Panafold One

Your firm's CRM on your iPhone. On the way to a meeting, look up anyone your firm works with, read the notes your team has kept on them, and call, email or get directions with a tap. The app is for firms that already use Panafold One, a CRM for architecture, interior design and creative practices. Your account comes from your firm's administrator; there is no sign-up in the app. Sign in with your firm's workspace address and the email and password you use on the web. Find anyone • Search by name or email. • Move between your firm's CRM pages: All Contacts, Leads, Clients and Companies, with leads and clients called whatever your firm calls them. • Sort by first or last name, or by when a record was created or last updated. • Filter by status, type, tags, groups and divisions, by title, city, state or zip, or by words in the notes. • Narrow the list to people or to companies. Reach them • Tap a phone number to call, or an email address to write. • Tap an address to open it in Maps for directions. • Open their website. • Long-press a phone number, email address or street address to copy it. Know who you're calling • Read the notes your team has kept on the record, newest first. • See their status and type, their company, the dates on their record, who referred them, and who at your firm is assigned to them. • See their tags, groups and divisions. The same CRM as the web You see the same records as on the web, on the CRM pages your firm has given you there. Records are added and edited in Panafold One on the web. Open a contact in the app and you see it as it stands, with your team's latest changes. If you work in more than one Panafold One workspace, sign in to each and switch between them from your account. Locked when you step away • The app locks when it opens and after five minutes in the background, and unlocks with Face ID, Touch ID or your passcode. The lock is on from the start, and you can turn it off in the app. • The app switcher never shows a contact. • Forgot your password? Reset it from the sign-in screen with a code sent to your email. Need an account, or can't see the CRM after signing in? Ask your firm's administrator. For anything else, contact Panafold at https://www.panafold.com/support.