Top 13 Mobile CRM Software
With the increased competition in the business market, companies are finding it necessary to find ways to stay ahead of the competition by all means. The world has opened up in a big way, and customers are becoming more exposed to competitors’ information, therefore, requiring the business firms to keep their customers well engaged. The customers need to be updated on the current happenings and new products in the company.
Organisations having a sales force are also finding it necessary to find a way of enabling their salespeople to reach their clients from anywhere without necessarily being in the office. The new trends in the business market necessitate for a platform that can allow the users, whether it's the customers or the organization to be able to work or request for information from anywhere. Mobile CRM, therefore, becomes an essential tool for any organization.
Customer relationship management (CRM) manages interactions with current and future customers by organizing, automating and synchronizing sales, marketing, customer service, and technical support functions of an enterprise. Mobile Customer relationship management software offers free apps in iOS, Android, Windows mobile platforms which covers the sales, marketing, customer service, and technical support access and management of business functions in a mobile device.
What are the Top Mobile CRM Software: Streak, Pipedrive, PipelineDeals, Capsule CRM, Sugar CRM, Salesforce, Resco Mobile CRM, Microsoft Dynamics CRM, SAP Digital CRM, Base, Swyft Mobile are some of the Top Mobile CRM Software.
What are Mobile CRM Software?
Mobile CRM Software enables those working in the field or remote employees to use mobile devices such as smartphones, tablets, and other internet-enabled devices to access and manage their business functions such as sales, marketing and customer service. Mobile CRM Software help sales and service people on the go boost their productivity and keep their stakeholders in the loop in the progress on the tasks assigned to them.
Mobile Customer Relationship Management is a software that provides Salesforce, marketing and customer service teams in an organization, with access and management to the critical information wherever they are in real-time. It helps the users to segment their client's contacts, manage customer interactions and send emails among other functions.
- Contact Management: Contact Management feature allows the user to have a full view of their contacts and be able to manage them. The software provides the user access to customers’ social profiles, identify customer touch points like a website, product, interactions, appointments, and more from a central screen.
- Lead Management: It allows the user to identify and manage the hot leads that will likely lead to sales using lead scores. It also helps the organization in grouping their sales taskforce into various territories and brings about automated updating of the client's data when their contacts are added to the CRM.
- Event Tracking : Mobile CRM software provides the organization with data about a client that helps them to segment the client's activities and be able to track the best time to close a deal. The software helps to rate the clients according to their behavioral patterns thus helps the users find the leads that are most likely to close.
- Deal management: Mobile CRM software enables the user to locate and manage deals in the pipeline from a central point. It allows the organization to filter the deals in the pipeline and identify which to act on immediately and which ones to push forward.
- Sales Reports: Mobile CRM software enables the users to have control of the reports they require like the leads reports, sales reports and sales representatives. It also provides a reporting dashboard that enables the user to access all the reports from one centralized screen.
- Gmail & Outlook integration : Mobile CRM helps the user to integrate their emails, therefore, allowing them to get notifications on a real-time basis. It also allows the organization to personalize their templates which helps prevent typing the same message to different clients.
Top Mobile CRM Software
Streak
Streak is a spreadsheet style CRM provider that makes data management and everyday processing functions easier. Streak is supported by both Google chrome and safari. It has a user friendly simple collaboration feature that permits the sharing of data within seconds. Users link their google IDs through open id without having to share any personal information with streak. It also provides a multipurpose feature that allows for management of different functions within Gmail so that you can multitask. Streak works with Google apps and provides a secure connection to you various accounts. It is easy to install as no IT…
•Sales
•Product Dev
•Deal Flow
•Reach out to people at scale
•Track applicants where you actually talk to them
•Manage pipelines and team activity from one place
Pipedrive
Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps. Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities…
• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms
• Sales Data Analyzer
• Simple & Effective Sales Reports
• SAML SSO (Single Sign-On)
• Silver - $15-$18* / month per user
• Gold - $29-$34.50* / month per user
• Platinum - $75-$89.50* / month per user
*billed monthly
• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms
• Identify Opportunities for Improvement
• Track & Test Sales Process
• Enter, Update & Find All Data in One View
PipelineDeals
PipelineDeals makes organizing your company’s customer relations in one place. By giving the right information at the right time, the user will be able to track and identify which leads to pursue to make sure it becomes beneficial for the company. Sending emails with PipelineDeals makes it possible to track whether your leads where able to view, click on a link and if they did download the attachment. Sending campaigns through emails is also offered by PipelineDeals and be able to send by groups and make personalizing your messages easily. Tracking sales with PipelineDeals makes all the important information in…
•Sales pipeline management
•Sales acceleration
•Deal tracking
•Lead management
•Standard Starts at $ 72 /month for up to 3 users additional users are $24 /user/month
•Accelerator Starts at $ 144 /month for up to 3 users Additional users are $48 /user/month
•Sales pipeline management
•Sales acceleration
•Deal tracking
•Contact management
•Activity tracking
•Mobile CRM
Capsule CRM
Capsule CRM is a simple CRM system aiming to keep your business organized, improve your customer relationship, and to make the most of sales opportunities, all the while minimising user input. The contact page gives you a complete overview of a contact so that you can keep track of the people, companies and other organizations that you do business with and with the option to share contacts with co-workers ensuring a single up-to-date view of the contact. Use Capsule to track bids, deals, proposals and other opportunities. You also have the option to generate reports and extracts from the pipeline…
•Track all history
•Attach documents
•Manage tasks
•Share with co-workers
•Free
•Professional- $12 MONTH/USER
•Track all history
•Attach documents
•Manage tasks
•Add notes and store emails by sending them from any email client into Capsule.
•Add and complete tasks that need to be done for each contact.
•Record the information you need about each contact.
Sugar CRM
Sugar CRM helps in improving customer relationships. It is a Saas(software as a service) product. Sugar provides both mobile and social crm to its consumers. Sugar provides crm software in four editions: Sugar Enterprise, Sugar Professional, Sugar Ultimate and Sugar Corporate. Each of these services is provided by the same code tree. The products run on LAMP stacks and on PHP-capable platforms like windows or solaris. Sugar is used to automate and customize customer service and marketing processes. Sugar has revolutionized the typical CRM solutions, which users find too bothersome, by making the user interface more friendly and personalized to…
•Cloud or on-premise deployment
•Revenue Line Item Level Opportunity Tracking Forecasting
•Product Level Quotes
•Advanced Workflow
•Role-based Views
• Customization and Configuration
• Teams, Roles and Security
• Case Management and Bug Tracking
•Sugar Professional $40 user/month billed annually *
•Sugar Enterprise $65 user/month billed annually **
•Sugar Ultimate $150 user/month billed annually
•Sales automation and forecasting
•Marketing lead management
•Support automation
• Self-Service Portal
• Knowledge Base
• Lead Management
Salesforce
Salesforce Cloud solution allows you to manage contacts and track opportunities from any desktop or device. Salesforce helps to understand customers better through their personal preferences, solve any problem faster with access to past customer interactions, and even identify new sales opportunities by analyzing your best customers’ purchase histories. The certified experts, consultants, and innovative tools of Cloud Services help with prescriptive advice, best practices, and expertise at every stage of Salesforce journey. With Salesforce, information is in one place so it’s easier to prioritize and make quick decisions based on the most up-to-date information.Track all your customer information and…
•Sales force automation and CRM
•Configure, price, quote (CPQ) and billing automation
•B2B prospecting and data cleansing
•CRM for banking, insurance, wealth management, and more
•CRM for managing patient relationships
•Fully customizable support and help desk
•SalesforceIQ CRM Starter Starting at $25USD/user/month* (billed annually)
•Lightning Professional $ 75 USD/user/month* (billed annually)
•Lightning Enterprise $ 150 USD/user/month* (billed annually)
•Lightning Unlimited $ 300 USD/user/month* (billed annually)
•CRM for managing patient relationships
•Fully customizable support and help desk
•All-in-one customer support for small business
•All-in-one customer support for small business
•Business analytics on any data, any device
•Apps that drive sales insight and customer delight
Resco Mobile CRM
Resco Mobile CRM : Resco Mobile CRM is a Microsoft Dynamics CRM mobile client solution that offers advanced customization capabilities. The application supports features such as custom entities, interactive maps, GPS tracking, photo capturing, dashboards, and many more. Supported mobile platforms: iOS (iPhone, iPad) — Android — Windows. Resco Mobile CRM is a complete mobile solution for Microsoft Dynamics CRM. It gives users around-the-clock access to their Dynamics CRM. They can: • access information about accounts and contacts • process their leads faster • keep track of their activities, schedule appointments • track phone calls and e-mails • create new…
•Mobile Sales
•Field Service
•Consumer Apps
•Route Planning
Contact for Pricing
•Mobile Sales
•Field Service
•Consumer Apps
Microsoft Dynamics CRM
Microsoft Dynamics CRM provide solutions for businesses to achieve more and deliver amazing experiences to their customers across marketing, sales and service in a way that makes collaboration between roles natural and easy. There is also new sales collaboration panel that helps break down the silos between sales and marketing to deliver personalized customer experiences. The capabilities for marketing, include interactive marketing calendar, integrated Lync webinars, graphical marketing workflow and email editing, as well as A/B testing and integrated offers. Languages and geographies are updated with the addition if Japanese and Russian. For sales, the capabilities include, introduction of product…
•Sales
•Customer Service
•Field Service
•Marketing
Contact for Pricing
•Sales
•Customer Service
•Field Service
•Empower sellers with insights to personalize relationships, predict customer needs, and increase sales
•Exceed customer expectations across self and assisted support with empowered agents that deliver personalized experiences.
•Increase demand by automating tasks from multi-channel campaigns to events with an application built on the same platform as Dynamics 365 for Sale
SAP Digital CRM
SAP is a simple and effective solution that allows users to track all their customer interactions in one place to give their team the insights they need to form powerful, personal connections that drive customer engagementIt allows them to increase communication within their team by using built-in collaboration tools, so they can shorten sales cycles and engage customers more responsively and effectively. Businesses can get started quickly and simply with in-product tutorials that walk them through every step, from importing contacts to creating powerful dashboards and reports. Every time a user’s team members log on, they start the day with…
•Account and contact management
•Lead and opportunity management
•Activity management
•Products and pricing
•Planning and forecasting
•E-mail ticket management
•E-mail campaign automation and lead scoring
•Powerful analytics and dashboards
•EUR 21.00 per user / month
•Account and contact management
•Lead and opportunity management
•Activity management
•Keep your team plugged in to the information they need to close more deals
•Find your next customers and keep the current ones coming back for more
•Drive customer satisfaction by responding quickly, and with a personal touch
Base
Base is the next-generation CRM software for leading sales teams to enhance users’ sales team’s processes, productivity and pipeline visibility. Base offers features such as Customized Sales Pipeline, Basic Sales Tracking and Reporting, Full-Featured Mobile CRM, Full Funnel Forecasting, Team Performance Analytics, Task Automation, Team Document Storage, Predictive Sales Intelligence. Base also offers Lead & Deal Scoring, Products & Price Book, Multiple Sales Pipelines, Role-Based Permissions, Call Logging and Recording, Click to Dial (Additional Rates Apply), Email Integration for Outlook & Gmail, Personalized Bulk Email, Unlimited Email Templates, Fully Customizable Merge Tags, Activity Reports for Reps & Teams, Email Sentiment…
• Enhance your sales team’s processes, productivity and pipeline visibility.
•Communicate seamlessly via intelligent tools for emailing, calling
• Connect Base to the tools you love using our robust integrations and APIs
• Starter - $45 Per Seat/Month, Billed Annually.
• Professional - $95 Per Seat/Month, Billed Annually.
• Enterprise - $145 Per Seat/Month, Billed Annually.
• Basic – Free
• Standard – $25 Per Seat/Month, Billed Annually.
• Advanced - $45 Per Seat/Month, Billed Annually.
• Enhance your sales team’s processes, productivity and pipeline visibility.
•Communicate seamlessly via intelligent tools for emailing, calling
• Connect Base to the tools you love using our robust integrations and APIs
•Prioritize Leads and Opportunities
•Turn Customers into Advocates
•Enable a Mobile Sales Team
Swyft Mobile
Swyft Technology provides small and mid-market organizations with a robust suite of inexpensive, cloud-based software solutions. The event-driven business rule engine synchronizes applications among mobile devices, web sites, retail stores and call centers. Initially focused on the financial services industry, today swyft’s solutions are optimizing the sales and service processes in a number of additional segments including communications, cable, media and technology as well as a number of services industries. Swyft clients benefit from increased sales and revenues that come from the automated efficiencies and increased user productivity provided by the Swyft CRM solution. Swyft’s Partners include: Oracle Sales Cloud,…
•Automates all steps of the selling process
•Eliminates duplicate data collection
•No more forms, spreadsheets and scribbled notes
•No more data entry of customer information and estimates when received at the office
•Easily connects to any customer data management system you have in place
•Optional Reporting Platform provides real-time tracking and on-line reporting of any information and activity
•Gather, track and report on any activity from the field, including location
•Swyft Mobile Lite $9 /MO.
•Swyft Mobile $25 /MO.
•Swyft Mobile Management Portal $75 /MO.
•Automates all steps of the selling process
•Eliminates duplicate data collection
•No more forms, spreadsheets and scribbled notes
Swyft Mobile What are Mobile CRM Software? Mobile CRM Software enables those working in the field or remote employees to use mobile devices such as smartphones, tablets, and other internet-enabled devices to access and manage their business functions such as sales, marketing and customer service. Mobile CRM Software help sales and service people on the go boost their productivity and keep their stakeholders in the loop in the progress on the tasks assigned to them. What are the Top Mobile CRM Software? Streak, Pipedrive, PipelineDeals, Capsule CRM, Sugar CRM, Salesforce, Resco Mobile CRM, Microsoft Dynamics CRM, SAP Digital CRM, Base, Swyft Mobile are some of the Top Mobile CRM Software.
ADDITIONAL INFORMATION
Great apps!
If you have none of these softwares or several of them, I recommend you to have a look at Nomalys.
The app can be connected to one or several data sources of any kind (ex: Salesforce, Microsoft, SAP, home-made, etc.)