I run an agency serving bathroom renovation contractors in Hungary. I have read through the existing mobile app feedback on this board and could not find a request covering what I am describing here, so I am opening a new one.
Context:
My end clients are tradespeople. They are not office workers and most of them have never used a CRM. They need exactly three things from the app:
  1. A notification when a new lead comes in
2 The lead's phone number and their form answers
  1. The ability to move a lead to other stage
That is the entire list. Everything else is noise, and noise is not neutral. It makes the tool feel complicated, and the moment a contractor feels that, they stop opening the app and go back to a notebook. Once that happens they stop seeing value in the sub-account they are paying for, and they churn.
The self-service customizer was a real improvement and the module toggles at navigation level solve part of this. But customization stops at the top level, and everything below it is fixed. Below are three specific places where it needs to go deeper.
  1. Bottom navigation: allow hiding the Apps button
The Apps button cannot be removed from the bottom navigation. For an agency delivering a single narrow workflow, this is a permanent entry point into functionality the client will never use. Please make it toggleable like the other modules.
  1. Opportunities: a simplified interaction mode
In the Opportunities view, a contact card has a stage-switch arrow in its bottom right corner. For my use case that arrow is the only interaction a contractor ever needs. Move the lead forward, nothing else.
I would like an agency-level setting that reduces the card to exactly that: the stage-switch arrow works, and no other opportunity editing is available. No changing opportunity value, name, status, or owner.
When that mode is enabled, tapping the card should open Contact Details instead of the Edit Opportunity screen. This matters because when a contractor taps a lead's name, what they want is the phone number and the form answers, not an opportunity edit form. Right now the tap lands them somewhere they have no reason to be.
  1. Contact Details: element-level visibility control
This is the most important one.
The contact record currently shows Tasks, Appointments, Opportunities, Notes, Documents and a row of quick action buttons, and none of it can be hidden. A contractor who needs a phone number and four form answers has to scroll past sections that will never contain anything, because my workflows do not use them.
I want to be able to specify exactly what appears on Contact Details:
  • Which standard fields are visible
  • Which custom fields are visible, and in what order
  • Which action icons are visible (in my case only Schedule Appointment)
Everything else hidden
Default everything to visible, then let agencies turn things off. An agency that wants the full contact record keeps it. An agency serving a narrow vertical strips it down to a name, a phone number, five custom fields and one button.
The general principle:
What I am asking for across all three points is the same thing: a Customize control available at every level of the app, not only the main navigation, that lets an agency toggle the visibility of individual elements rather than whole modules.
Why this matters commercially:
I want to buy the white-label app. At the current monthly price I cannot justify it, because even fully branded it would still hand a contractor a screen full of buttons he has no reason to touch. Branding is not the problem I am trying to solve. Reducing the app to what the client actually needs is.
Every agency serving trades, construction, home services and similar verticals faces this. These are exactly the clients who abandon a tool fastest when it feels complicated, and every abandoned client is a lost sub-account. Give agencies element-level control and the white-label app stops being a branding upgrade and becomes something agencies cannot operate without.