Installing and Using the Mobile App
Access your CRM from your smartphone to reply to leads faster and view your schedule.
For: All Users
Time: 5 minutes
Instructions
1
Download the App
Open the App Store (iOS) or Google Play Store (Android) and search for the COFFEE CRM companion app. Depending on your account setup, it may be listed under the COFFEE CRM name or under the platform app name ("LeadConnector"). Look for the matching COFFEE branding. If you cannot find it, contact COFFEE Support for the direct app link.
[SCREENSHOT NEEDED: COFFEE CRM mobile app store listing]
2
Log In
Open the app and log in using the exact same email and password you use for COFFEE CRM on your computer.
[SCREENSHOT NEEDED: Mobile App Login Screen]
3
Enable Notifications
When prompted, allow the app to send you push notifications. This is critical for getting alerts when a new lead replies or an appointment is booked.
What Success Looks Like
- App is installed on your phone.
- You are successfully logged in.
- Push notifications are enabled.
Troubleshooting
If Your login is not working on the app:
Ensure you are typing your email and password exactly as you do on desktop. Passwords are case-sensitive.
Last updated: 10/1/2026