Finding software can be overwhelming. Software Advice has helped hundreds of companies choose the right mobile CRM software to improve customer relationships and stay connected on the road.

Showing 1-20 of 466 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 various... Read more

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Recent recommendations: 83 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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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. The... Read more

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Recent recommendations: 73 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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NetSuite CRM

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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Recent recommendations: 55 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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FreeAgent CRM

FreeAgent CRM is a customer relationship management platform with robust work management capabilities. It helps teams get everything on a unified platform, collaborate on various projects and track and improve operational performance. Designed... Read more

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Recent recommendations: 35 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities that include... Read more

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Recent recommendations: 26 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Top Producer Systems

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. Build your... Read more

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Recent recommendations: 22 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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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 streamline... Read more

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Recent recommendations: 18 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Nutshell

Nutshell is a sneaky powerful cloud-based CRM and sales automation tool for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, fully customizable reporting, and... Read more

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Recent recommendations: 15 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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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

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Recent recommendations: 15 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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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 contact,... Read more

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Recent recommendations: 15 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Ontraport

Ontraport provides a customer relationship management (CRM) system for small and growing businesses looking to automate marketing and sales efforts. The solution includes tools for email marketing, lead scoring, lead nurturing, lead... Read more

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Recent recommendations: 13 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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vcita

vcita is a cloud-based customer relationship management (CRM) solution for small businesses. Entrepreneurs and business owners can manage their client engagements from any device from anywhere. It enables organizations to drive more... Read more

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Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Market Focus

Market Focus is a proven email marketing and CRM system designed to boost sales, keep you organized, and differentiate your company from competitors. It contains email content including 100 mortgage and real estate videos, holiday... Read more

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Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Claritysoft

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 within... Read more

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Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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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 includes an... Read more

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Recent recommendations: 9 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Prophet CRM

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

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Recent recommendations: 8 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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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. The... Read more

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Recent recommendations: 7 recommendations

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Deployments: Cloud
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Sales Creatio

Creatio (formerly bpm’online) is a unique synergy of unified CRM and intelligent BPM platform for marketing, sales and service automation. The solution allows midsize and large companies to manage the customer lifecycle from lead... Read more

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Recent recommendations: 7 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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JobNimbus

JobNimbus is a CRM and project management solution suitable for home service companies. Manage your contacts, tasks, and projects from start to finish along with detailed reporting capabilities. With JobNimbus, businesses can manage... Read more

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Recent recommendations: 6 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Quick Base CRM

Quick Base is an application development platform that enables people to build business applications without coding. The platform is cloud-based and accessible on any browser or mobile device. Users can build apps on Quick Base by... Read more

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Recent recommendations: 6 recommendations

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Buyers guide

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.