Take advantage of the iPhone app, included as part of your subscription to HaloCRM.
The new HaloCRM app for iOS devices is now available on the App Store for you and your team to use completely free of charge. You can even test all of its features during your trial period.
Whilst on the move, you will be able to add new tickets, update existing ones, contact your customers, look up all of the details on your customer, sites, contacts, items and stock, receive notifications and more, all within the new HaloCRM mobile application. For further features, the HaloCRM mobile app will direct you towards the web application.
- Access tickets assigned to you
- Action tickets based on your workflows
- Access your teams
- Access your teams tickets
- Receive notifications
- List customers
- Searching Halo
- Links to the web application for other features.
In order to use the HaloCRM mobile application, make sure to enable HaloCRM mobile app access in Configuration > Advanced Settings via your HaloCRM instance.
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