When telemarketing burst onto the sales scene, it completely changed how we do business. For the first time in history, you could reach out to people, disseminate information, and make a sale without ever meeting the customer face-to-face.
Phones are still incredibly revolutionary today, albeit in a different way. Using your mobile device, you can access contacts, send and receive emails, schedule appointments on your calendar, manage your daily tasks, and call anyone, anytime, from anywhere in the world.
If you’re in the sales industry, you know how important a mobile phone is to sales success. But what you might not know is that there are mobile CRMs that tie all of these functionalities together in one easy and convenient app. These apps even add a few capabilities that can transform your phone into a superpowered sales tool that you can use on the go.
Sales reps and team managers, this guide is for you! Take a look at our no-fail guide to choosing the right mobile CRM for your business, or scroll down for our top 10 apps. Let’s get started!
“CRM” stands for customer or content relationship management. A CRM is usually a system, tool, or technology that helps you manage your clients. Most if not all CRMs have a contact database and some kind of phone, email, or chat functionality that lets you reach out to your customers.
The promise of a CRM is to help salespeople sell more and better, yet the real life experience with most CRM’s, however, leaves a lot to be desired. Although feature rich, they have monstruos interfaces and demand enormous time keying data in with little in return for salespeople on the field. Many CRMs failed promise resides in the fact that they are practically inaccessible from mobile devices.
Some CRMs, like the ones on this list, take it a bit further with additional features. CRMs that are designed for sales professionals or teams can also integrate meeting scheduling, email tracking, data reporting & analytics, and marketing campaigns into the system.
Most people have either an Android device or an iPhone, so finding a CRM app that is compatible with your smartphone shouldn’t be too much of an issue. But if you’re using a phone with an older operating system, or if you’re using a different system like Windows, then your choice of mobile CRM apps might be more limited.
CRMs generally have the same capabilities: you can make phone calls, schedule meetings, organize tasks, and update your client’s information from the app. There are also CRMs that can do more or focus on one particular part of the sales process, like lead generation. No matter what it is you need, you’re sure to find a CRM that provides most or all of it
Sometimes, a CRM doesn’t need to do it all—it just needs to integrate with something that does. Lots of CRMs such as Salesforce support integration with the most common sales tools like Gmail, Outlook, and more, both native and via apps like Cirrus Insight. By integrating your programs, you don’t have to open multiple apps and manually update each of them; you’ll be able to access data, edit information, and do so much more from one app.
Even the highest-rated apps on the app store aren’t exempt from the occasional downtime or glitch. While you can’t avoid problems with the app completely, you can minimize its impact on your team by choosing an app with a good customer service reputation. You’ll be able to contact their support team when things go wrong and get it fixed before it starts hurting your numbers.
The apps we’ve listed below are mostly free to download, but you won’t be able to actually access all the features unless you sign up for the CRM itself. The price can range from a few bucks per user to hundreds of dollars every month, depending on the features you want.
Even though it might sound a bit steep, most of these CRMs will increase your productivity and boost your sales, making them a great investment.
Available on both Android and iOS
Cirrus Insight plugs into Salesforce to bring all of its power to your mobile, along with many other workflow automation features that will simplify your life.
Price: Free*
Features:
Check out Cirrus Insight here.
*While the mobile app itself is free, you need to sign up with Cirrus Insight to access advanced functionalities. Paid plans with Cirrus Insight go for as low as $14 per month per user.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with HubSpot to access its functionalities. HubSpot offers a basic package for free, and their paid plans go for as low as $50 per month per user.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Salesforce to access its functionalities. Pricing for Salesforce differs based on your organization or team’s needs and is available upon request.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Zendesk to access its functionalities. Zendesk Sell, the brand’s sales-focused platform, has paid plans for as low as $19 per month for up to three users. They also have other CRM solutions and a Zendesk Suite for added functionality.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Freshsales to access its functionalities. Freshsales prices their CRM starting at $12 per month per user.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Insightly to access its functionalities. Insightly CRM has three pricing plans, with the cheapest starting at $29 per month per user, billed annually.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Zoho CRM to access its functionalities. Zoho’s paid plans start at $12 per month per user, but they also have a limited free plan for up to three users.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Pipedrive to access its functionalities. You can subscribe to Pipedrive for as low as $12.50 per month per user.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Capsule to access its functionalities. There’s a simple free version for up to two users, and paid plans start at $18 per month per user.
Available on both Android and iOS
Price: Free*
Features:
*While the mobile app itself is free, you need to sign up with Agile to access its functionalities. Agile offers a basic free plan for up to ten users, or you can choose from their paid plans starting at $8.99 per month per user.
What if you could have the full functionality of your CRM even when you’re not at your desk? Mobile CRM apps give you the ability to filter through prospects, reach out to clients, and convert customers, any place, any time! For effective sales on the go, sign up for Cirrus Insight—and get the power of Salesforce, Outlook, and Gmail in one single tool. With Cirrus Insight you have a mobile inbox embedded with insights, optimized for workflow efficiency. Try Cirrus Insight free.