14 Best Mobile CRM Tools to Close More Deals Faster
Imagine: closing deals, nurturing leads, and managing customer relationships – all from the palm of your hand. Sounds like a dream, doesn’t it? Well, with the rise of mobile CRM tools or platforms, this dream is a reality for businesses of all sizes. In fact, studies show that Sales reps who use mobile CRM crush their quotas 65% of the time, while those stuck with traditional tools are left high and dry at 22%. And according to Future Market Insight, the mobile CRM market, that was a $26.2 billion powerhouse in 2022 is forecast to double in size by 2029, growing at a steady clip of 10.4% per year.
So, you’re convinced mobile CRM is a game-changer. But with a plethora of options available, choosing the “best” one can be daunting. Worry not, intrepid business owner! This guide will equip you with the knowledge and insights to select the mobile CRM that perfectly aligns with your needs.
What is Mobile CRM?
A mobile CRM is a customer relationship management (CRM) system that is designed to be used on mobile devices such as smartphones and tablets. It allows you to access and manage your customer data, such as contact information, sales opportunities, and service tickets, from anywhere at any time.
Mobile CRMs are becoming increasingly popular as more and more businesses are adopting a mobile-first approach. They are not a one-size-fits-all solution. The best mobile CRM for your business will depend on your specific needs and requirements. However, if you are looking for a way to improve your productivity, customer service, and sales, then a mobile CRM is a great option to consider.
Mobile CRM vs. Traditional CRM
| Features | Mobile CRM | Traditional CRM |
|---|---|---|
| Accessibility | Accessible from anywhere, anytime | Typically accessed from a desktop computer |
| Focus | Simplifying field operations and customer interactions | Managing customer data and relationships |
| Data Entry | Often uses voice recognition and dictation | Typically uses keyboard and mouse |
| Reporting | Provides real-time insights and data visualization | Reports are often generated after the fact |
| Benefits | Increased productivity, improved customer service, better sales performance | Improved customer data management, increased sales pipeline visibility |
Best Mobile CRM for Your Business
1. Zoho
Zoho Mobile CRM lets you access leads, contacts, deals, and tasks – all with a tap of your finger. No more scrambling for that crucial business card or racking your brain for a prospect’s email. It’s all there, neatly organized and readily available.
But it’s not just about access, it’s about action. You can close deals, schedule meetings, and update records straight from your phone. No more waiting till you get back to your desk to capture that golden sales moment. It lets you strike while the iron is hot, wherever you are.
And the best part? It’s not just for the lone wolf salesperson. Zoho Mobile CRM keeps your team connected. Share updates, collaborate on deals, and track progress in real-time. It’s like having your entire sales team in your pocket, ready to jump into action at a moment’s notice.
It isn’t just a productivity boost, it’s a confidence booster. Knowing you have all the information and tools you need, right at your fingertips, empowers you to ace every interaction. So ditch the bulky briefcase and embrace the power of the pocket-sized sales superhero.
It integrates seamlessly with other Zoho apps, like Zoho Mail and Zoho Docs. This means you can access all your customer data and documents in one place, making you a collaboration and communication powerhouse.
2. Pipedrive
Picture this: you’re closing a crucial deal, but the office is a distant memory. You’re on the go, phone buzzing, laptop gathering dust in the corner. Panic sets in. Where’s that key contact info? How’s the pipeline looking? Fear not, fellow sales warrior, for Pipedrive Mobile CRM has you covered.
It’s your entire CRM arsenal, shrunk down to fit your pocket. Access leads, contacts, and deals with a tap, manage your pipeline on the fly, and keep the sales engine humming no matter where your hustle takes you. Think of it as your trusty sidekick, whispering deal-closing insights in your ear, even when you’re miles from your base camp.
Pipedrive Mobile isn’t just a CRM; it’s your mobile command center, your sales Sherpa, your deal-closing wingman. It’s the freedom to ditch the desk, embrace the hustle, and conquer your sales goals, one latte-fueled meeting at a time.
3. Freshworks
Freshworks’ mobile CRM lets you ditch the data entry drudgery and focus on what matters – building relationships. Capture leads, update contact details, and even close deals, all from the convenience of your phone or tablet. Say goodbye to frantic post-meeting data dumps; key information gets logged in real-time, keeping you organized and on top of your game.
No more memory fumbles or awkward silences during customer interactions. With it, you have instant access to a wealth of customer data, from contact information and purchase history to past interactions and support tickets. Knowledge is power, and with this CRM, you’ll wield it like a confident sales pro.
It isn’t just about storing data; it’s about streamlining your sales process. Built-in email templates help you craft quick, personalized messages, while task management features keep you on track and accountable. And when that big moment comes, you can close deals directly from your phone, eliminating friction and celebrating success on the fly.
4. Hubspot
HubSpot is your pocket-sized sales companion, letting you access and manage your customer data on the go. Think of it as your trusty sidekick, always ready to help you close deals and keep your sales pipeline flowing, even when you’re miles away from the office.
It is more than just a CRM; it’s your personal sales cheerleader. It empowers you to be productive, organized, and always connected, transforming your phone into a powerful sales tool. So ditch the bulky laptop and embrace the freedom of mobile CRM. With HubSpot by your side, every moment is an opportunity to connect, close, and win.
HubSpot Mobile CRM is free to use, so there’s no excuse not to give it a try!
5. Salesmate
Salesmate Mobile CRM is a customer relationship management (CRM) software application designed to empower sales teams to manage customer interactions and close deals on the go. Whether you’re commuting, visiting clients, or working remotely, Salesmate keeps you connected to your customers and your sales pipeline, streamlining your workflow and boosting your productivity.
Salesmate offers competitive pricing plans to suit any budget, making it an accessible solution for startups and small businesses alike. The intuitive interface and simple navigation make Salesmate easy to learn and use, even for non-technical users.
Salesmate boasts a robust and secure platform, ensuring your data is always safe and accessible.
It is the perfect choice for sales teams seeking a powerful, mobile-first CRM solution that can drive sales, improve customer service, and streamline operations.
6. OnePageCRM
OnePageCRM is a cloud-based sales CRM for small businesses. It offers a mobile app that puts all the essential features of the desktop version right at your fingertips, even when you’re on the go. Whether you’re closing deals, managing contacts, or staying on top of your sales pipeline, OnePageCRM’s mobile app keeps you productive and connected.
OnePageCRM’s mobile app also boasts some unique features that you won’t find in other CRMs, such as:
- Free business card scanner: Scan business cards to instantly add new contacts to your CRM.
- Sales route planner: Plan your sales calls and meetings efficiently with the built-in route planner.
OnePageCRM is easy to use and affordable, making it a great choice for small businesses that need a powerful and mobile-friendly CRM solution. With its comprehensive features and user-friendly interface, OnePageCRM can help you take your sales to the next level.
7. LeadSquared
LeadSquared is a powerful tool designed to help field sales teams work more efficiently and effectively on the go. Accessible from any smartphone or tablet, it provides instant access to crucial CRM data like lead details, tasks, and meeting schedules, empowering sales reps to stay organized and productive throughout their workday.
But LeadSquared Mobile CRM goes beyond mere data access. It boasts a wealth of features specifically crafted to streamline the sales process and optimize performance.
It is available for both Android and iOS devices, offering a free trial to let you experience its power firsthand.
8. Simple Mobile CRM
Simple Mobile CRM is a customer relationship management (CRM) tool that helps businesses manage their customer interactions. It offers a variety of features, including the ability to track customer data, manage sales pipelines, and automate tasks.
Some of its key features include:
- Contact management: Store and manage contact information, including names, email addresses, phone numbers, and more.
- Sales pipeline management: Track leads and opportunities through your sales pipeline.
- Task automation: Automate tasks such as sending follow-up emails and scheduling appointments.
- Gmail integration: Show Gmail notes on mobile devices and transcribe phone calls.
- Integrations: Integrate with other products, such as Simple Gmail Notes.
Simple Mobile CRM is a cloud-based tool, so you can access it from anywhere with an internet connection. It is also available on both iOS and Android devices.
If you are looking for a CRM tool that is easy to use and affordable, it is a good option to consider.
9. Nimble
Nimble is a mobile-first CRM solution that helps businesses build relationships, manage sales, and track communication. It integrates with popular platforms like Microsoft 365 and Google Workspace, so you can access and manage your contacts and deals from anywhere.
Here are some of the key features of Nimble:
- Contact management: Nimble makes it easy to stay organized with a unified view of all your contacts, including their social media profiles, email conversations, and other interactions.
- Sales pipeline management: Nimble helps you track your deals from lead to close, with features like drag-and-drop pipeline management and activity tracking.
- Communication tracking: Nimble automatically tracks all your communication with your contacts, so you can see the full history of your interactions in one place.
- Mobile access: Nimble is available on all your devices, so you can access your CRM data and stay connected with your contacts on the go.
If you’re looking for a CRM solution that is easy to use, affordable, and designed for the mobile workforce, Nimble is a great option.
10. Pepperi
Pepperi is a powerful tool designed to help brands and wholesalers boost sales and improve customer relationships through its intuitive and user-friendly mobile interface. Packed with features that empower sales reps on the go, Pepperi provides instant access to critical customer data, sales history, and product information, enabling informed and personalized interactions.
Pepperi fosters seamless collaboration between team members by facilitating real-time information sharing and updates, ensuring everyone is on the same page.
Whether you’re closing deals, managing orders, or generating reports, Pepperi Mobile CRM equips your sales force with the tools and insights they need to excel in today’s dynamic market. Its intuitive interface and feature-rich functionality make it an invaluable asset for any business looking to drive sales growth and enhance customer satisfaction.
11. SugarCRM
SugarCRM Mobile CRM empowers your sales, marketing, and customer service teams to stay productive on the go, from lead generation to deal closure. Access and manage customer data, opportunities, and tasks seamlessly from your phone or tablet, ensuring you never miss a beat.
It equips your teams with the tools and data they need to excel in the field, driving sales growth, optimizing marketing campaigns, and delivering exceptional customer service, all from the convenience of their mobile devices.
Whether you’re a sales rep closing deals on the go, a marketer nurturing leads at a conference, or a customer service agent resolving issues remotely, it keeps you connected and informed, empowering you to deliver exceptional results anytime, anywhere.
12. ForceManager
ForceManager Mobile CRM is a cloud-based sales CRM that empowers sales teams to achieve peak performance, from the convenience of their mobile devices. Forget clunky laptops and tethered desktops – ForceManager lives in your pocket, ready to streamline your sales workflow and close more deals.
It keeps all your customer data and sales information readily available on your mobile device, accessible with a tap or swipe. Log calls, emails, visits, and video conferences on the go, record essential notes, and schedule meetings – all from the intuitive mobile app.
ForceManager equips you with powerful dashboards that unveil your team’s performance in stunning detail. Track call, email, and visit metrics, monitor deal closure rates, and gain valuable insights to optimize your sales strategy and drive team success.
Whether you’re a seasoned sales pro or a rookie hitting the ground running, it is your ultimate weapon in the competitive sales arena. Its intuitive interface, intelligent features, and data-driven approach empower you to work smarter, sell faster, and conquer your sales goals with ease.
13. EngageBay
EngageBay Mobile CRM is your pocket-sized powerhouse for managing customer relationships on the go. Whether you’re closing deals at a coffee shop or nurturing leads during your commute, this app empowers you to stay productive and keep your finger on the pulse of your business.
With EngageBay you can view and respond to customer queries, delve into past interactions and purchase history, and manage your contacts and prospects – all from the convenience of your mobile device.
It Foster seamless communication and knowledge sharing within your team. Share vital information, documents, and reports with colleagues, ensuring everyone is on the same page and moving in sync. It lets you manage your sales pipeline, track deals, and close opportunities – all while keeping your finger on the pulse of the market.
The intuitive interface provides a single-view dashboard for tracking activities, monitoring leads, and managing conversions.
It’s Call Broadcast feature automates the process, freeing you to focus on what matters most – connecting with your customers and sealing the deal.
14. Copper
Copper Mobile CRM is a sales-focused CRM software designed to streamline your sales pipeline and boost your team’s productivity, all while staying accessible and mobile-friendly. Whether you’re a solopreneur or a startup scaling up, Copper offers a user-friendly interface and intuitive features to help you manage your contacts, automate tasks, track deals, and close more sales.
One of Copper’s key strengths is its focus on mobile functionality. The mobile app gives you access to all your CRM data on the go, so you can update contact information, log calls, and move deals forward, even when you’re away from your desk. This makes Copper a perfect fit for busy sales teams who are always on the move.
But Copper is more than just a mobile-friendly address book. It also boasts a suite of powerful features to help you manage every stage of the sales pipeline. From lead capture and qualification to opportunity management and closing deals, Copper has the tools you need to stay organized and efficient.
Benefits of Mobile CRM
- Boost Productivity: Access customer data, schedule appointments, and close deals – all on the go. No more desk-bound data entry, freeing up valuable time for what matters most: engaging with customers.
- Enhanced Customer Service: Respond to inquiries promptly, resolve issues efficiently, and build stronger relationships with your clients, regardless of your location.
- Improved Sales Performance: Track leads, manage pipelines, and analyze sales data in real-time, allowing you to optimize your sales strategy and close more deals.
- Increased Team Collaboration: Share information, assign tasks, and collaborate with colleagues seamlessly, even when dispersed geographically.
- Data-Driven Insights: Gain valuable insights into customer behavior and sales trends, enabling you to make informed decisions and drive business growth.
Criteria to Choose the Best Mobile CRM
- User Interface: Opt for a platform with a user-friendly interface that’s intuitive and easy to navigate on a mobile device.
- Functionality: Choose a CRM that offers the features you need, such as contact management, lead tracking, opportunity management, and reporting.
- Integrations: Ensure the CRM seamlessly integrates with existing tools and systems, like your email platform or accounting software.
- Security: Data security is paramount. Choose a CRM with robust security measures to protect sensitive customer information.
- Customization: Pick a platform that allows you to tailor the CRM to your specific workflow and business needs.
Potential Use Cases
- Sales teams: Manage leads, track opportunities, and close deals on the go.
- Customer service: Access customer data, resolve issues promptly, and provide exceptional service.
- Field service: Schedule appointments, update job reports, and streamline communication with technicians.
- Marketing teams: Track campaign performance, manage leads, and personalize customer interactions.
Access Leads & Deals Anytime
The world of mobile CRM is brimming with possibilities. By understanding the benefits, choosing the right platform, and leveraging its potential, you can unlock a new level of productivity, customer satisfaction, and business growth. So, ditch the bulky binders and embrace the power of mobile CRM. Your business (and your sanity) will thank you for it!