Kaizen CRM is a native iPhone app, free on the App Store, as well as a web app that runs in any phone browser. Both open the same record. This post is a tour of the iPhone app as it ships today: what each screen is for and what a crew does with it between jobs. Screenshots are from the current App Store listing.
Download Kaizen CRM on the App Store. It is free, requires iOS 15.1 or later, and signs in to the same workspace as the desktop app, so the office and the field are looking at one record from two doors.
The morning screen
The app opens on a dashboard, not a menu. Revenue this week against target, how many quotes are open and what they are worth, sales orders in fulfilment, the pipeline value expected to close inside thirty days, and your tasks with the overdue ones flagged. Under that, the activity feed: what happened across the business since you last looked. The three buttons across the middle (Diary, Quote, Order) are the things a technician does most, placed where a thumb lands.
The home grid behind it lists the whole workspace: companies, people, activity, the deal pipeline, quotes, sales orders, leads, the photo gallery, calendar, and schedule, each with a live count. "Jump to anything" at the top is a search across all of it.
The pipeline, swiped forward
The deal pipeline is the same board the office sees, laid out for a phone: stage filters across the top, deal cards below with the quote number, company, value, owner, and date. A swipe moves a deal forward. The point of putting it in the truck is that the stage change happens when the thing happens: the customer says yes in the driveway, the card moves, and the follow-up sequence behind the quote stops the same second.
The work diary: talk, and the records write themselves
This is the screen that changes how field notes get written. Through the day a technician records short voice entries from the truck: the site walk, the conversation with the foreman, the voicemail they returned. Each entry lands in the work diary tagged to the company and the quote it relates to, with the recording attached.
At the end of the day, "Process my day" reads the diary and extracts the sales stops: which companies were visited, which contacts were new, what follow-ups were promised, what needs a quote. It presents each one for review, with the company matched to an existing record or flagged as new, and the technician confirms or skips. The CRM records get created from the day as it was actually lived, not from a form nobody filled in at 6pm.
Schedule and calendar
The schedule view shows operations across a week, month, or quarter, with hours done against hours planned and anything behind flagged in red. The calendar is the day: site visits, quote reviews, and on-call blocks, with overdue items counted at the top. Both are the same data the office is dispatching from, so a job that runs long in the field is a job the office sees running long.
What is the same in the browser
Everything above is also available by opening Kaizen in Safari or Chrome on any phone and adding it to the home screen. The native app adds the things a browser does best without: the camera and microphone always one tap away, notifications, and a faster start. If your crew is on iPhones, install the app. If they are on a mix of devices, the browser version is the same record with nothing to install.
| iPhone app | Browser on any phone | |
|---|---|---|
| Install | App Store, free | Open a link, add to home screen |
| Record it opens | The same workspace | The same workspace |
| Voice diary | Yes | Yes |
| Notifications | Native | Browser-dependent |
| Works offline | Captures and syncs | Captures and syncs |
| Minimum version | iOS 15.1 | Any modern browser |
Get it here: Kaizen CRM on the App Store. Then book a walkthrough and we will run your kind of job through it end to end, on your phone.
Common questions
Is there a Kaizen CRM app for iPhone?
Yes. Kaizen CRM is a free native iPhone app on the App Store, requiring iOS 15.1 or later. It signs in to the same workspace as the desktop and browser versions, so the field and the office share one record.
What can I do from the Kaizen iPhone app?
See the morning dashboard and activity feed, move deals through the pipeline, create quotes and orders, record voice entries into a work diary and have the day processed into CRM records, manage tasks, and view the schedule and calendar. Photos and notes land on the customer record directly.
Does the app work without a signal?
Notes, photos, and voice entries captured without a connection are held on the device and sync when the signal returns, so a note taken in a basement or a mechanical room is not lost.
Do I need the app, or can my crew use the browser?
Either. The browser version on any phone opens the same workspace with nothing to install. The native app adds always-available camera and microphone, native notifications, and a faster start. Mixed-device crews often run both.