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
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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 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 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.
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!
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