Software Advice has helped hundreds of companies choose the right mobile CRM software to improve customer relationships and stay connected on the road. How does it work?

Mobile CRM Software


Sort by:
 
Sort by:
 
Infusionsoft logo
 
Built for small- and medium-sized sales and marketing teams, Infusionsoft offers tools for managing customer relationships from contact to conversion. They serve users in a variety of industries from health care to hospitality.
Rating:            (271)
Rating:
        (271)
Price:
Advisor Recommendations:
234
Platforms:
Deployment:
Business Size:
S
M
L
Built for small- and medium-sized sales and marketing teams, Infusionsoft offers tools for managing customer relationships from contact to conversion. They serve users in a variety of industries from health care to hospitality.
 
ProsperWorks CRM logo
 
ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
Rating:            (137)
Rating:
        (137)
Price:
Advisor Recommendations:
187
Platforms:
Deployment:
Business Size:
S
M
L
ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
 
Salesforce.com logo
 
Salesforce.com is the market leader among cloud-based CRM providers. They serve a wide range of industries and business sizes. Because the system is Web-based, users can access this powerful solution anywhere with Internet access.
Rating:            (3671)
Rating:
        (3671)
Price:
Advisor Recommendations:
167
Platforms:
Deployment:
Business Size:
S
M
L
Salesforce.com is the market leader among cloud-based CRM providers. They serve a wide range of industries and business sizes. Because the system is Web-based, users can access this powerful solution anywhere with Internet access.
 
Base logo
 
Base CRM is a full-featured web-based solution that allows B2B and B2C sales professionals in many industries to work on the go. It features native apps for most mobile devices and a straightforward price structure.
Rating:            (61)
Rating:
        (61)
Price:
Advisor Recommendations:
128
Platforms:
Deployment:
Business Size:
S
M
L
Base CRM is a full-featured web-based solution that allows B2B and B2C sales professionals in many industries to work on the go. It features native apps for most mobile devices and a straightforward price structure.
 
Chime logo
 
Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More
Rating:            (1)
Rating:
       (1)
Price:
Advisor Recommendations:
108
Platforms:
Deployment:
Business Size:
S
M
L
Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More

Call us for a free FastStart Consultation: (844) 852-3639


 
Less Annoying CRM logo
 
Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read More
Rating:            (183)
Rating:
       (183)
Price:
Advisor Recommendations:
100
Platforms:
Deployment:
Business Size:
S
M
L
Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read More
 
NetSuite logo
 
NetSuite CRM+ provides a breadth of features for increasing sales, marketing and support efficiency. Managers can closely monitor performance and forecast future sales, while fine-tuning processes for maximum efficiency.
Rating:            (134)
Rating:
        (134)
Price:
Advisor Recommendations:
83
Platforms:
Deployment:
Business Size:
S
M
L
NetSuite CRM+ provides a breadth of features for increasing sales, marketing and support efficiency. Managers can closely monitor performance and forecast future sales, while fine-tuning processes for maximum efficiency.
 
Claritysoft logo
 
Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
Rating:            (29)
Rating:
        (29)
Price:
Advisor Recommendations:
57
Platforms:
Deployment:
Business Size:
S
M
L
Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
 
CallProof logo
 
CallProof is a sophisticated CRM system with a host of features that effectively organizes all facets of the sales process, from lead tracking to reporting. This system is fully web-based, and is optimized for companies that utilize... Read More
Rating:            (10)
Rating:
        (10)
Price:
Advisor Recommendations:
38
Platforms:
Deployment:
Business Size:
S
M
L
CallProof is a sophisticated CRM system with a host of features that effectively organizes all facets of the sales process, from lead tracking to reporting. This system is fully web-based, and is optimized for companies that utilize... Read More
 
LeadMaster logo
 
LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management,... Read More
Rating:            (25)
Rating:
        (25)
Price:
Advisor Recommendations:
28
Platforms:
Deployment:
Business Size:
S
M
L
LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management,... Read More

Call us for a free FastStart Consultation: (844) 852-3639


 
SalesNOW logo
 
SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
Rating:            (26)
Rating:
        (26)
Price:
Advisor Recommendations:
25
Platforms:
Deployment:
Business Size:
S
M
L
SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
 
BNTouch Mortgage CRM logo
 
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a dependable and robust solution featuring advanced marketing automation capabilities. The software offers features for each step... Read More
Rating:            (11)
Rating:
        (11)
Price:
Advisor Recommendations:
23
Platforms:
Deployment:
Business Size:
S
M
L
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a dependable and robust solution featuring advanced marketing automation capabilities. The software offers features for each step... Read More
 
PipelineDeals logo
 
PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots, real-time... Read More
Rating:            (97)
Rating:
        (97)
Price:
Advisor Recommendations:
23
Platforms:
Deployment:
Business Size:
S
M
L
PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots, real-time... Read More
 
SalesOutlook CRM logo
 
SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. SalesOutlook CRM automatically syncs all customer data at one place. All files and email correspondence... Read More
Rating:            (22)
Rating:
        (22)
Price:
Advisor Recommendations:
20
Platforms:
Deployment:
Business Size:
S
M
L
SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. SalesOutlook CRM automatically syncs all customer data at one place. All files and email correspondence... Read More
 
PlanPlus Online logo
 
PlanPlus Online is a complete online solution for customer relationship management and business collaboration. It includes modules for SFA, customer support and email marketing, all designed to enhance overall productivity.
Rating:            (68)
Rating:
        (68)
Price:
Advisor Recommendations:
19
Platforms:
Deployment:
Business Size:
S
M
L
PlanPlus Online is a complete online solution for customer relationship management and business collaboration. It includes modules for SFA, customer support and email marketing, all designed to enhance overall productivity.

Call us for a free FastStart Consultation: (844) 852-3639


 
Prophet CRM logo
 
Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify... Read More
Rating:            (68)
Rating:
        (68)
Price:
Advisor Recommendations:
15
Platforms:
Deployment:
Business Size:
S
M
L
Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify... Read More
 
Marketing 360 logo
 
Marketing 360 is a cloud-based marketing platform suited for entrepreneurs as well as small and midsize businesses. This solution allows organizations to run social media advertising campaigns, conduct search engine optimization (SEO)... Read More
Rating:            (454)
Rating:
       (454)
Price:
Advisor Recommendations:
15
Platforms:
Deployment:
Business Size:
S
M
L
Marketing 360 is a cloud-based marketing platform suited for entrepreneurs as well as small and midsize businesses. This solution allows organizations to run social media advertising campaigns, conduct search engine optimization (SEO)... Read More
 
Maximizer CRM logo
 
On the market for over 20 years Maximizer CRM is designed for SMBs looking to automate their sales, marketing and service processes. It can be deployed both on-premise and in the cloud.
Rating:            (38)
Rating:
        (38)
Price:
Advisor Recommendations:
14
Platforms:
Deployment:
Business Size:
S
M
L
On the market for over 20 years Maximizer CRM is designed for SMBs looking to automate their sales, marketing and service processes. It can be deployed both on-premise and in the cloud.
 
Mothernode CRM logo
 
Mothernode CRM is a SaaS-based CRM solution designed to help small and midsized businesses manage customer relationships and create effective sales process. With Mothernode CRM, individuals and sales teams alike have a system that... Read More
Rating:            (35)
Rating:
       (35)
Price:
Advisor Recommendations:
12
Platforms:
Deployment:
Business Size:
S
M
L
Mothernode CRM is a SaaS-based CRM solution designed to help small and midsized businesses manage customer relationships and create effective sales process. With Mothernode CRM, individuals and sales teams alike have a system that... Read More
 
Propertybase logo
 
Propertybase is a Real Estate-specific Customer Relationship Management solution. Web-based, it is powered by Salesforce, and integrates with hundreds of existing services and apps.
Rating:            (9)
Rating:
        (9)
Price:
Advisor Recommendations:
11
Platforms:
Deployment:
Business Size:
S
M
L
Propertybase is a Real Estate-specific Customer Relationship Management solution. Web-based, it is powered by Salesforce, and integrates with hundreds of existing services and apps.
 

Buyer's Guide

by Craig Borowski,
Market Research Associate
Last Updated: May 25, 2017


With mobile device usage continuing to grow, it’s no surprise many customer relationship management (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. While some of this software is accessible via the Internet and optimized for mobile browsers, other vendors meet the demand by offering native mobile apps. In this guide, we’ll provide an overview of this mobile CRM technology. Here’s what we’ll cover:

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.

Free Download:
CRM Software Pricing Guide

Free Download:
Ten Steps Guide to Selecting the Right CRM Software

 

How it Works

We match organizations with software that meets their needs.

Our service is simple and 100% free to customers like you because software vendors pay us when we connect them with quality leads. You save time and get great advice. Vendors get great referrals. It's a win for everyone!

Call now for advice: (844) 852-3639
Software Advice Advisors
×