Use your CRM on a computer or tablet

How do I keep my phone and browser records in sync?

With an active Personal Pro plan, sign in with the Google account linked to your Personal workspace. Sync runs automatically; you can also refresh manually. Wait for sync to finish before editing the same field on another device. Your browser session survives a page reload; switching accounts remains an explicit action.

Start from the workspace you already use

For Personal use, enable the optional Personal web connection in Android and use the same Google account in the browser. Check that you opened the intended workspace before adding or editing records.

A Google sign-in alone does not create a Personal Pro purchase or grant access to someone else’s Team. Buy or restore the relevant plan through Plans and upgrades in Android.

Start from the workspace you already use

Personal Pro and Team Workspace are separate

Personal Pro opens your Personal CRM in the browser. A Team plan opens the corresponding shared Team workspace according to your role. Buying one does not upgrade the other; you can hold both if you use both kinds of workspace.

Use a browser or the Android tablet app

The browser app works without installing a native Windows or Mac program. Where supported, add it to your home screen or install it as a PWA for a separate app window. This does not turn it into a native iOS, Windows or Mac application.

On supported Android tablets and Chromebooks, the Android app adapts to the wider screen. Pick the route that suits the device you use at your desk.

Keep a backup when moving devices

Sync helps you continue working across supported devices, but it is not a substitute for a separate backup. Before replacing a phone, keep a backup that includes the files you need and check the restored records before clearing the old device.

Keep a backup when moving devices