. Here's what's in the app, and how different people on your team can use it.
Most of what you do at your desk is available in the app. The Today Screen shows your key metrics and the tasks due today.
From the menu, you can open any of your collections, like Contacts, Deals, Companies and your custom objects, plus Inbox, Tasks, Settings and the Help center. Open any record to see its history, edit its fields, and check its related notes and tasks.
If you're in sales, open a contact and tap Call to start a call right from their record. Calling needs a phone field on the record, and texting needs an SMS number on your account.
Turn on Auto log calls under Menu, then Settings. After you hang up, a note form appears, so you can log the call while it's fresh. Then send a follow-up email or text, or add the contact to an automation that handles the follow-up for you.
Inbox brings your email, SMS and web chat conversations to your phone. Turn on Inbox notifications in Settings, and choose whether to hear about all conversations or only the ones assigned to you. That way you can answer new leads quickly, even when you're away from your desk.
If your team works in the field, like service technicians, they can manage their tasks on the go. Mark a task complete as soon as the job is done, and choose an outcome if the task has one. You can also reassign or reschedule a task. There's no need to head back to the office at the end of the day to update anything.
If you run the business, you can handle the essentials from your phone. Met a new lead in person? Tap the plus icon in Contacts to add them on the spot. Then assign follow-up tasks to your team, or add the lead to an automation to start your follow-up.
If you need help, open the menu and tap Help center. You'll find training and system status there, plus the Support center, where you can chat with our team, create a ticket or schedule a screenshare.
The app is available for iPhone on the App Store and for Android on Google Play. If you sign in to Ontraport with a social login, turn it on from your desktop account first.
So the mobile app puts your records, conversations and tasks on your phone, and your whole team can keep work moving from anywhere. Next up: navigating records in the mobile app.