QuillCRM Pro includes built-in mobile push notifications that let you stay on top of CRM activity even when you’re away from your desk. Push notifications are delivered to the QuillCRM mobile app via Firebase Cloud Messaging (FCM) and are fully managed — no Firebase setup required on your end.
How It Works
Push notifications work alongside QuillCRM’s existing notification channels (bell, email, browser). When a CRM event occurs — such as a deal being won, a task reminder, or a form submission — QuillCRM checks each user’s notification preferences and delivers push notifications to registered mobile devices via FCM.
Key characteristics:
- Zero-config Firebase — QuillCRM ships with pre-configured Firebase credentials. No API keys, no service accounts, no Google console setup.
- Automatic device registration — When a user logs into the QuillCRM mobile app, their device is automatically registered for push notifications.
- Multi-device support — Each user can have up to 10 registered devices (phone, tablet, etc.). All devices receive notifications.
- Per-category control — Admins and users can control exactly which notification categories trigger push notifications.
- Stale token cleanup — If a user uninstalls the mobile app or a token expires, QuillCRM automatically removes the stale token so it doesn’t attempt failed deliveries.
- Async delivery — Push notifications are sent asynchronously via Action Scheduler, so they never slow down the CRM operation that triggered them.
Enabling Push Notifications (Admin)
Push notifications must be enabled site-wide by an administrator before any user can receive them.
- Go to QuillCRM → Settings → Notification Preferences.
- Click the Mobile app tab.
- In the Mobile Push Setup card, toggle Enable Push Notifications to on.
- The status indicator will show “Active” (green) when Firebase credentials are configured and ready.
Once enabled, you can verify the configuration:
- Test Connection — Verifies that your WordPress site can authenticate with Firebase’s push notification service.
- Send Test Push — Sends an actual push notification to your registered mobile devices so you can confirm delivery end-to-end.
Supported Notification Categories
Not all notification types are sent to mobile — only actionable, personal CRM events that benefit from real-time awareness. Bulk operations like campaigns, automations, and integrations are desktop-only.
Categories that support mobile push:
| Category | Subcategories |
|---|---|
| Pipeline | Deal Won/Lost, Deal Stage Changed, Deal Assigned, Deal Unassigned, Deal Overdue, Deal Value Changed, Deal Note Added |
| Tasks | Task Reminders, Task Assigned, Task Completed, Task Overdue |
| Contacts | Contact Subscribed, Contact Unsubscribed, Contact Bounced (excludes bulk import/export) |
| Email Tracking | Email Opened, Link Clicked |
| Forms | Form Submission |
Categories that are desktop-only (no push):
- Campaigns (email campaigns, SMS campaigns, scheduled campaigns)
- Automations (errors, started, completed, paused)
- Integrations (connected, disconnected, sync errors)
- Contact Import / Contact Export (bulk operations within the Contacts category)
Configuring Push Preferences
Push notification preferences can be configured in two places:
From the WordPress Dashboard
- Go to QuillCRM → Settings → Notification Preferences.
- Click the Mobile app tab.
- Use the Mobile Push global toggle to enable or disable push for your account.
- Below, use the per-category toggles to control which types of events send push notifications.
- Click Save Changes.
From the Mobile App
- Open the QuillCRM mobile app.
- Go to More → Push Notifications.
- Toggle individual notification subcategories on or off.
- Changes are saved automatically to the server.
Both interfaces share the same underlying preferences — changes made in one place are reflected in the other.
Default Push Settings
When a user hasn’t customized their preferences, the following defaults apply for push-supported categories:
| Subcategory | Push Default |
|---|---|
| Deal Won/Lost | On |
| Deal Stage Changed | On |
| Deal Assigned | On |
| Deal Unassigned | On |
| Deal Overdue | On |
| Deal Value Changed | Off |
| Deal Note Added | Off |
| Task Reminders | On |
| Task Assigned | On |
| Task Completed | Off |
| Task Overdue | On |
| Contact Subscribed | Off |
| Contact Unsubscribed | On |
| Contact Bounced | On |
| Email Opened | Off |
| Link Clicked | Off |
| Form Submission | On |
Defaults are optimized to avoid notification fatigue — high-signal events like deal closures and task reminders are on, while noisy events like email opens are off by default.
Device Registration & Management
Device registration is fully automatic:
- When a user logs into the QuillCRM mobile app, the app registers its FCM device token with the WordPress backend via the
/qc/v1/devices/registerREST endpoint. - If a user switches accounts on the same device, the token is automatically moved to the new user (removed from the previous one).
- When a user logs out of the mobile app, the device token is unregistered via
/qc/v1/devices/unregister. - If the mobile app is uninstalled, FCM returns an “UNREGISTERED” error and QuillCRM automatically cleans up the stale token.
Troubleshooting
| Issue | Solution |
|---|---|
| Not receiving push notifications | 1. Ensure push is enabled site-wide (Settings → Notification Preferences → Mobile app). 2. Check your per-category push toggles. 3. Make sure you’re logged into the mobile app. 4. Use “Send Test Push” to verify delivery. |
| “Send Test Push” says no devices registered | Open the QuillCRM mobile app and log in. The app automatically registers the device for push notifications on login. |
| Test connection works but no notifications arrive | Your device token may be stale. Log out of the mobile app and log back in to re-register the device. |
| Push toggle is disabled for non-admin users | An administrator needs to enable push notifications site-wide first. Non-admin users see a message indicating push is not enabled by the administrator. |
| Notifications are delayed | Push notifications are sent asynchronously via Action Scheduler. If Action Scheduler is backed up with tasks, there may be a delay. Check the Action Scheduler status in WP Admin → Tools → Scheduled Actions. |
Role-Based Access
Push notification configuration respects QuillCRM’s role system:
- Administrators & CRM Managers — Can enable/disable push site-wide, test the connection, and configure their own per-category preferences.
- Sales Managers & Sales Reps — Can configure their own per-category push preferences but cannot enable/disable push site-wide. They see a message if push is not enabled by the admin.
- All users can use the Send Test Push button to verify their own device receives notifications (when push is enabled site-wide).
Relationship with Other Notification Channels
Push notifications are independent of other channels. A user can have any combination of channels enabled:
- Bell (in-app) — Shows in the notification dropdown in the QuillCRM dashboard.
- Email — Sends a notification email.
- Browser — Shows a desktop notification when the QuillCRM tab is open but not focused.
- Push — Sends to the mobile app even when the user is away from the desktop.
For example, a user could have bell + push enabled for “Deal Won/Lost” but email disabled, meaning they’ll see it in the dashboard and get a phone notification, but won’t receive an email.