On your phone

There is nothing to download from an app store. The CRM runs in your phone's browser, can sit on your home screen like any other app, and can put your follow-ups into the calendar you already use.

Add it to your home screen

iPhone or iPad: open https://crm.sheetsmith.co.uk/ in Safari, tap the Share button, then Add to Home Screen.

Android: open it in Chrome, tap the ⋮ menu, then Install app (on some phones, Add to Home screen).

On a computer: in Chrome or Edge, Settings → On your phone → Install on this device, when the browser offers it.

It then opens full-screen, with the four screens as tabs along the bottom.

Follow-ups in your calendar

This is how reminders reach you without opening the CRM. You create one private link, give it to your calendar app once, and every dated follow-up appears as an all-day event such as Pat Buyer - Send the quote, with an alert at 9 am.

1. Settings → On your phone → Create my calendar link.
2. On an iPhone, iPad or Mac, tap Add to this device's calendar and confirm.
3. For Google Calendar, copy the link, then on a computer go to Other calendars → + → From URL, and paste it. It then appears on your Android phone too.
4. For Outlook, Add calendar → Subscribe from web, and paste the link.

Your calendar app fetches the link again every hour or so (Google can take longer), so a new follow-up does not appear instantly. Finished follow-ups drop out the same way.

Keep the link private

Treat it like a password. Anyone who has the link can see the titles of your open follow-ups and the names of the contacts they are with. They cannot see email addresses, phone numbers or notes, and they cannot change anything.

• The link is shown once, when it is made. Add it to your calendar straight away.
• Replace the link makes a new one and the old one stops working immediately.
• Remove it turns the calendar feed off.
• If you are removed from a team, or the account is deleted, the link stops working by itself.

Call, text or WhatsApp in one tap

Wherever a contact appears there are buttons beside their name:

Everything is sent from your own phone and your own number. The CRM never sends anything to your customers. After a call or a message, use Log it on their page so the history stays complete.

A number that starts with 0 is read as a UK number. For customers abroad, store the number with its country code, for example +353 86 123 4567.