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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.
Compare All Mobile CRM Software
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
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
Software pricing tips
Read our Mobile 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
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
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
Mothernode CRM
Mothernode CRM
For any SMB looking to organize and streamline their sales process or for those facing enterprise sales management challenges, Mothernode CRM offers a cost-effective, powerful SaaS CRM and SFA solution....Read more
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
Popular Mobile CRM Software Comparisons
Buyers Guide
Last Updated: March 11, 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.