When telemarketing was introduced in the 70's, it completely changed how we do business. For the first time in history, you could reach out to people, disseminate information, and make a sale without meeting the customer face-to-face.
Phones are still incredibly revolutionary today, but in a different way. Using your mobile device, you can access contacts, send and receive emails, schedule appointments on your calendar, manage your daily tasks, and call anyone from anywhere.
If you're in the sales industry, you understand the importance of a mobile phone. But you might not know that the best mobile CRM solutions tie all these functionalities together in one easy and convenient app. Some mobile CRM software solutions even add a few capabilities that can transform your phone into a superpowered sales tool you can use on the go.
We have created this CRM mobile app guide for sales reps and team managers. We will help you choose the right mobile CRMs for your business, teach you what to look for in a CRM platform, and then discuss the 11 most powerful tools for customer relationship management. Let's get started!
"CRM" stands for customer or content relationship management, and it is usually a system, tool, or technology that helps you manage your clients. Most CRM systems have a contact database and some phone, email, or chat functionality that lets you increase customer interactions and get valuable customer information.
A CRM promises to help salespeople sell more and better, yet the real-life experience with most mobile CRM applications leaves much to be desired. Although feature-rich, they have complicated interfaces and demand a significant time investment keying CRM data in with little in return for sales teams in the field. Many CRM features are practically inaccessible from mobile devices.
The best mobile CRMs, like the ones on this list, offer additional features that improve the mobile experience. CRMs designed for sales professionals or teams can also integrate meeting scheduling, email tracking, data reporting and analytics, and marketing campaigns into the system.
Here are the top five factors to consider when you're making a choice for CRM mobile apps.
Most people are looking for a mobile app for Android or iPhone devices, so finding a CRM app that is compatible with your smartphone shouldn't be too much of an issue. However, if you're using a phone with an older operating system or if you (for reasons we cannot comprehend) still have a Windows phone, then your choice of CRM for mobile might be more limited. A solid tip is to look for a tool that also features a desktop version.
These tools generally have the same mobile CRM features. When you access your CRM, you can make phone calls, manage contacts, schedule meetings, stay organized with tasks, and update your client's information using the app. There are also CRMs that can do more or focus on one particular part of the sales process, like lead generation. No matter what you need, you're sure to find a CRM that provides enough basic and advanced features.
Sometimes, when you choose a CRM, it doesn't actually need to have all the standard CRM mobile functionalities. Instead, it can offer seamless integrations with other tools. Lots of CRMs (for example, Salesforce) support integration with the most common sales tools like Gmail, Outlook, and more. These integrations are native to apps like Cirrus Insight. By connecting all your tools, you don't have to open multiple apps and manually update each of them. You'll have access to customer data, make data-driven decisions, and do so much more from one app.
Even the highest-rated apps can suffer from occasional downtime or glitches. While you can't avoid such problems with various mobile CRM apps, you can minimize the impact on your sales team by choosing an app with a good customer service reputation. You'll be able to contact their support team when things go wrong and get it fixed before it starts hurting your numbers and ruining your customer experience metrics.
The apps we'll feature on our list are mostly free to download, but you won't be able to access all CRM features unless you sign up and pay. Depending on the features you want, the price can range from a few bucks per user to hundreds of dollars every month. Even though the price might sound a bit steep to some of you, most of these CRMs will increase your productivity and boost your sales, which makes them a great investment.
Now that we have covered the best practices for selecting a CRM, let's hop into our list of the 11 best CRM apps designed for mobile devices.
After you finish our list, you will undoubtedly find the perfect app for you. Once you start using it, you will soon realize that you can close more deals.
Available on iOS and Android
Cirrus Insight plugs into Salesforce to create a streamlined mobile experience and offers many other workflow automation features that will simplify your life.
Price: Free*
Features:
Check out Cirrus Insight here.
*While the mobile app itself is free, you need to sign up with Cirrus Insight to access advanced functionalities. Paid plans with Cirrus Insight go for as low as $14 per user per month.
Available on Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with HubSpot to access its functionalities. HubSpot offers a basic package for free, and their paid plans go for as low as $50 per user per month.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Salesforce to access its functionalities. Pricing for Salesforce differs based on your organization or team's needs and is available upon request.
4. Zendesk
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Zendesk to access its functionalities. Zendesk Sell, the brand's sales-focused platform, has paid plans for as low as $19 per month for up to three users. They also have other CRM solutions and a Zendesk Suite for added functionality.
Available on Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Freshsales to access its functionalities. Freshsales prices the CRM starting at $12 per user per month.
7. Insightly
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Insightly to access its functionalities. Insightly CRM has three pricing plans, the cheapest of which is $29 per user per month, billed annually.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Zoho CRM to access its functionalities. Zoho's paid plans start at $12 per user per month, but they also have a limited free plan for up to three mobile users.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Pipedrive to access its functionalities. You can subscribe to Pipedrive for as low as $12.50 per user per month.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Capsule to access its functionalities. There's a simple free version for up to two users, and paid plans start at $18 per user per month.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Agile to access its functionalities. Agile offers a basic free plan for up to ten users, or you can choose from their paid plans starting at $8.99 per user per month.
What if you could have the full functionality of your CRM even when you're not at your desk? Mobile CRM allows you to filter through prospects, reach out to clients, and convert customers from any place, at any time! For effective sales on the go, sign up for Cirrus Insight and get the power of Salesforce, Outlook, and Gmail in one single tool. With Cirrus Insight, you have a mobile inbox embedded with insights and optimized for workflow efficiency. Try Cirrus Insight free. Download it from the App Store today.
Test drive Cirrus Insight free for 14 days. No credit card required.