Coastline for iPhone
Run your pipeline, projects, and messages from your iPhone.
Download
Search "Coastline CRM" in the App Store, or ask your workspace admin for the direct link. The app is free to download.
Sign in
Use the same email and password you use on the web. If your workspace uses SSO, tap Sign in with Google or Sign in with Microsoft on the login screen.
What you can do in the app
- Contacts. View, call, text, and email contacts. Log notes and attach photos from the field.
- Pipeline. Manage your opportunities in list or kanban view. Move stages, add notes, and send estimates.
- Projects. Check job status, review checklists, upload site photos, and attach documents.
- Messaging. Send and receive texts and emails tied to contacts and projects.
- Estimates and invoices. Review, send, and collect signatures on estimates. View invoice status and record payments.
- Calendar. See upcoming appointments and navigate to job sites.
Push notifications
Enable notifications when prompted during setup to receive alerts for new messages, approvals, and assignment changes. You can adjust notification preferences in your iPhone settings under Coastline CRM.
Offline access
Reading is available offline. Edits, notes, and uploads made while offline sync when your connection returns.
Things to know
- The iOS app requires iOS 16 or later.
- Your workspace plan covers mobile access. There is no separate mobile subscription.
- Updates ship through the App Store. Enable automatic updates to stay current.
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