Top 17 iOS Mobile CRM Applications for iphone and ipad
SAP, Oracle, Salesforce, Microsoft Dynamics, Zoho, Base and Elements offers free native applications for use in iOS Mobile platforms for iphone and ipad. These are free aps and some of these requires separate licence as with Oracle. The list is in no particular order.
1.SAP : Aps include, SAP Customer Briefing mobile app, SAP CRM Sales mobile app, SAP CRM Service Manager mobile app, SAP Customer and Contacts mobile app, SAP Sales Manager mobile app.
2. Oracle : Aps include Oracle CRM On Demand Connected Mobile Sales, Oracle Sales Cloud Mobile, Oracle Mobile Field Service
3. Salesforce: Salesforce1
4. Microsoft Dynamics CRM, Resco Mobile CRM
5. Zoho CRM : Zoho CRM , Zoho CRM Leads app , Zoho CRM Card Scanner
6. Base CRM
7. Elements CRM
8. Sugar CRM
Top iOS Mobile CRM Applications for iphone and ipad
1.SAP Customer Briefing mobile app
SAP Customer Briefing mobile app for iPad, provides the facts and figures to prepare for a successful customer meeting anywhere and anytime. This app connects to the SAP Customer Relationship Management application and provides sales executives with a detailed view of the customer’s business, its key people, and any current news items. Key features of SAP Customer Briefing for iPad include read up on the latest news and biographies of the people who are key to your success, latest news about the customer and the customer’s business from external sources, view an analysis of the business history you share with your customer, display issues that affect customer satisfaction and see open opportunities, opportunities won, and opportunities lost.SAP Customer Briefing mobile app
2.SAP CRM Sales mobile app
SAP CRM Sales mobile app for iPhone and iPad, provides the tools needed to increase revenue, accelerate buying decisions, and maximize productivity. The app accesses the SAP Customer Relationship Management (SAP CRM) application and allows sales professionals to securely execute lead-to-quote-to-order processes from their iPhone or iPad. Key features of SAP CRM Sales for iPhone and iPad includes access SAP CRM accounts, contacts, leads, opportunities, quotes, orders, and calendar in real time, plan calls using tools, like account factsheets, surveys, marketing attributes, and sales assets, find nearby leads, contacts, and customers through seamless GPS integration and perform analytics to gain business insights . To use the SAP CRM Sales mobile app with your business data, you must be a user of the SAP Customer Relationship Management (SAP CRM) application, with mobile services enabled by your IT department.SAP CRM Sales mobile app
3.SAP CRM Service Manager mobile app
SAP CRM Service Manager mobile app for iPhone and iPad, maximize efficiency and effectiveness of field technicians by providing them real-time access to relevant information and tools. The app connects to the SAP Customer Relationship Management (SAP CRM) application and enables status updates, last-minute changes, and accurate data capturing to help achieve higher first-time fix rates. Key features of SAP CRM Service Manager for iPhone and iPad includes manage service orders, and create confirmations in real time, record statuses, materials, problems, actions, expenses, and customer signatures, view equipment, or install base listings and serial numbers, view entitlements and contract or service history, and create or edit non-order install bases for service confirmation, and generate account fact sheets.
To use SAP CRM Service Manager with business data, you must be a user of the SAP CRM application, with mobile services enabled by your IT department.SAP CRM Service Manager mobile app
4.SAP Customer and Contacts mobile app
SAP Customer and Contacts mobile app for iPhone, provides quick search for customers and call or e-mail their contacts directly anywhere and anytime. This app connects to the SAP ERP application and enables you to display the location of each customer and contact on a map as well as view the sales orders of each customer and contact parties involved in a particular sales order. Key features of SAP Customer and Contacts for iPhone includes search and view customers in your ERP system, view each customer's location on a map, call, text, or e-mail contacts of a customer, view sales order history and contact parties involved in a particular sales order. To use SAP Customer and Contacts with your business data, you must be a user of the SAP ERP application, with mobile services enabled by your IT department.SAP Customer and Contacts mobile app
5. SAP Sales Manager mobile app
SAP Sales Manager is the new release of the SAP CRM Sales mobile app. New features includes process support, including quote and order management, with several improvements to previous sales account, contact, lead, opportunity, and activity management processes. The aps also support of the most critical SAP CRM sales tools from a mobile device, including account factsheets, attachments, discounts, follow-ups, marketing attributes, recommended products, and surveys, along with the improved SAP CRM calendar and search function. There is also Map integration to support features like “Near Me”.SAP Sales Manager mobile app
6. Oracle CRM On Demand Connected Mobile Sales
Oracle CRM On Demand Connected Mobile Sales allows real-time and secure access to key CRM data from Oracle CRM On Demand to access most critical sales information, such as your accounts, contacts, appointments, tasks, opportunities, leads, and notes directly from iPhone.
This application requires separate licensing of Oracle CRM On Demand Mobile Sales Data Access to access CRM data from Oracle CRM On Demand.Oracle CRM On Demand Connected Mobile Sales
7. Oracle Sales Cloud Mobile
Oracle Sales Cloud Mobile provides real-time and secure access to key CRM data from Oracle Sales Cloud to access most critical sales information, such as accounts, contacts, calendar, tasks, opportunities, leads, notes, and interactions right on the iPhone or iPad. Also lets to synchronize Contacts & Events from Oracle Sales Cloud directly to iPhone or iPad’s Contact & Calendar respectively.
Note: The application requires separately licensing Oracle Sales Cloud Smartphone Edition to access CRM data from Oracle Sales Cloud. AroundMe feature requires licensing GeoLocation data separately and configuring it in Oracle Sales Cloud.Oracle Sales Cloud Mobile
8. Oracle Mobile Field Service
Oracle Mobile Field Service for Mobile Devices allows field service technicians to remotely access customer, product, service request and task related information. Technicians can continue to update their tasks, capture materials, time, expense details, access inventory levels, return, transfer and request parts regardless of the internet connectivity and synchronize when they are online.Oracle Mobile Field Service
Salesforce1 is a brand new way to experience Salesforce from any device and brings all your Chatter, CRM, custom apps, and business processes together in a unified, modern experience for any Salesforce user. With the power of the Salesforce1 Platform, you can now customize and build any app and instantly deploy that functionality through the Salesforce1 app.Salesforce1
10. Microsoft Dynamics CRM
Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination.Microsoft Dynamics CRM is the essential business tool to help you stay connected and productive wherever you are. Features include access your activities, accounts, contacts, and leads from an easy-to-use dashboard, quickly enter customer data with only a few taps, track progress for key performance indicators visually with charts and access your personalized views of lists and grids so that you see the data most important to you.Microsoft Dynamics CRM delivers sales productivity with social insights and analytics included.Microsoft Dynamics CRM
11. Resco Mobile CRM
Resco Mobile CRM app is a client for Microsoft Dynamics CRM that allows to access your data on the go. The app works in online, as well as offline mode, and allow to view/create/delete/modify data . Features include creation of new orders or quotes, access information about accounts and contacts, schedule appointments, track phone calls and e-mails, and much more.Resco Mobile CRM
12. Zoho CRM
Zoho CRM for iPhone offers mobile access to your customer information available on the web. App Features include access to Contacts, Accounts, Potentials, Leads, Tasks, Events, Call Logs, Vendors and Products in CRM, view, Create, Edit and Delete records in all supported modules, offline access to customer information when outside network coverage area , adding/Modifying customer information offline will be auto-synced to the Web once network connection is available.Zoho CRM
13. Zoho CRM Leads app
The Leads app captures attendees’ information directly into Zoho CRM. It’s simple – just scan the QR code in the attendee’s badge, or take a picture of their business card. Keep your team in sync and increase the chances of converting leads to potentials by assigning lead owners, adding tasks and notes, right from the app. Automatically links leads to campaigns to identify campaigns that generate quality leads.Zoho CRM Leads app
14. Zoho CRM Card Scanner
Zoho CRM Card Scanner is a business card scanning application from Zoho that extracts information from business cards and lets you save the extracted information to Zoho CRM as a Contact or a Lead.
The app can extract data from business cards in multiple languages. This includes English, English (UK), French, German and Spanish.Zoho CRM Card Scanner
15.Base CRM Mobile
Base CRM brings the full CRM experience to your phone or tablet. The native apps are designed for maximum function and easy navigation on your device’s screen and sync all of your data instantly. Android users have access to the call overlay feature. Call overlay matches incoming callers to your Base contacts so you know who is calling, what opportunity they are related to and which stage the deal is in before you even answer the call.Base Mobile CRM
16.Elements CRM Mobile
Elements CRM is in the cloud and the data is always up-to-date across your mobile devices where no syncing required. Elements CRM Mobile will improve sales, increase productivity, boost win rates and grow revenue, all while you are on the go.Elements Mobile CRM
17.Sugar CRM Mobile
Sugar CRM Mobile helps to keep in touch with the customers from any location. Features include view upcoming events in your personal daily activity screen, stay productive with fast access to important Sugar information, use the quick create menu to streamline common tasks, access contact information all from one location and make calls and view your log activity within the app.Sugar Mobile CRM
You may also live to read, What is Customer Relationship Management Software ?, Top CRM Software, All in one CRM Software and Social CRM Software, , Top Free and Open Source Customer Relationship Management (CRM) Software, Best Small Business CRM Software, Top Mobile CRM Software .
What is Help Desk Software ?, Top Free, Open Source, Top Helpdesk Software, What is Chatbot Platform ? , Top Chatbot Platform .
What is Configure Price Quote (CPQ) Software ?, Top Configure Price Quote Software, Top Opportunity Management CRM Software, and Top iOS Mobile CRM Applications for iphone and ipad.
Thanks for including Base in this list! One tool that we’ve found helpful for evaluating iOS satisfaction is Otter: http://otter.mutualmobile.com/488534576,404249815,678800460,444908810