Is there a Kaizen CRM app for iPhone?

Yes. KaizenCRM is a free native iPhone app on the App Store, requiring iOS 15.1 or later. It opens the same workspace as the desktop and browser versions, so the field and the office share one record.

What can I do in the Kaizen CRM iPhone app?

See the morning dashboard and activity feed, move deals through the pipeline, build quotes (including by voice) and convert them to sales orders, record a voice work diary and have Process My Day turn it into CRM records, work the schedule and calendar, and open any company, contact, photo, or lead from one search.

Do I need the app, or does Kaizen work in a phone browser?

Both. The browser version on any phone opens the same workspace with nothing to install. The native app adds the camera and microphone one tap away, native notifications, and a faster start. Mixed-device crews often run both.

Kaizen

The iPhone app · feature by feature

The whole business, in a pocket.

Eight features, each with the real screen from the App Store listing, what it does, why it matters in the field, and the office view of the same record. Free, iOS 15.1 or later, and the same workspace as the desktop.

See it on your phone

KaizenCRM · Free · Business · iOS 15.1 or later · also runs in any phone browser

Every feature, in depth.

Kaizen CRM iPhone app: The morning dashboard

01 · Start the day knowing Morning dashboard The app opens on a dashboard, not a menu. Revenue this week against the weekly 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. THE DEEP DIVE →

Kaizen CRM iPhone app: The deal pipeline

02 · Swipe a deal forward Deal pipeline The pipeline on the phone is the same board the office works from, laid out as cards. Stage filters run across the top with a count on each. THE DEEP DIVE →

03 · Quote to paid, from the phone Quotes & sales orders Quotes and sales orders are two tiles on the home grid and two buttons on the dashboard, because they are the money. A quote is built on site from the customer record, with voice-to-quote transcription for the technician who would rather talk than type, and sent before the truck leaves. THE DEEP DIVE →

04 · Talk, and it is logged Work diary The work diary is a day, as a list of short voice entries. The technician taps the capture button at the truck, talks for thirty seconds (the site walk, the conversation with the foreman, the voicemail they returned), and the entry lands in the diary with its time, a transcript, the recording, and tags for the company and the quote it relates to. THE DEEP DIVE →

05 · The diary becomes the CRM Process My Day At the end of the day, Process My Day reads the work diary and turns it into the records a CRM is supposed to contain. It extracts the sales stops from the entries: which companies were visited, which contacts are new, what follow-ups were promised, what needs a quote. THE DEEP DIVE →

06 · Operations against plan Schedule The schedule shows the operations from your sales orders laid out across a week, month, or quarter. Each row is an operation with its hours done against hours planned; each has a status (open, active, closed, warning, overdue), and the header counts how many operations are running, what percentage is complete, and how many are behind. THE DEEP DIVE →

07 · The day as it is Calendar The calendar is the day laid out hour by hour: site visits, quote reviews, on-call blocks, and the daily stand-up, each tied to the customer it belongs to. Day, week, month, and agenda views, a week strip across the top to move between days, and a count of today's events and anything overdue in the header. THE DEEP DIVE →

08 · Everything, at hand Companies, people & photos The home grid is the workspace, one tap from anywhere: Companies and People with live counts, the Activity feed, then the sales objects (Deal Pipeline, Quotes, Sales Orders, Leads) and the production ones (Photo Gallery, Calendar, Schedule). "Jump to anything" at the top searches across all of it. THE DEEP DIVE →

App or browser: two doors, one record.

The iPhone app is free on the App Store and keeps the camera and microphone one tap away, with native notifications and a fast start. Kaizen also runs in the browser on any modern phone with nothing to install: onboarding is a text message with a link, and everyone is permanently on the current version.

Both open the same workspace. An iPhone crew installs the app; a mixed-device crew uses the browser; the office sees one record either way. There is no second build to keep in step.

	iPhone app	Browser
Install	App Store, free	Open a link, add to home screen
Record it opens	The same workspace	The same workspace
Camera, mic, voice diary	Native, always one tap	Via the browser
Notifications	Native	Browser-dependent
Works on their own phone	iOS 15.1 or later	Any modern phone

Bring a phone. We’ll bring your trade.

Thirty minutes with Mel, running your kind of job end to end on your phone: missed call, driveway quote, voice diary, paid before you leave.

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