If you don’t have your CRM data on the go, you’re leaving money on the table (with every missed opportunity to connect with your clients).
Luckily, you’ve come to the right place. This guide covers everything you need to choose the best mobile CRM for your SMB.
I’m AJ—and I’ve used (just about) every platform on the market while building my business to a multiple seven-figure exit.
My mission with Small Business Bonfire (SBB) is to help you scale your business with ease (in a fraction of the time it took me).
So, let’s get into our list of the best mobile CRM apps on the market (thoroughly tested over six months).
Stick around to the end for some tips to help you choose!
After years of SBB testing, here is our list of the best (Article Title) CRMs:
Best Mobile CRM For Activity Tracking: PipedriveBest Mobile CRM For Email Marketing: HubSpotBest Mobile CRM For Startups: Bigin by Zoho CRMBest Mobile CRM for Telephony: FreshsalesBest Mobile CRM For Project Management: Monday.comBest Mobile CRM For Scaling: Zendesk SellBest Mobile CRM For Customer Communication: EngagebayBest Mobile CRM For Ease of Use: Capsule CRM
Hands-On Experience
Ease of Use
Feature Assessment
Third-Party Reviews
Scalability
Customer Support
How We Objectively Test Each Platform:
AJ’s got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he’s been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ’s your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We’re looking for flexability for small businesses.
We all know support is mega important when you’re choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can’t afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We’re talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you’re in the business of picking a CRM, integrations are like the secret sauce that takes your burger from ‘meh’ to ‘mind-blowing’. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you’re reviewing a Customer Relationship Management (CRM) system, it’s essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we’re reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today’s digital age. It’s essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
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Pipedrive offers many convenient features on one of the best CRM mobile apps in the game!
Here’s why it’s on our list:
Streamlined user interfacePowerful activity management capabilities Seamless contact integration & managementGreat pipeline management
Pipedrive’s app offers some of the best activity scheduling and tracking we’ve seen for mobile users.
If you want to revamp your sales process from the palm of your hand, Pipedrive is a fantastic option.
As your business grows, so does your workload of tasks and activities.
Fortunately, Pipedrive helps you keep track of it all with ease.
We tested this feature by scheduling a few activities (on our mobile phone).
Here’s how it looked to add an activity.
Within each activity card, we could easily add and edit the following info:
Type of activityTime & dateNotesAssociated contacts & organizationsAssociated deals & leadsLocationDescriptionAssigned user
With this much information at our fingertips, we never had to worry about missing important tasks or meetings.
Plus, we could easily look at our calendar view with our task added (shown below) to avoid any scheduling conflicts.
The nitty gritty: Pipedrive offers an incredibly convenient way to manage your daily activities and ensure nothing falls through the cracks.
Managing your deals can be tricky (especially while on the go).
That’s where Pipedrive comes in to save the day.
We tested this feature by adding a few affiliate marketing deals into our pipeline and tracking their progress.
Here’s how our pipeline looked with all our deals added to the mobile CRM app.
We liked how simple and streamlined everything was; however, we wished we could have seen a bit more data from our deals (like the timeline stages and associated contacts) easily.
Our final thoughts: Pipedrive offers some of the best pipeline management in the biz; however, their mobile app doesn’t quite do the CRM platform justice.
With that said, the mobile sales CRM app is still powerful enough to help you manage your sales cycle and close more deals across the board.
Managing contacts is paramount when scaling your business—and Pipedrive understands that.
The mobile CRM allows you to easily access all contact information and even add new ones on the fly.
Adding a contact was incredibly simple; all we had to do was input the following fields:
NameOrganization Phone number Email addressWebsite
Once our contacts were added, we could easily access and filter them using the “Contacts” tab (shown below) in the mobile app.
The interface is clean and straightforward, making it easy to find the information you need at a glance.
Our opinion: Pipedrive offers solid contact management capabilities on its CRM mobile app, making it a top choice for businesses looking to expand their network and maintain strong customer relationships.
Pipedrive offers a free plan in addition to three paid plans:
Essential: $21.90/MonthAdvanced: $39.90/MonthProfessional: $59.90/MonthPower: $74.90/MonthEnterprise: $119.00/Month
Check out our complete Pipedrive pricing guide.
Streamlined and user-friendly interface
Strong activity management capabilities
Seamless contact integration & management
Great customer support
Limited marketing capabilities
Learn More Today!
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HubSpot was a no-brainer for our list of the best mobile CRM apps on the market.
Here are some reasons why:
Fantastic user interfacePowerful free planGreat contact, deal, and lead managementStellar customer service
HubSpot’s mobile CRM app is a force to be reckoned with regarding email marketing and nurturing customer relationships on the go.
The fact that it’s 100% free to use is the icing on the cake!
Managing your customer data effectively is a major factor in any business’s success.
HubSpot delivers on this front with its robust contact management capabilities on its mobile app.
We tested the feature by adding some B2B affiliate marketing contacts and leads into our system.
Here are some things we loved about contact management with the mobile CRM app:
Easily add and edit contact information (including custom fields)Filter contacts by various criteria (such as deal stage, company, or last activity date)See a full timeline of interactions with each contactAssign tasks and reminders for follow-ups
Here’s a sneak peek at our contacts dashboard (during our six months of testing).
The bottom line: Contact management may not be the flashiest feature of a mobile CRM, but it’s absolutely crucial to have a strong system in place.
Lucky for you, HubSpot’s mobile app has got you covered!
With its user-friendly interface and efficient contact management capabilities, it’s guaranteed to help you get organized while on the move.
It’s rare to see a mobile CRM offer the kind of email marketing capabilities that HubSpot does.
We were thoroughly impressed with what we saw during our testing period.
Here’s a quick overview of the most notable features:
Create and send emails from your mobile device (with customizable templates)View email performance metrics (like open rates and click-through rates)Set up automated email sequences and workflows
Here’s an example of an email template we could edit and send (all while out of the office).
HubSpot’s mobile app provides many marketing automation and email marketing capabilities that are above and beyond the competition.
If you’re looking to empower your marketing teams by giving them a ton of great marketing tools on their mobile devices, HubSpot is the way to go!
Managing your deals (from prospecting to post-sales) is a breeze with HubSpot’s mobile CRM software.
What’s great about the CRM app is how much information you can see within each deal.
Check out one of our deal cards, where we were able to see the following:
ActivityAssociatedDeal detailsStageClose dateContact info
We especially liked the deal updates available within each card to show us where each deal was in the sales cycle.
The need to know: HubSpot’s mobile CRM offers fantastic deal management capabilities, making it a top choice for businesses looking to streamline their sales process.
HubSpot CRM offers a free plan in addition to three paid plans:
Free Plan – Free ForeverStarter CRM Suite – $30/MonthProfessional CRM Suite – $1,335/MonthEnterprise CRM Suite – $5,000/Month
Check out our full HubSpot pricing guide!
User-friendly interface
Powerful free plan with many features
Strong contact, deal, and lead management capabilities
Robust email marketing tools
Limited customization options for templates on mobile
Premium plans can be pricey for businesses on a budget
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Bigin by Zoho CRM is a perfect option for startups looking for a mobile CRM.
Here’s what made us choose it as one of our top picks:
Affordable pricingSimple and easy-to-use interfaceCustomizable pipeline templatesGreat lead and deal management capabilities
Bigin by Zoho CRM is perfect for small businesses that want to streamline their sales processes (without breaking the bank).
Bigin’s mobile CRM software offers fantastic pipeline management capabilities to help beginners (and experts alike) get started with their sales process.
Here are some of the standout features of this tool:
Pre-built pipeline templates for various industriesCustomizable stages and deal propertiesAutomated reminders and alerts for key activities
We loved how easy it was to set up our pipeline (without technical knowledge or experience).
The pre-built templates (shown below) also gave us a good starting point, which we could customize to fit our specific needs.
From there, we added some of our affiliate marketing deals to the platform to see how they handled on the mobile CRM.
To our surprise, everything was extremely easy and intuitive (making it perfect for startups to learn on).
Here’s how our sales pipeline looked (during the six-month testing period).
We got a clear overview of our deals, their progress, and any upcoming activities (all from our mobile devices).
Here’s how it helped us:
Better deal trackingMore efficient sales process Improved communication with team members and clients
The brass tacks: Bigin by Zoho CRM makes it easy for startups to manage their sales pipeline and stay on top of their deals (even outside the office).
One of the things that really stands out about Bigin by Zoho CRM is its powerful activity management capabilities.
It’s super intuitive and user-friendly (making it a breeze to keep track of all your daily activities).
This comes in really handy, especially when you’re juggling multiple tasks in a small business.
Here’s a snapshot of what we added (while testing Bigin over six months):
Tasks: We added tasks such as following up on new leads, sending out weekly newsletters, updating our social media accounts, and tracking progress on ongoing marketing campaigns.Events: We also scheduled events that are part and parcel of running our business. This included team meetings, webinars, networking events, and client meetings.Calls: We logged in calls that we made to potential clients, existing customers, and vendors.
Bigin allowed us to track the status of these tasks, events and calls effectively.
For example, here’s our tasks dashboard via mobile.
Bigin provided us with a complete overview of our operations, helping us stay on track with everything and boosting our overall productivity.
If you want to stay organized and on top of your daily activities, Bigin by Zoho CRM is definitely a mobile CRM worth checking out.
Here’s the thing about KPI Dashboards in Bigin—they’re incredibly flexible and diverse.
You’re not just stuck with one generic dashboard.
Instead, you can toggle between a handful of awesome dashboards (shown below) depending on what you need to see.
Here’s what you’re getting with Bigin by Zoho CRM’s mobile app:
Pipelines: Want to see the status of your deals? This dashboard’s got you covered.Tasks: Need to see how much of your to-do list you’ve knocked out? Look no further.Events: Got a lot of meetings and appointments? Keep track of them here.Call Analytics: Wondering how your calls are faring? This is your go-to dashboard.Email Analytics: Want some insights into your email game? You’ll find it here.
Here’s a look at our Pipelines dashboard during our testing phase.
It was super helpful to visualize our deal flow and progress.
Trust us, once you start using these dashboards, you’ll wonder how you ever managed without them.
Bigin offers a free version, along with two paid plans.
They are the following:
Free – Free ForeverExpress – $9/MonthPremier – $15/Month
Affordable pricing for startups
User-friendly interface
Customizable pipeline templates
Powerful activity management capabilities
Limited integrations with other tools
Learn More Today!
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Freshsales offers a fantastic sales experience for mobile devices.
Here are a few reasons we chose it:
Great telephony featuresSuperior lead managementExcellent activity reporting and forecasting Impressive customer service Dashboard to measure KPIs
Freshsales (as the name would suggest) is perfect for sales teams looking to connect with their clients faster and close more deals!
Key performance indicators (KPIs) are essential to learn from your team’s activity and make better data-driven decisions.
Freshsales provides a mobile KPI dashboard that allows you to track your team’s productivity and set goals for specific activities (e.g., calls, emails, meetings).
Here are some things we liked about the Freshsales KPI Dashboard:
User-friendly and visually appealing interfaceReal-time updates on activity metricsEasy goal setting and tracking for individual team members
Here’s a look at our dashboard during our six months of testing.
The bottom line: The KPI Dashboard is an incredibly valuable tool to have in your CRM software, especially when managing a remote team.
Freshsales makes it easy to stay on top of your team’s progress and productivity, all from your mobile device.
Freshsales also offers a comprehensive, in-app telephony feature called Freshcaller.
This allows you to make and receive calls directly through the mobile CRM app.
Here are some standout features of Freshcaller:
Local phone numbers for a ton of countriesCall recording & forwarding optionsAutomatic call logging within the CRMIntegration with other communication tools (e.g., WhatsApp)
During our testing, we were able to seamlessly make and receive calls through Freshcaller without any issues.
Here’s how it looked on our mobile device (for reference).
The call quality was excellent, and we appreciated the automatic call-logging feature within the CRM.
The breakdown: With Freshsales, your sales teams can stay connected and productive (no matter where they are)!
Deal Management in Freshsales truly stands out in the mobile CRM landscape.
During our testing, we dove deep into this feature and explored its numerous facets.
Here’s what we loved about the Deal Management feature:
User-friendly interface with intuitive navigationDetailed view of each deal, including all relevant information in one placeSeamless updating and editing of deal detailsReal-time access to all affiliate marketing deals, anytime, anywhere
The “Deal Details” tab (shown below) was kick-ass for keeping track of all the necessary information for each deal.
We were able to keep tabs on our deals, track any changes, and make quick decisions.
Having all our affiliate marketing deals readily available at all times was incredibly satisfying and efficient.
It’s a huge win for sales teams of any size!
In terms of pricing, Freshsales offers 3 plans in addition to a free plan.
Here are the plans they offer:
Free Plan – Free ForeverGrowth – $18/MonthPro – $47/MonthEnterprise – $83/Month
User-friendly interface
Comprehensive telephony features
Great free plan
Easy-to-use deal management functionality
Real-time KPI tracking and goal setting
We had a few data-sync issues during our testing
Learn More Today!
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Monday.com is a powerhouse project management platform that also offers a badass CRM app in just about every regard.
Here’s why we chose it as one of our top picks:
Robust project management capabilitiesUser-friendly interfaceCustomizable dashboards and workflowsIntegrations with popular tools like Google Drive, Slack, Trello, and more
Monday.com’s CRM app is perfect for businesses that need to manage projects and client relationships simultaneously.
It streamlines communication, increases efficiency, and helps you keep everything under control—even when you’re away from your computer.
Effective project management is crucial to scaling your business.
Luckily, Monday.com provides some of the best project management in the game (even on mobile).
Here are some project management features that make this tool stand out:
Customizable dashboards: You can build custom dashboards to track progress, deadlines, and other important project details.Workflow automation: You can automate repetitive tasks, freeing up time to focus on more critical aspects of your business.Integrations: Monday.com seamlessly integrates with popular tools like Google Drive, Trello, Slack, and more – making it a hub for all your business processes.Color-coded tasks & stages: You can prioritize and organize your tasks with color-coded labels, making it easy to identify critical tasks at a glance.
With Monday.com’s project management features, we were able to streamline our workflows and boost productivity.
We could easily access our projects on the go and make updates from anywhere, helping us stay on top of everything and meet deadlines.
Check out our mobile view of Monday.com’s project management capabilities.
The flexibility and functionality of Monday.com’s project management capabilities make it an ideal tool for businesses looking to streamline their operations.
The best part? It’s entirely free to use!
Monday.com makes it easy to manage your social media campaigns from your phone.
It provides a powerful, customizable dashboard to track your entire team’s progress on all your social events.
You can also assign tasks and keep an eye on deadlines to ensure you’re delivering quality content consistently.
Here’s how my team’s content calendar looked (during our testing period)
With this feature from Monday.com’s mobile CRM, we were able to accomplish the following:
Plan and schedule social media campaignsAssign tasks to team members in secondsTrack progress on ongoing campaigns at a glanceCollaborate in real-time with team members
We especially liked that we could get an overview of each campaign, including the following info:
OwnerChannelBriefSubitemsUpdatesAttached filesBudget StatusLinks
Here’s an example of a marketing outreach campaign we created and managed throughout our testing.
At the end of the day, Monday.com made it easy to stay on top of our social media game, even when we were away from the desktop version.
If you’re struggling to get your social campaigns on track, give Monday.com a shot.
One of the standout features of the Monday.com mobile CRM is how it includes fully functional project templates in the palm of your hand.
We were pleasantly surprised to find that these templates have the same level of detail and functionality as the desktop version.
Let’s break down why it’s so awesome:
Pre-made formats: They make it super easy to get started because there’s a wide range of pre-made formats for different project types. It saved us so much time when setting up new projects.Customizability: We could tailor the templates to fit our specific needs.Ease of use: The templates are incredibly user-friendly. It only takes a few taps to kickstart a project.Comprehensive detail: Each template offers comprehensive detail, so we didn’t overlook any important aspects of our projects.Consistency: Using templates ensures that everyone on the team consistently manages projects. This leads to smoother execution and better collaboration.
The project templates on the Monday.com mobile CRM have been a fantastic tool for us to effectively and efficiently manage our projects.
Here’s how the interface looks on mobile.
So whether you’re managing a project portfolio for an enterprise or tackling one project at a time as a freelancer, Monday.com’s project templates have your back.
Monday.com offers four paid plans in addition to a free plan.
These include the following:
Free – Free ForeverBasic – $10/MonthStandard – $12/Month Pro – $20/Month Enterprise – Custom pricing
Customizable dashboards & workflows
User-friendly interface
Powerful project management capabilities
Integration with popular tools
Free content calendar feature
Limited free plan
Learn More Today!
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Zendesk Sell offers a fantastic mobile app perfect for helping SMBs scale.
Here are a few reasons we picked it:
Great user interfaceFantastic deal & contact managementAppointment management on the goEfficient lead management Access to Zendesk’s customer support tools in one place
Zendesk Sell is perfect for SMB owners who need a reliable mobile CRM with excellent contact and deal management capabilities.
Deal management can make or break a business.
Zendesk Sell gives you all the firepower of a fully-fledged CRM at your fingertips!
Here are some great aspects of this feature:
User-friendly interface with easy navigationDetailed view of each deal, including all relevant information in one placeReal-time updates on deal progress and activity
Here’s a “new deal” card in our mobile CRM app (to give you a better idea).
We were able to easily add and edit the following data:
Deal nameDeal valueCurrency typeStageSourceOwner Tags
With Zendesk Sell, we could close deals faster while maintaining a bird’s eye view of our pipeline.
Check out our deal pipeline view (during our six months of testing).
At the end of the day, if you’re serious about scaling your business, you need a deal management system that’s reliable and efficient.
Zendesk Sell is just that, providing you with everything you need to keep your deals on track and moving forward (even on your cell phone).
Managing your appointments can be tricky (but it doesn’t have to be).
Zendesk Sell provides a fantastic appointment management solution with its easy-to-use mobile app.
We tested this feature by scheduling the following types of appointments:
Follow up callsWebinarsProduct demosClient meetings
The app allowed us to schedule, edit, and cancel appointments from our mobile devices.
We could also set reminders and alerts for upcoming appointments, ensuring we never missed an important meeting.
Here’s a screenshot of a follow-up call we created in less than a minute.
We were able to accomplish the following with this feature from Zendesk Sell:
Preview our appointment in our calendarAdd associated deals Create alertsAssign usersAdd a description
We especially appreciated the ability to easily add alerts for our appointments.
Here’s how it looked (to give you some context).
The bottom line: Staying on top of your appointments can be a hassle (but it doesn’t have to be). Zendesk Sell allows you to schedule your day-to-day events like a boss (all with your mobile phone).
I’ve always been a firm believer in making data-driven decisions.
Zendesk Sell’s KPI Dashboard is the perfect place to track your key performance indicators in one place (and on the go).
Here’s what we loved about this feature:
Real-time tracking of KPIsCustomizable dashboard with drag-and-drop functionalityEasy-to-read charts and graphs
The combination of real-time tracking and customizable options made this a standout feature.
We could easily see how our sales were performing at any given moment (without having to dig through multiple screens or reports).
Additionally, the ability to customize the dashboard (pictured below) allowed us to focus on the metrics that mattered most to our business.
For example, during our six-month testing period, we zeroed in on the following metrics:
Active deals in our pipelineDaily tasksCalendar eventsEmails, SMS, and calls with clients
We loved the simplicity and effectiveness of the KPI Dashboard in Zendesk Sell’s mobile CRM app.
It gave us a quick overview of our business performance, making it easier to make informed decisions on the go.
Zendesk Sell offers three pricing plans.
They are the following:
Team – $25/MonthGrowth – $69/MonthProfessional – $149/Month
There is no free plan; however, Zendesk Sell does offer a 14-day free trial with every plan.
User-friendly interface
Great value for money
Easy-to-use deal, contact, and appointment management functionality
Limited customization options for dashboards and reports
No free plan
Learn More Today!
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EngageBay is a complete customer relationship management (CRM) software designed for small businesses and startups.
Here’s why you should consider EngageBay:
Powerful communication featuresAffordable pricingAutomation capabilitiesIntuitive interface
We chose EngageBay as one of our top mobile CRM picks because of its advanced communication capabilities and affordable pricing.
Connecting with your customers immediately in today’s fast-paced digital landscape is a must.
Thankfully, EngageBay provides full live chat widget customization with their free mobile CRM app.
With EngageBay, we were able to easily customize the following aspects of our live chat:
Company logoCustom colorsCustom messages
Here’s our view from mobile.
From there, we were able to embed the live chat widget on our website and start connecting with visitors in real time (all from our mobile CRM).
Our verdict: EngageBay’s live chat feature is a game-changer for businesses looking to improve their customer support and communication while out and about.
Being able to effectively manage your customer service tickets is essential to growing your business.
After all, if you can’t keep up with customer inquiries and complaints, you risk losing valuable customers.
EngageBay’s ticket management feature makes it easy to stay on top of incoming tickets while on the go.
We tested this out by creating a few sample tickets and found the process to be incredibly user-friendly and efficient.
From there, we were able to easily track and manage our tickets from anywhere using the EngageBay CRM mobile app.
Here’s a snapshot of our perspective (from the mobile CRM).
We especially liked the ability to assign tickets to specific team members and set priority levels for urgent issues (while mobile).
The nuts and bolts: Take your support game up a notch and empower your customer service teams to succeed with EngageBay’s great ticket management capabilities!
A great mobile CRM will provide access to your customer data at all times.
EngageBay’s contact management feature does just that (and more).
We were able to easily search, view, and update our contacts on the go with no hassle.
Plus, EngageBay’s mobile app allows you to quickly import your existing contacts from other platforms, making it easy to transition over.
We really liked how easy it was to add notes and tags to each contact (just a few taps!) for better organization and segmentation down the road.
Here’s how our contacts dashboard looked on our mobile phone (to give you a better idea).
Our two cents: For businesses looking for powerful contact management capabilities while on the move, EngageBay has got you covered!
It’s easy to use, completely free, and optimized for mobile—what’s not to love?
EngageBay Sales Bay offers a free forever plan and three paid plans.
They are as follows:
Free – Free foreverBasic – $14.99/Month Growth – $49.99/Month Pro – $99.99/Month
Powerful free plan
Great live chat feature for customer communication
Efficient ticket management system
User-friendly contact management capabilities
Limited calendar views
Users have complained about bugs with the mobile app
Learn More Today!
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Capsule CRM provides a fully functional mobile CRM system that’s easy to use (and surprisingly powerful).
Here’s why we picked it for our list of the best mobile CRM apps:
Intuitive, sleek user interfaceAffordable, scalable pricing plansPowerful CRM functionality on the goGreat pipeline, task, and contact management
Capsule CRM is a fantastic example of a no-frills, user-friendly mobile CRM software that can help your business scale to new heights.
Having great pipeline management on the go is crucial for growing your business without missing a beat.
The Capsule CRM mobile app allows you to easily accomplish the following:
View and edit your sales pipelineAdd and update deals on the goAccess important contact information for each deal in your pipeline
We tested this feature out (over six months) and found it to be one of the strongest mobile pipeline management solutions on the market.
Here’s a look at our pipeline (with some of our affiliate marketing partnerships added).
We especially loved the ability to easily see each stage in the pipeline at a glance.
With Capsule’s mobile app, there’s no awkward scrolling through your pipeline to see everything.
You can easily see the following info in one place:
Deal nameDeal valuePipeline stage
The bottom line: Capsule CRM offers fantastic pipeline management on the go, making it an excellent choice for SMBs looking to scale quickly.
Having your customer data at your fingertips at all times is an invaluable resource for sales teams.
Luckily, Capsule makes it easy to access all your contacts in the palm of your hand.
We tested this feature by adding some of our B2B contacts at Small Business Bonfire.
Adding a new contact was as easy as tapping “add person” and filling out the following fields:
NameJob title Organization Phone numberEmail address WebsiteDescriptionAssigned user
Here’s how it looked (to give you a better idea).
Once our contacts were put in, we could easily search and filter them on the go.
Check out our contacts dashboard (on our mobile device).
As you can see, everything is incredibly easy to find and manage.
Our takeaway: Having this data available out of the office is a must-have for sales teams looking to strengthen customer relationship management and close more deals on the go.
Managing your day-to-day tasks is essential for staying on top of everything while on the move.
Capsule’s task management feature lets you do just that (without any hassle).
We added a few tasks to test this feature out and found it incredibly convenient for staying organized.
Here’s how our tasks looked in the mobile app.
All the important info is right there and easy to access.
Plus, we could easily edit the following info:
Task nameDescriptionCategoryAssigned user
Capsule also provided helpful notifications for upcoming tasks (ensuring we never missed a deadline).
The breakdown: Capsule CRM offers robust and user-friendly task management, crucial for keeping your business operations running smoothly (while you’re out and about).
Capsule CRM offers four pricing plans.
They are the following:
Starter – $21/MonthGrowth – $38/MonthAdvanced – $60/MonthUltimate – $75/Month
Sleek and user-friendly mobile interface
Powerful pipeline, task, and contact management features
Affordable pricing plans for SMBs
Lacks advanced reporting & analytics capabilities
Limited marketing features
A mobile CRM is a tool for managing customer relationships on the go (using smartphones and tablets).
It’s perfect for businesses that need to stay connected with customers without being tied to a desktop computer.
These days, with remote work and virtual teams being so prevalent, having a mobile CRM is essential.
After testing, we compiled a thorough list of our favorite CRMs for Small Businesses. Check it out now! The list might surprise you.
When choosing a mobile CRM, you’ll want to keep the following features in mind:
KPI dashboardPipeline tools Task management Contact management Customizations Analytics and reportingGeolocation services
We’ll give you a quick overview of each feature and why it’s important.
Being able to reliably make data-driven decisions is crucial for businesses of all sizes.
That’s where a KPI dashboard comes in handy, as it provides an easy-to-understand visual representation of your most important metrics.
A mobile CRM with a customizable KPI dashboard allows you to easily track and analyze key performance indicators on the go.
Pipeline management is essential for businesses looking to grow their customer base and revenue.
With mobile CRM pipeline tools, you can easily track progress and manage your sales pipeline from anywhere (giving you the flexibility to close deals on the go).
Effective task management is crucial for staying organized and on top of your workload.
A mobile CRM with robust task management capabilities allows you to create, assign, and track tasks while on the move (ensuring nothing slips through the cracks).
Having access to customer data at all times is a game-changer for businesses.
A mobile CRM with contact management features allows you to easily search, view, and update customer information on the go (ensuring you have all the necessary details at your fingertips).
Every business is unique, which is why having a mobile CRM that can be customized to fit your specific needs is essential.
Look for a tool that allows you to personalize dashboards and workflows to align with your business processes.
Data analysis plays a crucial role in making informed decisions for your business’s growth.
A mobile CRM with robust analytical capabilities will provide valuable insights into your sales performance and help identify areas for improvement.
For businesses with teams on the move or working remotely, geolocation services can be incredibly beneficial.
A mobile CRM with this feature allows you to view the location of your team members and customers, making it easier to plan meetings and manage on-the-go tasks.
Let’s go over a few use cases of a mobile CRM.
With an integrated calling feature, you can make and receive calls directly from your CRM mobile app.
This is especially useful for sales teams who are constantly on the go and need to stay in touch with leads and customers.
For businesses with field teams, a mobile CRM with geolocation services can provide real-time updates on team member locations.
This is especially useful for managers who need to assign tasks and monitor the progress of their teams while they are out in the field.
In industries where internet access may be limited, a mobile CRM with offline capabilities is crucial.
This allows you to continue managing customer data and tasks even when not connected to the internet.
Some examples of industries that may benefit from this feature include:
ConstructionEnergyTransportationTask Management On the Go
Keeping up with your day-to-day can be a challenge as you scale your business.
With a mobile CRM, you can easily create and assign tasks to team members while on the move.
This is perfect for businesses with remote or on-the-go teams who need to stay organized and collaborate effectively.
Let’s look at a few benefits of having a great mobile CRM app at your convenience.
With a mobile CRM, you can access vital customer data anytime and anywhere.
Some data you can track with a great mobile CRM includes:
ContactsDealsTasks and activitiesCallsEmailsSupport tickets
This is especially useful when traveling or working remotely.
Having all your customer data and tools in one place increases efficiency and saves time.
With a mobile CRM, you can easily manage tasks, send emails, make calls, and track deals on the go, all from one platform.
As a business owner, you know that customers expect quick and efficient service.
With a mobile CRM, you can respond to customer inquiries and manage tasks promptly (even when you’re not in the office).
Look for features like live chat, email integration, or telephony to reach customers on their preferred channels (and provide quick responses).
The ability to manage your sales pipeline and tasks on the go can significantly increase your team’s productivity.
With a mobile CRM, you can stay updated on deals and activities while out of the office, allowing you to close deals faster.
Some tools a great mobile CRM typically has to improve productivity include:
Task managementNotificationsProject managementPipeline management
If you’re serious about improving productivity and growing your business, a mobile CRM is a must-have tool.
With a mobile CRM, you can access all your customer data and tools in one place, from anywhere.
This allows for quicker response times and improved productivity, ultimately increasing sales revenue.
If you’re not in the office, it can be challenging to stay on top of deals and manage your sales pipeline.
With a mobile CRM, you can access all this information at your fingertips, allowing you to move deals through the sales cycle faster.
When you can manage your sales pipeline and tasks from anywhere, you increase your chances of closing deals.
A mobile CRM allows for quick response times, efficient task management, and improved productivity—all key factors in closing more deals.
Looks like we made it through our list of the best mobile CRMs on the market!
Now, the choice is up to you. Be sure it’s within your budget, offers the features you need, provides great service, and is easy to use (especially for your team).
Every platform on this list is a fantastic mobile CRM that offers a free plan (or free trial, so give them a try today (no commitment needed)!
The post Best Mobile CRM Apps 2023: Great for On-the-Go SMB Owners appeared first on Small Business Bonfire.
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