In the digital era, the use of mobile devices is increasing and has become a mandatory necessity. This is the main reason for the emergence of CRM software with mobile app in the business sector. Despite being concise and easy, mobile CRM is an excellent solution to establish more intensive relationships between companies and customers.
What is the Purpose of CRM Software with a Mobile App?
CRM software with mobile app is designed to assist the company’s customer relationships through mobile devices, such as smartphones and tablets. CRM mobile consists of all the features on the desktop but is already adapted in the simplest version. It allows the user to work both in the field or remotely. Thus, efficiency is now created.
Benefits of CRM Software with Mobile App
In its mechanism, the CRM software mobile app brings many benefits to its users. The mobile version makes it accessible from anywhere and anytime. Furthermore, users can boost productivity which will have an impact on enhancing sales within the company further.
Additionally, the CRM app eases the user to fastly collect valuable data and information. The user allows to update contacts, input notes, and grab the current customer’s data, hence it can improve the company’s return. Besides that, mobile CRM is useful to always make the company’s teams keep in touch with customers and take action in real time.
How to Pick the Finest CRM Software with Mobile App?
Users must pay attention to their needs before deciding on the right mobile CRM. The following text is a key aspect that can be used as a reference.
1. Features & Price
Most CRM software with a mobile app has a similar ability to organize all the things that relate to the company’s needs. For instance, scheduling meetings, arranging projects, or updating the latest information about customers. However, there are some types of software that are supposed to focus more on the company’s sales target and lead generation.
Whereas price is also an absolute requirement that is no less important in choosing the proper mobile CRM. There are lots of types of CRM software that are free to use, but usually, the features are common and limited. If users have the intention to get an additional features, they must upgrade it to premium by making a payment.
2. Customer & Technology Support
Before looking for a mobile CRM, the user must determine the minimum specifications first. Even though the application has a high rating, it does not guarantee the application does not experience any bugs or glitches at all. In this case, the user can not fully prevent the issue. Hence, it is necessary to ask for the help of customer support.
The use of software with a high reputation for customer and technology support is very profitable. While the application’s customer support deals with serious problems, it can also provide complete information about the application for users.
Best Choices of 5 CRM Software with Mobile App
Every company has different marketing goals and methods. Therefore, these 5 software choices can accompany a successful business journey.
1. HubSpot
Hubspot CRM software with a mobile app can direct, manage, record, and share data with other teams. Apart from that, users can do live chat, follow up with one-click tasks, or even scan business cards by using this CRM app. The special thing is the user can take a business card photo and get the information at the same time.
It is a free plan, but limited to unlimited users. The individual and bundle packets get pricey as well. Unfortunately, there is no free sale automation tool, and the call is also paid and limited to some cell phone providers.
2. Pipedrive
By providing a rapid overview of email and schedule, Pipedrive determines to put the user in a focused and organized way. Pipedrive has a powerful integration system and is well-known as a friendly platform for users. This CRM app has specific collaboration tools that ease the user to work in a team further.
Pipedrive is a free trial for 14 days. It is also the simplest application that can scan documents and do navigation well. However, this mobile application has weaknesses, including a costly e-signature feature. Then, there is no option for call forwarding, even if it is on an advanced package.
3. Zoho
For those who own small or medium businesses, Zoho CRM software with a mobile app can be a good recommendation. It has a perfect, seamless interface and features that can help users to provide excellent marketing. Zoho also becomes the most capable CRM app that offers all its features at affordable prices.
Its special AI, Zia, provides a sales guide plus deep analysis tools like lead reminders and forecasts. In addition, Zoho has pros in that its features are too simple to be applied, and the free plan is limited to 3 users only.
4. Zendesk Sell
In terms of smartphone apps, Zendesk has the best mobile CRM for its geolocation functions. The user can find out the closest prospect, acquire directions, and visit inspections while using this CRM app. Zendesk has the main feature that provides a list of deals. Hence, the user can easily scroll and see the recent deals.
Zendesk seems difficult for new users to run the application. In addition, the marketing means are limited to email, templates, as well as texting. However, it is a free trial application for 14 days only.
5. SalesForce
It is one of the top leaders in CRM software with a mobile app that has a special AI assistant named Einstein. This AI helps to automate a process, track exact data, and let the users create report to streamline sales performance.
In addition, this CRM app is a free trial for 30 days. SalesForce supposes the user to customize the company’s team and track each interaction with customers only in a single location. It also allows the user to record a call, hence the data will always be safe, even if the user is on the way.
While the main drawbacks are that mobile application settings are quite difficult and too many applications that sometimes makes users confused.
Could the CRM Software with Mobile App be Worth to Use?
If previously the user always focused on the desktop, now CRM can be used on the palm. The customer approach is getting easier to reach, thus the company’s return is also increasing over time.
The existing CRM software with a mobile app also allows users to get different benefits. However, its main benefit is to create a good relationship between the customer and the company. Furthermore, the user decides to choose the best mobile CRM that suits their intentions, goals, and needs.