26, September, 2024
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Best CRM Software for Mobile
Biography
Stephen Jones is a seasoned Customer Relationship Management (CRM) professional with over 7 years of experience in the field. Throughout his career, he has helped businesses of all sizes implement and optimize their CRM systems to drive sales growth, improve customer satisfaction, and streamline operations. Stephen is passionate about sharing his CRM expertise and insights through insightful blog posts and articles.
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Latest Update:
Sep 16, 2024, 8:45 am
In a Nutshell
As someone who relies on mobile devices to manage projects on the go, I know how crucial it is to have dependable CRM apps. After trying out many options, I’ve found the top 10 CRM apps designed specifically for mobile devices.
In this article, I’ll share detailed reviews of these top 10 CRM apps. I’ll highlight what makes each one stand out. You’ll get insights into the pros and cons of each app. Plus, I’ll offer practical advice on choosing the right CRM for your needs.
Top 10 CRM Apps Shortlist – My Top Picks
Next, I’ll present the top 10 CRM software shortlist for mobile devices. Each app has been tested for performance and usability, check them out below:
- Zendesk — Great for customer support and ticketing
- Insightly — Ideal for project and customer management
- Zoho CRM — Comprehensive features and customization
- Hubspot — Fantastic free plan with robust tools
- Pipedrive — Designed for sales pipeline management
- Freshsales — User-friendly interface with built-in phone features
- Salesforce — Excellent for scalability and extensive integrations
- Agile CRM — All-in-one solution for CRM and marketing automation
- Capsule CRM — Simple and effective contact management
- SugarCRM — Best for flexibility and customization options
Intro
With the growing development of smartphones and tablets, there’s an increasing use for the devices and features they offer. For many businesses, there’s an increased need to cater to mobile devices and their features.
Why the increased need to cater to a mobile device? The reason is majorly because more customers refer to their gadgets for various needs. From retail shopping to banking, businesses are becoming more lucrative by being accessible online and by smartphone/tablet.
Generally, a business can better connect with customers in various ways. Sales-wise, the best way for businesses to better connect with customers via mobile devices is through a mobile CRM.
CRM (customer relation management) software is one of the best ways to build customer relationships. A mobile CRM is one of many types of CRM you can implement for a business. It also comes with its share of options and features.
What is Mobile CRM?
The easiest way to define a mobile CRM is as a form of CRM software you can access and operate on your mobile device. More than being one of the more accessible types of CRM software, mobile CRM is easy to use on different-sized screens.
Function-wise, a mobile CRM and other types of CRMs are similar. Both allow users to store customer data in one place and can help users keep track of any changes. Additionally, both CRM types act as a convenient tool for businesses.
Compared to other types of CRM, a mobile CRM’’s features are all packed into an app. Depending on your choice of Mobile CRM, you can access all the tools with just a tap. Consequently, users gain real-time access to customer information and can help improve productivity and customer interactions.
Advantages of Mobile-Based CRM
A mobile CRM app comes with plenty of benefits in addition to being accessible and convenient. These additional benefits are as follows:
Data Access Anywhere: Mobile CRM apps are like having convenient business tools in your pocket. If you’re out and about, you won’t have to worry about accessing information like sales progress and customer updates.
Better Customer Relations: With a mobile CRM app, users can get real-time updates on customer information. Additionally, users can immediately respond to customers to ensure personalized attention and follow-ups.
Improved Productivity: Since mobile CRM apps allow for more accessibility, quotas clear more quickly, and workflow can run smoother. Depending on your choice of mobile CRM app, you can gain a tool that’s scalable to your business’ growth.
Disadvantages of Mobile-Based CRM
Just as a mobile CRM app comes with a list of benefits, there’s also a set of cons to the software. Some disadvantages of implementing mobile CRM software are as follows:
Smaller Screen Size: Having a mobile CRM can lead to quick updates but limited views. Depending on your mobile’s screen size, only a certain amount of information is visible. Furthermore, you are unable to operate multiple tabs at once.
Limited to Easier Tasks: A mobile CRM is better for communication and tracking. It’s unable to work on complex workflows and detailed reports.
Limited Features: Because a mobile CRM app cannot handle complex tasks, it can’t handle more advanced features like automated emails. If your business relies heavily on emails, this can be the biggest con for you.
Top 10 Best Mobile CRM Apps
Mobile CRM apps, like any other app, have various options. If you want to get the best CRM for your business and mobiles, you should consider the following:
Free Plan: Yes
Starts at $19 per user per month
Why I Like It
Zendesk is one of the more affordable mobile CRM apps you can choose for your business. It’s versatile and great for managing customer relationships and tracking information for the sales team. If you also need something to help provide reminders and schedule appointments, Zendesk can help you.
The Most Important Features Of The Mobile CRM App
One of Zendesk’s most notable is its geolocation. With the app’s geolocation, businesses can locate nearby potential customers. Zendesk also features a customizable dashboard with drag-and-drop functionality for a more personalized system. Generally, Zendesk is an ideal CRM app for sales and customer relations. The Basic plan n Zendesk costs $19/month/user.
Pros & Cons
Pros
- A user-friendly interface.
- It’s easy to use and holds various features.
Cons
- There’s no free plan.
- There are limited marketing features.
Starts at $29 per user per month
Why I Like It
Among mobile CRM apps convenient for sales, I found Insightly works best for sales pipeline management and workflow automation. It’s also the best mobile CRM for small business groups and helps with work efficiency. As a CRM tool, the app provided me with great software for assistance. Insightly starts at $29 per month for one user.
The Most Important Features Of The Mobile CRM App
Insightly holds a set of features to help with automation. Mainly, the app has features to help assign tasks and deal with menial tasks. Additionally, the CRM app is capable of creating easy-to-understand charts and reports. You can scan cards to save contacts and create voice memos.
Pros & Cons
Pros
- It has vibrant data reports.
- It’s easy to adopt across a team.
Cons
- There are limited customization options.
- It does not provide offline access.
Starts at $16 per user per month
Why I Like It
Zoho is the best mobile app for CRM involving sales. It’s an especially ideal app if you are constantly on the go. Generally, it’s a flexible tool with plenty of features that make it the best choice for marketing and contact management.
The Most Important Features Of The Mobile CRM App
The Zoho CRM mobile app stands out for its AI assistant, Zia. Zia helps a sales team by providing reminders, predictions, and tips. The CRM app can also help you keep track of potential customers and log interactions. As a business tool, Zoho is customizable to fit your business. The Standard plan starts the packages at $16/month/user.
Pros & Cons
Pros
- There are reasonable and scalable pricing options.
- It provides workflow automation.
- There are extensive integrations.
Cons
- There’s a steep learning curve.
- There are no free integration options.
Starts at $45 per user per month
Why I Like It
There are many reasons to like Hubspot. One of them is that it is the best free CRM for mobile. It offers a variety of solutions for different tasks and generally helps users make marketing easier. Another way I’d describe Hubspot is as an all-in-tool for sales and customer relations. Pricing for HubSpot comes in two package choices; the first is $45 per use per month.
The Most Important Features Of The Mobile CRM App
Hubspot is known for its features catering to sales, marketing, customer service, and other businesses. Some features that make the CRM app stand out include a live chat option, email marketing, and deal management. Overall, Hubspot offers a variety of tools for management and work efficiency.
Pros & Cons
Pros
- It provides a free demo plan.
- It’s beginner-friendly.
- There are several third-party integrations.
Cons
- There are occasional bugs.
- The more advanced features require payment.
Starts at $16 per user per month
Why I Like It
If you are looking for the best CRM w/mobile app for small business contractors, Pipedrive is the software to consider. It’s easy to use and easy to set up. It also has several integrations and can help you with various management tasks. The Essential plan with Pipedrive starts the pricing point at $16/month/user.
The Most Important Features Of The Mobile CRM App
Some of the best features of this mobile CRM app are its customization options and tools to help manage customer relationships. Additionally, Pipedrive provides cohesive analytics and reports to ensure everything in your business is on track. Overall, Pipedrive is ideal for scanning and tracking information.
Pros & Cons
Pros
- It’s customizable.
- It has several automation features.
- It has a machine-learning-powered assistant.
Cons
- The app’s security is limited.
Starts at $15 per user per month
Why I Like It
Otherwise known as Freshwork, Freshsales is the ideal tool for improving communication in your team and business. It is also great for tracking engagement and provides different solutions to help manage a sales pipeline. As a user-friendly tool, it has plenty to offer for any sales team constantly on the go. In addition there also is a 21-day free trial program.
The Most Important Features Of The Mobile CRM App
One notable feature of the app is that it allows you to make and receive calls. Furthermore, it provides a 360-degree perspective of customer interactions and sales cycles to help keep work on track. With its UI system, Freshsales also assists with leading and tracking.
Pros & Cons
Pros
- It has a user-friendly interface.
- It features customizable records.
- It has convenient calling, memo, and booking features.
Cons
- It has limited offline usage.
- There’s limited integration with outside sources.
Starts at $25 per user per month
Why I Like It
Salesforce provides amazing options for customization and offers different solutions beneficial for small businesses. It’s one of the more innovative CRM options for businesses and has several features to improve management and communication. There are different industries to consider, but for the Small Business Starter Suite package, one user per month has access for $25.
The Most Important Features Of The Mobile CRM App
Among the different features that Salesforce offers as a CRM app, it is known for its drag-and-drop app-building tools and other customization tools. Aside from customization, the app features an Einstein Analytics and Voice assistant. With Salesforce, you gain a tool to help with designing.
Pros & Cons
Pros
- It’s easy to use and scalable.
- It has excellent automation.
- It has various customization options.
Cons
- It’s tedious to set up.
- It may require add-ons for users to utilize all its features.
Free Plan: Yes
Starts at $8.99 per user per month
Why I Like It
Agile is a stand-out option for tracking productivity and contacts. If you are someone who needs reminders for schedules and meetings, Agile is the ideal tool. As someone who can empathize with forgetting things, Agile is great for keeping schedules, tasks, and more on track. After the free plan, the Starter is tailored for marketing at $8.99/month/user.
The Most Important Features Of The Mobile CRM App
Agile has many great features, but one of its best features is how it creates and tracks tasks. The app also organizes contacts and projects to ensure efficiency. As a CRM software for your mobile, Agile is the ideal choice for its UI system.
Pros & Cons
Pros
- It has great tracking.
- It has great management features.
Cons
- There is limited customization.
- There is an increase in price depending on the price plan.
Starts at $18 per user per month
Why I Like It
If you are looking for something simple to use and can quickly transfer information, Capsule is for you. Among many CRM options, Capsule is a great example of simple but effective. As a CRM tool, it’s best for third-party integration. Capsule’s Starter plan is available for one year per month at $18.
The Most Important Features Of The Mobile CRM App
Capsule features tools to help improve communication and allows users to add and edit contact details. Aside from communication features, Capsule provides features to help monitor tasks and activities. Additionally, the app offers opportunities for sales.
Pros & Cons
Pros
- It features communication tools within the app.
- It allows remote tracking and management.
Cons
- There are limited marketing features.
- It has limited analytics.
Starts at $19 per user per month
Why I Like It
SugarCRM is an ideal app for organizing and structuring accounts for a business. Being an end-to-end customer interaction platform, SugarCRM offers several ideal features and tools for developers seeking more advanced customization options.
The Most Important Features Of The Mobile CRM App
Some important app features include a customizable interface and geolocation services to help keep track of things. Aside from this, SugarCRM has dynamic search and filters plus automation features to help provide better opportunities.
Pros & Cons
Pros
- It’s highly customizable.
Cons
- It has UI issues.
FAQs
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1) What CRM has the best mobile app?The answer ultimately depends on what you need for your business. Some CRM apps are ideal for small businesses, while others work best with tracking information. Generally, comparing CRM software apps results in very little. If you want to get the best CRM app for a mobile, you need to consider what you need.
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2) Can you use CRM on mobile?Yes, CRM is simply developed into an app to achieve the general features of the software. CRM Software on mobiles is designed to fit into the device and transition different features to be accessible anytime and anywhere.
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3) What are CRM apps?CRM apps are another type of CRM software. They are otherwise compressed software developed to be usable on smartphones, tablets, and other mobile devices. Compared to CRM software, CRM gives room for other features for improvement.
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