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Salesforce Sales Cloud

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools fr...Read more about Salesforce Sales Cloud

4.4 (18265 reviews)

201 recommendations

Thryv

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamli...Read more about Thryv

4.2 (495 reviews)

107 recommendations

Shape

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for b...Read more about Shape

4.8 (41 reviews)

41 recommendations

FreeAgent CRM

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and f...Read more about FreeAgent CRM

4.7 (72 reviews)

30 recommendations

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TOP PRODUCER

Top Producer is an all-in-one business management platform designed specifically for real estate agents and teams. Grow your database and convert more leads with cutting-edge lead generation and marketing automation. Smart follow-...Read more about TOP PRODUCER

3.9 (256 reviews)

28 recommendations

Claritysoft CRM

Claritysoft is a cloud-based 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 withi...Read more about Claritysoft CRM

4.5 (167 reviews)

26 recommendations

Maximizer CRM

Maximizer CRM is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumb...Read more about Maximizer CRM

4.0 (351 reviews)

21 recommendations

SugarCRM

SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and customers while accelerating sales success. Renowned for its cost-effectiveness, this potent solution enabl...Read more about SugarCRM

3.8 (406 reviews)

15 recommendations

Less Annoying CRM

Less Annoying CRM is a customer relationship management solution built for small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information, project...Read more about Less Annoying CRM

4.8 (579 reviews)

12 recommendations

monday sales CRM

Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to pos...Read more about monday sales CRM

4.7 (383 reviews)

12 recommendations

BoomTown

Boomtown provides marketing and sales automation solutions for the REAL ESTATE industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. Th...Read more about BoomTown

4.5 (234 reviews)

8 recommendations

iHomefinder

iHomefinder has been a leading innovator in real estate technology for over 20 years. Our solutions are available only to active licensed real estate agents and brokers, and account activation requires MLS membership verification....Read more about iHomefinder

4.5 (33 reviews)

8 recommendations

FunnelMaker

FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity manageme...Read more about FunnelMaker

4.3 (26 reviews)

8 recommendations

BNTouch Mortgage CRM

BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includ...Read more about BNTouch Mortgage CRM

4.5 (66 reviews)

7 recommendations

Workbooks

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-...Read more about Workbooks

4.3 (109 reviews)

6 recommendations

LeadSquared

LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, market...Read more about LeadSquared

4.3 (157 reviews)

5 recommendations

Lofty

Lofty 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. Lofty sen...Read more about Lofty

3.8 (86 reviews)

5 recommendations

SalesNOW

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including conta...Read more about SalesNOW

4.6 (83 reviews)

4 recommendations

Clio

Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra. Lawyers can access and manage their work in ...Read more about Clio

4.7 (1596 reviews)

3 recommendations

Creatio CRM

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), indus...Read more about Creatio CRM

4.8 (118 reviews)

3 recommendations

Buyers Guide

Last Updated: November 07, 2023

What Is Mobile CRM Software?

Mobile customer relationship management (CRM) software is CRM technology that helps businesses manage customer data, contact information, and enables users access to important information about clients while they're away from their computers.

Mobile CRM software is specifically designed as a mobile app or a responsive web application that has all the functionality of CRM software but optimized for a mobile experience.

With mobile device usage continuing to grow, it’s no surprise many CRM users now access their system on these devices.

To meet the needs of these on-the-go workers, many CRM vendors now offer mobile-compatible systems. In this guide, we’ll provide an overview of this mobile CRM technology. Here’s what we’ll cover:

What Is Mobile CRM Software?

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.