11 Best Mobile CRM Apps for Sales On the Go
In today's fast-paced business world, having access to a powerful mobile CRM (Customer Relationship Management) app is essential for sales professionals. These apps provide a range of functionalities that can transform your mobile device into a superpowered sales tool.
With the ability to access contacts, send emails, schedule appointments, manage tasks, and make calls from anywhere in the world, mobile CRM apps are revolutionizing the way sales are conducted. In this article, we will explore the best mobile CRM apps available, helping you choose the right one for your business needs.
11 Best Mobile CRM Apps for Sales On the Go
What Does a CRM Do? A CRM (Customer Relationship Management) system is designed to help businesses manage their clients effectively. Typically, a CRM includes a contact database and features for communication, such as phone, email, or chat. However, the best mobile CRM apps go beyond these basics, offering additional features like meeting scheduling, email tracking, data reporting, analytics, and marketing campaign integration.
How to Choose the Best Mobile CRM:
- App Supported Devices: Ensure the CRM app is compatible with your smartphone's operating system.
- CRM Functionality & Features: Look for a CRM that provides the capabilities you need, such as task organization, meeting scheduling, and lead generation.
- CRM Program Integrations & Add-Ons: Consider whether the CRM integrates with other sales tools you use, streamlining your workflow.
- Customer & Tech Support: Choose an app with a reputation for good customer service to minimize disruptions.
- App Pricing: Evaluate the pricing plans of the CRM apps, considering the features and benefits they offer.
The Best Mobile CRM Apps (2023 Edition):
ZynBit
ZynBit is a mobile CRM app that integrates seamlessly with Salesforce, one of the leading CRM platforms. It offers advanced features such as email tracking and task automation. With ZynBit, sales professionals can access the full power of Salesforce on their mobile devices, allowing them to manage customer data, contacts, and opportunities while on the go. The app also enables users to share their calendars with customers and sync up meetings with Salesforce, providing a convenient and efficient way to schedule appointments. Additionally, ZynBit allows salespeople to track customer email opens, attachment downloads, website clicks, and more, providing valuable insights into customer engagement. While the mobile app itself is free, advanced functionalities require signing up with ZynBit, with pricing starting at $9 per month per user.
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HubSpot
HubSpot is another top-rated mobile CRM app available for both Android and iOS devices. It offers a range of features designed to streamline sales processes and boost productivity. Users can create email campaign sequences, design and share email templates, set up task reminders and notifications, and automate data entry and activity logging. The app also allows for easy scheduling of meetings with just one click. HubSpot CRM is free to use, with additional paid plans starting as low as $50 per month per user, providing more advanced features and functionality.
Salesforce
Salesforce is a renowned CRM platform that also offers a mobile app for sales professionals to access their CRM functionalities on the go. The app provides recommendations about sales strategy, allowing users to make data-driven decisions. It also enables customization of the sales process for each client, ensuring a personalized approach. Salesforce integrates with additional apps to enhance its functionality and can be tailored to meet the specific needs of different organizations or teams. Pricing for Salesforce differs based on the requirements of the organization or team and is available upon request.
Zendesk
Zendesk offers a mobile CRM app that provides a visual pipeline view, allowing sales professionals to have a clear overview of their sales processes and track deals as they progress. The app also offers smart lists for grouping customers, making it easier to organize and manage contacts. Zendesk integrates with various sales and automation tools, allowing for seamless workflow and increased efficiency. While the mobile app itself is free, additional functionalities require signing up with Zendesk. They offer paid plans starting at $19 per month for up to three users. Zendesk also provides other CRM solutions and a Zendesk Suite for added functionality.
Salesflare
Salesflare is a mobile CRM app available for both Android and iOS devices, offering access to 100% of CRM features from the convenience of a phone. Users can keep track of their sales pipeline, manage tasks and to-do lists, receive live notifications to stay up to date on customer interactions, and track email opens, link clicks, and website visits. The app also allows for the automation of data input and optimization of email campaigns and sequences. Salesflare offers a free trial, and after the trial period, users can subscribe to the app for as low as $29 per month per user.
Freshsales
Freshsales is a mobile CRM app that enables effective contact management, lead prospecting, and email tracking. Users can easily reach out to clients and prospects, track email opens, link clicks, and other engagement metrics. The app also provides a comprehensive view of deals as they progress through the pipeline, allowing sales professionals to stay on top of their sales processes. Freshsales offers a free mobile app, and to access advanced functionalities, users need to sign up with Freshsales. The pricing for Freshsales starts at $12 per month per user.
Insightly
Insightly offers a mobile CRM app that focuses on streamlining workflow and automating tasks. The app routes leads to the right sales representatives based on predefined criteria, ensuring efficient lead management. It also automates workflow, allowing users to create custom processes and automate repetitive tasks. Insightly's mobile app allows users to monitor sent emails, providing insights into customer engagement. Pricing for Insightly starts at $29 per month per user, with additional plans available based on the organization's requirements.
Zoho CRM
Zoho CRM is a mobile app that integrates an AI-powered sales assistant, multiple sales channels, and customizable notification systems. The AI assistant helps sales professionals with data analysis and provides insights and recommendations to improve sales performance. The app supports various sales channels, including phone calls, emails, and social media interactions, allowing users to manage customer communications efficiently. Zoho CRM also offers customizable notification systems, ensuring that users stay informed about important updates and tasks. Pricing for Zoho CRM starts at $12 per month per user.
Pipedrive
Pipedrive is a mobile CRM app designed to manage and track sales through the pipeline. It provides a visual interface where sales professionals can prioritize leads and deals, ensuring that they focus on the most valuable opportunities. The app also allows users to customize dashboards and reports, providing a clear overview of sales performance. Pipedrive offers a mobile app that is free to use, and additional functionalities require signing up with Pipedrive. Pricing for Pipedrive starts at $15 per month per user.
Capsule
Capsule is a mobile CRM app that offers contact management, communication tools, and task management capabilities. Users can add and edit client information, make phone calls, send emails, and chat with customers directly from the app. The app also allows for the management of tasks and meetings, ensuring that users stay organized and productive. Capsule offers a mobile app that is free to use for up to two users, with additional paid plans available for more users and advanced features.
Agile
Agile is a mobile CRM app that provides access to contact information, tracks deals and milestones, facilitates one-click calling, and offers project management capabilities. Users can easily access customer details, including emails, phone calls, and social media interactions, all from within the app. The one-click calling feature enables sales professionals to make calls directly from the app, saving time and increasing efficiency. Agile also offers project management capabilities, allowing users to manage and track projects alongside their sales activities. Agile offers a free trial, and after the trial period, users can subscribe to the app for as low as $8.99 per user per month.
Final Thought
These mobile CRM apps provide a range of functionalities and features to help sales professionals manage their client relationships effectively. From email tracking and task automation to visual pipeline views and integration with other sales tools, these apps offer the tools and convenience needed to drive sales success while on the go. When choosing the best mobile CRM app for your business, consider the specific features, integrations, pricing plans, and compatibility with your device to find the perfect fit for your sales needs.
Mobile CRM apps are invaluable tools for sales professionals who need to manage client relationships on the go. By choosing the right app for your business needs, you can access critical information, communicate with clients, and boost your productivity from anywhere. Consider the features, integrations, and pricing plans of the top mobile CRM apps mentioned in this article to find the perfect fit for your sales arsenal. With the power of a mobile CRM app in your hands, you can revolutionize your sales approach and drive business success.