Mobile & Install as an App
Install RevOrbit as a Progressive Web App on iOS or Android, and use the mobile-optimized interface for on-the-go selling.
RevOrbit is a Progressive Web App (PWA), which means you can install it on your phone or tablet and launch it from a home-screen icon — no browser address bar, no extra chrome, just the CRM. The mobile interface is also tuned for one-handed use with compact card lists, collapsible filters, and a native tab picker on detail modals.
Install on iPhone / iPad
Add RevOrbit to your home screen in Safari.
Install on Android
Add RevOrbit to your home screen in Chrome (or any Chromium-based browser).
Pull-to-Refresh
When the app is installed and launched from the home-screen icon, the browser address bar is hidden — so the usual pull-down-to-refresh gesture is gone. RevOrbit re-implements it for standalone mode.
\"Update Available\" Banner
When a newer version of RevOrbit is deployed, an Update available banner slides up from the bottom of the screen with Reload and Later buttons. We poll the server for new releases every 5 minutes and immediately whenever the app comes back into the foreground.
Mobile List Pages — Card View
On phones (≤576px), every list page (Deals, Leads, Contacts, Companies, Tasks, Quotes, Contracts) renders a vertical stack of compact cards instead of the desktop table. Each card shows the most relevant fields for that record type and is tappable end-to-end.
Mobile List Pages — Filters Toggle
Filter chrome (scope buttons, period buttons, quick-filter chips, status badges, secondary dropdowns) collapses behind a Filters toggle on phones. Search and the primary action button (Add Deal, Add Lead, etc.) stay always-visible to keep the most common actions one tap away.
Mobile Pipeline View
On phones the Pipeline page swaps the horizontally-scrolling Kanban for a sectioned list grouped by stage. Each stage section has a colored header band (matching the stage color you set in Settings) and stacks deals as compact cards underneath. Tap a card to open the deal. Drag-and-drop between stages stays available on tablet and desktop.
Mobile Calendar View
On phones the Calendar replaces the cramped 7-column month grid with a day-by-day agenda list — each day that has tasks lists them underneath (tap a task to open it, or use the + to add one), and a month with nothing scheduled shows a quick \"Add task\" prompt. The full month grid returns on tablet and desktop.
Mobile Detail Modals — Native Tab Picker
On phones (≤768px) detail modals (Deal, Lead, Contact, Company, Contract) replace the horizontally-scrolling tab strip with a native dropdown picker. Tap to open the iOS or Android wheel picker, choose a tab, done. Tab badge counts (e.g., \"Notes 3\") are preserved in the option labels. The desktop tab strip remains visible from tablet sizes (≥768px) up.
Frequently Asked Questions
Functionally no — it's the same RevOrbit. The PWA is just a different launch surface (home-screen icon, fullscreen, no browser chrome). All data, syncing, and notifications work identically.
Not yet. Push notifications require additional permissions and a backend push service. For now, you'll see in-app notifications in the bell menu and daily email reminders when you log in.
Static UI assets are cached so the app shell loads even with a flaky connection, but the CRM is online-only — you need a connection to read or save records. Offline drafting is on the roadmap.
Apple restricts PWA install to Safari on iOS. Chrome and other browsers on iPhone use Apple's WebKit but can't trigger Add to Home Screen. On Android, Chrome and other Chromium browsers all work.