The first of several big days is finally here! We’re officially rolling out a public sign up for the long awaited ActiveCampaign Deals CRM app for iPhone.
We’re announcing this first via the community forums because we want to get feedback from some of our most loyal and passionate users as we approach our wider release.
What can the app do?
With the Beta of ActiveCampaign’s Deals CRM app for iOS you can:
Log in to your ActiveCampaign account
- View contacts
- Search contacts
- View deals
- Search deals
- Mark deals as won or lost
- View tasks
- Complete tasks
- Create tasks
- Edit tasks
- Delete tasks
- View notes
- Create notes
- Edit notes
- Delete notes
- View Emails on Deals
- View Emails on Contacts
View account user info and settings
Send emails via Apple’s built-in Mail App
Initiate calls via Apple’s built-in Dialer
Swipe on objects (tasks, notes, deals, and emails) to engage with them (Requires iOS 11)
What features are still to come?
The following features are not yet implemented and will be implemented before the 1.0 release:
- Add contacts
- Edit contacts
- Delete contacts
- Add deals
- Edit deals
- Delete deals
- Change password
The following features will be coming beyond 1.0 release:
- Activity stream
How do people get it?
Anyone can go to URL and sign up right now. You’ll receive an invite to Apple’s TestFlight service which you can then use to download the app and provide beta feedback.
Beta signup is now closed, we will update this post when it is reopened.
Beta word of caution
While we believe this is a very stable application, and the iOS team has done amazing work, please remember that this is pre-release software. It is a REAL beta. It has bugs. You will likely will encounter a few. If you have concerns about using a beta app on your real account data, you should proceed with caution (and perhaps give it a try on a trial account). We’ll do our best to provide support for issues but customers should expect that, although unlikely, there could be potential for data loss.
Where can you give beta feedback / report bugs?
There is a ‘Submit Beta Feedback’ button in TestFlight. Please submit feedback there!