Why You Need to Go Mobile With Your CRM
The Best CRM Mobile Applications for Android and iOS
On average, we spend a little more than three hours a day on our mobile devices. That’s spread across all demographics. If you boiled it down to those who predominantly use smartphone and tablet technology (GenZ through GenX), you’d see a marked increase.
Most of these people aren’t going to be constantly connected to their desktop machines. The business world is becoming more mobile all the time. You hear about people like Mark Zuckerberg who don’t even use a dedicated office. They’re constantly moving from one place to another because they don’t have time to sit still for hours on end.
If your team is young, then they’ll be similar. Younger generations grew up with an ideal. That’s the idea that work should move with you wherever you are and that this gives you a sort of freedom traditional jobs don’t.
This is why the remote workforce exploded over the past few years. Remote workers don’t want to just sit in an office. They want to have the freedom to work from anywhere.
Your team won’t be any different. And they’ll be looking for ways to interact with customers and data on the go. Here are a few reasons you should listen to them and a few of our top mobile CRM solutions.
Not all CRM is mobile. Not all of them include an app of some sort. Here’s why you need to go mobile with your CRM.
No matter where your team is whether in the office or on the go, mobile tech will help your team manage sales faster. Your sales team can zero-in on new opportunities in the moment even if they’re in a meeting. Manage sales pipelines and reach targets non-stop.
If your team is driven to make those sales, they’re going to want a mobile solution. They want to be prepared for meetings, respond to customer needs while on the subway and in the office.
This will lead to better customer retention. And you’ll see your sales cycles shorten.
Imagine this, you’re on a business trip and you forgot to print off that 30-page contract. Twenty years ago, you would be lost. You would have to admit to the client your mistake, call your company, and have them fax over a copy of the contract.
With mobile technology, you won’t even need a fax machine. You can print a new contract from the hotel with your mobile device.
This is only one example of how mobile tech could save you time and keep you looking professional all at the same time.
Can you keep up with the team, track real-time data, and monitor your marketing funnels all from the comfort of your airplane seat? If not, you need to change your CRM software to something with a mobile CRM app.
Mobile CRM means data agility. It means improving your team’s ability to collaborate. And it gives you and your team 24/7 access to information.
Lack of connection to your CRM and loss of control are two reasons why data corruption happens. Data gaps skew your perspective and might cost you in leads and profits.
If you can monitor your marketing funnels and your email marketing in real-time, then you can fill in those data gaps. Your team isn’t going to always be by their desktop or laptop when data arrives or opportunities arise. They need a way to easily and promptly record data or set appointments or create tasks.
With the advent of the internet and mobile technology, clients and customers began expecting instant responses. There is no longer the excuse that your whole team has gone home. Someone in China might be expecting an answer by midnight.
Your clients will get anxious when you don’t communicate. But if you’re able to take your CRM on the road, you’ll be able to send an answer as soon as you have it. No more waiting until you arrive at the office at 9 A.M.
Prompt customer service and prompt client care will keep your retention rates up. You will be more likely to gain that precious retainer contract from your clients or it will be more likely that customers will buy your product again.
While it’s unreasonable to expect your team to be “always-on,” some might want that opportunity. Why wouldn’t you give them the opportunity?
When your team has the opportunity to be on when they’re not at the office or chained to their desktop, they can leverage the team any time. Imagine if John is working on a project and he runs into a problem. Joan might be working on another aspect of the project at the same time and be able to answer his question. Without a mobile app, John would have needed to put his work on pause and wait until the next morning to ask his question.
Not only will this make your team more efficient, it will give them the opportunity to collaborate further and solidify their relationships. When your team feels more tight-knit, then they’ll trust each other more. They’ll be more willing to reach out and ask for help from one another and will then decrease their reliance on you.
This will, in turn, free up your time and give your team a sense of responsibility. Every facet of your team’s productivity will improve.
Not all social media can be automated. And some platforms will ding your rankings if you try to automate. This is why it’s important to have eyes on your social accounts at all times.
With CRM that’s mobile, your social media accounts and their campaigns will all be in one location. And when you and your team can bring that tool with them wherever it’s easy to keep someone vigilant at all hours of the day.
Mobile apps make it possible to break up the work among your team members. This way you can keep up with responses to your social media campaigns. Your company will seem more authentic when leads hear from your team as soon as they post a comment.
If current events impact your business, you can notify your customers and clients immediately no matter where you’re at. Sometimes a crisis might dictate that you stay home and stay healthy. Your team won’t lose all the access they had at the office in those stressful moments.
Are you ready to increase your team’s efficiency and upgrade your CRM game? Here is our list of the top CRM applications available on Android and iOS.
Bitrix24 mobile iPhone app is not only a CRM toolkit, it is a combination of business tools, and for the most part they are free to use. This definitely makes it one of the best CRM apps for the iPhone.
Installing Bitrix24 on your iPhone is like buying a Swiss knife, but only for your business. It contains major functional CRM sets to cover virtually every aspect of the workflow.
Keep the collaboration alive with feed, chats, calls and file sharing.
Observe task status on Kanban board and stay updated on the progress with reminders and notifications. Automatic time tracking goes as a pleasant addition to the package.
Bitrix24 is free CRM software for companies with a few employees. In case you're considering an upgrade, there are two options: a Standard Plan and a Professional Plan.
The Standard Plan for $99 a month does not set any restriction on the size of the organization. Moreover, it enlarges the storage space up to 100 GB and allows you to use your company logo.
For the price of $199, the Professional Plan enhances the standard toolkit, gives unlimited storage capacity, and enables to use your own domain name.
Pipedrive is famous for being an incredibly easy to navigate, intuitive and user-friendly CRM app for iPhone.
Pipedrive for iPhone might not be a comprehensive CRM instrument, but it genuinely promotes the sales aspect.
Great visual representation with Kanban board and Google Maps API
Allows users to monitor tasks, communicate and access client information
Enables users to call or email directly from the app
Remains useful in offline mode
Syncs the notes with the web version of the application
Pipedrive ranges their monthly prices per user in accordance with the storage capacity.
Essential tier ($12.50) - 2 GB, basic CRM functions.
Advanced tier ($24.90) - 5 GB.
Enterprise tier ($49.90) - 100 GB, plus dedicated server hosting.
The distinctive feature of SugarCRM is its open-source nature, enabling users to adjust the configuration of the software. In this CRM application, this is achieved through the Sugar Mobile Application Configuration Service (MACS) for iPhone.
This program not only grants a variety of CRM functions, but also allows users to customize these functions. It offers online customer support for iPhone users.
Stores the valid data on accounts, contacts, etc.
Logs calls and meetings.
Helps to monitor the team through dashboard.
Livens communication with Activity stream.
Checks up new opportunities and watches the progress on the tasks.
Has useful click-to-call, click-to-text, and GPS mapping options.
Keeps information accessible even with no internet on your iPhone.
SugarCRM organizes its price list according to the same principles as Pipedrive – it increases the monthly price per user for additional gigabytes and enhanced CRM functionality.
Professional plan ($40) - essential features and 15 GB.
Enterprise plan ($65) - advanced set of options, 60 GB.
Ultimate plan ($150) - whole CRM package with 250 GB.
Today teams expect to be constantly connected to their work. They want to access the team and the work they’re doing from anywhere and everywhere. Going mobile with your CRM is the best way to do this.
Bitrix24’s mobile CRM app is available for both Android and iOS. Its sleek design will help your team perform better and reach their goals. Your clients and customers will notice a difference and your team will feel powerful. Upgrade your CRM today.