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ShineCRM ships as two operator surfaces backed by the same data:
  • Mobile app (iOS and Android) for crews and owners working in the field.
  • Web dashboard at app.shinecx.com for office work, multi-window flows, and a few admin tasks.
The two surfaces are at near feature parity. You can run your business from either one. Most operators use both: mobile in the field, web at the desk.

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Pick your surface

Mobile app

Best for the field. Start and finish jobs, place and answer business calls in the app, capture photos from the camera, record mileage on the way home, send estimates and invoices from the truck.

Web dashboard

Best for the desk. Longer reports, larger pipeline and inbox views, multi-window flows, and the few admin tasks that have to live on the web (see below).

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What lives on each surface

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Web dashboard only

  • Subscription management. Plan changes, payment method, cancellation, and organization deletion live on the web dashboard. This is an App Store policy requirement (Apple guideline 3.1.1) and will not move to mobile.

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Mobile app only

  • In-app calling. Placing and receiving business calls through the in-app voice client (built on the Twilio Voice SDK). The web dashboard shows call history and recordings but does not place calls directly.
  • Camera photo capture. Capturing job and service photos directly from the device camera.

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Both surfaces

Everything else: contacts, jobs, estimates, invoices, payments, the unified inbox (calls, SMS, email), scheduling, shifts, vehicles and mileage, Google Calendar setup, phone number provisioning, integrations, branding, email signatures, customer email forwarding, AI suggestions and the Command Centre, and account / user management.

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How the guides handle the split

Where the UI differs between the two surfaces, the guides use tabs that look like this:
Mobile-flavored steps go here.
Where the surface only exists on one side (subscription management, in-app calling), the guide says so directly and skips the tabs.