Adding AdvisorEngine CRM to Your Mobile Homescreen

Although AE CRM doesn’t have a dedicated “app” in your phone’s App Store, it is still available quickly on the go. A streamlined mobile interface is available through your device’s built-in web browser, functioning just like having an app of its own. Simply bookmark crm.advisorengine.com to your phone’s Home screen. The bookmark will appear just like a conventional “app”; giving you access to your Records and clients’ history wherever you’re at.

Tip: Mobile access has the benefit of taking advantage of all the great features your smartphone already has, like dictating text into a Notes field or directly dialing a phone number from a client’s Record.

Access the help center for your mobile browser (Chrome, Safari, etc.) for information on how to bookmark a web page to your Home screen.