The mobile app.

Merlin on iOS and Android, on the same account and the same live data.

The mobile app is a native app rather than a wrapped web page. It signs in with the same email address and password as the web platform and reads the same data.

What is in it

• Dashboard — your account at a glance
• Reporting — performance on the move
• Strategy — the roadmap and where it has got to
• Leads — the pipeline, plus creating a lead on the spot
• CRM — contacts and companies, with their detail
• Tasks — what is outstanding
• Bookings — the calendar, services and booking settings
• Billing — invoices, payment methods, subscriptions and statements
• Notifications — an inbox that updates live
• Merlin AI — the assistant, on a floating button over any screen, the same as on the web platform; it knows which record you are looking at, and charts render in the conversation
• Profile, Settings and Support

Themes and branding

The app follows light and dark like the web platform. On a white-label brand it uses that brand's colours — and it remembers the brand between sessions, so the login screen is branded before you have signed in.

Signing in

Use the same credentials as the web platform. Your session is held in the device's secure store rather than ordinary app storage.

What is not in it

Reviews and quarterly reports are on the web platform rather than in the app.