Learn about all the details of all our recent CRM updates here.
In this new release, we have launched the Progressive Web Application (PWA) for your CRM Client Portal. Your clients will be able to install the CRM client portal as a desktop or mobile application, providing them with an enhanced user experience.
The PWA is only available for your CRM Client Portal and is currently unavailable for your CRM Backoffice Portal.
The PWA only supports installation from Chrome and Microsoft Edge browsers.
To install, simply go to the CRM client portal link and click onto the “Install” button. The install button may take several minutes to appear.
Click on “Install” when the popup appears.
The desktop application will automatically open up and you can proceed to use the Client Portal via the desktop or mobile application.
By default, upon installation, the logo of the application will display the website logo that you have configured.
You can customize the application logo here.