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.

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Showing 1 - 20 of 456 products
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Showing 1 - 20 of 456 products

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

4.28 (136 reviews)

95 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

4.86 (28 reviews)

59 recommendations

PriceDemo

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

3.91 (187 reviews)

52 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

4.22 (380 reviews)

50 recommendations

PriceDemo

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

3.98 (302 reviews)

40 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 proje...Read more

4.65 (71 reviews)

18 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

4.15 (61 reviews)

18 recommendations

PriceDemo

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

3.50 (125 reviews)

17 recommendations

PriceDemo

Insightly

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate...Read more

3.94 (497 reviews)

15 recommendations

CentraHub CRM

Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and a...Read more

4.05 (21 reviews)

15 recommendations

PriceDemo

Software pricing tips

Read our Mobile 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

Less Annoying CRM

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 in...Read more

No reviews yet

14 recommendations

Chime

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 ...Read more

4.23 (57 reviews)

11 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

4.42 (19 reviews)

11 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)

10 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

4.49 (107 reviews)

9 recommendations

PriceDemo

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)

9 recommendations

Quickbase

Quickvase is a low-code application development platform that enables organizations to unite information, people, and workflows within distribution in a single, cloud-based platform. Unlike traditional software solutions, Quickvas...Read more

4.46 (241 reviews)

6 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)

6 recommendations

Zendesk

Used by over 20,000 global companies, Zendesk has made a name for itself as a sophisticated, yet simple Web-based help desk solution....Read more

4.36 (2786 reviews)

5 recommendations

PriceDemo

CallProof

CallProof is a cloud-based lead tracking solution that helps businesses automate sales reporting operations in real-time. Key features for field salespeople include customer tracking, multiple routes support, google calendar integ...Read more

4.13 (24 reviews)

5 recommendations

Popular Mobile CRM Software Comparisons

Buyers Guide

Last Updated: May 13, 2022

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. 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. 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.