In today’s busy world distributors must have the ability to manage their business on the go. With a smartphone and the right app, you can follow up on sales and manage orders from anywhere.
Technology has come a long way and every business software we need has a mobile app to go with it. The right one will be different for everyone, depending on preference and the other systems you’re using. The point is that your systems integrate seamlessly for the most efficiency possible, and to avoid double data entry at all costs.
The goal of the mobile apps is that you can easily access any information, make notes and complete tasks, right on your phone. Here is a list of mobile apps for customer relationship management. Some are dedicated CRM platforms. Others are CRM components of larger business apps. They all work in tandem with their web application so that your team can have all information updated in real time. Several have free plans, which allows you to start using it and make sure you like it before committing to thfull-featureded paid plan.
We are huge fans of Zoho CRM. They recently launched Zoho One, which is a full suite of Zoho applications that allow you to run your entire business. Each one has it’s corresponding app and you can add the ones you want to your phone. The CRM app lets you access or modify customer information offline and automatically sync when you go online. You can get instantly notified as you receive emails from customers. Collaborate with your team in real-time using chat feeds. There is a free version of Zoho CRM and the paid plan starts at $12 per month. Zoho One is $30 per month, which is an outstanding value.
Pipedrive is a CRM platform built around activity-based selling. The primary view is the pipeline, a visual interface that prompts you to take action, remain organized, and stay in control of the sales process. The pipeline ease of use and flexibility allows you to track orders even though is not a project management system. Plans start at $12.50 per month.
The Insightly mobile app has a cool voice feature that lets you easily add voice memos to leads, contacts, opportunities, and organizations. Available on Android and iOS. Price: App is free with an Insightly plan, which starts at $29 per month.
The Highrise CRM mobile app allows you to search your contacts, edit their information, and add new ones. Add notes and share comments with your team. Create, assign, and complete tasks. View and scroll through the latest activity of your team. See upcoming tasks when viewing a contact. Price starts at $24/month
Capsule allows you to get a complete view of your business. Manage leads, customers, vendors, and more. With Capsule’s mobile app, you can view, add, or update your data even when you’re offline. Start calls, messages, and emails directly from contact profiles. They offer a free version and premium plans start at $12 per month.
HubSpot offers a free version that is quite robust. The mobile app gives you access to your deals and contacts, as well as your inbound marketing campaign, which they have a free version as well. Personally, I find Hubspot CRM a bit invasive, but it is a good product at the free level. Paid plans start at $50 per month.
Agile is an all-in-one CRM platform to automate your sales, marketing, and customer service. With Agile’s mobile app, track deals, check pending tasks, mark tasks as complete, and create new tasks and events. Send email campaigns, respond to social mentions, place calls to your customers, take notes after a meeting, and more. We really like this app. There is a free version and premium plans start at $8.99 per month.
Salesforce has been around for a while and one of the most robust CRM platforms. The mobile app allows you to access all your CRM records, as well as reports and dashboards so you can make informed decisions from anywhere. Plans start at $25 per month.
Which One Do You Prefer?
If you have a CRM app that you like please share your experience in the comments. If you are in the evaluation process these 8 will give you a starting point. Keep in mind that there isn’t one that’s 100 % perfect. These make good choices because they have many integrations with other systems you might be using and they are always adding more. They were great when they started and have evolved over time, so chances the companies behind them will continue to do so.