4 Best Mobile CRM Apps For 2023 For Small And Medium Businesses

What's On This Page?

• Introduction
• 4 Best Mobile CRM Apps For 2021 For Small And Medium Businesses
• Fieldproxy - Field Service Management Solution
• Zoho CRM
• Pipedrive
• HubSpot CRM
• Closing Thoughts

Introduction

If you work in sales, business development, or account management, there’s a good chance you find yourself taking on more than one important responsibility. You might get called away at any moment and aren’t always sure where you can locate vital information while also using your tablet or phone to meet with clients and work on tasks remotely.

With the growing need for mobility and flexibility of access to deal records and customer information these days, we've taken a look at six of the leading mobile CRM apps available that help keeps things moving faster when you're on the go. Let’s get straight to it.

4 Best Mobile CRM Apps For 2021 For Small And Medium Businesses

• Fieldproxy - Field Service Management(FSM) Solution
• Zoho CRM
• Pipedrive
• HubSpot CRM

Fieldproxy - Field Service Management Solution

Fieldproxy is an all in one field service management software to handle your entire field operations. It is a full-featured software product that helps managers of retail, pharma, consumer goods, real estate and construction etc., to collect data in a structured format.

As businesses expand and operations grow more complex, managing field teams can be a daunting task. From managing tickets to scheduling jobs and everything in between, keeping track of everything can be time-consuming and inefficient. That's where Fieldproxy comes in - an end-to-end field team management solution that aims to simplify these tasks and streamline operations.

Ticket Management Solutions

One of the key features of Fieldproxy is its ticket management system. With this feature, businesses can create, assign, and manage tickets, ensuring that issues are resolved quickly and efficiently. This means that customers get the service they need, and businesses can maintain their reputation for quality customer support.

Schedule Jobs For Field Agents

Another important aspect of Fieldproxy is its job scheduling feature. With this tool, businesses can schedule jobs and assign them to field teams in real-time. This helps ensure that the right team is on the job at the right time, which can save businesses time and money.

Generate Quotes And Estimates

Fieldproxy also offers a mobile application that allows field teams to generate quotes and estimates on the go. This feature is particularly useful for businesses that operate in industries where quotes and estimates are necessary, such as construction or landscaping. With this feature, businesses can provide accurate quotes to their customers quickly and easily.

Raise Invoices And Collect Payments

In addition to generating quotes and estimates, the Fieldproxy mobile application also allows businesses to raise invoices and facilitate payment collections through integrations with popular payment gateways. This can help businesses get paid faster and with less hassle.

Collect Valuable Customer Feedback

With features like customer happiness index, and historical customer data, ensure your customers are always satisfied with your products and services. Know exactly how your customers operate and provide better quality services.

Dashboards And Reports

Fieldproxy’s easily-presentable data dashboards and reports allow managers to make sense of all the data their field teams collect, in real time.

Create, curate, and manage different dashboards and reports to help make better data-backed decisions for your service teams.

Make a data-backed decision today. Fieldproxy is trusted by 170+ clients and used by over 50,000+ agents all over the globe Click Here To Get Free Demo

So why should businesses consider Fieldproxy? With its comprehensive set of features, Fieldproxy can help businesses save time, streamline operations, and improve customer satisfaction. And with a free demo available, there's no reason not to give it a try.

If you're looking for an end-to-end field team management solution that can help you manage tickets, schedule jobs, generate quotes and estimates, raise invoices, and collect payments while also providing customer feedback support, then Fieldproxy might be the solution for you. Book a free demo today to see how Fieldproxy can help your business improve its operations and customer satisfaction.

Zoho CRM

‍

Zoho has some very affordable pricing that makes its tools accessible to businesses of just about any size. Since Zoho provides tools for sales, marketing automation, project management, invoicing and more, your business might benefit from the simplicity of having everything in one place. Their UI is also easy to understand, which makes it easier for both new team members to grasp the software and employees who need to use it on a daily basis.

There are certain limitations with Zoho CRM though. The mobile app interface lacks a visual pipeline view, but it’s currently in production. Of course, the support team only operates during business hours. It would be nice if they were available 24/7. Social and marketing integrations need some improvement—they could be more seamless and better integrated with other project management features.

Pipedrive

‍

Pipedrive has always been easy to use and readily available wherever you go due to its mobile capabilities. By using the visual pipeline feature, you can see what projects your contacts or leads are working on and how far they have come through the pipeline. Pipedrive also has a clean design that can give you a sense of relief when it comes to comparing it with other CRMs such as Salesforce whose design is sometimes too complex.

One of the coolest features of Pipedrive is how easy it is to use. If you don’t need much customization or integrations, you will enjoy both the desktop and mobile experience on the mobile app. As soon as you log in to the mobile app, you won’t be bombarded with too many options (which can be overwhelming), but those are there if you choose to use them.

HubSpot CRM

‍

HubSpot CRM has a lovely, intuitive interface that is very easy to use. You can quickly start using it by importing your contact data from an excel sheet, by importing data through the business card scanner, manually create new contacts, or you can search for them depending on keywords. This app is available for free but if you want fewer restrictions you can subscribe to the services for a monthly payment.

The email tracking system of HubSpot is very interesting! You can see whether or not a prospect has opened an email through the activity tab on their profile. Additionally, you can track whether they viewed any of your embedded documents.

Closing Thoughts

We hope you enjoyed our blog on the best mobile CRM apps for 2021. There are plenty of great options on the market, but we’re confident that with this list you’ll be able to find the right one for your business. If you need any help with your mobile CRM, please contact us anytime at Fieldproxy. Thank you for reading, it’s always exciting to be able to write posts like this for companies like yours!