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

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 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.

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

#The bottom bar

#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:

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 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).
• 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"):

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?

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

#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.

#Questions people ask