Mobile CRM Apps For On-the-Go Sales
How we do business has drastically altered since telemarketing entered the sales arena. For the first time in history, you could communicate with people, spread knowledge, and close a deal without ever really seeing the client.
Even now, but in a different manner, phones are still tremendously groundbreaking. You may manage your daily chores, access contacts, send and receive emails, make appointments on your calendar, and call anybody, anytime, from anywhere in the globe using a mobile device.
If you work in sales, you are aware of how crucial a mobile phone is to the success of your business. You may not be aware, however, that there are mobile CRMs that combine all of these features into a single, user-friendly app. These applications even add a few features that may turn your phone into a mobile sales tool with superpowers.
This article is for team leaders and sales representatives. Check out our foolproof guide to choose the best mobile CRM for your company, or scroll down for our list of the top 10 applications. Let’s get going!
What Is A CRM Intended To Do?
The acronym “CRM” stands for customer or content relationship management. A CRM is often a technology, product, or system that aids in customer management. A contact database, as well as some form of phone, email, or chat capabilities, are features that the majority of CRMs—if not all—have.
A CRM’s goal is to enable salespeople to close more deals and do so more effectively, however in practice, most CRMs fall short in this regard. Despite having a ton of features, they have monstrous user interfaces and require a lot of time for data entry with little benefit for salesmen on the ground. The main reason why many CRMs haven’t lived up to their promises is because mobile access to them is so limited.
Some CRMs, including those on this list, go a little bit further by including extra functionality. Meeting scheduling, email tracking, data reporting & analytics, and marketing campaigns may all be integrated into CRMs that are designed for salespeople or teams.
How to Pick Your Ideal Mobile CRM
Devices Supporting Apps
Finding a CRM program that works with your smartphone shouldn’t be too difficult as the majority of consumers own either an Android or an iPhone. However, your options for mobile CRM applications may be more limited if you’re using a phone with an outdated operating system or if you’re using a different operating system, like Windows. Insight from Cirrus. A woman uses her smartphone while sitting outdoors.
Functionality & Features of CRM
CRMs often offer similar features, such as the ability to update client information, make phone calls, arrange meetings, and manage projects. There are CRMs that may do additional tasks or concentrate on a specific phase of the sales process, such as lead creation. Whatever you want, you will undoubtedly find a CRM that offers most or all of it.
Integrations & Add-Ons for CRM Programs
Sometimes a CRM just has to interface with something else that already does it all. Numerous CRMs, including Salesforce, provide native and third-party connectivity options for the most popular sales tools, including Gmail, Outlook, and others. By connecting your programs, you can access data, amend data, and do so much more from a single app rather than having to open many applications and manually update each of them.
Service & Technical Support
Even the top-rated applications in the app store sometimes experience unavailability or bugs. Even if you can’t totally prevent app issues, you can lessen the effects they have on your team by selecting an app with a solid reputation for customer support. When anything goes wrong, you may get in touch with their support staff to get it rectified before it begins to affect your sales.
Insight from Cirrus. A person writes an email while using a laptop.
App Costing
Although most of the applications on our list are free to download, you won’t be able to use all of their capabilities until you register for the CRM. Depending on the services you desire, the cost might vary from a few dollars per user to hundreds of dollars each month.
Most of these CRMs will raise your productivity and increase your sales, despite their prices may seem a little high. They are thus an excellent investment.
The Top Mobile CRM Apps for 2023
1. ZynBit
accessible on both iOS and Android
ZynBit integrates with Salesforce to provide all of its functionality on your mobile device in addition to a variety of other workflow automation tools that will make your life easier.
Cost: Free*
Features:
- Bring all of Salesforce’s capabilities—and more—to your mobile device.
- Update Salesforce automatically
- Customers may see your calendar and Salesforce can be used to schedule meetings.
- Monitor client email openings, attachment downloads, website clicks, and other actions.
- Utilize your mobile device to manage all of your client information, relationships, and possibilities.
- Put chores and reminders in one location.
- Calls may be made directly into Salesforce from a mobile device.
*Although the mobile app is free to download, you must register with ZynBit to use its more sophisticated features. ZynBit offers paid options for as little as $9 per month per user.
2. HubSpot
accessible on both iOS and Android
Cost: Free*
Features:
- Establish email marketing sequences.
- Create and distribute email templates
- Create reminders and alerts for tasks.
- Automate activity recording and data input
- Set up meetings with a single click.
Visit HubSpot CRM to learn more.
*Although the mobile app is free, you must register with HubSpot to use its features. HubSpot provides a free foundational package, and their commercial subscriptions start at $50 per month per user.
3. Salesforce
accessible on both iOS and Android
Cost: Free*
Features:
- Request advice on effective sales tactics.
- Follow customers’ progress as they go through the customer journey
- Make the sales process specific to each customer.
- Increase functionality with new applications
*Although the mobile app is free, in order to use its features, you must register with Salesforce. Depending on the requirements of your team or business, Salesforce pricing varies and is available upon request.
4. Zendesk
accessible on both iOS and Android
Cost: Free*
Features:
- View your pipeline quickly
- Establish Smart Lists to classify consumers.
- Get more than 30 reports
- Sync with other automation and sales tools
*Although the mobile app is free, you must register with Zendesk to use its features. The company’s sales-focused platform, Zendesk Sell, offers premium options starting at $19 per month for a maximum of three users. In addition, they provide a Zendesk Suite and further CRM tools.
5. Salesflare
Available for mobile and tablet devices running both Android and iOS.Cost: Free*Features:
Utilize your phone to access all of the capabilities of your CRM.
Organize your tasks and monitor your sales funnel.
Get real-time alerts to keep informed about your clients.
Keep track of website visits, link clicks, and email openings.
Send, evaluate, and improve email sequences and campaigns
Automate each data entry process.
Although the mobile app is free, in order to utilize its features after the trial, you must register with Salesflare. Salesflare is available for as little as $29 a month, per user.
6. Freshsales
accessible on both iOS and Android
Cost: Free*
Features:
- Message customers using the app
- Aim to find fresh leads
- Track email openings, link clicks, and other actions.
- Watch the development of agreements in the pipeline
- Click here to visit Freshsales.
*While the mobile app is free in and of itself, in order to use its features, you must register with Freshsales. Freshsales charges $12 a month for each user for their CRM.
7. Insightly
accessible on both iOS and Android
Cost: Free*
Features:
- Send leads to the appropriate salesperson.
- Automate everyday duties and process
- After emails are sent, keep track of them.
- assemble several types of customer data
- Create a personalized dashboard for your team.
- Click here to visit Insightly.
*Although the mobile app is free to download, you must register with Insightly to use its features. The least expensive of Insightly CRM’s three subscription tiers starts at $29 per month per user, payable yearly.
8. Zoho CRM
accessible on both iOS and Android
Cost: Free*
Features:
- Obtain customer data via an AI-powered sales assistant.
- Open up a variety of sales channels (such as chat, social media, and email).
- Set up a client interaction notification system.
- simplify sales procedures
- Sync with other programs and tools
- Visit Zoho CRM to learn more.
*Although the mobile app is free, you must register with Zoho CRM to use its features. While Zoho offers restricted free plans for up to three users, its subscription plans begin at $12 per month per user.
9. Pipedrive
accessible on both iOS and Android
Cost: Free*
Features:
- Control and monitor the pipeline’s sales.
- Sort leads, emails, and tasks by importance.
- Find potential in failed transactions’
- anticipated revenue
- Emails may be sent and received inside the app.
- Make your dashboard unique.
- Click here to see Pipedrive.
*While Pipedrive registration is required to utilize the mobile app’s features, the app itself is free. Pipedrive is available for as little as $12.50 a month per user.
10. Capsule
accessible on both iOS and Android
Cost: Free*
Features:
- Add and change client data
- See what other team members are doing.
- Use the app to make calls, send emails, and have conversations.
- Control meetings and tasks
- Locate business opportunities
- Click here to see Capsule.
*Although the mobile app is free, you must register with Capsule to use its features. Simple free versions are available for two people or less, while premium subscriptions begin at $18 per month per user.
11. Agile
accessible on both iOS and Android
Cost: Free*
Features:
- All contact details are available on a single page.
- Throughout the sales process, keep track of transactions and milestones.
- Set up one-click dialing and call scripts
- Exchange your schedule and schedule meetings.
- Make use of the drag-and-drop interface to manage your projects.
- Boost sales representatives via a “gamification” method.
*Although the mobile app is free to download, you must register with Agile to use its features. Agile provides a free basic plan for ten users, or you may choose from their subscription options, which start at $8.99 per month per user.
Best CRM Apps: Concluding Remarks
What if you could use your CRM in its entirety even if you weren’t at your desk? You may sort through prospects, contact clients, and convert consumers with mobile CRM applications whenever and wherever you are! Sign up for ZynBit to receive the power of Salesforce, Outlook, and Gmail in a single tool for productive sales on the road. You have a mobile inbox with insights built in and workflow efficiency improved with ZynBit. Free trial of ZynBit.