I recently transitioned from a different CRM to HubSpot and am quite impressed with its desktop version for its intuitiveness and ease of use. Unfortunately, my experience with the mobile app hasn’t been as positive, leading me to uninstall it and instead use HubSpot through a mobile browser.
There are two main issues I encountered with the mobile app:
1) The app doesn’t allow customization of the deal layout, which makes accessing needed information challenging. The data is scattered, making navigation within a deal frustrating. According to the support team, there’s no workaround for this limitation.
2) While the app displays deals in a “pipeline view,” I prefer a “list view” to get a comprehensive overview. Regrettably, the mobile app doesn’t offer the option to switch to this view.
Solving the issue would make my life way easier. Thank you.
We have a client which has experienced issues wiht iOS; when viewing a company or contact, they have a long list of all the section dropdowns with every field available in a random order. They’ve tried various things to rectify it such as grouping the fields, adding teams etc., but nothing seems to help. All their sales people have iPhones so this is an issue as it’s making it impossible to find the relevant information about our customers whilst they are on the road. The android app however seems to reflect their portal set up and shows the relevant fields in the correct order.
Hi everyone,
Just wanted to give you all a much needed update on the ability to customize properties displayed in the About tab of a record--this work is underway for iOS. Look out for a product notification when the feature is ready to be rolled out.
Upvoting - this is desperately needed
Same issue here. The mobile app is missing so much that the desktop can do. Even basic functionality on the task manager like being able to see who sent you the task and at what time etc. I also cannot create a lead in the mobile app.