TripzoCRMSetup guide

iPhone & iPad

Install TripzoCRM on your iPhone

TripzoCRM runs in the browser, so there is nothing to download from the App Store. Adding it to the home screen takes about a minute and gives you a proper app icon that opens full-screen — no address bar, no tabs, and you stay signed in.

Open mobile.tripzocrm.comOpen this link in Safari, on the phone itself.

Before you start

Use Safari
iOS only allows home-screen installs from Safari.
Have your login ready
The same email and password you use on the desktop CRM.
Allow a minute
Five taps, and the icon stays until you delete it.

The five steps

Each screen below is annotated in red with the one control to tap.

  1. 01

    Open the app link in Safari

    On your iPhone or iPad, open Safari and go to mobile.tripzocrm.com/login. Sign in with your TripzoCRM email and password, then tap the ••• button in the bar at the bottom of the screen.

    Note. Safari only. iOS does not offer the install option in Chrome, Brave or any other browser.

    8:57LeadsSearch name, phone, emailAllNew EnquiryCall Not PickedManish EnquiryNo destination setNew EnquiryMansi ShahNo destination setNew EnquiryNeha EnquiryNo destination setNew EnquiryHomeWhatsAppLeadsSettingstripzocrm.com
  2. 02

    Tap Share

    A menu slides up from the bottom of the screen. Tap Share — the first item, marked with the arrow-out-of-a-box icon.

    9:23Good evening,Hey Alex 👋ALQUICK LINKSShareAdd to FavouritesAdd Bookmark to…New TabNew Private Tabtripzocrm.com
  3. 03

    Tap View More

    The share sheet opens with your contacts and apps. Below the row of round buttons, tap View More — the upward chevron — to expand the full list of actions.

    Note. On some iOS versions the list is already expanded. If “Add to Home Screen” is visible, go straight to step 4.

    9:24TripzoCRMtripzocrm.comAirDropMessagesMailNotesCopyAdd toFavouritesAdd toReading ListView More
  4. 04

    Tap Add to Home Screen

    Scroll down the expanded list and tap Add to Home Screen.

    9:24TripzoCRMtripzocrm.comCopyAdd toFavouritesAdd toReading ListView LessAdd Bookmark to…Add to FavouritesAdd to Quick NoteFind on PageAdd to Home Screen
  5. 05

    Tap Add

    Check that the name reads TripzoCRM and that Open as Web App is switched on, then tap Add in the top-right corner. The icon appears on your home screen straight away.

    Note. “Open as Web App” is what makes the app launch full-screen without the Safari address bar. Leave it switched on.

    9:24Add to Home ScreenAddTripzoCRMhttps://mobile.tripzocrm.com/Open as Web AppAn icon will be added to your Home Screen soyou can quickly access this website.

After installing

Open TripzoCRM from the home-screen icon rather than from Safari. It launches full-screen, keeps you signed in and always loads the current version of the CRM. Leads, WhatsApp and Instagram chats, packages, itineraries and invoices all work exactly as they do on desktop.

Using an Android phone?

None of the steps above apply. Android has a proper TripzoCRM app, published on the Play Store, and it is shared with agencies directly rather than through a public listing. Contact the owner on the number below and the team will send you the link and install it on your phone. You can also ask in the support group TripzoCRM has set up for your agency.

  1. 1. Tap the button below — it opens WhatsApp with the request already written. Add your agency name and send it.
  2. 2. The team replies with the Play Store link for your account.
  3. 3. Install it, sign in with the same email and password you use on desktop, and you are done.
Ask for the Android app on WhatsAppor call +91 63637 74150

Common questions

Tap a question to see the answer.

“Add to Home Screen” is not in the list.

You are almost certainly not in Safari. Copy the link, open Safari, paste it there and start again from step 1. Also make sure the share sheet is fully expanded — tap “View More” first.

Do I have to sign in every time?

No. Sign in once inside the installed app and it keeps you signed in. Only signing out, or clearing Safari website data, will ask for the password again.

How do updates work?

Automatically. The app loads the current version each time it opens, so there is nothing to update and no App Store involved.

Can I move or rename the icon?

Yes. Press and hold the icon to move it into a folder or the dock, exactly like any other app.

How do I remove it?

Press and hold the icon, choose Remove App, then Delete. Your CRM data is untouched — the icon is only a shortcut.

What about Android?

Android has a proper app, published on the Play Store. Contact the TripzoCRM team on WhatsApp and they will get it installed for you — see “Using an Android phone?” above.