26, September, 2024
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Best CRM Software for iPad
Biography
David Lee brings over 3 years of CRM experience to the table, with a proven track record of success in helping businesses leverage technology to achieve their customer relationship goals. He is a data-driven CRM strategist with a keen understanding of how to utilize CRM systems to gain actionable customer insights and personalize customer interactions. David is a regular contributor to industry publications and frequently speaks at CRM conferences, sharing his knowledge and best practices with the CRM community. He holds a Master's degree in Business Administration (MBA) with a specialization in Marketing.
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Latest Update:
Sep 16, 2024, 8:45 am
In a Nutshell
As an avid iPad user who often manages projects on the go, I understand the need for reliable CRM apps that work well on this device. After extensive testing, I’ve identified the top 5 CRM apps specifically designed for iPad.
So, to give you a heads up. In this article, I’ll provide detailed reviews of these top 5 CRM apps. And will showcase what makes each one unique. You’ll find insights into the strengths and weaknesses of each app, along with practical advice based on my several years of experience.
Lets dive in to find out which CRM can help you efficiently manage your business from your iPad. Let’s start off with my carefully handpicked shortlist of the best CRM software for iPad.
Top CRM Software for iPad: My Handpicked Shortlist
- Zoho CRM — Great for comprehensive features and customization
- Pipedrive — Ideal for intuitive sales pipeline management
- Salesforce — Excellent for scalability and extensive integrations
- Microsoft Dynamics — Best for enterprise-level solutions and comprehensive features
- Hubspot — Fantastic free plan with robust marketing tools
Introduction
How well do you know an iPad? Generally, you can describe it as a touchscreen tablet PC. Among different Apple devices, an iPad is comparable to a computer. While its features lean more toward entertainment, the device continuously develops with each new model.
As a result, the latest iPad models are used outside the entertainment and creative department. Now, you can use various features and applications on an iPad to assist you with work.
Among the different ways an iPad can help with a workload, one option that can assist you with organizing and tracking tasks is CRM (customer service management).CRM is a convenient software with several features depending on the server.
What is iPad-based CRM?
The iPad-based CRM is software you can install on a tablet. Compared to traditional CRM software, an iPad CRM is an app. Similar to a Mac-based CRM, this software is meant for Apple devices only mobile-wise and contains features to deliver effective optimization and synchronization.
Like many other CRM software, an iPad-based CRM can benefit a business in various ways. One feature that makes CRM stand out is its accessibility. Unlike a traditional CRM, an iPad-based CRM allows users to access data anywhere.
Biggest Advantages to an iPad-based CRM
There are several benefits to implementing an iPad-based CRM. Some of the more prominent advantages you can gain are as follows:
Access Data Anywhere: Since an iPad is a convenient device to travel with, you can access any data stored by the CRM software wherever you take the device.
Real-time Data Updates: Unlike a traditional CRM, an iPad-based CRM allows immediate updates. As a mobile CRM app that can cross platforms, an iPad-based CRM can help users keep updated.
Smoother Workflow: Because of faster data updates and retrieval, users can quickly deal with important tasks and deadlines. Thus, if you wish to streamline workflow, you can be assured an iPad-based CRM can help.
Biggest downturns to iPad CRM
Though an iPad-based CRM is convenient and accessible, the software still has cons. Some prominent disadvantages of an iPad-based CRM include:
Lack of Integration: A notable issue of an iPad-based CRM is integrating into existing systems. Consequently, it can lead to, at best, inefficient processing and, at worst, data discrepancies. The most that you can do to avoid this is additional system customization.
A Heavy Reliance on Apple Devices and Services: A prominent disadvantage of not only the software but the device, in general, is its dependency on other Apple products. Working with iPad-based CRM will be less effective without other Apple products.
Deep Learning Curve: The mobile CRM app may be accessible, but it is also hard for anyone new to the software to learn. Additionally, it can take time to configure, making it time-consuming to implement in a business.
Top 5 Best iPad CRM Software
Determining the best CRM software for iPad models depends on many factors. However, there is a selection of iPad CRM software considered better than others, and they include:
Starts at $16 per user per month
Why I Like It
Zoho is versatile CRM software for various devices. It provides a set of features that easily integrate with other software. Zoho is one of the best CRM software for iPad devices because it can cater to different needs.
Most Important Features
Zoho CRM offers a selection of features to help with sales management and organization. These features include sales enablement to increase visibility, a developer platform to create solutions, and an omnichannel for smooth communication.
Aside from these features, Zoho also provides performance management and journey orchestration to track the business’ overall progress. Customization options are also available if you want to be more creative with your dashboard.
Pros & Cons
Pros
- Affordable price plans
- User-friendly interface
Cons
- Limited automation features
- Limited features depending on the price plan
Starts at $16 per user per month
Why I Like It
Pipedrive shines with good visualization and organizational features to help any business. It is an excellent choice if you are looking for the best free CRM app for iPad devices. Moreover, it is the ideal tool to help with sales.
The Most Important Features
Pipedrive is designed to manage a sales pipeline and has features to support this. With a customizable visual pipeline and advanced reporting and analytics, you can track everything in your business.
The app provides an activity timeline tracker and calendar management feature to further help with this. The CRM software helps maintain data organization through real-time data sync and cloud-based storage.
Pros & Cons
Pros
- Customizable features
- Great tracking tools
Cons
- Limited contact features
- Limited integration
Starts at $25 per user per month
Why I Like It
If you aim to improve customer relations, time management, or overall tracking, Salesforce is the ideal choice. As one of the best CRMs for iPad devices, it’s an easy-to-use tool for any industry.
The Most Important Features
Salesforce’s most prominent features are its tracking tools, which include Einstein Tracking and Social media integration for customer tracking. In addition to tracking tools, Salesforce provides reliable automation and customization tools to streamline any project or task.
Pros & Cons
Pros
- Easy to use
- Efficient tools
Cons
- Costly add-ons
- Steep learning curve
Starts at $65 per user per month
Why I Like It
Microsoft is a generally versatile tool with plenty to offer. As CRM software for iPad devices, Microsoft Dynamics 365 provides tools to help with visualization and automation. If you are looking for something to keep an eye on work performance and ease tasks, this is the app for you.
The Most Important Features
Microsoft Dynamics 365 has numerous features that help with data management and automation. These include an intuitive UI for navigation and visual charts to monitor progress. In addition, there are AI tools to help with automation and other management features to enhance workflow.
Pros & Cons
Pros
- Efficient data management
- Intelligent task delegation
Cons
- Limited integration with third-party applications
- Limited reporting features
Starts at $45 per user per month
Why I Like It
Hubspot is one of many versatile CRM software programs that can be installed on various devices. As an iPad-based CRM, it provides a selection of tools to help with task management. Generally, it is a convenient tool for ensuring that nothing gets lost or becomes a mess.
The Most Important Features
Task management-wise, the CRM app allows all data to be viewed on one page and ensures all customer interactions are tracked and logged. In addition, Hubspot provides a visibility tool to ensure the pipeline stays on track. As a business tool, Hubspot can help you ensure an overall efficient workflow.
Pros & Cons
Pros
- User-friendly interface
- Efficient tracking and recording
Cons
- Limited integration for other devices
- Increasing cost in price plan
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