# MJX CRM Android app — enquiries and follow-ups on your phone

> Install the MJX CRM Android app, sign in with your institute login, and work enquiries, deals, tasks, calls and WhatsApp chats from your phone.

Source: https://pathshala.mjxtechnologies.com/docs/crm/crm-app/

The **MJX CRM** app puts your enquiries (leads, for a business), deals, tasks, calls and WhatsApp chats on your Android phone. It uses the same account and the same data as the CRM on the website, so work done on one shows on the other at once.

## How to get the app

- Open [the app link](~/app/crm) on your phone — it takes you to the right store page.
- Or search **MJX CRM** on Google Play. The app id is `com.mjxtechnologies.app.crm`.

## How to sign in

The sign-in screen says "Every enquiry, followed up." and has two doors: **My institute** and **MJX team**. Staff of an institute or business use **My institute**.

1. Choose **My institute**.
2. Type your **Institute code**.
3. Type your **Email or mobile** and **Password** — "Use the same login as your institute's website."
4. Tap [[Sign in]].
5. If your account has two-step sign-in, type the **Code** from your authenticator app and tap [[Verify]]. Or tap [[Send me a code on WhatsApp]].

> [!SUCCESS]
> The app opens on your list of enquiries, with the bottom bar along the foot of the screen.

**MJX team** is for MJX's own staff (their MJX Portal account).

## The bottom bar

| Tab | What it shows |
|---|---|
| **Enquiries** (Leads for a business) | Your pipeline — as a list or a board ([[Show as a board]] / [[Show as a list]]), with search "Search name or phone", Mine, Today and tag filters |
| **My work** | Tasks, calls and enquiries waiting on you |
| **Admissions** (Deals for a business; the word follows your organisation) | Open deals, with a count badge |
| **Tasks** | Your tasks |
| **More** | Your name and role, Offers & news, Notifications on this phone, Open on the website, Help from MJX, Help on WhatsApp |

## The side bar (☰)

Tap **☰** at the top left of any screen to open the side bar. It has the same groups as the website's CRM section:

| Group | Rows |
|---|---|
| Work | My work · My day · Reports · Analytics |
| Sales | Enquiries · Contacts · Organisations (Companies) · Admissions (Deals) · Promotions · Documents |
| Activities | Tasks · Meetings (School visits, Demo classes) · Calls |
| WhatsApp | WhatsApp inbox · Auto messages (Owner, Admin) · Message templates (opens on the website) |
| Inventory | Classes / Courses / Products · Fee quotes / Quotes |
| Support | Cases |
| AI | Ask AI · AI helpers · AI calls & knowledge · Latest updates |
| Setup (Owner, Admin) | Follow-up messages · Web forms · Where enquiries come from · Auto actions · Import from Excel · Same person twice · Who did what · Advanced: API & webhooks · Stages & fields (opens on the website) |

At the foot of the side bar: **Offers & news** and **Sign out**.

A row your plan does not hold shows a lock. Tapping it says "<row> comes with <plan>. Your plan does not have it yet." with [[See the plans]].

## Working an enquiry in the app

Open an enquiry to see its **Details**, **Status**, **Tags**, **Next follow-up**, **Notes**, **Tasks**, **Calls**, meetings and **The conversation** (its WhatsApp chat). From there you can:

- [[Call]] the person, then [[Log a call]].
- [[Send on WhatsApp]] or [[Open in WhatsApp]], and [[Draft a reply]] with AI.
- [[Call with AI]] — the [AI caller](crm/ai-caller) phones them (CRM Pro).
- [[Book a meeting]] — a visit or demo class.
- [[Add a task]], [[Edit details]], [[Take this myself]] or [[Unassign]].
- [[Start auto messages ▾]] — start a sequence (see [Follow-ups and sequences](crm/follow-ups-and-sequences)).
- [[Brief me]] — a short AI summary before you call.
- [[Admit]] — turn the enquiry into a student (education organisations).

On the list you can tick several enquiries and **Assign**, change **Status**, **Message** or tag them together. Changing, messaging, tagging or assigning many at once comes with MJX CRM Basic and above.

## WhatsApp chats, photos and voice notes

In a lead's chat (or the **WhatsApp inbox**), tap the attach button ("Send a photo, video, voice note or file"):

| Kind | Allowed |
|---|---|
| Photo | JPG or PNG, up to 5 MB |
| Video | MP4, up to 16 MB |
| Audio or voice note | MP3, OGG, M4A, up to 16 MB |
| Document | PDF, Word or Excel, up to 16 MB |
| Location | Pick on the map, search, or paste a Google Maps link |

Voice notes and videos that people send you play inside the chat. When you type in a chat, the AI goes quiet on it ("You are answering — the AI is quiet on this chat."); tap [[Hand back to AI]] to let it answer again. Replying from the app comes with MJX CRM Pro.

### How to send a location

1. In the chat, tap attach › **Location**.
2. Move the map to put the pin on the place, search "Search a place, area or address", or tap **Where I am** (the phone's location must be on).
3. Or paste a Google Maps link under **Have a Google Maps link?** (in Google Maps: Share › Copy link).
4. Check **Place name** and **Address (optional)**, then tap [[Send this location]].

The person receives it as a WhatsApp location they can open in Maps.

## Notifications

When notifications are allowed, the phone tells you:

- about **every new enquiry** that arrives — from the website form, a lead source, a connector or the API. Tapping it opens that enquiry;
- about **new WhatsApp messages** — owners and admins go to the inbox, assigned staff to the lead's own chat;
- about **Offers & news** from MJX.

Check **More › Notifications on this phone** to see whether notifications are on for your phone.

## App or website?

| Done in the app | Opens on the website |
|---|---|
| Enquiries, contacts, deals, quotes, cases, documents, tasks, meetings, calls, WhatsApp chats, Ask AI, reports, analytics, most Setup screens | Stages & fields, Message templates, and anything else marked "Opens on the website" |

**More › Open on the website** opens the full CRM in the browser.

> [!TIP]
> Counsellors who work from the phone all day can keep the app's **My work** tab open — it lists only what is waiting on them.

## Who can use it?

Anyone with a CRM login. Owners and Admins also see the **Setup** group, the **WhatsApp inbox** and **Auto messages**. What each person sees of the enquiries follows the [access rules](crm/agents-and-access).

## Questions people ask

### Is there a separate login for the app?

No. Use the same institute code, email or mobile, and password as your institute's website.

### Is the app on iPhone?

The MJX CRM app is an Android app. On an iPhone, use the CRM in the phone's browser.

### Why are some menu rows locked?

A locked row is not in your plan. Tap it to see which plan has it (MJX CRM Basic, MJX CRM Pro or MJX WhatsApp Automation) and press See the plans.

### Why don't I see Setup in the menu?

Setup is shown only to the Owner and Admins.

### Do I get a notification for every new enquiry?

Yes, when notifications are allowed. Tapping it opens that enquiry. More › Notifications on this phone shows whether they are on.