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Salesforce.com logo
 
The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More
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The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More
 
Infusionsoft logo
 
Infusionsoft is a cloud-based sales and marketing platform that brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales... Read More
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Infusionsoft is a cloud-based sales and marketing platform that brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales... Read More
 
HubSpot CRM logo
 
With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read More
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With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read More
 
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
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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
 
NetSuite logo
 
NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read More
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NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read More

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Base logo
 
Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
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Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
 
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
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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
 
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
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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
 
bpm'online CRM logo
 
Bpm'online is a process-driven customer relationship management (CRM) solution for marketing, sales and service automation. The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service. The... Read More
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Bpm'online is a process-driven customer relationship management (CRM) solution for marketing, sales and service automation. The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service. The... Read More
 
amoCRM logo
 
amoCRM’s sales management service is a web based platform available anywhere with an Internet connection. Users of the system can manage their pipeline, sales team and receive analytic feedback and reports. In addition, users can... Read More
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amoCRM’s sales management service is a web based platform available anywhere with an Internet connection. Users of the system can manage their pipeline, sales team and receive analytic feedback and reports. In addition, users can... Read More

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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
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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
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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
 
BNTouch Mortgage CRM logo
 
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read More
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BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... 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
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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
 
BoomTown logo
 
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. The... Read More
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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. The... Read More

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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
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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
 
PlanPlus Online logo
 
PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one solution... Read More
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PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one solution... Read More
 
Really Simple Systems logo
 
Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and midsize organizations. The solution comes in both free and paid editions. The free edition offers only sales force automation... Read More
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Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and midsize organizations. The solution comes in both free and paid editions. The free edition offers only sales force automation... Read More
 
HaystackCRM logo
 
HaystackCRM is a cloud-based customer relationship management tool for small and midsize businesses that features dedicated mobile apps for iOS and Android devices. HaystackCRM also offers email integration, geolocation of clients,... Read More
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HaystackCRM is a cloud-based customer relationship management tool for small and midsize businesses that features dedicated mobile apps for iOS and Android devices. HaystackCRM also offers email integration, geolocation of clients,... 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
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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
 

Buyer's Guide

by Craig Borowski,
Market Research Associate
Last Updated: September 23, 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

 

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