CRM demo — 30 minutes Demo →
Features

Mobile CRM app on your phone

A nurse checks off procedures, a manager snaps a contract with the camera, the director checks revenue. All from a phone: today as a PWA on the home screen, with iOS and Android apps coming soon.

Book a demo →Read
  • Updated Oct 3, 2026
  • 5 min read

How the mobile CRM works

95sales CRM opens in a mobile browser at your company's address and adapts to a narrow screen. Add it to your home screen, and it launches like a regular app: with its own icon, full screen, no address bar.

What the mobile version includes:

FeatureHow it looks on a phone
Role-based bottom menuThe role's four main sections at the bottom, plus "Menu" with all sections as tiles and search
"+" buttonQuick actions based on role permissions: new lead, admit a patient, payment, expense, care, document, cash count, message
Push notificationsNew inquiries, tasks and urgent alerts come to your phone
Care check-offs"Done" in one tap, entering vitals, backdated check-offs
Document photosSnap a contract or ID with the camera, and it goes straight to the office for review

The nurse's mobile view

The mobile version matters most where staff don't sit at a computer.

For medical staff, the mobile version is the main work tool. The screen shows scheduled procedures: repositioning, feeding, fluids, linen changes, hygiene, blood pressure and temperature. The nurse taps "Done" once, enters vitals, sees overdue procedures and can backdate a check-off if they didn't get to it right away. More: care plan and the nurse's mobile view.

The nurse's phone: procedures for the shift, one-tap "Done" and overdue items at the top. Patients are fictional.

Documents from your phone camera

At a meeting with a patient's family or a client, a manager photographs the contract, ID or consent form, and the file goes straight into the record. The office reviews the document and either accepts it or leaves a comment, and the manager fixes it. More: documents, contracts and consent forms.

Push notifications and alerts

If the CRM is installed on the phone as a PWA and notifications are allowed, employees get push messages about new inquiries, tasks and rule-based events. Urgent alerts from a manager require read confirmation, and the CRM shows who saw them. More: tasks, planner and notifications.

Who needs a mobile CRM

  • Nurses and caregivers in care homes, hospices and rehab centers. They check off care at the patient's bedside, not at the end of the shift from memory. See CRM for care homes, for hospices, for rehab centers.
  • Managers in the field. They take inquiries, create tasks and photograph documents.
  • Directors and owners. They check revenue, debts and occupancy without a laptop.
  • Agency and service company staff. Tasks, chats and deals in one place: CRM for service businesses.

How to install the CRM on your phone

iPhone (Safari):

  1. Open your company's CRM address in Safari and sign in.
  2. Tap "Share" and choose "Add to Home Screen."
  3. Launch the CRM from the icon and allow notifications.

Android (Chrome):

  1. Open the CRM address in Chrome and sign in.
  2. In the browser menu, choose "Install app" or "Add to Home screen."
  3. Launch the CRM from the icon and allow notifications.

On iPhone, push notifications for web apps work only after the app is added to the home screen.

PWA vs native app: what's the difference

A PWA (progressive web app) is a website that installs on your phone and behaves like an app. Today 95sales runs as a PWA; iOS and Android apps are coming soon to the App Store and Google Play. Here's how the two approaches compare:

95sales CRM PWANative app from a store
InstallationFrom the browser in 30 secondsThrough the App Store or Google Play
UpdatesAlways the latest version, nothing to updateDepends on whether the employee updated the app
Push notificationsYesYes
Camera for document photosYesYes
Works offlineNoDepends on the app
Phone storageBarely any: data is stored on the serverTakes space like any app

For your team, this means a new employee opens a link, signs in and starts working right away. New features reach everyone at the same time.

Security on mobile

The same rules apply on a phone as on a computer: the server enforces roles and permissions, 2FA works, the screen locks after 60 minutes of inactivity, and a lost phone can be cut off by ending its session. More: data security.

Read next

FeaturesCare plans and the nurse's phoneCare plan software in a CRM: scheduled procedures, one-tap "Done" on a nurse's phone, vitals, a care log, incidents and …FeaturesContracts, documents and consent formsStore patient contracts, consent forms, IDs and receipts in a CRM. Snap them with a phone, get office review, track pape…FeaturesTeam task planner and notificationsA team task planner in your CRM: a week by department, tasks linked to a lead, patient or employee, deadlines, team chat…IndustriesNursing home CRM software for care homesNursing home CRM software for care homes: family inquiries, waitlist, bed board, care plans on the nurse's phone, monthl…FeaturesHealthcare data security: roles, 2FA, encryption, audit log95sales CRM security: flexible roles with server-checked permissions, 2FA, auto-lock, watermark, audit log, AES-256 with…FeaturesBudget vs actual: a monthly budget you can trackBudget vs actual in a CRM: monthly plan by expense category, actuals from payments and bank statements, variance and ove…

★★★★★ Live in 1 day · a separate database for your center

Demo and estimate for your center — $0.

Demo on your examplepatient journey, care and money — as it would work for you
Included
Loss estimatehow many leads, calls and dollars leak without a CRM
Included
Launch planmigration, roles, telephony — step by step
Included
Trial accesstry the CRM with your team before deciding
Yours
Total for demo and estimatean implementation consultant usually charges $300+
$300 $0

You pay nothing and owe nothing.

We discuss a subscription only if you want one after the demo. The price is known before you start.

Book a demo →

FAQ

What clinics ask

Does 95sales CRM have a mobile app?

Today it's a PWA: it installs on your home screen, works like an app and sends push notifications. iOS and Android apps are coming soon to the App Store and Google Play.

Does the mobile CRM work offline?

No. There's no offline mode. You need mobile data or Wi-Fi to work.

Do notifications come to my phone?

Yes, push notifications arrive if the CRM is added to your home screen and notifications are allowed.

How does a nurse check off care from a phone?

In the mobile view, the nurse sees scheduled procedures, taps "Done" once, and enters blood pressure and temperature.

Is it safe to use the CRM on a personal phone?

Roles, 2FA, auto-lock and the watermark all apply, and a lost phone is cut off by ending its session. Employees see only what their role allows.