What's a Mobile CRM App? Mobile Sales Buying Guide & Reviews

What is a mobile CRM and why is it important?

A mobile CRM is a fully functionalsales applicationfor your mobile device. It allows you to take all the capabilities of your desktopCRM platformwith you on the go. Not every sales representative works from behind a desk, but leaving the office shouldn’t translate into missing out on your customer relationship management features and benefits. With a mobile CRM app at their fingertips, your sales teams can excel in the field without sacrificing functionality or organization.

YourCRMhelps you streamline your sales pipeline, manage your contacts, and keep track of vital customer information, all from your desktop computer. But no sales rep wants to feel tied to their desk every day. Wherever your sales team goes, yoursales CRMshould be able to go too.

How it impacts reps

When your sales reps are on the road interacting with clients and prospects, they need a fast and efficient way to record important information about customer interactions. Key points like preferences and visit outcomes risk getting lost or forgotten if you wait until you’re back at the desk to enter them into your system.

Some salespeople will resort to writing down notes or entering information into spreadsheets, but they’ll still have to re-renter that information into their CRM later. This is error-prone and doubles their workload.

Having a CRM mobile app gives door-to-door sales teams the full functionality of a desktop CRM so they can record critical data in real time. This means that nothing gets missed, and nobody is left putting in extra hours to do the same task twice. Additionally, realtime updates mean managers can keep an eye on what’s going on outside of the office without needing to bother individual reps.

How it impacts customers

With mobile CRM, your reps can stay focused and responsive in the field, answering customer questions quickly and processing orders instantly. This puts customers’ minds at ease. Customers will never have the big picture of what’s going on behind the scenes—they’ll only know that they’re receiving excellent customer service.

Being able to take your CRM on the road also gives employees greater flexibility to perform their jobs outside of the office. Stepping away from the desk used to mean leaving behind valuable resources — but not anymore. Traveling sales teams can now take theirentire sales toolkitwith them. They can close sales in person with just as much speed and efficiency as they would at the office.

Mobile CRM use cases

Let’s take a look at some examples of how using a CRM mobile app works to help meet quotas and improve productivity.

Example #1: On the Move

An outside sales rep just left a meeting with a customer to introduce a new line of products. The customer seemed interested, but needed to consult a business partner before making any decisions. The sales rep, now on the road and headed to another meeting, gets a call on their phone and sees that the customer is calling back. The sales rep answers the call, and the customer relays the good news. They want to order three of the new products in time for a big event.

The customer drops a lot of important information at once, and because the sales rep is driving, they can’t take notes. But that doesn’t matter, because the call is being recorded through the rep’s CRM mobile sales app integrated calling feature. The sales rep relistens to the conversation later and processes the order, knowing that they didn’t miss a single important detail.

Example #2: Mapping it Out

A sales rep is in the field to meet with customers and prospects. Rather than juggling maps and lists, the sales rep simply pulls up their CRM mobile app. Using the geolocation services, the rep can view a map that shows where all of their customers and prospects are at a glance.

After the rep visits each contact, the app automatically tags the visit as complete, and logs the outcome. With the time saved from not entering addresses and crossing names off lists, the rep is able to fit more visits into one day.

Example #3: Off the Grid

一位销售代表经常离开年代的网格ales calls is visiting a customer. The client wants to make changes to their account. But because mobile service is spotty, the client is nervous that their updated information isn’t being recorded correctly. Thankfully, the sales rep enabled offline data management on their CRM mobile application.

甚至智慧hout an internet connection, the client can rest assured knowing that their information is being accurately processed. Additionally, the sales rep won’t have to spend time later reentering the information once they’re back on the grid.

Primary mobile CRM features

• Sales KPI dashboard:A central starting point to view charts that track activity, metrics, reports, and goals. Some dashboards are completely interactive. With a single tap on your screen, you can instantly pull up all of the underlying data for further insight into the numbers you’re seeing.
• Pipeline tools: Get a full view of where your leads are in their journey so you can make better decisions about your daily tasks. Easily spotlight any problem areas that might need extra attention.
• Contact management CRM system: Keep updated and accurate records of your contacts even while you’re on the go. As you meet with people face-to-face, you can take note of important details right on your device. You don’t have to fuss with notepads and reentering data later.
• Integrations: Connect your mobile CRM software with other common apps like calendars, email, and social media, for seamless sharing and functionality.
• Task management: Keep tabs on your daily activities without carrying around notepads or planners. Create reminders that help keep you on task while you’re navigating traffic or taking clients out for coffee.
• Customization: Organize exactly how you want to view the features of your app so you only see the data you need on a daily basis.
• Messaging: Keep connected with clients, managers, and team members with in-app messaging that makes it easy to share and store important information about meetings, deals, and goals.

8 best mobile CRM solutions

Zendesk Sell

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Zendesk currently offers the top-rated mobile sales CRM app for iOS and Android. With flawless native mobile functionality, Sell provides all the benefits of a desktop CRM in the palm of your hand — even when you’re off the grid. With offline management, you can do business even in areas with spotty service, so you won’t miss an opportunity.

Designed for seamless mobility, Zendesk’s mobile sales CRM app comes packed with powerful features. With mobile reports that keep you on top of performance metrics, forecasting reports, pipeline analysis, and an easy-to-use customizable dashboard, their mobile CRM platform keeps you plugged in no matter where you are.

And with visit tagging and geolocation, your reps can quickly log and capture door-to-door outcomes and visualize their entire sales territory with a tap. Stuck in traffic or sitting outside at a small-town cafe, Zendesk’s mobile CRM has you covered. Because your CRM should move with you — not the other way around.

敏捷CRM

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敏捷CRMhosts a mobile app available for iOS and Android that features an intuitive dashboard, contact management capabilities, and appointment scheduling. From its mobile dashboard, users can track sales productivity and access deals and upcoming tasks.

As part of its mobile sales enablement feature, Agile CRM mobile users can adjust relevant milestones and get a real-time picture of their progress with leads. And with Google calendar syncing, they have the ability to easily view up-to-date schedules and meetings from one screen.

Users can also manage contacts, track deals, and organize tasks. Tasks can be marked as pending or completed, and new tasks and events can be created through Agile CRM. Schedule calls, meetings, sales demos, and more on the Agile calendar. Users can also easily attach relevant documents through the software (to emails, messages, etc.)

Pipedrive

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Pipedrive promises to maximize selling time when you’re out of the office with its CRM sales mobile app. Users can access their data on or offline and use guided process prompts and auto syncing to cut down on end-of-day administrative tasks. Pipedrive also offers tracked calls and caller ID services through their mobile application.

See upcoming meetings and calls first thing in the morning. Get a view of what your day has in store for you. The app includes a custom “focus view” day organizer, as well as quick notes for meeting preparation.

There’s also a handy search bar that lets users locate any information they’re looking for, like lead contact info or deal timelines. This “super search” feature aims to facilitate follow-up messages and make it easier to find reference information. Pipedrive also allows you to sync with popular mobile tools like Google Maps, WhatsApp, and Outlook.

Zoho CRM

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Zoho CRM offers a CRM mobile sales app that goes wherever you do. Their mobile app lets users track daily tasks, connect with leads, view and manage their daily schedules, and monitor customer interactions all from one place.

Zoho’s RouteIQ feature allows users to plan their routes to meet with leads and customers. Once their meetings are done, they can use the “near me” feature to see who else is in the area. Then they can navigate there directly in the app. They are able to check into a location, record meeting notes, and collaborate with other team members to keep them up-to-date with their progress.

One other nifty feature: the Zoho Card Scanner allows users to take photos of business cards using the camera on their iPhone (or other mobile device) and then to import them as contacts directly into Zoho CRM.

HubSpot

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HubSpot’s mobile CRM application lets users take their customer relationship management tasks on the road. It includes features for creating tasks and reminders, accessing contacts, and finding warm leads. HubSpot promises to jumpstart productivity without dropping the ball on important deals.

The new HubSpot keyboard allows users to send sales assets from any app. Users can consolidate their outreach efforts through HubSpot instead of switching between multiple apps. Detailed caller ID is offered, as well as a live chat option and the ability to use dictation (via your device’s microphone) instead of typing. Data gathered on the road is automatically synced to your CRM back in the office so your team is always up to date with your progress.

Freshsales

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Freshsales offers a mobile customer relationship management application with all the standard features, like contact management and lead management. Users can track their sales activities, view critical deals details, and access data even when they’re offline. Schedule follow-ups when you’re on the go, and update details between meetings to save on time later.

With the check-in feature, Freshsales mobile sales CRM software users can confirm their presence even when offline. Then after the meeting, log the outcome of the interaction and record any useful notes for later reference. Users can also view overdue tasks and other important information directly from their mobile devices, and perform actions from the notification card.

Freshsales can create automated reminders for upcoming meetings and tasks, and offers real-time push notifications meant to keep users on track. Documents can be scanned or uploaded directly into this CRM software using the camera on your mobile device. Users can also record voice notes and customer interactions and keep these audio records organized.

Salesforce

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Salesorce offers a mobile CRM sales solution that allows users to tailor their mobile experience without coding. Included with every Salesforce license, the Salesforce cross-platform app can be downloaded onto any smartphone or tablet. And with offline capabilities, users don’t have to worry about weak cellular signals or commutes through areas with spotty service.

Popular features on the Salesforce app include its Einstein Analytics for spotting opportunities and receiving recommendations, and the Einstein Voice Assistant for capturing notes and creating tasks. These AI features allow for faster and better informed decision making via intelligent suggestions, prioritized search results, and personalized daily briefings.

Users can customize their mobile CRM experience with no extensive coding knowledge necessary. Its user-friendly interface allows for simple manipulation and navigation. Custom push notifications are available, as are custom apps that you can match to your company’s specific branding.

Keap

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Keap’s mobile CRM app allows users to access valuable customer information, track tasks, and create notes about customer and lead interactions. It offers a second phone number for conducting business that comes with unlimited calls and text, and allows you to keep your personal number private from business contacts.

Keap’s mobile app doesn’t include as many features as its competitors on this list. But it does still offer contact management, note features, messaging, and caller ID features. The app lets you select a personalized business number that’s memorable for clients, and create auto replies for when you’re unable to answer.

Automated lead capture allows users to collect and organize contacts automatically by utilizing custom lead forms, landing pages, and social media. All acquired data is stored in one place, which is accessible both from the Keap desktop and the Keap mobile app.

Benefits of using a CRM app

Using mobilesales toolslets you do everything with your mobile device that you can do with your desktop computer. Having on-the-go access to your CRM features means greater flexibility and freedom. This is in addition to the following key benefits:

• Access your data wherever you go
  Whether you need to view your pipeline, check performance metrics, or locate a contact, having mobile customer relationship management software makes it all possible. You get the information you need without having to hightail it back to your desktop computer at the office.
• Increase responsiveness
  Using a sales CRM mobile app lets reps respond in real time. You’ll never have to delay time-sensitive interactions until you’re back in the office. Additionally, with calling integrations customer interactions that take place on-the-go can still be logged and tagged. Nothing will get lost and no information will need to be reentered.
• Keep on top of tasks
  安排会议,发送邮件,确认order, and checking off your daily to-do list are just a few of the many tasks that a good mobile CRM can handle for you. Sales reps in the field will be able to stay on top of everything without getting flustered or disorganized.
• Reduce time waste
  Using a sales mobile CRM platform reduces the amount of work you have to perform once you get back to your desk. You can maximize your workflow and eliminate redundant tasks.
• Increase customer retention rate
  CRM mobile sales apps allow clients to reach sales reps whenever they call, wherever they are, which means their needs are met with greater speed and efficiency. This boost in customer satisfaction translates into higher retention rates.
• Boost sales revenue
  When your team is able to respond quickly and make data-driven decisions in real time, they close more deals. A sales app linked to your CRM eliminates time waste and helps reps organize all of their sales activities from their handheld device. Increased responsiveness means happier customers. Happier customers mean more purchases, with a faster sales cycle.

How to choose a mobile CRM system

Choosing the best mobile CRM system for your business isn’t about finding the app with the most features or the most downloads. Ask yourself the following critical questions about your unique business model to help you pick the product that best suits your needs:

• Are field reps (outside sales) part of your business?
• WhichCRM best practicesare you currently using? Is there a way these practices could be taken on the road?
• How are your field reps currently navigating to their meetings?
• How often do your outside sales reps travel in places without reliable service?
• How many employees do you currently have?
• How much data do your reps work with on a daily basis?
• Do you see your outside sales needs changing within the next 3-5 years?
• What is the difference betweenERP vs CRM, and should you consider investing in both?

Keep in mind that whichever mobile sales CRM app you choose, it should be easily scalable. There’s little point in having your team learn to use one system now if that app can’t handle the volume you’re expecting to take on within the next few years. You should also consider what training and support options are provided by app vendors. A smoother onboarding experience means reps can integrate mobile CRM into their daily routine faster, with less resistance.