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Mobile CRM Explained: 8 Best Software to Master Customer Relationships on the Go in 2024

Are you facing challenges collaborating with your team members while on the move? Does the lack of real-time sales data leave you feeling stranded when it’s time to make crucial decisions?

If these struggles sound all too familiar, it’s time to break free from the limitations of your existing CRM platform and embrace a transformative solution – a mobile CRM solution.

Forget about losing essential customer information in email threads. Such remote accessibility will keep your sales and customer service teams armed with the latest client interactions so they can perform their best even when they are out of the office.

In this comprehensive guide, we provide a detailed comparison of the top 8 mobile CRM software options and help you navigate the intricacies of choosing the best tool for your business.

A Glimpse of the 8 Best Mobile CRM Software

Product Name Best For Pricing (Starts From) Website URL
BIGContacts Contact Management

Email Tracking

Sales Pipeline Management

$5/user/month Visit
HubSpot Pipeline Management

Contact Management

Sales Automation

$18/month Visit
LeadSquared Lead Management

Marketing Automation

Field Force Management

$25/user/month Visit
Insightly Sales Pipeline Management

Lead Management

Workflow Automation

$29/user/month Visit
Spiro Pipeline Management

Customer Database Management

AI Automation

N.A. Visit
Mothernode Sales Management

Customer Management

Marketing Automation

$299/month Visit
Logicbox Contact Management

Pipeline Management

Vendor Management

$55/user/month Visit
Prophet CRM Contact Management

Sales Automation

Pipeline Management

$55/user/month Visit

What Is Mobile CRM?

Mobile CRM dashboard

Mobile CRM is a technology that lets you handle customer relationships using mobile devices. It enables remote access to customer data, communication, and sales information, allowing you to stay connected with your customers anytime and anywhere.

A mobile CRM system lets you:

  • Access customer information anytime, anywhere
  • Communicate with customers through calls, messages, and emails
  • Track sales lead and manage tasks on the go
  • Schedule appointments and receive reminders
  • Update and sync data in real-time for better collaboration.

In simple terms, it packs all the features and benefits of using a CRM software solution. But this time, you don’t need to be in front of your workspace desktop to use them.

For a quick recap of CRM software, you may check this video –

Who Should Look for a Mobile CRM?

Mobile CRM users

In a time when employees are no longer tied to their office desks, mobile CRM comes as a great help. Here are four examples of people who can benefit from such a software solution-

  • Entrepreneurs: Mobile CRM can help business owners oversee and manage all aspects of their business, from sales and marketing to service and finance.
  • Sales Professionals: With a mobile CRM system in place, sales executives can access customer information on the go, update records in real-time, and manage the sales pipeline effectively.
  • Marketing Teams: Mobile CRM tools empower marketing teams to access customer insights, campaign data, and analytics anywhere, facilitating data-driven decisions on the fly.
  • Remote Workers: Having CRM on mobile enables remote employees to collaborate with team members and be more productive.

8 Best Mobile CRM Software in 2024

Here is a detailed comparison of the 8 best mobile CRM software that will help your team stay productive and efficient.

#1 BIGContacts

Best Mobile CRM Option - BIGContacts CRM

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Best For: Contact Management, Email Tracking, and Sales Pipeline Management.

BIGContacts is a mobile CRM system that gives you instant access to your business data and activities from any device, anytime. You can manage your contacts, calendar, tasks, and opportunities on the go and automate tasks and reminders for timely follow-up.

The software also lets you build a custom sales pipeline and send personalized email campaigns based on the prospect’s stage in the cycle. You can create automated workflows to nurture more opportunities and customers.

Key Features:

  • Contact data management, tasks, and calendars from any device.
  • Send drip emails to nurture more opportunities with personalized messages.
  • Automate tasks and reminders to stay on top of your prospects and customers’ needs.
  • Generate custom and standard reports to measure your sales performance.
  • Get instant alerts for important events such as new leads, email opens, or task completion to take timely action.

Integrations:

  • Gmail, Outlook, Mailchimp, Zapier, QuickBooks, WordPress, and more.

Pricing:

  • Forever free for up to 100 contacts. Paid plans start at $9.99/month/1,000 contacts with a 15-day free trial.
PROS ❌ CONS
  • Simple and intuitive mobile CRM platform that does not require any app download or updates
  • Limited reporting and analytics features
  • Affordable pricing plans for small businesses with unlimited contacts and storage
  • Occasional issues with email delivery and the tool’s loading performance

What makes BIGContacts the best for Contact Management, Email Tracking, and Sales Pipeline Management?

You can easily capture leads from web forms, import spreadsheets, or enter data manually. BIGContacts also allows you to track all emails and files related to each contact and view detailed activity timelines. You can create custom sales pipelines that match your sales process and automatically send personalized emails based on where your prospects are in the cycle.

Reasons to Buy BIGContacts:

  • Get support from a dedicated team of CRM experts to help you set up and optimize your system.
  • Make better business decisions with real-time visibility into customer engagement and team performance.

Reviews & Ratings:

  • G2: 4.5/5

Mark F. – “bigcontacts – it’s not bad”

  • Capterra: 4.3/5

Dona g. – “Ease of Use”

#2 HubSpot

HubSpot - A Mobile CRM

Best For: Pipeline Management, Contact Management, and Sales Automation.

HubSpot is a free CRM software that offers a mobile app to access your data on the go. Whether you need to create tasks, reminders, deals, or notes, you can do it all from your phone.

You can also track your leads’ activity, schedule meetings, and chat with prospects in real-time. The mobile application also helps you automate your sales process and collaborate with your team effortlessly.

Key Features:

  • Leverage a free online form builder that fills your CRM with leads from your website.
  • Receive real-time alerts when prospects open your emails or browse through your website pages.
  • Engage with your prospects in the way they prefer, whether through live chat or email.
  • Collaborate and keep everyone on the same page by assigning tasks to specific teammates.
  • Monitor and analyze how your sales team is performing and where you can improve.

Integrations:

  • Gmail, Outlook, Slack, Zoom, Shopify, Stripe, and more.

Pricing:

  • Free plan available. Paid plans start from $18/month (billed annually).
PROS ❌ CONS
  • Provides enterprise-level features for marketing, service, content, and operations
  • May experience occasional bugs or glitches
  • Easy to use and customize
  • Some advanced features require paid plans

What makes HubSpot the best for Pipeline Management, Contact Management, and Sales Automation?

HubSpot enables you to manage your entire sales cycle from your phone. You can view and update your contacts and deals in a visual pipeline, see their activity history, and follow up with them at the right time. You can also automate your outreach with email templates, a meeting scheduler, and live chat.

Reasons to Buy HubSpot:

  • You can connect with prospects and customers in real-time, send personalized emails, and track sales using a visual dashboard.
  • You can track your sales performance with real-time forecasts, trends, and reports, helping you make better decisions.

Reviews & Ratings:

  • G2: 4.4/5

Allison K. – “HubSpot Supports Smart & Streamlined Sales”

  • Capterra: 4.5/5

Rongen R. – “Hubspot CRM is best if you want to scale up your business”

#3 LeadSquared

leadsquared-mobile-crm

Best For: Lead Management, Marketing Automation, Field force management.

LeadSquared is one of the best CRMs available in the market for sales and marketing automation. It’s an end-to-end solution that allows you to capture, distribute, and manage leads.

You can track the entire workflow on the platform, re-engage leads, nurture them, and watch them follow through to conversions. The mobile application and sales performance features make it a good fit for teams with on-field teams.

Key Features:

  • Automated lead management features that cover lead capture, distribution, management, and notifications for reminders.
  • Sales territory management with geo-fencing and geo-mapping.
  • Sales performance management to track target vs. achievements for all sales reps.
  • Sales agents can upload documents on the go and onboard customers with ease using the mobile CRM.
  • Advanced, real-time reports that help you monitor sales analytics and forecast plans for the upcoming quarter.

Integrations:

  • LeadSquared offers integrations with over 100 tools including Facebook, Google AdWords, Instagram, Gmail, Outlook, WhatsApp, and other popular payment gateways, chat, and IVR tools.

Pricing:

  • LeadSquared’s Lite plan, that covers the most essential features, starts at $25 per user/month. Businesses can also avail a trial plan upon request.
PROS ❌ CONS
  • Extremely easy-to-use and customize across industries.
  • The tool may face some lag, especially when the internet connection is weak.
  • Cloud platform that integrates with your existing tech-stack. It also has a short implementation time.
  • Users may have to upgrade their plans to use advanced reporting and automation features.

What makes LeadSquared the best for lead management, marketing automation, and field force management?

It’s a one-stop solution that allows collaboration between sales, marketing, operations, and on-field teams. The automation ensures leads progress through the pipeline. It also covers trigger-based nurturing and doesn’t require any technical know-how to set up even the most complex workflows.

Reasons to Buy LeadSquared:

  • The platform is extremely intuitive, and it hits the ground running right after implementation. LeadSquared also offers training sessions for all the users. Customer support is available over call, web application, and email along with a knowledge hub that users can refer to.

Reviews and Ratings:

  • G2: 4.6/5

Biswayan B. : “The greatest tool for sales reps and marketers”

  • Capterra: 4.3/5

Rahul V. : “Very useful software for field sales”

#4 Insightly

Insightly CRM for Mobile Device

Best For: Sales Pipeline Management, Lead Management, and Workflow Automation.

Insightly offers a powerful and affordable CRM solution that helps scale your business and deliver great customer experiences. You can access all your customer data, track and manage your sales opportunities, and automate your workflows from anywhere, anytime.

With Insightly’s mobile CRM app, you can also leverage the features of Insightly’s web platform. Plus, you can integrate with popular apps like QuickBooks, Slack, DocuSign, and more.

Key Features:

  • Capture and prioritize leads from multiple sources, such as web forms, email campaigns, and social media.
  • Automate repetitive tasks with business workflow and save time and resources.
  • Control data access with advanced permissions and assign roles to the right people.
  • Send quotes with products and price books, and streamline your sales process.
  • Access insights on your sales performance and customer health to make data-driven decisions.

Integrations:

  • QuickBooks Online, Xero, Slack, DocuSign, WordPress.com, Jira, etc.

Pricing:

  • Paid plans start from $29/user/month.
PROS ❌ CONS
  • Easy to adopt and use across your entire organization
  • Limited customization options for some fields and objects
  • Modern and robust features in a cloud platform
  • No offline mode or data sync for the mobile app

What makes Insightly the best for Sales Pipeline Management, Lead Management, and Workflow Automation?

Insightly helps you sell faster by centralizing your customer data and creating a single source of truth for your organization. You can capture quality leads from various channels, assign them to your teams, and nurture them through your sales pipeline. You can also automate your workflows and processes to reduce manual work and human error.

Reasons to Buy Insightly:

  • Insightly is easy to use, with an intuitive interface and a mobile app that works in tandem with the web platform.
  • Insightly is unified, combining CRM and project management into one app that helps you deliver services faster and more efficiently.

Reviews & Ratings:

  • G2: 4.2/5

Catherine H. – “Insightful CRM helps you find leads and monitor sales activity”

  • Capterra: 4/5

Travis Q. – “A useful tool for project and customer management.”

#5 Spiro

Spiro for Mobile Users

Best For: Pipeline Management and AI-Powered Automation.

Spiro is an AI-powered CRM for sales teams at mid-enterprise B2B companies. It helps you efficiently manage your pipeline, customer database, and sales activities. You can access Spiro from your phone, tablet, or desktop and sync your data across devices.

The software also has an AI assistant that automatically creates contacts, organizes and prioritizes opportunities, and proactively recommends the next steps to move your deals forward.

Key Features:

  • Sync your email, calendar, and phone calls with Spiro and keep your data up to date.
  • Update your pipeline in a visual dashboard and see the status and progress of each deal.
  • Get real-time insights and alerts on your prospects and customers.
  • Send personalized emails and texts to customers with templates and sequences and engage.
  • Collaborate with your team and share feedback to keep everyone on the same page.

Integrations:

  • Gmail, Outlook, Office 365, Exchange, QuickBooks, Zapier, and more.

Pricing:

  • Contact the company for pricing.
PROS ❌ CONS
  • An AI assistant that saves time and boosts productivity
  • No native integration with social media platforms
  • Easy to use and customize
  • May experience occasional bugs or glitches

What makes Spiro the best for pipeline management and AI-powered automation?

Spiro helps you manage your entire sales cycle from your phone. You can view and update your pipeline in a visual dashboard, see your contacts’ and accounts’ history and activity, and follow up with them at the right time.

You can also leverage the power of AI to automate your sales tasks, get smart recommendations, and optimize your sales strategy.

Reasons to Buy Spiro:

  • It’s an AI-powered CRM that helps you manage your pipeline, customer database, and sales activities.
  • It enables you to send personalized emails and texts with templates and sequences.

Reviews & Ratings:

  • G2: 4.6/5

Emily P. – “Powerful product!”

  • Capterra: 4.5/5

Joshua B. – “What an easy CRM to use and have available”

#6 Mothernode

Mothernode is a great option for mobile crm

Best For: Sales Management and Marketing Automation.

Mothernode’s CRM solution helps you stay connected to your customers and prospects wherever you go. You can update your opportunities, customers, contacts, events, tasks, and more from your mobile device.

With the mobile app, you can leverage Mothernode’s web platform features, such as quotes, orders, inventory, invoices, etc. Plus, you can integrate the CRM tool with popular apps like QuickBooks, Outlook, Gmail, and more.

Key Features:

  • Create new leads, opportunities, customers, contacts, and more on the fly.
  • Manage your sales pipeline, track your progress, and see where each deal stands.
  • Collaborate using events, smart tasks, and dialogue.
  • Manage your sales cycle from opportunity to delivery from your mobile device.
  • Streamline your submittal process and get online approvals faster.

Integrations:

  • QuickBooks Online, Outlook, Gmail, Mailchimp, Zapier, etc.

Pricing:

  • Paid plans start from $299/month/5 users.
PROS ❌ CONS
  • Convenient and efficient solution for mobile sales reps
  • Limited customization options for some fields and objects
  • Modern and robust features in a cloud platform
  • No native email marketing or service features in the app

What makes Mothernode the best for sales management and marketing automation?

Mothernode lets you grow your business by optimizing your sales process and unlocking your growth potential. You can manage all your customer relationships, capture and convert leads, and run marketing campaigns at scale. It gives you all the tools and insights you need to maximize revenue and customer satisfaction.

Reasons to Buy Mothernode:

  • Mothernode offers a secure and reliable CRM tool with data encryption, backup, and recovery features.
  • Mothernode combines CRM and project management into one app to help you manage the entire sales cycle.

Reviews & Ratings:

  • G2: 4.5/5

Jessica W. – “Adaptive Software – Grows Alongside Your Team”

  • Capterra: 4.8/5

Sheryl T. – “All that and a cup of coffee!”

#7 Logicbox

Best Mobile CRM - Logicbox

Best For: Pipeline and Vendor Management.

Logicbox is a customized CRM and business operations solution that helps you automate your work end-to-end. It enables you to manage your contacts, customers, partners, and vendors in a single system.

You can also track your sales pipeline, create and send proposals, process orders, and provide customer support. Logicbox is accessible from your mobile devices and tablets so that you can work from anywhere.

Key Features:

  • Manage your contacts, customers, partners, and vendors in one place and keep your data organized.
  • Track your sales pipeline and forecast your revenue with a visual dashboard.
  • Process orders, invoices, payments, and contracts easily and automate your workflow.
  • Automate your field processes and inventory levels, and optimize your operations with smart recommendations.
  • Generate custom reports and analytics on your business performance with data-driven insights.

Integrations:

  • QuickBooks, Zapier, Stripe, Authorize.net, DocuSign, and more.

Pricing:

  • Paid plan is available at $55/user/month.
PROS ❌ CONS
  • Easy-to-use and flexible UI
  • An additional setup fee is involved
  • Has cross-platform support
  • May experience occasional bugs or glitches

What makes Logicbox the best for pipeline and vendor management?

Logicbox lets you view your contacts, partners, and vendors from a single dashboard. You can visualize your sales pipeline to track the status of each deal. You can also easily manage your vendors by creating catalogs, processing payments, and generating contracts with Logicbox.

Reasons to Buy Logicbox:

  • It allows you to manage your contacts, customers, partners, and vendors in one place.
  • Logicbox offers 24×7 phone support to help you with any issues or questions you may have.

Reviews & Ratings:

  • G2: Not enough reviews

Stephen R. – “Great Product!”

  • Capterra: 4.5/5

Mark M. – “Lives up to the name!”

#8 Prophet CRM

Prophet CRM can be your best option for mobile users

Best For: Contact Management, Sales Automation, and Pipeline Management.

Prophet by Avidian is a user-friendly and cloud-based CRM solution that helps you manage your sales and marketing activities from your Outlook email. You can access, update, and add to your contacts, companies, and opportunities from any device.

With the mobile CRM app, you can also use web platform features like products and services, sales stages and statuses, notes, signatures, and more.

Key Features:

  • Create new contacts, companies, and opportunities from your email using Outlook integration.
  • Manage opportunities with the help of a custom sales pipeline.
  • Automate your sales tasks and workflows with sales alerts and smart reminders.
  • Engage your leads and customers with targeted email marketing campaigns.
  • View interactive graphs and tables with dashboards and analytics to measure performance.

Integrations:

  • QuickBooks Online, Mailchimp, Zapier, Outlook, Gmail, etc.

Pricing:

  • Paid plans start from $55/user/month (billed annually).
PROS ❌ CONS
  • Outlook integration support saves time and effort
  • No native service or project management features in the app
  • User-friendly and cloud-based solution for mobile sales reps
  • Limited customization options for some fields and objects

What makes Prophet CRM the best for Contact Management, Sales Automation, and Pipeline Management?

Prophet CRM helps you deliver great customer experiences by managing your contacts, companies, and opportunities from your Outlook email. You can automate your sales tasks and workflows with sales alerts and track your progress and status with dashboards and analytics.

Reasons to Buy Prophet CRM:

  • Prophet CRM is embedded in Outlook, allowing you to manage your contacts, companies, and opportunities from your email.
  • It lets you automate your sales tasks and workflows with sales alerts and provides interactive graphs and tables with dashboards and analytics.

Reviews & Ratings:

  • G2: 4.1/5

Rob H. – “Cost-effective CRM for SMB”

  • Capterra: 4.1/5

Esther G. – “Prophet CRM Review”

Top 5 Advantages of a Mobile CRM Solution

Mobile CRM software enables you to use all the CRM functions through cloud computing.

It comes with some significant advantages, such as:

1. Anytime, Anywhere Access

Anytime, Anywhere Access with Mobile CRM
Mobile CRM gives you anytime, anywhere access to your customer data, so you can stay connected with your customers and close more deals.

You can access vital customer details at your fingertips, such as contact information, purchase history, and preferences. No matter where you are, you can quickly retrieve important data like communication history, transactions, files, notes, tasks, etc., and provide personalized service to customers.

Read More: 10 Best Customer Database Software Systems in 2024

2. Real-Time Updates & Synchronization Across Devices

Real-Time CRM Sync: Always Be in the Know

A mobile CRM enables real-time updates across your team. Whether you add a new lead or update a contact, the information is instantly accessible to everyone involved. This synchronization eliminates data discrepancies and keeps everyone on the same page, fostering collaboration and efficient teamwork.

3. Efficient Task & Appointment Scheduling

Appointment Scheduling - Advantage of Mobile CRM

A mobile CRM system lets you efficiently schedule tasks, appointments, and reminders. You can assign tasks to team members, set deadlines, and receive notifications, ensuring that essential activities are never overlooked. You can also use features like calendar integration and offline access to make your work easier.

4. Data-Driven Decision-Making With Reports

CRM Reports

Make data-driven decisions with insightful reports and analytics. CRM allows you to gain better visibility into sales trends, customer behaviors, and performance metrics. These actionable analytics help you identify opportunities, optimize strategies, and make informed decisions to achieve better business outcomes.

Read More: 6 Powerful CRM Reports to Run For Driving Sales

5. Stronger Customer Relationships

Managing customer relationships becomes more effective with a mobile CRM solution. You can record interactions, track communication history, and set follow-up reminders. You can also use features like push notifications, chatbots, and social media integration to stay in touch and build customer trust.

Read More: Benefits of CRM: Why CRM is Important for Your Business

Top 6 Features of Mobile CRM Applications

When selecting the best mobile CRM for your business, it’s essential to know about the top features and functionalities beforehand. Check out this list to understand what you should be expecting from the software you choose-

1. Customer Database Management

Feature of Mobile CRM - Customer Database Management

With a mobile CRM application, you can easily access and update your customer information anytime, anywhere. You can also segment your customers into lists based on various criteria, such as location, industry, purchase history, etc. This will help you to target them with personalized offers and messages.

2. Contact & Lead Tracking

With Mobile CRM, all your contact data is stored in one single place. You can capture leads from various sources like web forms, social media, email campaigns, etc., and store all their information in one place.

Contact & Lead Tracking: The Essential Mobile CRM Feature
BIGContacts Mobile CRM is the best way to track contacts and leads on-the-go, so you can stay connected with your customers and close more deals.

Additionally, you can monitor their activities, such as website visits, email opens, etc. Understanding their needs and preferences will help you tailor your sales pitch for better results.

3. Sales & Pipeline Management

With a mobile CRM application, your salespeople can visualize and manage tasks, appointments, quotes, and deals in their sales pipeline from anywhere.

This video will help you understand how to do it better-

Moreover, they can create and edit sales reports and dashboards to track sales performance and progress. This empowers you to optimize your strategies and prioritize the most profitable deals, no matter where they are.

Manage Your Sales & Pipeline with Mobile CRM
Mobile CRM helps sales teams manage their sales pipeline and close more deals, even when they’re on the go.

4. Email & Communication Integration

A mobile CRM solution integrates with your email and communication tools, such as Gmail, Outlook, Skype, WhatsApp, etc. You can send and receive emails, messages, and calls and manage drip email campaigns from within the mobile CRM app.

Mobile CRM helps to give email communication history

You can also sync your contacts, calendars, notes, etc., across your devices. This will help you to stay connected and informed at all times.

Read More: 11 Best Email Drip Campaign Software 2023

5. Workflow Automation

Automate various tasks and actions, such as sending emails, creating tasks, updating records, etc., based on specific triggers or conditions to boost productivity.

Workflow Automation

You can also set up reminders and notifications to alert you or your team members about important events or deadlines. This will help you streamline your operations and reduce human errors.

6. Integrations

Integrations

Mobile CRM software offers powerful integrations with various tools, like Mailchimp, HubSpot, and WordPress. This enables two-way sync between multiple apps, saving you time and effort from constant back and forth.

With remote access, you can easily view information from any platform on your mobile CRM. You can also manage email campaigns, landing pages, and webinars and track their performance metrics, like open rates, click-through rates, and conversion rates, all in one place.

Top Mobile CRM Trends to Look Out for in 2024 & Beyond

  • The current revenue of the global mobile CRM market is $26.2 billion.
  • The growth is expected to rise at an impressive rate of 10.4% every year.
  • It is expected to reach a market value of $52.4 billion by the end of 2029.

Looking at such skyrocketing growth, you might ask-

“So, what does the future of mobile CRM hold?”

Well, we can expect significant growth in areas that are still in their early phases.

Let’s take Artificial Intelligence (AI), for example.

AI’s global market size is expected to flourish twentyfold by 2030, reaching the 2 trillion USD mark.

Statista Report of Mobile CRM Industry

AI plays a vital role in modern mobile CRM applications. It analyzes customer data, personalizes messages, and automates tasks, saving time and effort. With AI’s data-driven insights and suggestions, you can enhance sales and marketing strategies.

Let’s now take a look at some of the other most expected future trends of mobile CRM systems.

Social CRM:

Upcoming mobile CRM tools offer social media integration options that let you monitor what people say about your brand, respond to their comments, and build stronger relationships with them.

IoT Integration:

In the future, mobile CRM systems are likely to connect with Internet of Things (IoT) devices, such as smartwatches or home gadgets. This integration will enable you to access real-time data and customer insights seamlessly.

Gamification:

Gamification is expected to become a prominent feature in mobile CRM systems. Businesses may incorporate game-like elements into the CRM platform to motivate users. For example, sales professionals can earn rewards and badges or compete with their colleagues to make selling more enjoyable for them.

More Customization & Scalability Options:

The upcoming generations of mobile CRM apps can help you to adapt to your changing business needs and goals.

You can add or remove features, modules, fields, etc., as per your requirements. You can also scale up or down your software according to your business size, growth, budget, etc.

Best Practices for Implementing Mobile CRM Solutions

Mobile CRM solutions can help you improve your customer relationships, improving sales team performance, and business efficiency. However, to get the most out of them, you need to implement and adopt them properly.

Step 1: Define Your Business Goals & Objectives

Before you choose a mobile CRM solution, you need to have a clear vision of what you want to achieve with it. What are some of the challenges you are facing? What are your desired outcomes and benefits?

You need a clear vision of what you want to achieve with mobile CRM. This will help you choose the right solution, align your strategy, and measure your results.

Step 2: Choose Software That Meets Your Needs & Budget

Find a mobile CRM solution that fits your specific needs and budget. This will ensure you get the best value for your money and avoid wasting time and resources. Research and compare different options based on their features, functionality, compatibility, scalability, security, and pricing.

Read More: How Much Does CRM Cost? | Prices of Leading CRM

Step 3: Look for Data Security Features

Data breaches, unauthorized access, and device theft can compromise your sensitive information and damage your reputation. Look for these data security measures in the mobile CRM system you choose –

  • Encrypted Data Storage: Protect your data by scrambling, making it unreadable without the decryption key, safeguarding against theft or hacking.
  • Role-Based Access Control: Assign varying access levels to employees based on roles, ensuring only authorized users can view, edit, or delete data.
  • Multi-Factor Authentication: Add extra security with code, question, or biometric verification after login, preventing misuse of stolen credentials.
  • Device-Specific Access Restrictions: Control mobile CRM app access and data by blacklisting or limiting devices per user, avoiding unauthorized entry.
  • Session Timeout & Auto-Lock Features: Log out or lock your app/device after inactivity, preventing unauthorized access when unattended.

Step 4: Provide Training & Support to Your Users

You need to train and support your users in using the mobile CRM app effectively and efficiently. This will help them learn the features, functionality, and benefits of the app. It will also reduce errors, confusion, and frustration. Provide them with courses, manuals, tutorials, webinars, or live sessions.

Step 5: Integrate With Existing Systems & Data Sources

Your mobile CRM app should not work in isolation. Integrate your mobile CRM with your existing systems and data sources, such as your ERP, accounting, marketing, or email platforms. This will ensure that your data is consistent, accurate, and up-to-date across all channels.

Step 6: Involve Stakeholders in the Implementation Process

It’s important to involve managers, sales reps, customer service agents, and customers in the selection and implementation process to get their input, feedback, and buy-in. Taking them in the loop will encourage them to use and adopt the mobile CRM app if they feel part of the decision-making process.

Read More: The CRM Implementation Plan: 12-Step Strategy Process

5 Things to Consider When Choosing Mobile CRM Software for Your Business

Switching to a cloud-based mobile CRM solution is a big step for businesses. You should always be prepared to know the key factors to consider when choosing one.

To ensure you have a headstart, we have jotted down some critical factors below.

1. Essential CRM Features

A mobile CRM should be no different from any other traditional customer relationship management software. Therefore, you should choose products that offer the following essential features-

  • Customer Database Management
  • Pipeline Management
  • Email and Communication Integration
  • Reporting and Analytics
  • Workflow Automation
  • Task and Calendar Management

2. Easy-to-Understand UI

Choose a Mobile CRM with an Easy-to-Use UI

The software you choose for your sales, marketing, and support teams should have a friendly, intuitive, and easy-to-understand interface. Our list of the top seven tools consisted of simple CRM software that requires no extensive training and can be used from anywhere.

3. Value for Money

Ensure that the software provider you choose has a transparent and reasonable pricing structure that fits your budget and offers value for money. You should be able to compare different plans and features and select the one that meets your needs and expectations.

Choose a CRM that seems value for money

4. Real-Time Synchronization

Check whether the software has real-time synchronization capabilities to ensure your customer data is always up-to-date across all devices and platforms.

Choose mobile CRM with Real-Time Synchronization

You should be able to see the latest changes made by yourself or your team members on any device or platform. You should also be able to receive real-time notifications and alerts for important activities.

5. Online Reviews & Feedback

Always check for positive and credible online reviews and feedback from existing or past customers on sites like G2, Capterra, Finances Online, etc.

Check Online Reviews of CRM before choosing one

You should be able to read what other users say about the software’s features, performance, usability, support, and value. You should also see the ratings, testimonials, or case studies showcasing the software’s benefits and results.

Mobile CRM Software – Your Ticket to Unrivaled Flexibility & Productivity

A mobile CRM application can make a big difference for your business.

It can help you access customer data, manage tasks, and track sales anywhere, anytime. This allows you to maximize your team’s productivity and overall customer satisfaction.

However, not all software solutions are created equal.

They come with different benefits, unique selling points, positives, and negatives. That’s what you read in this blog. We highlighted what mobile CRM software should be like and what benefits it should facilitate.

Considering all these points, ProProfs’ BIGContacts stands out as a comprehensive CRM solution. It ticks all the boxes, and that too at a competitive price point.

If contact management, sales pipeline management, email tracking, and other relevant CRM features are what you want in your mobile software, you should consider giving BIGContacts a go!

Learn More About Mobile CRM Solution

What is the Importance of Mobile CRM for Employees and Customers?

Mobile CRM can help your customers in a lot of ways. Some of them are-

  • Faster Response: Mobile CRM enables quicker response times, addressing customer queries and concerns promptly.
  • Personalized Experience: With access to customer data on the go, you can provide customized services and recommendations, making customers feel valued.
  • Improved Communication: Mobile CRM facilitates seamless communication between customers and businesses, enhancing the overall experience.

Apart from these, here are some other ways such software helps your employees –

  • Access to Information: Employees can access important customer data and details on their mobile devices, helping them stay informed while on the move.
  • Enhanced Efficiency: With mobile CRM, employees can manage tasks, update information, and collaborate with colleagues easily, leading to improved work efficiency.
  • Better Customer Service: Quick access to customer history and preferences enables employees to provide more personalized customer service.

What Are the Important Considerations for Implementing Mobile CRM?

  • Prioritize data security to protect sensitive customer information from unauthorized access or breaches.
  • Choose a mobile CRM with an easy-to-use interface, making it simple for employees to utilize effectively.
  • Provide employees with proper training and ongoing support for a smooth transition.
  • Evaluate the overall costs, including licensing, maintenance, and updates, to ensure it fits your budget.

What Are the Challenges That You Can Encounter While Using Mobile CRM?

Using mobile CRM has advantages, but it also comes with challenges. Poor internet and compatibility problems can make it difficult to use. Keeping customer data safe is a concern. However, these issues can be managed for a better experience with good training and choosing a reliable CRM vendor.

Do you want to make more sales?

BIGContacts is the #1 contact management software & CRM to close more sales.

About the author

The BIGContacts Editorial Team is a passionate group of CRM experts dedicated to improving your customer relationships with top-notch content. We stay ahead of the curve on trends, tackle technical hurdles, and provide practical tips to boost your business. With our commitment to quality and integrity, you can be confident you're getting the most reliable resources to enhance your contact management and business process automation initiatives.