Skip to main content
ShineCRM gives you two ways to work, backed by the same data:
  • Mobile app (iOS and Android) for crews and owners in the field.
  • Web dashboard at app.shinecx.com for office work and the few admin tasks that have to live on the web.
The two are close to feature parity. Most operators use both: mobile on the job, web at the desk. You create your account on the web, then sign in on either.

​
Pick your surface

Mobile app

Best in the field. Run jobs start to finish, take and make business calls in the app, attach photos from your camera to a conversation, log mileage, and send estimates and invoices from the truck.

Web dashboard

Best at the desk. Bigger pipeline and inbox views, reports, multi-window work, and the admin tasks that web handles exclusively.

​
Web dashboard only

  • Subscription management. Choosing or changing your plan, updating your payment method, and cancelling all happen on the web. This is an App Store rule (Apple guideline 3.1.1) and won’t move to mobile.

​
Mobile app only

  • Camera capture. Taking a photo with your device camera to attach to a conversation. (Service photos can be added from your photo library on mobile or uploaded as files on the web.)

​
Both surfaces

Nearly everything else works on both, including calling. The list covers contacts, the pipeline, estimates, services, recurring services, invoices, payments, the unified inbox (texts, email, calls, voicemail), the calendar and scheduling, shifts, time tracking, mileage and vehicles, Google Calendar setup, your phone number, branding and signatures, AI suggestions, and team and account management. You can also delete your account from either surface.

​
Calling works on both, with one difference

You can place and receive business calls on both the web dashboard and the mobile app. The difference is how incoming calls reach you:
  • Mobile rings you with a push notification, even when the app is in the background.
  • Web can only ring an incoming call while you have a ShineCRM browser tab open. Close the tab and incoming calls fall back to your missed-call handling.

​
Where AI suggestions show up

There is no separate “command center.” AI suggestions appear right where the work is: on the relevant contact, at the top of the conversation, and gathered on the Suds AI page. Approved messages send through your scheduled messages.

​
How the guides handle the split

Where a step differs between the two, the guides use tabs:
Web steps go here.
Where a feature lives on only one surface (subscription management, camera capture), the guide says so and skips the tabs.