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17 Best Mobile CRM Software in 2021

What is mobile CRM and why is it important?

Mobile CRM or mobile customer relationship management is an application that can deliver CRM experience on tablets, smartphones, and other devices. It helps marketing, sales, and customer relationship service teams access information in real-time.

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Zeta CRM

Zeta CRM

By Zeta

(1 reviews)

PRICE ON REQUEST

Zeta CRM is a cloud-based sales force automation software for business houses, offering relevant support in sales and m... Read More About Zeta CRM
Lead Management Sales Pipeline Tracking Alerts & Notifications +15 More
NCH Reflect CRM

NCH Reflect CRM

By NCH Software

(2 reviews)

PRICE ON REQUEST

Reflect CRM is the best CRM software India available for both Mac and Windows. The solution enables a business to easil... Read More About NCH Reflect CRM
Task & Management Events & Reminders Reports +2 More
Acme Insights
Acme Insight provides a set of features for business users to increase productivity and perform core functions accuratel... Read More About Acme Insights
Retail Sales Retailer Wholesale And Distribution Inventory Management +7 More
Microsoft Dynamics Crm
Self-Service Portals: Enterprises can offer assistance with AI-powered virtual agents or let their customers get access... Read More About Microsoft Dynamics Crm
Improve Engagement Personalize your Service Streamline your Customer Service +5 More

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SCHOOL EDIARY

SCHOOL EDIARY

By Lamda Infotech

PRICE ON REQUEST

SCHOOL EDIARYis a complete Mobile CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This Mobile CRM Soft... Read More About SCHOOL EDIARY
Events & Notice Board Homework Management Student Profiling +8 More
DocEngage

DocEngage

By DocEngage

(2 reviews)

PRICE ON REQUEST

DocEngage, top-notch and modern cloud-based software. DocEngage is a complete integrated solution for all your hospital... Read More About DocEngage
Reporting & analytics E Prescription Customizable Form +16 More
HubSpot CRM

HubSpot CRM

By HubSpot

(2 reviews)

PRICE ON REQUEST

With the easy-to-use HubSpot CRM, you’ll never have to manually update reports via this reporting tool or wonder how y... Read More About HubSpot CRM
Crm Sales Process Log sales activity automatically Pipeline Management Tools +8 More
Freeagent

Freeagent

By Freeagent

PRICE ON REQUEST

Freeagentis a complete Mobile CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This Mobile CRM Software... Read More About Freeagent

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Eazy CRM

Eazy CRM

By Eazy Business

(3 reviews)

PRICE ON REQUEST

Eazy CRM is a reliable, robust and comprehensive CRM solution for companies looking to better improve their customer rel... Read More About Eazy CRM
Integration Analytics & Reporting Customer Information System (CIS) +8 More
Copper CRM

Copper CRM

By COPPER

PRICE ON REQUEST

Copper CRM is a CRM tools created for organizations that use Google and G-Suite in their daily operations. Copper CRM... Read More About Copper CRM
Contact Management Call Logging Lead Scoring +6 More
Helloleads

Helloleads

By HelloLeads

PRICE ON REQUEST

Helloleads provides a set of features for business users to increase productivity and perform core functions accurately.... Read More About Helloleads
Lead Management Instant Engagement Qualify Leads +3 More
Capsule Crm

Capsule Crm

By Capsule

PRICE ON REQUEST

Capsule Crmis a complete Mobile CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This Mobile CRM Softwa... Read More About Capsule Crm
Contact Management Task & Calendar Sales Pipeline +6 More

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Ammras

Ammras

By Ammras

PRICE ON REQUEST

Ammras provides a set of features for business users to increase productivity and perform core functions accurately. Dep... Read More About Ammras
Zap Real Estate

Zap Real Estate

By PI.TEAM

PRICE ON REQUEST

Zap Real Estate is a complete Real Estate CRM designed to serve Startups, SMBs, SMEs and Agencies. This Real Estate CRM... Read More About Zap Real Estate
Profitguru Crm

Profitguru Crm

By AlienHu

PRICE ON REQUEST

Profitguru Crm is a complete CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This CRM Software for has... Read More About Profitguru Crm
Tranquil Crm
Tranquil Crm is a complete Mobile CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This Mobile CRM Soft... Read More About Tranquil Crm
Retainuser

Retainuser

By Retainuser

PRICE ON REQUEST

Retain user is an emerging global software company leading in the field of business process automation and CRM ( Custome... Read More About Retainuser
Dashboard Leads Capture Follow up +8 More

Last Updated on : 02 Aug, 2021

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Buyer's Guide for Top Mobile CRM Software

Found our list of Mobile CRM Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!

What is mobile CRM and why is it important?

Mobile CRM or mobile customer relationship management is an application that can deliver CRM experience on tablets, smartphones, and other devices. It helps marketing, sales, and customer relationship service teams access information in real-time.

Mobile CRM is important because almost everybody these days use smartphone or tablets on a day-to-day basis. Mobile CRM is becoming a necessity for several companies to make their sales process more effective and efficient. Mobile CRM can help access instant information about the clients as and when required.

What is a Cloud-Based Mobile CRM

A cloud-based mobile CRM implies to a customer relationship management where the CRM tools, CRM Solution and all the customer-related data is stored on the cloud. End-users can access this information with the help of the internet. 

With cloud-based mobile CRM, you can get CRM seamless access from anywhere, promote collaboration, get scalability and flexibility, integrate with other apps, incorporate data backup and get automatic updates regularly. With mobile CRM, you can ensure an improved data management as you can get quick insights into what’s happening in your business arena. 

Key Features of Mobile CRM For Android & IOS (iPhone)


Deal management 

All sales professionals should have the crucial information about their customers on their fingertips irrespective of the fact that they are in office or not. A mobile CRM hence provides a holistic view of each and every deal and all the data related to it.


Text message

This feature lets you text your customers about the new offers and discounts. The mobile CRM can send texts directly to their contact list. You can send promotional texts, remind them about meetings and send greetings to your potential customers as well. 


Built-in phone

Most mobile CRM Solution applications come with a built-in feature for calling. One can directly call their contacts using the business number from the CRM. Get work done with just one click. Add notes related to deals and create activities in seconds.


Collaboration with call transfer

All good mobile CRM Solution applications allow collaborative productivity. It can also transfer calls from one person to another for assisting the clients in a better way.


Geolocation tracking

Schedule a meeting in seconds with a mobile CRM application. With the geolocation feature in mobile CRM, it is easier to find contacts who are nearby, whenever a meeting is rescheduled or cancelled.


Email management 

Email is an important mode of communication when we talk about sales. Hence, tracking and maintaining mails is crucial to drive sales success. A mobile CRM has lots of features and will give its users full control over all the emails.


Real-time insights

Get an access to key metrics anytime anywhere. It is essential to boost your sales no matter wherever your numbers stand. It is important to work and know where the extra work is needed.


High-level security

Any software contains valuable information which might be prone to cyber threats. Data stored remotely increases the risk and various security concerns. But with a mobile CRM Solution, there are no risks whatsoever. 


Device compatibility

A mobile CRM should be compatible with multiple devices. Be it a smartphone (android, iOS, windows) or a tablet, a mobile CRM that is not compatible with any type of mobile device is of no use.


Push notifications

Get real-time information and timely updates in mobile CRM. Automatic reminders will be shared regarding the new contacts created, activities assigned, and deals closed.

Mobile CRM Importance and Benefits for Field Sales Operations


Improved Productivity of Salesforce

When the sales teams get immediate access to crucial information, their performance automatically increases. No matter where they are, sales professionals can access account information, stay connected with one another, view customer history and log activities.


Increased Sales

With mobile CRM, sales professionals can now spend less time to track down information about customers. This leaves them with ample time to do what they do the best – convincing prospects.


Better Communication

With mobile CRM, sales managers can stay informed wherever they are. They can even access information about everything online. These insights let them to be more proactive and take actions wherever required.
Faster Access to Material: A sales profession can send information related to promotional marketing, products, pricing guidelines, brochures, and much more. Mobile CRM eliminates the need to deliver information in person or via emails. The instant sharing of data helps sales reps save a lot of time and efforts.


Live Lead Records

With mobile CRM, sales reps can check past records of communications with a customer in just a click on their smartphone. This real-time information is a great tool for reminding the sale executives of what had previously been discussed with the customers.


Less Paperwork, Faster Processing

Mobile CRM can handle all types of document like agreements, forms, quotes, etc. electronically. A sales rep can create as well as send quotes to customers, deliver order forms and add agreements into the CRM. 

Modules of Mobile CRM Solution


Lead Management

Add and manage leads with lead management software. With this module, one can ensure that each and every lead is automatically stored into the system through emails, web forms, and chat.


Task Management

Create, assign and edit tasks with task management module. This module helps in effectively allocating and distributing of tasks inside an organization. This basically increases the productivity of the employees. 


Contact Management

Add and delete contacts with contact management module. Contact management module helps in recording details of the customers and track their interactions. This helps businesses improve their service and sales.


Sales Management

Manage the company's relationships with customers. Sales management module helps in contact management as well. Get past details about the customers with sales management module.


Customer Feedback Management

Address customer feedback with customer feedback management. Manage the company's interactions with customers with customer feedback management.


Time Tracking Software

Track time is taken to perform each task with time tracking software. This helps track each and every activity in the organisation.


Employee Monitoring Software

Monitor all the employees through employee monitoring software. Know where they are, what tasks they are working on, which customers are they addressing and much more.

FAQ iconMobile CRM Software FAQs

The best mobile customer relationship management app for any company depends on its needs. However, the best CRM app currently available in the market is Zoho CRM and Hubspot CRM.

Yes, there are several CRM apps available for iphone. They are:

  • Base CRM and Sales Tracking
  • Contacts Journal CRM
  • Salesforce Inbox
  • Nimble
  • Zoho CRM

Yes, CRM mobility definitely helps businesses as almost everybody uses smartphones and tablets these days, and this gives a lot of flexibility to use the software to the maximum even on the go.

A- The following are the best free and open source mobile CRM software:

  • Insightly
  • Zoho CRM
  • Capsule CRM
  • Hubspot
  • Agile CRM
  • Odoo CRM
  • Bitrix24
  • Zurmo

The Field Service Mobile app dynamics 365 is a mobile app from Microsoft. It provides information to field technicians that they need. For example, location of the customer and work orders.

A- Given below are the best android mobile CRM software available are:

  • HubSpot CRM
  • amoCRM
  • Zoho CRM
  • Onpipeline
  • Freshsales
  • EngageBay
  • Salesforce CRM mobile app
  • Agile CRM

The following are the best free CRM app available in the market:

  • Pipedrive

  • Copper CRM

  • Acme Insight

  • StrategicERP REAL ESTATE CRM

  • Profitguru CRM

  • Microsoft Dynamics CRM

  • DocEngage

  • NCH Reflect CRM

  • Zeta CRM

  • HubSpot CRM

  • Eazy CRM

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