iPad CRM

iPad CRM software is customer relationship management technology developed specifically for deployment on Apple tablets. Native CRM iPad apps often limit capabilities to a few core features—this is due in part to developers’ desire to streamline the interface for the mobile experience. However, this is also done because the kinds of activities sales, marketing and field services professionals perform in the field are often different from the work they do in the office.

Compare All iPad CRM

Filters

Apply Filters:

X

Your Industry

Your Company Size

Price

Sort by

Recommendations: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.
Reviews: Sorts listings by the number of user reviews we have published, greatest to least.
Sponsored: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button.
Avg Rating: Sorts listings by overall star rating based on user reviews, highest to lowest.
A to Z: Sorts listings by product name from A to Z.
Showing 1 - 20 of 520 products
Filters
Showing 1 - 20 of 520 products

Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more

190 recommendations

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Th...Read more

108 recommendations

NetSuite CRM

With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ...Read more

59 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

43 recommendations

Maximizer CRM

Maximizer CRM is an integrated CRM solution that can be installed both on premise and in the cloud. It features sales management, marketing automation, customer service and support and business productivity tools....Read more

41 recommendations

TOP PRODUCER

Top Producer is a web-based CRM system suited for agents or brokerages in the Real Estate industry. The system helps agents personalize follow up and manage clients from initial contact, to long-term repeat and referrals. Bui...Read more

25 recommendations

Salesforce Sales Cloud

One of the most popular CRM systems on the market, Salesforce.com offers a complete sales, marketing and service package. Salesforce is widely regarded as the leader in enterprise cloud computing. ...Read more

22 recommendations

Copper

Copper is an easy-to-use CRM for small- and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper ...Read more

17 recommendations

iHomefinder

iHomefinder is a CRM and marketing solution designed for real estate agents, teams, and brokerages. With marketing automation tools, this solution enables real estate agents to save time while generating business leads. iHomefinde...Read more

4.33 (15 reviews)

16 recommendations

Nutshell

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tir...Read more

10 recommendations

Software pricing tips

Read our iPad CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

LeadMaster

An industry contender since 1998, LeadMaster is an extremely comprehensive, fluid sales lead management software, offering an arsenal of web-based solutions for sales force automation, lead tracking, and more....Read more

4.10 (36 reviews)

10 recommendations

SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard...Read more

9 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

8 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

7 recommendations

SalesNOW

SalesNOW is a mobile-friendly CRM solution designed for workforces on-the-go. The system has apps tailored specifically for Android, Apple and Blackberry phones and provides users access from any connected mobile device....Read more

4.63 (83 reviews)

7 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

4.50 (37 reviews)

7 recommendations

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

5 recommendations

Workbooks

Workbooks is a fully integrated Customer Relationship Management system specializing in Sales and Marketing Automation, as well as Customer Service and Support, ensuring that all customer engagement can be stored in one space....Read more

5 recommendations

Method CRM

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management,...Read more

4.21 (90 reviews)

5 recommendations

FreeAgent CRM

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a proj...Read more

4.65 (71 reviews)

5 recommendations

Popular iPad CRM Software Comparisons

Buyers Guide

Last Updated: December 01, 2021

Here's what we'll cover:

What Is iPad CRM Software?

 

iPad CRM software is customer relationship management technology developed specifically for deployment on Apple tablets.

Enterprises are expected to significantly increase their adoption of tablets in the coming years, according to recent analyst reports predicting business buyers will represent 18 percent of overall tablet sales by 2017. With its sleek design and intuitive user interface (UI), it’s no surprise that Apple’s iPad is still paving the way for this trend; particularly among sales, marketing and field service professionals.

iPad CRM Deployment Models

CRM iPad apps can be delivered through several deployment models. Each comes with its own benefits and potential drawbacks. These deployment models include:

  • Web-based CRMs. With this model, users would log into the system via an online portal accessed through the tablet’s Web browser. These Web-based solutions often utilize a mobile responsive design, so they are catered to the mobile experience. However, they are not made specifically to work in concert with iPad-specific functionality.
  •  
  • Remote access CRMs. While increasingly uncommon, some companies that use client/server CRM systems hosted on their own servers will enable mobile access via a remote utility (e.g., Citrix). This is not ideal, but it allows companies using an on-premise solution to access their software on a mobile device.
  •  
  • Native CRM app for iPad. These systems provide the most ideal experience for using CRM features on the go. The best CRM apps for iPads will cater their capabilities specifically to the iPad experience; meaning as little typing as possible, in favor of swiping, tapping and pinch movements. While these apps are designed to maximize efficiency on a tablet, they often limit capabilities to a few core features. The user would still need to use a desktop version to access the full range of features.

Popular Features in Native App

We mentioned that native CRM iPad apps often limit capabilities to a few core features—this is due in part to developers’ desire to streamline the interface for the mobile experience. However, this is also done because the kinds of activities sales, marketing and field services professionals perform in the field are often different from the work they do in the office.

SugarCRM iPad App

Screenshot of SugarCRM iPad app

Sales representatives, for example, likely need more features for delivering presentations in client meetings. Similarly, field service professionals need more tools for completing work orders, accepting payments and planning their route while working out of the office. Here’s a summary of a few of the most-common features for native CRM ipad apps.

General

Feature Description Products
Data synchronization Ensures data entered in the field (notes, new opportunities, work orders etc.) synchronizes in real-time with your Web-based CRM system. This ensures that everyone on your team has a single view of every contact that is always up-to-date with the latest action. Microsoft Dynamics CRM
Task management These tools allow users to create and manage task lists on the go. Often, this feature is integrated with the device’s calendar, so important to-dos pop up as automated push notifications on the device. Base CRM, Oracle On Demand
Capture signatures Many iPad CRM applications allow users to accept signatures virtually. Customers can simply use their fingers to sign their name on the iPad. Important forms such as receipts and sales orders can then instantly be converted to PDF. Routzy, FieldOne Mobile
Visit planning Connects appointments on your calendar with account information in the CRM database. This way, when users are preparing for a meeting, they simply click from an at-a-glance view of their schedule to a contact profile. Or, some apps display contact history directly in the calendar. CRM.pad, Salesforce Touch

Sales and Marketing

Feature Description Products
Account locator This feature enables users to find leads, contacts and opportunities near their current location. They use the device’s GPS-enabled maps to pinpoint accounts in a 10 to 100 mile radius. This allows users to optimize their route based on where they are relative to each account. ZOHO, Routzy, Base CRM
Coaching push notifications This refers to push notifications that can be sent to sales representatives in the field based on a status change of a current opportunity in the pipeline. For example, if someone in the office just got off the phone with a potential client who sounded really interested, they could send a push notification to a rep that is near that account to go close the deal in person. Base CRM
Sales orders These features allow sales reps to easily create and send sales orders while in the field. Often, these tools can instantly email customers an order confirmation email. Also, users can attach photos to orders and scan SKUs and barcodes. Sybase, Handshake Sales Rep Order
Virtual catalogue Instead of carrying hard sales and marketing assets, many apps will provide tools for presenting these virtually. These presentations might allow the user to flip pages, just as they would a brochure. They could also be updated in real-time in cases where people in the office make changes while the marketing or sales rep is in the field. Temovo, Fatstax

Field Service

Feature Description Products
Work orders This feature enables users to easily record work orders regarding services delivered in the field. This includes recording materials used on the job, photo annotations and other documentation. This process is catered to the mobile experience by leveraging drop-down menus, autofill, audio and other tools meant to limit typing. iNotes CRM, FieldOne Mobile
Job order push notifications These features allow dispatchers in the office to push notifications to technicians in the field when there is a change to a job order, or a change to their route based on new, higher priority jobs. These notifications will pop-up as an alert, and can be delivered with optimized driving directions. FieldOne Mobile
Invoicing & payment processing These features allow field service agents to quickly create invoices for work delivered in the field. These invoices can immediately be emailed to the customer, as well as delivered to administrative staff in the office. Often, users can also use these features to directly process customer payments. Intuit Field Service Management

Advisor
We're here to help.

Software Advice is an independent and objective advisory service helping buyers find the right software for their business.

Why Software Advice is free
We don’t sell products.
Instead, our industry-specific advisors work with you to save you weeks of research - and avoid costly mistakes.
In just fifteen minutes, we will narrow down a short-list of software that matches your needs, which you can compare and consider in your own time.
Then, when you’re ready to be introduced to your chosen software vendor, they will pay us a finder’s fee - all at no cost to you.

Why we're free