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What is mobile crm software?
Mobile customer relationship management (CRM) software is CRM technology that helps businesses manage customer data, contact information, and enables users access to important information about clients while they're away from their computers.Mobile CRM software is specifically designed as a mobile app or a responsive web application that has all th... read moreShowing 1 - 20 of 460 products
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Pivotal CRM
Pivotal CRM
Pivotal CRM is an on-premise customer relationship management (CRM) solution that caters to businesses of all sizes, helping them manage various CRM processes. It includes marketing automation, lead management, sales force automat...Read more about Pivotal CRM
NetSuite CRM
NetSuite CRM
NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manu...Read more about NetSuite CRM
Salesnet CRM
Salesnet CRM
Salesnet CRM is a cloud-based sales and marketing automation tool for businesses of any size with a focus on Sales Force Automation. Salesnet relies on dashboards, pipelines, forecasts, and reports to ensure that each member of th...Read more about Salesnet CRM
Oracle CRM On Demand
Oracle CRM On Demand
Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solutio...Read more about Oracle CRM On Demand
Keap
Keap
Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more about Keap
Zendesk Suite
Zendesk Suite
Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features an...Read more about Zendesk Suite
SAP Customer Experience
SAP Customer Experience
SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage...Read more about SAP Customer Experience
Maximizer CRM
Maximizer CRM
Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CR...Read more about Maximizer CRM
Velocify
Velocify
Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, veloci...Read more about Velocify
Omniprise
Omniprise
Omniprise is an on-premise as well as cloud-based customer relationship management solution designed to provide companies a view of all customer interactions on a real-time basis. The solution is suitable for businesses of all siz...Read more about Omniprise
LeadMaster
LeadMaster
LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship man...Read more about LeadMaster
Oracle Cloud CX
Oracle Cloud CX
For companies looking to meet the high service expectations of their customers, Oracle Cloud CX ensures that each and every customer is valued and supported. The customer experience suite gives businesses the tools needed to deliv...Read more about Oracle Cloud CX
HubSpot CRM
HubSpot CRM
With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more about HubSpot CRM
IXACT Contact
IXACT Contact
IXACT Contact is a real estate CRM solution designed to support realtors and their specific needs. As a web-based system, IXACT Contact is accessible from any internet connection and also offers a wireless sync option. With the sy...Read more about IXACT Contact
PlanPlus Online
PlanPlus Online
PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one sol...Read more about PlanPlus Online
Diamond Relations CRM
Diamond Relations CRM
Diamond Relations is a cloud-based customer relationship management (CRM) solution that allows jewelry retailers to track sales and manage opportunities, while also nurturing relationships with the customers. The solution captures...Read more about Diamond Relations CRM
Mothernode CRM
Mothernode CRM
Mothernode CRM is a SaaS-based CRM solution designed to help small and midsized businesses manage customer relationships and create effective sales process. With Mothernode CRM, individuals and sales teams alike have a system that...Read more about Mothernode CRM
ContactWise CRM
ContactWise CRM
ContactWise CRM is a customer relationship management (CRM) solution designed to assist businesses across various industries such as government, healthcare, banking and education. Key features include information reporting, busine...Read more about ContactWise CRM
LogicBox
LogicBox
Logicbox is cloud-based business management software that is suitable for small to midsize companies in a variety of industries. It offers a suite of business management modules and functions that can be configured to incorpo...Read more about LogicBox
Five9
Five9
Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. Powered by Practical AI, Five9 enables agents to provide customer experiences across phone, emai...Read more about Five9
Popular Mobile CRM Software Comparisons
Buyers Guide
Last Updated: November 22, 2022What Is Mobile CRM Software?
Mobile customer relationship management (CRM) software is CRM technology that helps businesses manage customer data, contact information, and enables users access to important information about clients while they're away from their computers.
Mobile CRM software is specifically designed as a mobile app or a responsive web application that has all the functionality of CRM software but optimized for a mobile experience.
With mobile device usage continuing to grow, it’s no surprise many CRM users now access their system on these devices. For example, according to our research, nearly 48 percent of respondents access their CRM software on smartphones, while 45 percent use tablets.
To meet the needs of these on-the-go workers, many CRM vendors now offer mobile-compatible systems. In this guide, we’ll provide an overview of this mobile CRM technology. Here’s what we’ll cover:
What Is Mobile CRM Software?
Types of Mobile CRM Software
Popular Functionality of Native Mobile CRM Apps
Benefits of Mobile CRM Software
Types of Mobile CRM Software
Web-Based: These are browser-based applications, allowing users to access the CRM system via the mobile device’s Web browser. For this reason, Web apps don’t usually require any software installation, and can be accessed from most mobile devices.
Because the system is accessible from anywhere with an Internet connection, all users always have access to the latest versions of documents and important information. On the downside, Web apps generally only work when there is an existing Internet connection, and cannot make use of other features of the mobile device (the GPS or camera, for example).
Native Apps: Native mobile CRM apps are designed to run on a specific mobile device operating system (i.e., iOS or Android).
Because they aren’t dependent on a data connection, native apps can run offline, and usually run faster than Web apps. However, these apps may not be designed to work on all devices, and some limit functionality to a few core capabilities. (See our guides on iPad and Android CRM for more information about solutions optimized to run on specific operating systems.)
Generally, businesses should look for a mobile CRM system that is responsive, synchronizes well with the primary cloud-based CRM system in use and loads quickly. Whether accessed through a browser-based or native app, businesses should look for a system that offers the functionality staff need most often when away from their desks.
Popular Functionality of Native Mobile CRM Apps
Because the activities professionals perform in the field are often different from those done in the office, native mobile CRM apps may only offer the features most likely to be used in remote environments. This helps streamline the mobile experience for on-the-go users.
Here are some examples of common tools for native mobile CRM apps:
General
| Contact management | Provides end-to-end management of clients, contacts and prospects and offers comprehensive contact history tracking. |
| Activity logging | Offers ways to document and share activities with others, as well as ways to store them for future reference and retrieval. |
| Schedule and task management | Provides the means for coordinating and managing calendars, creating to-do lists and assigning tasks to team members. |
Sales
| Account locator | Enables users to find nearby leads, contacts and opportunities and optimizes routes using the mobile device’s GPS-enabled maps. |
| Pipeline push notifications | Sends notifications to sales representatives when the status of an opportunity in the pipeline changes. |
| Sales content management | Provides users with the ability to access and share frequently used sales content, such as product information, price lists, contract documents and sales presentations. |
| Sales orders | Automatically creates, processes and routes sales orders made in the field. |
Benefits of Mobile CRM Software
There are many benefits that come from having mobile access to a CRM system. These include:
- More accurate data. By allowing users to input data from anywhere at any time, lag time between actions and data input is reduced. Because users don’t need to retroactively enter information, mistakes are minimized, and entries are more timely and complete.
- Increased efficiency. Being able to switch between different devices in different situations enables mobile CRM users to have the right information on hand when they need it. It also allows them to make better use of time spent away from the desk.
- Greater adoption. Catering to mobile habits increases staff’s likelihood to use the CRM system. The best mobile CRMs adds an extra layer of convenience by offering information on the fly and allowing end users to get more done in the field.
- Improved customer experience. Customers increasingly expect real-time information and shorter response times. Mobile CRM helps reduce latency in responding to customers by providing users with immediate access to information from anywhere.