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!

Buyers Guide Content

  1. What is mobile CRM and why is it important?
  2. What is a Cloud-Based Mobile CRM
  3. Key Features of Mobile CRM For Android & IOS (iPhone)
  4. Mobile CRM Importance and Benefits for Field Sales Operations
  5. Modules of Mobile CRM Solution

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.

Author: Kalpana Arya

Best Mobile CRM Software in 2022

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Salesforce CRM

By Salesforce

4.4 (6 reviews)

Price On Request

Salesforce CRM is a CRM software for any organization using which they get a comprehensive view of individual customers... Read More About Salesforce CRM

Zoho CRM

By Zoho by Target Integration

4.3 (10 reviews)

Price On Request

Zoho CRM is one of the best online CRM software for the Indian and international markets. It helps the sales teams and... Read More About Zoho CRM

Freshsales CRM

By Freshworks

4.8 (2 reviews)

Starting Price


Inclusive of all taxes

Freshsales CRM is a cloud-based customer relationship management software that leverages a retail firm to see through t... Read More About Freshsales CRM

Zeta CRM

By Zeta

4.8 (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

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

NCH Reflect CRM

By NCH Software

4.9 (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

Acme Insights

By Acme Infovision Systems

Price On Request

Acme Insight provides a set of features for business users to increase productivity and perform core functions accuratel... Read More About Acme Insights

Microsoft Dynamics Crm

By Microsoft

Price On Request

Self-Service Portals: Enterprises can offer assistance with AI-powered virtual agents or let their customers get access... Read More About Microsoft Dynamics Crm


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

Agile CRM

By Agile CRM

4.8 (2 reviews)

Starting Price


Inclusive of all taxes

Agile CRM sales force automation software is a web-based comprehensive customer relationship management solution for en... Read More About Agile CRM


By DocEngage

4.4 (2 reviews)

Starting Price


Inclusive of all taxes

DocEngage, top-notch and modern cloud-based software. DocEngage is a complete integrated solution for all your hospital... Read More About DocEngage

HubSpot CRM

By HubSpot

5.0 (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

Pipedrive CRM

By Pipedrive

4.5 (2 reviews)

Starting Price


Inclusive of all taxes

Pipedrive CRM is a web-based CRM software used by over 90,000 companies in 179 countries. The customer relationship man... Read More About Pipedrive CRM

Eazy CRM

By Eazy Business

4.6 (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

Copper CRM


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


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

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


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


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

By Alienhu Private Limited

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

By Tranquil CRM

1.0 (1 reviews)

Price On Request

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

Last Updated on : 30 Sep, 2022

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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Mobile CRM Software Reviews


Manish Jain

review for Salesforce CRM


"The reports function is the most beneficial since it allows users to develop unique insights into the Sales data that can be applied to forecasting."

See All Salesforce CRM Reviews



review for Zoho CRM


"Zoho CRM is the perfect tool for small and medium-sized businesses who want to track their sales, marketing, and customer support data in one place."

See All Zoho CRM Reviews


Rashmi Kasera

review for Freshsales CRM


"Initially, I had thought I would regret buying from here... But I couldn't have been more wrong."

See All Freshsales CRM Reviews


praveen sharma

review for Agile CRM


"This service was professional and incredibly fast in providing recommendations and booking appointments for reviewing demo packages of software."

See All Agile CRM Reviews


Milon Chowdhury

review for HubSpot CRM


"Considering the amount of software out there, the team at Techjockey is very well educated."

See All HubSpot CRM Reviews

FAQs About Mobile CRM Software

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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