The Ultimate Guide to Mobile CRM: Enhancing Customer Engagement and Boosting Sales

CRM for mobile apps enables businesses to gather valuable customer data, track user behavior, and provide personalized experiences that drive customer loyalty and retention. With a mobile CRM, companies can offer tailored recommendations, promotions, and customer support directly within their app, creating a seamless and convenient customer experience.

Here’s everything you need to know about the benefits of implementing a CRM for mobile apps and how it can help you enhance customer engagement, increase conversions, and drive growth.

A CRM for mobile apps refers to a customer relationship management system designed exclusively for tablets, smartphones, or other internet-enabled devices.

As is the case for all the other platforms out there, a CRM for mobile apps enables your company’s sales, marketing, and customer service teams to access and analyze critical data about your customers in real-time, anytime, anywhere.

While it is designed for mobile, a CRM for mobile apps allows your company to track customer behavior on desktop and mobile separately.

All CRM systems for mobile apps are cloud-based, which means that all the information it gathers is hosted in the Cloud on a remote server.

What does this do for your team? Any one of your employees can access the data simultaneously on any device. It also means that a CRM for mobile apps is ideal for any professional who regularly travels for work, works from home, or uses the platform to gather information at trade shows and events.

A mobile CRM is important because your company needs to be able to adjust its data-tracking efforts to the real-time behaviors of customers around the world.

Using a mobile CRM ensures that your customers are always getting the best service. Since your employees access data in real-time, they can expediently address any customer issue and provide them with meaningful information the moment they need it.

You should consider multiple factors when choosing a CRM for mobile apps. Your mobile CRM platform should allow you to:

The vital function of a CRM system is gathering data to identify leads and turn them into loyal customers. Your mobile CRM should allow you to nurture your leads by providing you with immediate access to critical information and contacts.

When you’re on the go, you don’t have time to deal with complicated user interfaces or overly complex platforms. Your mobile CRM should be pared down to the number of features you truly need on the read. Leave the more technical aspects to the office employees.

When you select a mobile CRM, you want to make sure that it can easily integrate with all the communication tools your company already uses.

If you’re running a small budget, you want to choose a mobile CRM solution that gives you flexible spending options. You should look for platforms with tiered pricing plans that allow you to scale reasonably without breaking the bank.

Keeping your data safe should be at the top of your list of priorities. Your mobile CRM should provide good security and encryption services so that your data stays safe in the event that a team member loses their device.

Like a standard CRM platform, a mobile CRM should allow you to track all communications between your business and customers across all team members. This ensures that no interactions are repeated and that everything stays above board. You can streamline this communication via information-sharing or built-in messaging tools.

Your mobile CRM should allow you to work without WiFi or data. Working offline means that you can still access all your data from anywhere. When you get back online, all the changes you have made will be saved.

Beyond integrating with all your tools, your mobile CRM should also allow you to sync all your information on appointments, deadlines, meetings, and more from your emailing platforms.

The main benefit of a mobile CRM is that it gives your business all the same benefits as a CRM software would on a laptop or desktop, except that it also provides on-the-fly access via cloud computing.

However, there are countless other benefits of a mobile CRM, including:

When you use a mobile CRM, you’ll get immediate access to all your customer data to get insights into your sales pipeline. Your team can also update your customer data at any time directly in the mobile CRM.

The primary function of CRM platforms is to increase customer satisfaction and boost sales. With a mobile CRM, you can address all your customer needs no matter where you are. This means you’ll provide responsive assistance and drive more sales, ultimately reducing your churn rate and boosting conversion.

Your mobile CRM will ensure you don’t miss any sales with an instant calendar tool that makes scheduling easy.

Analyze your data directly from your tablet or smartphone. You can generate reports on the fly to adjust your strategy and marketing initiatives.

Your mobile CRM allows you to quickly organize your data and documents anytime, anywhere.

When you set out to determine which CRM system is best for your mobile app strategy, you should consider a wide range of factors. Here’s a table comparing different CRM platforms, highlighting key features, pricing, and other important factors to help you choose the best CRM for your business needs.

Freshsales is a powerful mobile CRM platform that enables businesses to manage their customer relationships on the go. FreshSales is designed to help businesses increase productivity and close deals faster, while providing excellent customer service.

• Use AI-powered chatbots for communication in real-time
• Gather visitor information with customizable interfaces
• Track page visits and actions
• Contact storing
• Dynamic forecasting
• Multiple integrations

Freshworks is a CRM solution that is ideal for small to medium-sized businesses, as it is reasonably priced, easy to use, and provides essential CRM features. It is especially suitable for those new to CRM or looking for a highly customizable platform to monitor sales, track customer interactions and improve customer service.

• Growth: €15 per user per month (billed annually)
• Pro: €39 per user per month (billed annually)
• Enterprise: €69 per user per month (billed annually)

A comprehensive mobile app for iOS and Android devices with seamless integration with other HubSpot products, such as the marketing and service hubs, makes it a popular choice among businesses.

• Marketing Hub: create content, capture and convert leads, and keep track of all your efforts.
• Sales Hub: close deals, automate tasks, and improve your sales process.
• Service Hub: deliver authentic service and create happier customers.
• CMS: incorporate your website into your growth machine
• Operations Hub: connect tools and sync customer data.

HubSpot offers a customer-first platform that is entirely customizable, connected, and easy to use on the go. HubSpot integrates the core pillars of your enterprise, enabling your business to enhance visibility, draw in more customers, and foster repeat business from existing customers.

CRM Suite Pricing:

• Starter: starts at €45.99/mo
• Professional: starts at €1,474.31/mo
• Enterprise: starts at €4,593.48/mo

An integrated sales CRM, Zendesk Sell is designed to boost your team’s productivity, better understand your customers, and make data-driven decisions.

• Email integration
• Sales engagement tools
• Task Player
• Centralized platform
• Complete customer view
• Marketplace
• Accurate forecasting
• Pipeline analysis
• Advanced analytics

Zendesk is an excellent software that helps you keep all your customer info organized and keeps tabs on how sales are going. It's easy to use and you can customize it to fit your business. With it, you can keep track of all your customers' info and keep an eye on all the emails, calls, and texts you're exchanging with them. This way, your whole team can see what's going on with your customers all in one place.

• Team: €19 per user per month (billed annually)
• Growth: €49 per user per month (billed annually)
• Professional: €99 per user per month (billed annually)

Ideal for start-ups and small businesses. Zoho CRM is user-friendly, feature-packed, and affordable.

• Sales team automation
• Canvas Design Studio
• Process management
• Customer journey orchestration
• Omnichannel capabilities
• Analytics reports and tracking
• Sales enablement

With Zoho CRM's mobile app, you can quickly access your contacts, leads, notes, and deals whenever you need them. Plus, you can easily call up your leads and clients directly from the app on your phone. This handy app is available for both iOS and Android platforms.

• Standard: 14€ per user per month (billed annually)
• Professional: 23€ per user per month (billed annually)
• Enterprise: 40€ per user per month (billed annually)
• Ultimate: 52€ per user per month (billed annually)

A powerful cloud-based CRM system, Pipedrive is designed to seamlessly integrate with up to 275 third-party applications, including Zapier, Zoom, Calendly, and Leadfeeder.

• Dedicated mobile app
• Activity tracking
• Contact management
• Deal management
• Real-time notifications
• Sales reporting
• Collaboration

Starting out with Pipedrive is a breeze. The sales pipelines are fully customizable and you can quickly glance at them from your dashboard. Managing your contacts is intuitive and straightforward. Plus, Pipedrive's visual layout makes it simple for anyone to comprehend and use without any hassle..

• Essential: 14.90€ per user per month (billed annually)
• Advanced: 24.90€ per user per month (billed annually)
• Professional: 49.90€ per user per month (billed annually)
• Enterprise: 99€ per user per month (billed annually)

Salesforce Sales Cloud helps sales teams take control of their pipeline with fully customizable features.

• Identify and manage leads
• Manage customer and sales details
• Sell from anywhere on any device
• Forecast sales
• Create and track orders and quotes
• Real-time sales insights
• Collaboration
• Cross-sell and upsell
• Customize and automate
• Connect sales info to any app

Sales Cloud comes with ready-made collaboration tools that help your team to act fast, access the relevant information with ease, collaborate on projects, share competitive data, and much more.

• Essentials: €25 per user per month (billed annually)
• Professional: €75 per user per month (billed annually)
• Enterprise: €150 per user per month (billed annually)
• Unlimited: €300 per user per month (billed annually)

An excellent operational CRM, Insightly helps you work with real-time data and contact management

Seamlessly.

• Automatic address book
• Flexible scheduling
• Web to contact forms
• Customization
• Get automatic email reminders
• Easy project tracking
• Seamless integrations

Insightly gives your business the flexibility to adapt to your customers’ needs. You can easily understand customer behavior to make the most informed business decisions.

• Plus: $29 per user per month (billed annually)
• Professional: $49 per user per month (billed annually)
• Enterprise: $99 per user per month (billed annually)

Mobile apps have become integral to customer relationship management (CRM) strategies. If your company adopts mobile CRM solutions, it can gain a competitive edge by increasing sales productivity, improving customer satisfaction, and enhancing overall business performance.

Mobile CRM apps allow sales teams to access customer data, track sales activities, and manage customer interactions on the go. They also provide real-time insights into customer behavior and preferences, which can help businesses make better decisions and improve their marketing efforts. The three main takeaways:

• Always choose a CRM provider that offers a user-friendly and customizable mobile app.
• You want to ensure the mobile app integrates seamlessly with other business systems and workflows.
• Provide adequate training and support to your team.

Mobile CRM apps can help your business streamline its sales processes and deliver better customer experiences, ultimately driving growth and success.