AdfuelCRM Mobile App – What It Can Do in 2024 is Amazing for Agencies
AdfuelCRM is a client management and marketing platform for agencies and marketers.
It has simplified many business processes and helped create high-performing sales systems.
The desktop version of AdfuelCRM is one of the best in the market.
But what if you need to manage your agency away from your laptop? Is the AdfuelCRM mobile app enough?
In this article, we’ll answer that question. We’ll also explore the app’s features and functionalities.
What is AdfuelCRM Mobile App?
The AdfuelCRM app is a downloadable, simpler version of the full-suite platform.
It’s useful for subscribers who need to manage their agency and clients on the go.
The mobile app is not as complete as the desktop version. For instance, you can’t access the full-featured page builder and do automation.
But it offers valuable features you’ll need for basic marketing and client communications tasks.
So it’s pretty useful.
Additionally, it’s free to download on Apple and Android devices.
Remember that while free for everyone, you’ll need a AdfuelCRM account to access its tools.
Features of AdfuelCRM Mobile App
Let’s explore some of the core features available inside this intuitive platform.
View Your Account Dashboard
The AdfuelCRM mobile app provides a dashboard that acts as your command center.
It provides an overview of important information and the tools available.
Some things I noticed about the dashboard are that it’s minimal, well-structured, and user-friendly.
It’s also highly responsive.
Inside the dashboard, you’ll see your pipelines, tasks, ratings, and current activities.
Additionally, the dashboard allows you to navigate to other features within the app swiftly. So you can switch to various tools in just one click.
Monitor Your Pipelines
With this feature, you can check the following data of your chosen pipeline:
- the number of opportunities (i.e., leads and customers),
- pipeline value (i.e., the revenue generated)
- and the conversion rate (i.e., the percentage of leads that turn into customers).
This allows you to determine whether your pipeline is effective and whether it can capture leads or new customers.
While AdfuelCRM mobile app doesn’t allow you to edit your pipelines, it does enable you to keep track of their progress.
You can also switch between different pipelines and filter them based on a date range. With this, you can find specific information faster.
Create and Send Invoices
Imagine this. You’re out of the office when you suddenly remember that you need to send an invoice for an upcoming client project.
Instead of rushing back to get your laptop and wasting time, you can open your AdfuelCRM mobile app and send one from there.
The only drawback is that it won’t offer the full range of invoice customization that you can get from the desktop version.
For example, it won’t let you edit the image, from info, or the invoice number.
However, you can still do a lot for urgent invoicing. You can add items or products, apply taxes, and edit the issue and due date.
The invoicing feature will only be available once you integrate your Stripe account with your AdfuelCRM platform.
Add, View, and Manage Contacts
Contacts are the lifeblood of any agency or business, and managing them effectively is crucial for growth and success.
With the AdfuelCRM Mobile App, adding and categorizing contacts is so easy. Simply input the necessary information, and you’re all set.
The app allows you to add tags and the contact source and identify whether a contact is a lead or a customer.
Additionally, the AdfuelCRM app offers a DND toggle for each contact.
You can activate this to exclude the new contact from receiving your marketing campaigns. This feature may not always be useful, but it’s a great addition.
Make A Call, and Send Emails and Messages
When it comes to boosting customer engagement, making phone calls and sending emails are two of the most effective methods to apply in your strategy.
Thanks to its intuitive design, AdfuelCRM enables users to perform these tasks seamlessly in conjunction with one another.
Once set up with your dialer number configuration, making calls through the app has never been simpler.
Additionally, you can add attachments such as payment requests, templates, files, videos, and images when composing emails.
This means you have everything you need to send a comprehensive and engaging message inside the AdfuelCRM app.
Manage All Conversations
Another fantastic feature of the AdfuelCRM app is its ability to handle all your conversations in a single, intuitive inbox.
You don’t have to switch between multiple platforms to keep track of your messages.
The Conversations app gathers all your messages, including SMS, Whatsapp, Facebook messages, Google Marketplace, Instagram, and more, in one place.
This makes it incredibly simple for you to monitor and respond to all your conversations.
Track Tasks Progress
The AdfuelCRM Mobile App makes it easy to monitor the progress of your tasks right from the dashboard.
You can view the completion status, so tracking how much you’ve accomplished and how much is left to do is easy.
Additionally, the app provides you with the number of tasks overdue and completed. They are a great reminder of your to-do’s.
Book or Schedule Appointments
The AdfuelCRM Calendar feature allows you to add new appointments and manage all your scheduled ones, including upcoming events and meetings.
This functionality ensures a clear view of your agenda, allowing you to plan your time effectively and never miss any meaningful engagement.
What sets this tool apart is its ability to connect with other calendars. This allows you to monitor all your appointments in one place.
Manage Your Reviews
Tracking your reviews is crucial in providing solutions to any issues and improving your reputation as an agency.
With the AdfuelCRM app, you can manage them anytime.
For instance, you can keep track of the invites you’ve sent, monitor the number of reviews you have, view your average rating, and even determine overall customer satisfaction.
The app also allows you to respond to reviews conveniently. You can reply whenever you want, as long as you have your phone and are online.
AdfuelCRM Mobile App Pricing
AdfuelCRM mobile app is a free app available for everyone to get. You can download “Lead Connector”
Simply search the name “Lead Connector” on your app store. Or download them from the links below.
But while the app is free, you need to be an existing subscriber to access the mentioned features.