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Mobile CRM applications are software accessible on smartphones or tablets, allowing sales reps to manage sales or marketing activities and collaborate with their team. The best mobile CRMs give you the functionality and power of desktop software, such as pipeline management and reporting, and mobile-specific functions, such as mobile geolocation and business card scanning. To help you decide, we’ve compiled a list of the top mobile CRMs on the market.
Here are the six best mobile CRMs for salespeople:
Although some options on our list scored well in one category, we found Freshsales to be the top mobile CRM software, offering the best mix of affordability and mobile-specific CRM features. Continue reading to check out each mobile CRM’s primary use case, pricing plans, and key features, or jump down to see how we scored each option across six categories.
Note: All per-user prices are with a one-year commitment unless noted otherwise.
The following functionalities are included in the best mobile CRM for salespeople on the move:
Monitor the movement of your deals in visual pipelines for both desktop and mobile, and identify opportunities or risks in each stage so you can adjust your sales activities and marketing efforts.
When considering the best mobile CRMs, we evaluated each of the top-rated CRM options using a weighted scoring method. First, we identified the top six scoring categories important to mobile CRMs, weighting each accordingly. Then, we used key subcriteria to assign each option a score in every category as well as an overall score out of five. This scoring logic helped us determine the rankings of mobile CRMs and each one’s primary use case.
First, we looked at the standard features that should come with every CRM solution on the market. Next, we narrowed down the list by assessing the cost of each option, followed by the mobile functions offered and its customization capabilities. Lastly, we checked each mobile CRM’s ease of use and the customer support offered.
Mobile CRMs should provide all the core features you'd expect on both mobile and desktop, such as contact management, sales pipelines, and task automation.
We considered the pricing tiers of each CRM, billing options, and any free tiers or free trials and their length.
In addition to general and desktop features, we placed a lot of emphasis on mobile features like geolocation, log-in options, and mobile security.
Also considered was the ability to customize each mobile app’s sales pipelines, reporting and dashboard, menu settings, and more.
Mobile platforms can be difficult to navigate when compared to their desktop counterparts, so we looked into real user feedback on usability from reputable review sites and each option’s knowledge base.
Here, we looked into the different types of support solutions offered via live chat, phone, and email. We also considered user ratings from certified review sites.
With increasing consumer reliance on smartphones, a good mobile CRM solution can help your brand succeed. Collaborate with your team, stay up-to-date with your sales activities, and make sure you’re targeting the right key performance metrics by subscribing to one of the best mobile CRM solutions available today. If you’re looking for a platform that offers broader CRM features, read our independent review of the best CRM software for salespeople and teams.
Alison is a Philadelphia-based technology writer for Selling Signals. She has 15 years of experience in the digital space, and her specialties include comparison guides and reviews across CRM, ecommerce, and various SaaS products. In her free time, Alison has received two HubSpot certifications plus a TEFL certification, as well as leads an online martial arts learning program.
Selling Signals delivers actionable advice for sales and marketing professionals. Learn strategies that help you hit targets, strengthen customer relationships, and win more business. Get expert advice on lead generation, sales processes, CRM software, sales management, and account management directly to your inbox.
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