Your entire company, on iPhone and iPad.
CRM, texting and calling from your business line, scheduling, campaigns, invoices, events, deal underwriting, and your capital raise. Built native for iPhone and iPad: the same workspace, the same permissions, the same numbers, in your pocket and on the big screen.
Every CRM has a phone app. Almost all of them are the lite version: view your contacts, log a note, told to “open the desktop site” for anything real. This one refuses the limits: if your workspace can do it, the app carries it, and when the app ships, it signs into the workspace you start today.
Straight off the devices: these are the screens we sent Apple, not renders.
The phone app that is not the lite version.
We built the platform mobile-first on the web, then built the native app for what a browser cannot do: push, CallKit, widgets, your caller ID. Nothing got left behind, and on the 13-inch iPad it stops being a phone app and starts being a desk.
Look up a contact. Log a call by hand. A read-only chart. “For that, open the desktop site.”
Take the call on your business line, watch the deal move, send the booking link, play the voicemail, read the underwriting, all before your coffee order is ready.
All of it, laid out.
Sixteen answers to “but can the app…”. Yes.
A Home screen you compose
Pipeline, overdue invoices, next meetings, texts, calls, upcoming events, live CRM activity, your saved dashboards, and the raise pipeline. Every card and section toggles per person; your Monday phone is not your assistant’s.
Ping: the whole phone line
Two-way texting from your business number, the full call log with contact names, and voicemail you can play in place, transcripts included. Your workspace numbers sit right on top.
Real calling, not a dialer skin
Calls ring natively with CallKit, your CRM caller ID names the person before you answer, and missed calls land as push notifications with the voicemail attached.
Meridian scheduling
See bookings, schedule meetings into genuinely open slots, cancel with full cleanup, and share any booking-page link straight into iMessage, Mail, or AirDrop from the create button.
AI prep briefs, automatic
Flip one switch and an hour before each meeting the host gets a brief built from the guest’s entire history and your connected emails. Uses your workspace’s AI credits and says so.
Contacts and companies, complete
Every custom field your workspace defines shows on the record and in the create sheets. Link a company or create one inline. Headshots, notes, tasks, and full activity timelines.
Deals, tasks, and lists
Work the pipeline, check off tasks, and build smart lists on the phone with the same filter language the web uses, including your custom fields.
Megaphone results
Every campaign’s funnel, delivered, opened, clicked, bounced, with the actual email preview. Compose on the web; read the results anywhere.
Caliper deal dashboards
Returns, coverage, how the money is spent, profit by year, and the exit, computed server-side by the same engine as the web, never re-derived on the phone. Plus the Education section with plain-words lessons.
Invoices and money
Collect invoices with status, overdue drill-downs from Home, and the day’s money at a glance.
Events and webinars
Rosters, registrations, and webinar presenter invites with Zoom sending the personal links.
Investors and the raise
The TenthYards raise pipeline, commitments, and investor records ride along wherever the road takes you.
A widget that says what it is
On iPhone and iPad, the home-screen widget shows upcoming meetings, events, or open tasks, long-press to choose, and tapping it opens that exact section of the app.
Notifications you curate
Texts and calls, bookings, payments, reminders: each category has its own switch, per device, and the server simply stops sending what you mute.
A dock you arrange
Pick which four modules sit on the bottom bar. Everything else lives one tap away in More, sorted alphabetically, with screens opening instantly from an on-device cache.
Security that matches the web
The same two-factor system, the same tenant isolation, and admins can see and revoke any signed-in phone from workspace security settings.
In App Review now. Start on the web today and the app signs straight into your workspace the day it lands.
Start free for 30 days