ArdinGate CRM

ArdinGate CRM is the mobile companion to the ArdinGate CRM, the internal business system ArdinGate LLC uses to run its web design and development work. An existing ArdinGate CRM account is required. There is no sign-up in the app and no public service behind it: accounts are created by ArdinGate LLC, and without one the app does nothing past the login screen. WHAT YOU CAN DO - Dashboard: revenue this month, outstanding and overdue invoices, active projects, open leads and hours logged this week. - Clients: search client records, see contact details, projects and invoices, and call or email straight from the record. - Projects: update status and follow files, deliverables, messages, updates and time for each project. Download project files to share or open in other apps. - Money: review invoices and subscriptions, log time, and record expenses with a receipt photo from the camera or photo library. - Leads: review incoming leads and convert them into clients and projects. - Interactions, contracts, estimates and reports: log calls and meetings, check contract status, price out quick estimates, and view business reports. - Accounting: tax set-aside and owner-draw calculators that run on the device. - Notifications: optional push alerts for CRM events such as new leads and billing activity, with push and email controls per event. SECURITY Sign-in uses your CRM credentials with optional two-factor authentication. Session tokens are kept in the iOS Keychain. Everything you see comes from, and is saved to, the ArdinGate CRM server over HTTPS. PRIVACY No ads, no tracking and no third-party analytics. Crash reports are collected without personal information so problems can be fixed. See the privacy policy for details.