QrX App CRM: Capture Leads, Check In and Work Offline
In the field, at a fair or at a customer's door, the QrX app lets you capture a lead, scan a business card QR code, check in at a visit, and keep working without a connection. Read "QrX App CRM: Find a Person or Company and Act on It" first for the work account link and the role settings.
What You Need
A connected work account and a role with View CRM.
The role setting Edit CRM records for leads, notes and check-ins. Without it the lead button, Check in and Note are not available.
Capture a Lead
In the CRM tap the person-plus icon at the top (New lead).
Fill First name, Last name, E-mail, Phone and, if you want, Job title. You need at least one of a name, an e-mail address or a phone number: otherwise the sheet says "Add a name, an e-mail address or a phone number." An incomplete address shows "This e-mail address looks incomplete."
Tap Save lead. The app shows Lead saved and opens the new person.
QrX does not allow two people with the same e-mail address or phone number: search for the person first. If your plan has reached its people limit the app shows "Your plan has reached its limit. An administrator can upgrade it in PortalX."
Scan a Business Card QR Code
In the sheet New lead tap Scan a contact QR code.
On the screen Scan contact point the camera at the code: "Point the camera at a contact QR code, for example on a business card."
The fields of the lead fill in. Check them and tap Save lead.
The app reads contact codes in the vCard and MECARD format. Another code shows "This code is not a contact. Try another one." Without camera permission you see "The camera is not available. Allow camera access in your phone settings, or type the contact." and can type the lead instead.
Check In at a Visit
Open a person or a company and tap Check in.
The sheet Check in says: "Records that you visited now. Only the time is saved, never where you are." The app does not read your location.
Add a Note if you like and tap Check in now. The app shows Visit recorded and the visit appears in the activity as Visit.
Work Offline
You can keep working when the signal drops. These actions are saved on the phone and sent later: adding a note, adding a task, completing a task, a check-in and a new lead. When you do one without a connection the app says "Saved on this phone. It is sent when you are back online."
A strip at the top of the CRM shows Waiting to send: 3. The app sends the actions on its own when the connection returns, when you open the app again and after each new action. Tap Send now to try at once.
If QrX refused an action, for example because the person was removed meanwhile, the strip turns red: Could not be sent: 1. Tap Dismiss to remove the refused actions.
Each action is sent only once, also if the app retries, so you do not get double notes, tasks or leads.
If you complete a task offline that a colleague already completed, the action is simply dropped.
Not everything works offline. Searching, opening records, calling and moving a deal need a connection. The phone keeps at most 500 waiting actions. While actions wait to be sent, you cannot switch to another work account on the phone: let them send first. Signing out of the work account removes what is waiting.
Common Problems
The new lead icon is missing. Your role has no Edit CRM records setting.
Actions stay in Waiting to send. The phone has no connection or your work session ended. Connect to the internet and tap Send now. If the work session ended, connect the work account again.
I cannot switch account. Actions are still waiting. Send them first.
The scan does not work. Allow camera access for the app in your phone settings, or type the lead.
When to Contact Our Support Team
Contact QrX support when actions stay in Could not be sent without a clear reason. Tell us your organization and what you did.