PBRE CRM works in the browser on any device, so there is nothing to install. The layout adapts to your screen, and you can add it to your home screen so it opens like an app.
How the layout adapts
- The menu slides in from the left. Tap the menu button at the top left to open it.
- The top bar keeps the page title and key buttons, with search on its own row.
- Tables scroll sideways inside their card. The contacts table shows the most useful columns first.
- Forms and record pages become a single column.
- The pipeline shows one stage at a time. Swipe left and right to see the others.
Moving deals on a touch screen
Dragging cards needs a mouse, so on touch screens each deal card has a Move to stage dropdown. Choose a stage and the deal moves immediately.
Add it to your home screen
On iPhone (Safari): open the CRM, tap the Share button, then Add to Home Screen.
On Android (Chrome): open the CRM, tap the menu with three dots, then Add to Home screen or Install app.
Handy tips
- Tap the email or phone buttons at the top of a contact to message or call directly.
- Take a photo with your phone and attach it to a property or deal from the Notes and files area.
- Turn the phone sideways for wide tables such as the contact list.
- Dark mode is available from the moon icon at the top.