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iPad CRM
iPad CRM software is customer relationship management technology developed specifically for deployment on Apple tablets. Native CRM iPad apps often limit capabilities to a few core features—this is due in part to developers’ desire to streamline the interface for the mobile experience. However, this is also done because the kinds of activities sales, marketing and field services professionals perform in the field are often different from the work they do in the office.
Compare All iPad CRM
Pivotal CRM
Pivotal CRM
Pivotal CRM is a fully featured customer relationship management (CRM) platform suited to organizations of all sizes. Core modules include marketing automation, lead management, sales force automation, customer service and more....Read more
NetSuite CRM
NetSuite CRM
With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ...Read more
Marketo Engage
Marketo Engage
Founded in 2006, Marketo was developed for the B2B marketer and is the most rapidly-growing solution on the market. ...Read more
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
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
SAP Customer Experience
SAP Customer Experience
Whether you’re a mid-market company looking for an on-demand CRM application or a large enterprise that needs a robust, end-to-end client management solution, SAP can meet the unique technology needs of your company. ...Read more
Software pricing tips
Read our iPad CRM Software Buyers GuideSubscription models
- Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
- Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.
Perpetual license
- This involves paying an upfront sum for the license to own the software and use it indefinitely.
- This is the more traditional model and is most common with on-premise applications and with larger businesses.
Rated best value for money
Maximizer CRM
Maximizer CRM
Maximizer CRM is an integrated CRM solution that can be installed both on premise and in the cloud. It features sales management, marketing automation, customer service and support and business productivity tools....Read more
LeadMaster
LeadMaster
An industry contender since 1998, LeadMaster is an extremely comprehensive, fluid sales lead management software, offering an arsenal of web-based solutions for sales force automation, lead tracking, and more....Read more
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
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
IXACT Contact
IXACT Contact
Designed specifically for real estate professionals, IXACT Contact is a Web-based, easy-to-use sales and marketing automation tool that is accessible on the go, allowing realtors to create and maintain lasting relationships....Read more
PlanPlus Online
PlanPlus Online
Offering a complete online solution for business collaboration and customer relationship management, PlanPlus Online combines personal productivity with company productivity to increase communication and productivity....Read more
Popular iPad CRM Software Comparisons
Buyers Guide
Last Updated: March 11, 2022Here's what we'll cover:
What Is iPad CRM Software?
iPad CRM software is customer relationship management technology developed specifically for deployment on Apple tablets.
Enterprises are expected to significantly increase their adoption of tablets in the coming years, according to recent analyst reports predicting business buyers will represent 18 percent of overall tablet sales by 2017. With its sleek design and intuitive user interface (UI), it’s no surprise that Apple’s iPad is still paving the way for this trend; particularly among sales, marketing and field service professionals.
iPad CRM Deployment Models
CRM iPad apps can be delivered through several deployment models. Each comes with its own benefits and potential drawbacks. These deployment models include:
- Web-based CRMs. With this model, users would log into the system via an online portal accessed through the tablet’s Web browser. These Web-based solutions often utilize a mobile responsive design, so they are catered to the mobile experience. However, they are not made specifically to work in concert with iPad-specific functionality.
- Remote access CRMs. While increasingly uncommon, some companies that use client/server CRM systems hosted on their own servers will enable mobile access via a remote utility (e.g., Citrix). This is not ideal, but it allows companies using an on-premise solution to access their software on a mobile device.
- Native CRM app for iPad. These systems provide the most ideal experience for using CRM features on the go. The best CRM apps for iPads will cater their capabilities specifically to the iPad experience; meaning as little typing as possible, in favor of swiping, tapping and pinch movements. While these apps are designed to maximize efficiency on a tablet, they often limit capabilities to a few core features. The user would still need to use a desktop version to access the full range of features.
Popular Features in Native App
We mentioned that native CRM iPad apps often limit capabilities to a few core features—this is due in part to developers’ desire to streamline the interface for the mobile experience. However, this is also done because the kinds of activities sales, marketing and field services professionals perform in the field are often different from the work they do in the office.
Screenshot of SugarCRM iPad app
Sales representatives, for example, likely need more features for delivering presentations in client meetings. Similarly, field service professionals need more tools for completing work orders, accepting payments and planning their route while working out of the office. Here’s a summary of a few of the most-common features for native CRM ipad apps.
General
| Feature | Description | Products |
|---|---|---|
| Data synchronization | Ensures data entered in the field (notes, new opportunities, work orders etc.) synchronizes in real-time with your Web-based CRM system. This ensures that everyone on your team has a single view of every contact that is always up-to-date with the latest action. | Microsoft Dynamics CRM |
| Task management | These tools allow users to create and manage task lists on the go. Often, this feature is integrated with the device’s calendar, so important to-dos pop up as automated push notifications on the device. | Base CRM, Oracle On Demand |
| Capture signatures | Many iPad CRM applications allow users to accept signatures virtually. Customers can simply use their fingers to sign their name on the iPad. Important forms such as receipts and sales orders can then instantly be converted to PDF. | Routzy, FieldOne Mobile |
| Visit planning | Connects appointments on your calendar with account information in the CRM database. This way, when users are preparing for a meeting, they simply click from an at-a-glance view of their schedule to a contact profile. Or, some apps display contact history directly in the calendar. | CRM.pad, Salesforce Touch |
Sales and Marketing
| Feature | Description | Products |
|---|---|---|
| Account locator | This feature enables users to find leads, contacts and opportunities near their current location. They use the device’s GPS-enabled maps to pinpoint accounts in a 10 to 100 mile radius. This allows users to optimize their route based on where they are relative to each account. | ZOHO, Routzy, Base CRM |
| Coaching push notifications | This refers to push notifications that can be sent to sales representatives in the field based on a status change of a current opportunity in the pipeline. For example, if someone in the office just got off the phone with a potential client who sounded really interested, they could send a push notification to a rep that is near that account to go close the deal in person. | Base CRM |
| Sales orders | These features allow sales reps to easily create and send sales orders while in the field. Often, these tools can instantly email customers an order confirmation email. Also, users can attach photos to orders and scan SKUs and barcodes. | Sybase, Handshake Sales Rep Order |
| Virtual catalogue | Instead of carrying hard sales and marketing assets, many apps will provide tools for presenting these virtually. These presentations might allow the user to flip pages, just as they would a brochure. They could also be updated in real-time in cases where people in the office make changes while the marketing or sales rep is in the field. | Temovo, Fatstax |
Field Service
| Feature | Description | Products |
|---|---|---|
| Work orders | This feature enables users to easily record work orders regarding services delivered in the field. This includes recording materials used on the job, photo annotations and other documentation. This process is catered to the mobile experience by leveraging drop-down menus, autofill, audio and other tools meant to limit typing. | iNotes CRM, FieldOne Mobile |
| Job order push notifications | These features allow dispatchers in the office to push notifications to technicians in the field when there is a change to a job order, or a change to their route based on new, higher priority jobs. These notifications will pop-up as an alert, and can be delivered with optimized driving directions. | FieldOne Mobile |
| Invoicing & payment processing | These features allow field service agents to quickly create invoices for work delivered in the field. These invoices can immediately be emailed to the customer, as well as delivered to administrative staff in the office. Often, users can also use these features to directly process customer payments. | Intuit Field Service Management |