Getting started

How to Install WebPro CRM on Your Device

Learn how to install WebPro CRM on Android, iPhone, iPad, Windows and Mac for quick access to your sales workspace.

WebPro CRM can be installed on your computer or mobile device for quick access to your sales workspace. The installed experience gives you:

  • Quick access from your Home Screen, Dock, Applications folder, Spotlight, or app launcher.
  • A clean, app-style window that keeps your sales workspace focused.
  • The same secure WebPro CRM account, organization, and permissions you use in your browser.

Open the WebPro CRM installation page to begin. Installation does not create another CRM account or a separate workspace.

Android — Google Chrome

  1. 1

    Open WebPro CRM in Google Chrome.

  2. 2

    Select Install WebPro CRM when it is offered.

  3. 3

    Confirm the browser installation.

  4. 4

    Find the WebPro CRM icon on your Home Screen or in the app launcher.

  5. 5

    Open WebPro CRM for a full-screen, app-style experience.

Windows or Mac — Chrome or Edge

  1. 1

    Open WebPro CRM in Google Chrome or Microsoft Edge.

  2. 2

    Use the Install WebPro CRM prompt or button.

  3. 3

    Confirm the browser installation prompt.

  4. 4

    Open WebPro CRM in its standalone app-style window.

The exact location of the installation option can vary by browser version. If no prompt is visible, open the WebPro CRM installation page in Chrome or Edge and check the browser’s installation menu.

Mac — Safari

Safari uses its own Add to Dock process rather than the WebPro CRM installation button used by Chrome and Edge.

  1. 1

    Open WebPro CRM in Safari.

  2. 2

    Choose File → Add to Dock.

  3. 3

    Confirm the name if needed.

  4. 4

    Click Add.

  5. 5

    Open WebPro CRM from the Dock, Applications folder, or Spotlight.

iPhone or iPad — Safari

  1. 1

    Open WebPro CRM in Safari.

  2. 2

    Open the Safari Share or Page menu.

  3. 3

    Choose Add to Home Screen.

  4. 4

    Enable Open as Web App if Safari presents the option.

  5. 5

    Tap Add.

The wording and menu location may differ slightly between iOS and iPadOS versions. If Add to Home Screen is unavailable, confirm that you opened the installation page in Safari.

Install from inside WebPro CRM

On a supported device and browser, you may see Install WebPro CRM inside your CRM workspace. Selecting it starts the browser installation process. Confirm the prompt presented by your browser to finish.

Eligible Chrome or Edge users may occasionally receive an installation prompt after the CRM is ready to use. If you dismiss it, WebPro CRM should not repeatedly interrupt your work. You can still start installation later from Install WebPro CRM when that option is available.

Already installed?

When WebPro CRM is already running in its installed app-style experience, installation prompts and promotions should no longer appear. Continue signing in with the same WebPro CRM account and organization.

Frequently asked questions

Does WebPro CRM work offline?

No. An internet connection is required to access and work with WebPro CRM.

Do I need a separate account after installing WebPro CRM?

No. Use the same WebPro CRM account, organization, permissions, and login. Installation changes how you open WebPro CRM; it does not create another account or workspace.