BIGContacts Editorial Team is a diverse group of professionals passionate about customer relationship management. We update you on the latest trends, dive into technical topics, and offer insights to elevate your business.
Learn about Our Editorial Process Customer Relationships Experts Updated: 2 Sep, 2024
Are you finding it hard to collaborate with your team while on the go? Does the lack of real-time sales data leave you feeling stranded when it’s time to make crucial decisions?
If these problems sound all too familiar, it’s time to switch to a mobile CRM solution.
Forget about losing essential customer information in email threads. With mobile CRM, your sales and customer service teams can have all the client interactions at their fingertips, ensuring they perform their best even when they’re out of the office.
In this guide, we’ll compare the top 8 mobile CRM software options – helping you find the right tool for your business.
It’s time to say goodbye to limitations and hello to better teamwork and productivity!
Mobile CRM is a technology that lets you handle customer relationships using mobile devices. It enables remote access to customer data, communication, and sales information, allowing you to stay connected with your customers anytime and anywhere.
A mobile CRM system lets you:
When considering mobile CRM tools, it’s crucial to choose one that supports various industries, including emerging sectors like soft launch games. This ensures your team can manage and track customer interactions even during the early stages of product testing.
In simple terms, it packs all the features and benefits of using a CRM software solution. But this time, you don’t need to be in front of your workspace desktop to use them.
Watch this quick video to learn more about CRM –
| Software | Best For | Pricing |
|---|---|---|
| BIGContacts | CRM & Email Marketing for SMBs and Startups | Forever free for small teams. Paid starts at $9.99/1000 contacts/month. |
| LeadSquared | Lead Management | Starts at $30/user/month. |
| Prophet CRM | Sales Automation | Starts at $55/user/month. |
| LogicBox | Vendor Management | Starts at $55/user/month. |
| Zendesk CRM | Sales Pipeline Management | Starts at $19/user/month. |
| AgileCRM | Contact Management | Starts at $9/user/month. |
| Salesflare | Workflow Automation | Starts at $29/user/month. |
If you’re short on time, here’s a quick look at my top three picks:
BIGContacts is best for contact management and email marketing for small and medium businesses. It excels in managing contacts, automating email marketing, and staying organized on the go.
Zendesk CRM is best for sales pipeline management. It is ideal for tracking sales processes, managing customer interactions, and improving team collaboration with an effective mobile app.
Salesflare is best for workflow automation. It is perfect for automating data entry, streamlining sales processes, and maintaining productivity with its mobile features.
To compile this list, I evaluated each tool based on its ease of use and scalability, ensuring they cater to various mobile CRM needs. My assessment is based on personal experiences, insights from trusted reviews, and feedback from industry peers.
Using BIGContacts on my mobile has been quite helpful for managing my business contacts and email campaigns on the go. The mobile CRM capabilities ensured I could handle my tasks and contacts remotely.
The easy-to-navigate interface helped me organize contacts, track interactions, and create targeted email campaigns effortlessly. The pipeline tracking feature made it simple to manage and visualize my sales process. The pre-built email templates also saved me a lot of time in creating campaigns.
The integrated calendar kept me on top of my schedule, ensuring I never missed an important meeting or follow-up. BIGContacts also integrated seamlessly with tools like Gmail, Outlook, and QuickBooks, enhancing its utility and making it an indispensable part of my business toolkit.
Image source: LeadSquared
LeadSquared offers effective lead management with its mobile CRM capabilities. The mobile app is quite user-friendly. It allowed me to effortlessly capture leads from emails, web forms, and social media while on the move.
Instant notifications kept me updated on new leads, and I could access comprehensive lead details anytime, anywhere. The automation features were particularly beneficial, as they enabled the creation of workflows to nurture leads automatically.
Another useful feature of the mobile app was the ability to make, track, and record calls directly from the app. This functionality ensured I remained connected and productive, making LeadSquared an effective mobile CRM solution for lead management.
Image source: CompareCamp
Prophet CRM by Avidian is a sales automation tool, which is particularly impressive for its mobile CRM capabilities. I found it incredibly useful for managing contacts and sales pipelines directly from my email inbox, and the mobile app extended these functionalities to my phone.
The mobile CRM features allowed me to access my sales data, update records, and send follow-up emails from anywhere, which helped me stay productive on the go. The real-time notifications and easy interface helped me stay on top of my sales activities regardless of where I was.
However, there are some downsides to consider. The integration with Outlook, while useful, can sometimes cause performance issues, slowing down the email client. Additionally, the mobile app, though functional, lacks some advanced features found in the desktop version.
Image source – Software Advice
When it comes to managing vendors efficiently, LogicBox CRM offers customizable mobile solutions. The mobile CRM features were particularly beneficial for vendor management, allowing me to access and update vendor information on the go.
Real-time data synchronization across devices ensured that I always had the latest information at my fingertips, which was crucial for tracking vendor performance and managing contracts.
I found the mobile app’s ability to automate order processes incredibly useful, and it helped me manage my workflow significantly.
However, one downside I noticed was that the initial setup and customization can be time-consuming and may require some technical expertise. Moreover, the mobile app occasionally experienced sync delays, which could be frustrating when immediate updates were needed.
Image source: Zendesk
Zendesk CRM integrates easily with other Zendesk tools, like Zendesk Support, making it a top choice for Zendesk Suite users. I found its mobile CRM features incredibly useful for managing my sales pipeline on the go.
The intuitive mobile app allowed me to track leads, deals, and sales activities effortlessly, ensuring I stayed organized. The tool also offered effective sales automation, which reduced manual tasks and let me focus more on closing deals.
The real-time notifications and access to customer information through the mobile app ensured I never missed an opportunity. I could update deals and communicate with clients seamlessly, boosting my productivity and responsiveness.
Image source: Agile CRM
When I started using AgileCRM, its mobile CRM helped me manage my contacts on the go. The tool’s capabilities, such as logging calls, scheduling appointments, and receiving real-time notifications, kept me productive no matter where I was.
I could easily organize contacts, track interactions, set reminders, and manage tasks directly from my phone, making it one of the best mobile CRMs available. One of the major highlights for me was how the mobile CRM features organized my workflow, allowing me to stay on top of my contacts and tasks while away from my desk.
The seamless integration with tools like Google Apps, MailChimp, and Zapier kept all my data synchronized across different platforms. AgileCRM’s mobile CRM ensured that I remained connected and efficient, making contact management effortless and highly effective.
Image source: Salesflare
When it comes to automating your sales processes and keeping everything on track, Salesflare offers an effective mobile CRM solution. Its mobile functionality is designed to manage workflow automation, making it a powerful tool for managing sales on the go.
The automatic data entry feature was quite useful. It captured contact information from emails and social media and significantly reduced my manual workload. The mobile app offered real-time call logging and mobile reminders and ensured I never missed an important task or follow-up.
What I particularly liked about Salesflare’s mobile CRM capabilities was the built-in email tracking and follow-up reminders. These features kept me informed and proactive, allowing me to manage my sales pipeline efficiently.
The evaluation of products or tools chosen for this article follows an unbiased, systematic approach that ensures a fair, insightful, and well-rounded review. This method employs six key factors:
When choosing the best CRM for mobile, it’s essential to find a tool that offers powerful mobile features to keep you productive on the go.
A good mobile CRM should have functionalities like contact management, call logging, mobile reminders, and email tracking to ensure you can manage your sales pipeline anytime, anywhere. It should also offer a user-friendly interface, seamless integrations with other tools, and real-time updates.
In my experience, BIGContacts stands out as a top choice for mobile CRM. You can sign up for free for a comprehensive suite of features tailored to these sectors, including detailed customer profiles, automated follow-ups, and efficient task management.
What I like about BIGContacts is its easy-to-navigate interface and powerful mobile interface, which keeps you connected to your sales data even when you’re out of the office. If you’re looking for a reliable and efficient mobile CRM, I highly recommend giving BIGContacts a try.
Absolutely, you can use CRM on mobile devices. Mobile CRM apps, like BIGContacts, allow you to manage contacts, track emails, and log calls directly from your phone. This functionality helps you stay organized no matter where you are.
Yes, security can be a concern with mobile CRM apps. In my experience, it’s crucial to choose a CRM that offers security features like encryption, secure login, and regular updates. Always check if the app complies with industry standards to ensure your data stays protected while you manage your business on the go.
Using a mobile CRM, I solve challenges like staying organized while on the go, tracking calls and emails efficiently, and managing contacts and tasks from anywhere. It helps me ensure I never miss a follow-up, keep my sales pipeline updated in real-time, and maintain productivity even when I’m out of the office.
When choosing a mobile CRM, look for features like contact management, call logging, mobile reminders, affordable CRMs, and email tracking. In my experience, seamless integration with other tools, an intuitive interface, and real-time updates are also crucial. These features help you stay organized and manage your sales pipeline efficiently, even on the go.
Best practices for implementing mobile CRM include choosing a user-friendly app, ensuring seamless integration with existing systems, and thoroughly training your team. Regularly updating the app and gathering user feedback are also crucial. It’s essential to keep the data secure and accessible to maximize efficiency and productivity on the go.
To choose the best mobile CRM, focus on features like contact management, call logging, and email tracking. Ensure it integrates well with other tools you use and has an intuitive interface. Personally, I also look for a CRM with strong customer support and real-time updates to stay productive on the go. For more, watch –
Mobile CRM trends include enhanced AI-driven insights, better integration with other business tools, and improved user interfaces for easier navigation. There’s also a growing focus on real-time data access and security features to keep customer information safe while on the go.
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