The world is becoming increasingly mobile, and businesses and organizations that intend to keep up with the competition need to acknowledge this. Mobility and connectivity are also having revolutionary effects on the evolution of customer relationship management. So, it should come as no surprise that CRM software is taking these changes into account and going mobile itself.
Top Mobile CRM Apps
Choosing a CRM solution provider or mobile app can be challenging, so we’ve put together a concise list of the seven best apps. Take a look:
Salesforce CRM is a feature-packed, cloud-based program. One thing that sets its accompanying mobile app apart from the competition is the fact that it has nearly every—if not every—feature that its desktop counterpart boasts. Salesforce has always been ahead of the curve when it comes to delivering CRM capability—it was one of the first full-featured CRM options to transition fully to a Software as a Service (SaaS) model. It’s also one of the first to offer full capability in app form, allowing customers to manage their contacts, accounts, leads, opportunities, and more—all from their mobile device. It’s simple to customize, streamlining your access to common actions, and Salesforce provides a suite of accompanying apps to further tailor your Salesforce experience.
2. Microsoft Dynamics CRM
If your organization uses Windows phones or tablets exclusively, Microsoft’s mobile CRM platform is almost a no-brainer. While the app is available for other smartphone platforms, it’s not typically as smooth a solution on Android and iOS. But on its native Windows, it’s tough to find a competitor that offers a more fully integrated experience. The smartphone version is a bit pared down compared to the tablet interface, but it’s improving all the time.
This lower priced app—a mere $15 per user per month for its most popular plan—is a straightforward way to connect your social media, email, and contact accounts. The full version of the Nimble CRM program can also help to create detailed contact profiles by utilizing your contacts’ social media presences. The mobile version is, at the moment, fairly stripped down, only allowing you to view and edit contacts and tasks, but if your CRM needs are simple and social-media based, it may be exactly what you’re looking for.
SugarCRM offers three mobile options: an iOS app, an Android app, and a mobile browser view. What we love most about SugarCRM is its modularity. Just like its desktop sibling, the app version can be fully customized to include (or exclude) whatever makes the most sense for you and your team members. It’s worth noting that the “community” (free online) version of SugarCRM is not compatible with the mobile apps, so you’ll need to get a paid account to put it to work for you.
If your mobile CRM needs are geared toward contacts and tasks, Insightly is a great, low-cost option. Projects, opportunities, report generation, calendars, and pipeline stages all lack some of the features available in the desktop version—if you’re looking for a more full-featured, on-the-go CRM solution, this might not be it. However, if you and your employees are generally using the desktop version and simply need some lightweight, mobile update functionality, the $7 per user per month Insightly app may make a great deal of sense.
Clevertim is one of our absolute favorite mobile choices for the simple reason that it was designed from the get-go as a full-featured, web-based solution, and that’s translated beautifully into its mobile app. One caveat: it’s not available on iOS as of this writing. Plans are very scalable, ranging from a free, small storage option to a 40+ users per month plan that accommodates 30,000 contacts. Customized plans for even bigger organizations are also available.
Bitrix24 is a great small business solution, free for up to 12 users (with nearly as many features as its premium version). It also has a number of features that many other CRM apps just don’t offer, like video/web chat, document sharing, and project management functionality. There are a few features that have yet to be integrated into the mobile app, but given its popularity, we expect to see them sooner rather than later.
Choosing the Right Mobile CRM Solution
We always recommend test driving a mobile solution whenever possible, with multiple users of varying ability. Many of these apps have a month-to-month payment plan or a free trial, which will give you the chance to see how their system works with your team’s CRM goals. If you’re looking for a desktop CRM solution as well, check out our detailed CRM Comparison Chart for essential purchasing information.