Finding software can be overwhelming. Software Advice has helped hundreds of companies choose the right CRM software for iPads to improve customer relationships and stay connected in the field.

Showing 1-20 of 480 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. The... Read more

Price:

Recent recommendations: 147 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 107 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

FreeAgent CRM

FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly.  Stay in the zone, with AI-guided selling. See only what you need when you need... Read more

Price:

Recent recommendations: 68 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Salesforce.com

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

Price:

Recent recommendations: 55 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Thryv

Thryv is a cloud-based customer relationship management (CRM) solution designed for small businesses across various industry verticals. Features include appointment scheduling, billing and invoicing, contact management, reputation... Read more

Price:

Recent recommendations: 54 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 48 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

kvCORE

KvCORE is a cloud-based customer relationship management (CRM) solution designed for the real estate industry. Key features include task planning, listings, lead management and distribution management.  KvCORE allows agents to generate... Read more

Price:

Recent recommendations: 29 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 27 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

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

Price:

Recent recommendations: 21 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

FunnelMaker Sales

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 management. FunnelMaker... Read more

Price:

Recent recommendations: 18 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

LeadMaster

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

Price:

Recent recommendations: 17 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Infor CRM

Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, information and CRM. It provides comprehensive capabilities for managing sales, marketing and customer service activities and information... Read more

Price:

Recent recommendations: 17 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Pipeliner CRM

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read more

Price:

Recent recommendations: 16 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 13 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

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

Price:

Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

BNTouch Mortgage CRM

Grow your mortgage business, free up time, automate your marketing and put together a digital mortgage experience for your borrowers, all from one central hub. With BNTouch Mortgage CRM you can build a website, utilize a digital 1003,... Read more

Price:

Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Aysling

Asyling is a multifunctional CRM that allow users to manage B2B operations. Operating as a cloud-based service resource planner, Asyling consolidates the entire back-office operations in a single dashboard spanning from customer management... Read more

Price:

Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Hatchbuck

Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read more

Price:

Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Firepoint

Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry. It helps users manage leads, track team activities and report key metrics. Firepoint... Read more

Price:

Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

4Degrees

4Degrees is a cloud-based customer relationship management (CRM) solution, which helps businesses manage opportunities, networking, deals and more. Key features include contact management, search functionality, pipeline management... Read more

Price:

Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Buyers guide

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