Getting started with a mobile CRM
Posted: Sun Jan 19, 2025 4:13 am
What we like : Lightning App Designer makes it easy for teams to create custom apps that support unique business needs, which can be used on both the desktop and mobile versions of the CRM.
What it lacks : In keeping with the desktop version, Salesforce’s mobile UI is dated and lacks a modern, design-forward feel.
. Freshsales
Freshsales is a sales-focused CRM app from Freshworks that offers a solution turkey phone number material to streamline your sales process and get a 360° view of customer interactions.
Plus, their mobile app features a clean and usable user interface that will make managing your pipeline a breeze. Freshworks also offers marketing, HR, customer service, IT, and other management software solutions.
Key Features :
Automated lead capture and assignment
Advanced telephony features for recording calls
Caller ID with contextual information for prospects
Customizable dashboards and reports
Activity timeline for easy viewing of customer/lead interaction history
Attractive and easy to use interface
Pricing : Free plans are available. Paid plans start at USD15 per user per month.
What we like : The Freshsales app has an easy-to-use interface and a comprehensive set of features at affordable and scalable prices.
What it lacks : Freshsales integrates tightly with its own platform, but lacks the breadth of external integrations offered by other mobile CRMs on this list.
Nutshell CRM
Nutshell is a lightweight CRM that promises a stress-free solution for both sales and marketing. It offers all the essential features you’d expect from a mobile CRM, including contact and lead management, custom reports and dashboards, email sequences, and visibility into your team’s productivity.
Additionally, Nutshell’s interface is clean and minimalistic. This appeals to many users, but may seem insufficient to those who are used to heavy software like Salesforce. However, if you’re looking for an easy-to-learn yet solid CRM to support your pipeline, Nutshell might be your best choice.
Key Features :
Simple user interface with minimal learning curve
Attractive and customizable sales dashboards
Easy export of sales charts for use in presentations
Automated email sequences triggered by your custom pipeline stages
Embeddable web forms
Pricing : Basic plans cost $16 per user per month. Pro versions cost $42 per month.
What we like : Nutshell offers an easy-to-learn user interface that makes it easy to use.
What's missing : Call logging and sales automation are only available in the pro version.
Insightly
Insightly is a cloud-based mobile CRM solution that can improve the productivity of sales and marketing teams. The platform aims to serve small and medium-sized businesses looking to streamline business processes, eliminate data silos, and close deals faster.
With over 2,000 integrations available, Insightly can fit seamlessly into your organization. Plus, its mobile CRM app will ensure your team stays connected in and out of the office.
Key Features :
Automatically assign leads to the right team members
Automate processes with repetitive tasks and workflows
Business intelligence features offer data visualization with engaging reports
Business card scanner
Ability to add voice notes to leads and opportunities
Pricing : Plans start at $29 per user per month.
What we like : The data visualization reports are vibrant and engaging, making business intelligence a little more fun.
What's missing : The basic plan is limited to 50 custom fields and 10 GB of file storage.
Zendesk Sell
Zendesk Sell is the CRM offering from the makers of the industry-leading support software. Zendesk Sell’s fully-featured mobile CRM app will keep your team connected to leads and customers from anywhere.
Zendesk Geolocation helps you find nearby opportunities, get directions, and verify your leads' locations. Zendesk also offers a comprehensive set of features at a reasonable price that can scale as your business grows.
Key features :
Data management for contacts, leads, companies, agreements, notes and more
Manage tasks, appointments, and calendars to keep teams up to date
Easy to use interface
Sell Composer functionality makes it easy to send emails, make calls, or take notes directly from contact records on your mobile device
Reliable customer support
Geolocation tool to find nearby leads and verify that reps have made on-site visits
Pricing : Plans start at USD19 per user per month.
What we like : There are solid mobile features like geolocation and the ability to message contacts within the app.
What's missing : It doesn't offer a free plan and its marketing features are limited.
Getting started with a mobile CRM
All of the mobile CRMs included in this list have their strengths, weaknesses, and unique features. When choosing a mobile CRM, consider your company's needs, which teams you need to support, and how much you value ease of use.
Once you've sorted these things out, you should be able to choose an option that fits your organization's goals, structure, and interests.
What it lacks : In keeping with the desktop version, Salesforce’s mobile UI is dated and lacks a modern, design-forward feel.
. Freshsales
Freshsales is a sales-focused CRM app from Freshworks that offers a solution turkey phone number material to streamline your sales process and get a 360° view of customer interactions.
Plus, their mobile app features a clean and usable user interface that will make managing your pipeline a breeze. Freshworks also offers marketing, HR, customer service, IT, and other management software solutions.
Key Features :
Automated lead capture and assignment
Advanced telephony features for recording calls
Caller ID with contextual information for prospects
Customizable dashboards and reports
Activity timeline for easy viewing of customer/lead interaction history
Attractive and easy to use interface
Pricing : Free plans are available. Paid plans start at USD15 per user per month.
What we like : The Freshsales app has an easy-to-use interface and a comprehensive set of features at affordable and scalable prices.
What it lacks : Freshsales integrates tightly with its own platform, but lacks the breadth of external integrations offered by other mobile CRMs on this list.
Nutshell CRM
Nutshell is a lightweight CRM that promises a stress-free solution for both sales and marketing. It offers all the essential features you’d expect from a mobile CRM, including contact and lead management, custom reports and dashboards, email sequences, and visibility into your team’s productivity.
Additionally, Nutshell’s interface is clean and minimalistic. This appeals to many users, but may seem insufficient to those who are used to heavy software like Salesforce. However, if you’re looking for an easy-to-learn yet solid CRM to support your pipeline, Nutshell might be your best choice.
Key Features :
Simple user interface with minimal learning curve
Attractive and customizable sales dashboards
Easy export of sales charts for use in presentations
Automated email sequences triggered by your custom pipeline stages
Embeddable web forms
Pricing : Basic plans cost $16 per user per month. Pro versions cost $42 per month.
What we like : Nutshell offers an easy-to-learn user interface that makes it easy to use.
What's missing : Call logging and sales automation are only available in the pro version.
Insightly
Insightly is a cloud-based mobile CRM solution that can improve the productivity of sales and marketing teams. The platform aims to serve small and medium-sized businesses looking to streamline business processes, eliminate data silos, and close deals faster.
With over 2,000 integrations available, Insightly can fit seamlessly into your organization. Plus, its mobile CRM app will ensure your team stays connected in and out of the office.
Key Features :
Automatically assign leads to the right team members
Automate processes with repetitive tasks and workflows
Business intelligence features offer data visualization with engaging reports
Business card scanner
Ability to add voice notes to leads and opportunities
Pricing : Plans start at $29 per user per month.
What we like : The data visualization reports are vibrant and engaging, making business intelligence a little more fun.
What's missing : The basic plan is limited to 50 custom fields and 10 GB of file storage.
Zendesk Sell
Zendesk Sell is the CRM offering from the makers of the industry-leading support software. Zendesk Sell’s fully-featured mobile CRM app will keep your team connected to leads and customers from anywhere.
Zendesk Geolocation helps you find nearby opportunities, get directions, and verify your leads' locations. Zendesk also offers a comprehensive set of features at a reasonable price that can scale as your business grows.
Key features :
Data management for contacts, leads, companies, agreements, notes and more
Manage tasks, appointments, and calendars to keep teams up to date
Easy to use interface
Sell Composer functionality makes it easy to send emails, make calls, or take notes directly from contact records on your mobile device
Reliable customer support
Geolocation tool to find nearby leads and verify that reps have made on-site visits
Pricing : Plans start at USD19 per user per month.
What we like : There are solid mobile features like geolocation and the ability to message contacts within the app.
What's missing : It doesn't offer a free plan and its marketing features are limited.
Getting started with a mobile CRM
All of the mobile CRMs included in this list have their strengths, weaknesses, and unique features. When choosing a mobile CRM, consider your company's needs, which teams you need to support, and how much you value ease of use.
Once you've sorted these things out, you should be able to choose an option that fits your organization's goals, structure, and interests.