Learn why 50% Of SMB's in INDIA uses mobile CRM

Mobile CRM is the best way to keep your clients happy. It ensures that they are being taken care of at all times, no matter where they are. That is why almost 50% of SMB's use it. Read more here.

Posted by By Shoaib Ahmed on 2021-10-12

What's On This Page

  • Introduction
  • What Is A Mobile CRM
  • Why Mobile CRMs Matter
  • Fieldproxy Mobile CRM
  • Closing Thoughts

Mobile CRM is the way to go for small businesses. There are certain key advantages of using mobile CRM for small businesses. Features like geo-targeting, data tracking, integration with social media are just a few advantages of using mobile CRM solutions.

Mobile CRMs are the new kids on the block. Almost everyone looking to automate their work is looking to CRM solutions like Fieldproxy The methodology of using mobile devices to run a customer relationship management software is becoming increasingly popular as more and more companies recognize the value it offers. In case you’re still not convinced, here’s a report by EcoConsultancy which suggests that over 91% of companies in the US with employees over 11 people now use some kind of CRM or the other. That’s what’s happening with other parts of the country as well.

In this article, we’re going to show you why every business needs a mobile CRM, and how Fieldproxy is the best mobile CRM software for your business.

What Is A Mobile CRM

Mobile CRM or Mobile Customer Relationship Management is a way of managing customer information and interactions using mobile devices such as cell phones and smartphones, as well as tablets.

With Mobile CRM solutions, your sales team's access to customer data through a mobile app or cloud-based browser can be geo-tagged by location. This means that field reps could generate leads and respond to inquiries quicker than ever, instead of having to type in times during business hours because it's easier for them to dial their contacts via Smartphones. This way the customer won't have to wait till office hours to reach someone and there won't be missing leads!

Why Mobile CRMs Matter

CRM software adoption has always been a challenge, but with the increased use of mobile technology in our workplace this issue is becoming even more prevalent. But there is good news! With mobile CRM for workforce effectiveness, you can achieve higher productivity whilst boosting overall performance. According to a Salesforce Forrester Research, CRMs that offer employee access on their mobile devices provide a 50% increase in performance!

Another Nucleus Research report finds that compared to other types of CRM, mobile CRMs have been shown to be the most effective in helping reps succeed in meeting their sales quotas. In fact, for companies using a mobile CRM: 65% of reps were able to make quota and only 22% of reps using non-mobile means were able to achieve this, and 81% of reps found their manager was or would evaluate them positively about the use of their mobile CRM.

How Fieldproxy’s Mobile CRM Solution Can Help

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.


Managers can create workflows for their employees from the web dashboard and assign tasks for their agents within minutes.

It has a user-friendly mobile app from which the field agents can update the tasks once they complete and managers can get field updates in real-time.


Fieldproxy has workflows specially designed to ensure that the on-ground field agents are safe and secure. In this time of the pandemic, this special feature acts as a lifesaver by tracing the contact, hygiene compliance and accountability.

"Fieldproxy gives us more visibility of how our business is moving and make us much more efficient each day"

Source: Chantelle, Field service manager

Features of Fieldproxy :

This feature-rich cloud-based application brings all your field tasks under one roof with the most interactive web application and highly capable mobile app. The heavy-duty software provides ample features like:

Attendance management

Field agents can mark their attendance along with their photo and location remotely from anywhere, from the comfort of their mobile app.

Scheduling and Dispatch

Flexible scheduling allows managers to schedule the jobs for their agents weeks ahead to get them to the right place at the right time.

Mobile app

Fieldproxy mobile app is designed to perform the day to day operations effortlessly

Invoicing and Follow-ups

You can use the prebuilt templates to generate an invoice with just a tap. The generated invoice can be easily downloaded and shared with anyone.

Order Booking

The software has a portal, from which you can place orders conveniently without making frequent calls to the suppliers

Inventory Management

Inventory management acts as a platform to monitor and organize all your Inventory from a single pane

Attractive dashboard

Managers can filter the agent metrics according to their needs and can easily view the performance in a dashboard.

Report generation

Tedious reports are automatically generated and the system automatically sends you via Whatsapp or mail.


Locations are geotagged with GPS coordinates for accurate monitoring of on-field agents.

Route optimization

With this feature, managers can navigate their field service agents with efficiently planned routes to beat the traffic.

Integrated CRM

Maintain long term customer relationships with Fieldproxy's friendliest CRM to conduct meetings and to always stay connected with the customers.

Feedback collection

To increase customer retention, the mobile app allows the service agents to collect the service feedback from clients and automatically gets saved in the customer feedback portal.

Technician info sharing with the customer

You can further pamper your customers, as the software automatically sends the service details like time, technician location to the customers beforehand of the service.

Automated email & SMS

Service agents will be automatically reminded of their jobs on the previous day Itself. Besides that, this feature comes in very handy for managing inventory, as the tool automatically reminds you to make a purchase when the product falls below the threshold.

Expense Tracker

This feature helps you to save ample time. Once the agents update all their expenses from their mobile app, it automatically calculates all the expenses and sends you a report.

Closing Thoughts

A Mobile CRM software that fulfils all your needs is Fieldproxy - a one-stop solution to all your field service and Mobile Warehouse management needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track systems with greater efficiency
  • Create tasks for different warehouses and manage them seamlessly.

And that's not all. With Fieldproxy, you can do so much more. Book a demo and improve your Mobile Warehouse management teams with just a few clicks today.

Manage with Fieldproxy

Fieldproxy manages all your field operations, including location tracking, client data management, worker productivity, time and expense tracking, and much more. Fieldproxy is designed to be easy to use.

Try for free