Deals CRM mobile app overview

The Deals CRM mobile app makes it easy for you to view and manage contact information, reach out to contacts, stay on top of your tasks, and keep your deals moving while you're on the go. 

View the ActiveCampaign Deals CRM app in the Apple store

View the ActiveCampaign Deals CRM app in the Google Play store.

Click here to learn how to install the ActiveCampaign Deals CRM mobile app.

Take note

  • This app pulls live data from your account. You’ll need an Internet connection to use it
  • The full Deals CRM app is available on Plus, Professional, and Enterprise plans
  • Customers on the Lite plan can use the Deals CRM app to view and manage contacts
  • The Deals CRM app supports iOS 12.4 and higher

View and manage tasks

Tasks are available on Plus, Professional, and Enterprise plans.

With the ActiveCampaign Deals CRM app, you can view and manage tasks assigned to you. This includes contact tasks and deal tasks. Contact tasks will have a person icon while deal tasks will show a dollar sign.

To access the Tasks section, tap "Tasks" on the bottom of the screen.

From the Tasks screen, you can:

  • View overdue and upcoming tasks assigned to you
  • Edit tasks assigned to you by tapping the task then tapping the pencil icon
  • Mark tasks as complete by tapping the checkbox next to the task
  • Create new contact and/or deal tasks by tapping the plus symbol then completing the fields
  • Email or call the contact associated with the task by tapping the task then tapping either the email or phone icon
  • iOS only - Filter your view by task type by tapping "Refine" then tapping the task type you wish to view
  • iOS only - Sort tasks by time due or highest deal value by tapping "Refine" then tapping the sort by option that works best you

View and manage deals

Deals are available on Plus, Professional, and Enterprise plans.

Using the ActiveCampaign CRM app makes it easy to manage deals and reach out to your leads when you're on the go. By default, we'll display deals assigned to you. However, you can also view deals assigned to other deal owners.

To access the Deals section of the mobile app, tap "Deals" at the bottom of the screen.

From the Deals screen, you can:

  • View and manage deals assigned to you
  • View deals in different pipelines by tapping the pipeline name at the top of the Deals screen and tapping the pipeline you wish to view
  • Search for a specific deal by tapping the search field and typing the title of the deal you wish to view
  • Create new deals by tapping the plus symbol at the top of the screen and completing the fields on the Create Deal screen
  • Filter your view by deal status (All, Open, Won, or Lost) by tapping "Refine" then tapping "Deal Status"
  • View deals assigned to another deal owner by tapping "Refine" then tapping "Deal Owner"
  • Sort deals by most recently created or by highest deal value by tapping "Refine" then tapping either "Most Recently Created" or "Deal Owner"

View and manage contacts

Contacts are available on all account levels.

You can view and manage all contacts in your account from the Contacts section in the mobile app. To access Contacts section, tap "Contacts" at the bottom of the screen.

The Contacts section will display a search bar. If you have not performed any recent searches, you'll see the number of contacts in your account. If you have performed recent searches, we'll display those contacts on the screen.

From the Contacts screen, you can:

  • View and edit a contact's profile record by searching for the contact by name and tapping the suggested search result
  • View and manage tasks for the contact by tapping the the checkmark icon from the contact's profile page in the app
  • Create tasks for the contact by tapping the checkmark icon from the contact's profile page in the app then tapping the green plus sign at the bottom of the screen
  • View and manage deals for the contact by tapping the dollar sign located on the contact's profile page in the app
  • Create deals for the contact by tapping the dollar sign located on the contact's profile page in the app then tapping the green plus sign at the bottom of the screen
  • View notes and one-to-one emails for the contact by tapping the note icon located on the top of the contact's profile page in the app
  • Create notes and one-to-one emails by tapping the note icon located on the top of the contact's profile page then tapping the green plus sign

View and manage accounts

Accounts are available on Plus, Professional, and Enterprise plans.

You can view and manage all account details from the Contacts section in the Deals CRM mobile app. To access this section, tap "Contacts" at the bottom of the screen.

The Contacts section will display a search bar. If you have not performed any recent searches, you'll see the number of contacts in your account. If you have performed recent searches, we'll display those contacts and/or accounts on the screen.

From the Contacts screen, you can:

  • View and edit an account record by searching for the account and tapping the suggested search result
  • Edit account details by tapping "Edit" on the top of the account screen
  • View a list of contacts associated with the account under Details > Contacts on the account details screen
  • Communicate with a contact via email or phone by tapping either the phone or email icon next to the contact's name
  • View a contact's profile record by tapping the right caret
  • Create a note for an account by tapping "Add a Note"
  • View notes associated with the account by tapping "Notes"

Settings screen

The Settings screen in the mobile app will display your name, email address, phone number, and ActiveCampaign account URL. We'll also provide links to our Terms of Service and Privacy Policy and an option to reach out to our Support team.

You will be able to edit the following by tapping "Edit":

  • First name
  • Last name
  • Email address
  • Phone number
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