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10 Best CRM for Mobile

Corporate solutions for client management



In today’s fast-paced business environment, staying connected to your customer base is more vital than ever. Customer Relationship Management (CRM) systems are now the cornerstone for businesses aiming to foster strong client relationships and streamline their sales processes. This article delves into the top 10 CRM solutions that have been meticulously designed for mobile platforms, ensuring your sales team has the power to engage, analyze, and respond to customer needs on the go.

The role of CRM in mobile usage has transformed dramatically, equipping sales professionals with real-time data access, customer insights, and communication tools directly from their smartphones or tablets. The various mobile CRM applications bolster productivity and provide multiple benefits, including enhanced customer service, improved data quality, and increased sales opportunities. By incorporating features such as contact management, lead tracking, pipeline analysis, and personalized customer interactions, mobile CRMs are redefining how businesses interact with their clientele, making them an indispensable tool in the technology arsenal of modern enterprises.

This guide provides insights into critical considerations when selecting mobile CRM software and highlights the top choices in this category. Our top recommendations are:

  • CostaRicaCRM (Best Overall CRM)
  • Keap (Top Mobile CRM with e-commerce features)
  • Velocify (Leading Mobile CRM with automation capabilities)

1. CostaRicaCRM (Best Overall CRM)

CostaRicaCRM is an extensive and versatile CRM solution for businesses of all sizes. This CRM stands out for encapsulating a comprehensive suite of features that supports customer management, sales tracking, and performance analytics.

Headquartered in San Jose, Costa Rica, CostaRicaCRM has been a leader in CRM solutions since 2010, focusing on creating user-friendly and scalable CRM systems.

Costa Rica CRM also features comprehensive customization options and a strong focus on mobile user experience, which are key strengths of the platform. The user interface features an intuitive design optimized for mobile use and easy navigation.

It leverages vtiger CRM to empower companies in streamlining campaigns and workflows and fostering customer relationships. With its user-friendly interface, CostaRicaCRM ensures sales teams spend less time navigating the system and more time building meaningful client relationships.

Unique Features:

  • Advanced geolocation tracking for field sales teams
  • Multilingual customer support portal

Features:

  • Contact and lead management
  • Sales pipeline analysis
  • Performance reporting and forecasting
  • Customizable dashboards
  • Mobile Accessibility
  • Integration with multiple platforms

Uses in Accounting:

  • Real-time financial data access
  • Sales forecasting for budgeting
  • Expense tracking linked to customer accounts
  • Revenue analysis per client or campaign

Advantages:

  • Holistic customer view
  • Streamlined sales processes
  • Mobile-optimized interface for on-the-go access
  • Robust analytics and reporting

Disadvantages:

  • It may require training for optimal use
  • It could be feature-rich for small businesses

Pricing:

CostaRicaCRM offers a tiered pricing model that caters to different business sizes and needs. For further details about their services, feel free to contact info@CostaRicaCRM.com.

2. Keap (Best Mobile CRM with e-commerce functionalities)

Keap, formerly Infusionsoft, is a comprehensive cloud-based platform combining sales and marketing solutions. It features customer relationship management (CRM), marketing automation, and e-commerce capabilities in one package.

Users can segment contacts, monitor customer engagements, send targeted emails, and execute campaigns with personalized triggers based on customer actions like email opens and clicks. Additionally, users can efficiently handle e-commerce tasks such as inventory management, payments, and order fulfillment. They can create online stores, track website activities, and send quotes, invoices, and receipts.

The platform has robust reporting and analytics tools for users to evaluate email performance, campaign effectiveness, and return on investment (ROI). Accessible on both Android and iOS devices, Keap offers seamless integration with popular software like QuickBooks, Salesforce, Outlook, Gmail, and more.

Special Features:

  • CRM, email marketing, and e-commerce in one platform
  • Customizable sales pipeline

Features:

  • Contact management
  • Lead scoring and segmentation
  • Automated follow-up campaigns
  • Task assignment and scheduling

Uses in Accounting:

  • Streamlined invoicing process through PayPal or Stripe integration
  • Online payment tracking and recording in QuickBooks

Advantages:

  • All-in-one solution for small businesses
  • Personalized automation for efficient lead nurturing
  • Mobile-friendly interface for on-the-go access

Disadvantages:

  • Limited email templates and design options
  • The steep learning curve for beginners

Pricing:

Keap offers two plans: Keap Grow, starting at $79/month, and Keap Pro, starting at $149/month.

3. Velocify (Best Mobile CRM with automation tool)

Velocify is a cloud-based lead management system catering to mortgage brokers, educational institutions, and insurance companies. This comprehensive solution offers various sales tools to enhance sales processes, such as Velocify Pulse, Velocify Lead Manager, Velocify Loan Engagement, and Dial Is.

As a Salesforce product, Velocify incorporates innovative Sales Force automation integration features that empower sales teams to efficiently handle calls, compose emails, and reach out to prospects and recipient groups. Sales representatives can easily manage follow-ups through the Velocify Portal, updating statuses and setting reminders with the help of data automation.

With Velocify’s lead management feature, sales teams can effectively nurture leads by making phone calls, sending texts and emails, and reviewing conversation history to engage with prospects. Additionally, the platform offers workflow automation, lead scoring, prioritization, duplicate lead management tools, and lead routing capabilities to streamline sales operations.

Special Features:

  • Advanced lead distribution and prioritization
  • Automated lead assignment based on predefined criteria

Features:

  • Lead management and tracking
  • Communication automation through call, email, and text templates

Uses in Accounting:

  • Seamless integration with QuickBooks for accurate invoicing and payment tracking

Advantages:`

  • Efficient management of leads from multiple sources
  • Automated workflow for quick response and follow-up
  • Real-time analytics for tracking performance

Disadvantages:

  • Complex interfaces may require training for optimal use
  • Limited customization options

Pricing:

Velocify offers a flexible pricing model based on business size and needs. For further details about their services, contact sales@velocify.com.

4. Oracle CRM (Best Mobile CRM for enterprise-level businesses)

Oracle CRM is a comprehensive, cloud-based solution for enterprises and large organizations. It offers powerful sales automation features, including forecasting, territory management, lead and opportunity tracking, and performance evaluation.

The platform’s unified customer view provides teams with all the necessary data to engage with leads and customers effectively. With its robust analytics and reporting capabilities, Oracle CRM helps businesses gain valuable insights into their sales processes and customer behaviors.

Oracle CRM seamlessly integrates with various platforms, including social media channels and third-party applications like Microsoft Outlook and Google Calendar. The platform also provides mobile accessibility for on-the-go access to data and operations.

Special Features:

  • Customizable dashboards
  • Automated lead scoring and prioritization

Features:

  • Contact management
  • Sales forecasting and reporting

Uses in Accounting:

  • Accurate sales data for revenue forecasting and budget planning

Advantages:

  • Extensive customization options for enterprise-level businesses
  • Holistic customer view for targeted sales strategies

Disadvantages:

  • High cost of implementation and maintenance
  • Requires significant training for optimal use

Pricing:

Oracle CRM offers a range of pricing options based on business size and requirements. For more information, contact sales@oraclecrm.com.

5. NetSuite CRM

NetSuite is a comprehensive cloud-based business management solution utilized by over 37,000 organizations. It enhances operational efficiency by automating core processes and offering real-time operational and financial performance insights. By providing a unified suite of applications to handle accounting, order processing, inventory management, production, supply chain, and warehouse operations, NetSuite empowers companies with transparency over their data and command over their business operations.

Netsuite CRM provides a range of features, including quotes, order management, commissions, sales forecasting, and integrated e-commerce capabilities. It caters to various industries such as advertising/digital marketing, apparel, consulting, campus stores, education, energy, financial services, food/beverage, healthcare, health and beauty, IT services, manufacturing, media and publishing, nonprofits, professional services, restaurants and hospitality, retail, software/internet companies, wholesale distributors, and more.

Special Features:

  • A unified platform for all business operations
  • Advanced forecasting and budgeting capabilities

Features:

  • Customer relationship management
  • Sales and marketing automation
  • Contact and Account Management
  • Quote and Order Management
  • Mobile Apps

Uses in Accounting:`

  • Real-time financial insights for accurate reporting and decision-making

Advantages:

  • All-in-one solution for business management, reducing the need for multiple software
  • Customizable dashboards for real-time visibility into business operations
  • Ease and availability of Customer Support
  • Consolidation for multiple subsidiaries

Disadvantages:

  • High cost of implementation and maintenance
  • It may require significant training for optimal use

Pricing:

NetSuite CRM offers tailored pricing plans for each business’s needs and size. For pricing requests, contact sales@netsuitecrm.com.

6. LeadMaster

LeadMaster offers a cost-effective automated solution tailored for marketing and sales teams. The LeadMaster CRM Platform empowers your team to streamline operations and drive growth and revenue. With features like email marketing, marketing automation, sales force automation, landing pages, and comprehensive reporting, this all-in-one CRM caters to businesses of all sizes, from 10 to 250 employees. Free training is also provided.

This cloud-based CRM comes with native iOS and Android apps optimized for mobile use. It’s a personalized CRM that seamlessly integrates with LeadMaster’s additional sales and marketing services, such as lead driver support, demand creation, and a virtual contact center.

By leveraging the cloud-based LeadMaster CRM, you and your team can access information anytime, anywhere. This flexible system offers adjustable and scalable capabilities, from user-friendly tools to advanced marketing algorithms, empowering you to enhance productivity and boost revenue.

Special Features:

  • Customizable user interface
  • Automated lead routing and scoring

Features:

  • Contact management
  • Campaign management
  • Sales forecasting and reporting

Uses in Accounting:

  • Effective tracking of marketing campaigns for ROI analysis

Advantages:

  • Cost-effective solution for small to medium-sized businesses
  • Easy integration with other LeadMaster services for comprehensive sales and marketing support
  • Customizable and scalable platform

Disadvantages:

  • Limited customization options
  • It may not be suitable for larger enterprise-level businesses

Pricing:

LeadMaster offers a range of plans with flexible pricing options based on business needs and size. For more information, contact sales@leadmaster.com.

7. Maximizer CRM

Maximizer CRM presents a robust sales-focused system tailored to address the unique challenges that sales managers and teams encounter. Offering a transformative solution that replaces complex CRM platforms and cumbersome spreadsheets, Maximizer streamlines sales activity management with advanced analytics and insights. This enables effortless monitoring of revenue targets, tracking of activities, and evaluation of team effectiveness from a centralized command center.

Bid farewell to scattered data as Maximizer’s CRM system consolidates all account information into a user-friendly interface. Accessible on both desktop and mobile devices, our solution keeps you connected at your desk or on the go. Benefit from Maximizer’s seamless integration capabilities and extensive customization options for a seamless transition without impacting productivity. With a legacy of over 35 years, join the community of over 120,000 successful sales teams and harness the full potential of Maximizer.

Special Features:

  • Advanced sales analytics and insights
  • Centralized command center for monitoring sales activity

Features:

  • Contact management
  • Sales forecasting and pipeline tracking
  • Opportunity and lead management

Uses in Accounting:

  • Easy tracking of sales activities for accurate revenue projections

Advantages:

  • Focused on sales management, making it ideal for sales teams
  • Extensive customization options for a tailored experience
  • Seamless integration capabilities

Disadvantages:

  • Limited features compared to other CRM systems
  • It may require additional training for optimal use

Pricing:

Maximizer offers competitive pricing plans with flexible options based on business size and needs. For more information, contact sales@maximizercrm.com.

8. Pivotal CRM

Pivotal CRM, part of the Aptean software suite, caters to organizations of all sizes in various sectors like manufacturing, healthcare, and real estate. Developed on the Microsoft .NET framework, it is a top choice for companies aligned with Microsoft technologies seeking to streamline their CRM processes with the Microsoft Office suite.

The primary allure of Pivotal CRM lies in its cost-effectiveness and adaptability. With an intuitive drag-and-drop interface, even non-technical personnel can design and implement business solutions independently, eliminating the need for coding skills or external assistance. Moreover, the platform seamlessly integrates Microsoft Outlook and SharePoint into its customizable dashboards. Pivotal’s Social CRM feature further enhances user experience by facilitating the application’s management of social media accounts.

Special Features:

  • Microsoft Office suite integration
  • Social CRM feature for managing social media accounts

Features:

  • Lead and opportunity management
  • Customer service and support

Uses in Accounting:

  • Streamlined tracking of customer interactions for improved financial insights

Advantages:

  • Cost-effective option with customizable solutions
  • Integrates with popular Microsoft technologies

Disadvantages:

  • Limited features compared to other CRM systems
  • Requires a learning curve for non-technical users

Pricing:

For pricing information, contact sales@pivotalcrm.com. Pivotal offers tailored solutions based on business needs and size.

9. Omniprise

Omniprise offers a customer relationship management solution that works on-premise and in the cloud. It gives companies a real-time view of all customer interactions. This versatile solution is suitable for businesses of any size. With its “centralized benefit management” feature, Omniprise allows users to maintain employee records, including location, class, department, and division.

The benefit section administration empowers HR staff to efficiently manage, update, and add employee information as needed. Employees can easily register in the system through the “benefit enrollment” feature. They can log in using their employee credentials, a call center, or a combination agent for a seamless experience.

Special Features:

  • Benefits Administration Outsourcing
  • Self-service portal
  • Cobra Administration

Features:

  • Real-time customer interaction tracking
  • On-premise and cloud compatibility

Uses in Accounting:

  • Efficient employee record management for payroll and benefits administration

Advantages:

  • Suitable for businesses of any size
  • Comprehensive employee record management capabilities

Disadvantages:

  • Limited features compared to other CRM systems

Pricing:

For pricing information, contact sales@omniprisecrm.com. Omniprise offers custom pricing plans based on business needs and size.

10. Salesnet CRM

Salesnet, a leading provider of CRM software, stands out for its exclusive focus on sales management and productivity. Its dynamic, highly customizable solution drives sales performance and productivity through its strategic workflow and content management features. Designed to help businesses better understand their sales funnel, Salesnet CRM provides actionable insights that align sales efforts with business strategies.

Salesnet CRM is a cloud-based Customer Relationship Management system that focuses on streamlining sales processes and increasing sales efficiency. The platform’s strength is its ability to customize the experience entirely around the sales process, ensuring that each interaction is aligned with the company’s specific business goals.

Features:

  • Robust workflow management
  • Document library for content management
  • Performance dashboards for tracking sales progress

Uses in Accounting:

  • Generates detailed reports for forecasting and revenue tracking
  • Manages contacts and sales activities to keep financial data organized

Advantages:

  • Customizable workflows tailored to specific sales processes
  • In-depth analytics to guide strategic decisions

Disadvantages:

  • It may require a significant setup process for personalization
  • Mainly sales-oriented, which can limit broader CRM functionalities

Pricing:

Salesnet CRM offers various pricing tiers depending on the features and level of customization required. For detailed pricing information, reach out to sales@salesnetcrm.com.

What is a CRM for Mobile?

CRM for Mobile, often called Mobile CRM, is a Customer Relationship Management technology designed for mobile devices such as smartphones and tablets. This technology allows sales, marketing, and customer service professionals to access and manage critical business and customer information in real time from anywhere, fostering enhanced customer interactions and business processes. 

Mobile CRM is crucial for maintaining connectivity and responsiveness to customers. With the rise of remote work and the need for teams to stay productive while on the move, Mobile CRM solutions have become an indispensable tool for businesses. It ensures that customer data is always at the fingertips of those who need it while away from their desks, enhancing decision-making processes and customer responsiveness.

An effective mobile CRM requires several vital elements. Firstly, a user-friendly interface is crucial for easy navigation and reduced learning curves. Real-time data access and updates ensure team members stay synchronized. Integration capabilities are essential for seamless operation with existing systems. Offline access is vital for uninterrupted productivity, especially in low-connectivity areas. Lastly, robust security features are necessary to safeguard sensitive customer data on portable devices.

Read more about What is CRM and how you can leverage such tool for your business. 

How much does a CRM for Mobile cost?

The cost of a CRM for Mobile can vary depending on the specific features and functionalities included, the number of users, and whether it is a standalone solution or part of a larger CRM platform. Some providers may offer free versions or trial periods, while others may charge a monthly or annual subscription fee. Custom pricing options may also be available based on individual business needs.

While CRM pricing can be highly variable based on the provider and the complexity of the system, typical pricing tiers for CRM solutions are as follows:

  • Free Tier: Some CRM providers offer a basic level of service at no cost, often including limited features suitable for tiny businesses or start-ups.
  • Entry-level Tier: Ranges from $10 to $15 per user per month. This tier usually provides core CRM functionalities such as contact and deal management and is ideal for small businesses.
  • Mid-level Tier: Generally ranges from $20 to $50 per user per month. This level often includes more advanced CRM features such as marketing automation, sales forecasting, and integration with third-party apps.
  • Enterprise Tier: Can range from $75 to over $150 per monthly user. The enterprise level is designed for large organizations and includes full CRM capabilities with robust customization, advanced analytics, and premium support services.
  • Additional Costs: Keep in mind that there may be extra costs for additional services such as onboarding, custom integrations, and further training, which can range from a few hundred to several thousand dollars.

For exact pricing, customers should consult the CRM provider, as costs can vary greatly depending on the specific needs and scale of the business.

How can CRM be used in mobile?

CRM for Mobile can be used in various ways to enhance business processes and customer interactions. Some common uses include:

  • Real-time access to customer data: With CRM for Mobile, sales and customer service teams can access up-to-date customer information from anywhere, ensuring they have the data required to make informed decisions and provide personalized service.
  • Remote team collaboration: With the ability to access and update CRM data on the go, teams can stay connected and collaborate seamlessly, even remotely or while traveling.
  • Mobile task management: Mobile CRM allows users to create, assign, and track tasks while moving, ensuring that essential tasks are not overlooked and deadlines are met.
  • Instant customer communication: Mobile CRM enables quick and direct communication through email, phone calls, or text messages. This real-time connection can improve response times and customer satisfaction.
  • Efficient lead management: With mobile access to CRM data, sales teams can manage leads from anywhere, ensuring timely follow-ups and effective lead nurturing.

Read more about Mobile CRM, its unique features, benefits, and best practices for its use.

What are the advantages of CRM for Mobile?

Using mobile CRM enables you to perform all the tasks on your mobile device that you can on your desktop. With on-the-go access to CRM features, you gain flexibility and freedom, along with these key advantages:

  • Access your data anywhere – Mobile CRM software lets you view your pipeline, check performance metrics, or find a contact from anywhere. Whether working remotely, running errands, walking the dog, or dropping off the kids at school, you can access necessary information without being tethered to your desktop.
  • Enhance responsiveness – CRM mobile sales apps ensure clients and prospects can reach sales reps anytime and anywhere. This eliminates the need to delay time-sensitive interactions until returning to the office, leading to higher retention rates. Integrating calls also allows for on-the-go customer interactions to be recorded and categorized, preventing any loss of information and eliminating the need for data re-entry.
  • Enhanced Sales Productivity – Utilizing a mobile CRM platform for sales has significantly increased sales productivity, with sales representatives meeting their quotas at a 3:1 ratio. This tool streamlines workflow, eliminates redundant tasks, and reduces post-desk workload. Equipped with a CRM on their mobile devices, reps can access customer data and perform tasks as efficiently as in the office, even offline.
  • Increased Sales Revenue – When your team can promptly respond and make informed decisions in real-time, it results in more closed deals. Integrating a sales app with your CRM reduces wasted time, enabling reps to manage all sales activities efficiently on handheld devices. Improved responsiveness leads to satisfied customers, translating into higher purchases and a quicker sales cycle.
  • Streamlined Sales Cycle – Thanks to mobile CRM accessibility, sales reps have shortened their sales cycle by an average of eight to 14 percent. They can effectively oversee their sales pipeline, customers, and leads from any location.

CRM software offers a range of advantages for various business needs. Explore the different benefits of CRM platforms to know the best tool for your company. 

What are the disadvantages of CRM for Mobile?

While there are many advantages to using CRM for Mobile, some potential disadvantages may include:

  • Limited functionality – Mobile CRM may offer different features and customization options than desktop versions, which could limit its use for more complex tasks or larger businesses.
  • Device compatibility issues – Some mobile CRM apps may not be compatible with all devices, leading to potential technical difficulties for users.
  • Security concerns – As with any mobile technology, security vulnerabilities may put sensitive data at risk. Researching and choosing a reputable CRM provider with proper security measures is essential.

Despite potential challenges, the benefits of using CRM for Mobile far outweigh the drawbacks, making it an invaluable tool for improving customer relationships and streamlining sales processes.

Why is CRM important in mobile?

CRM’s mobile capabilities are crucial in meeting diverse business needs and sustaining ongoing campaigns. These capabilities empower field teams to seize opportunities promptly, update deals, and log interactions while details are fresh in mind—essential for agile marketing efforts. These mobile apps facilitate tailored customer engagement strategies, enabling quick access to customer preferences, past interactions, and purchase history. This real-time data accessibility allows for swift campaign adjustments, granting businesses the flexibility to respond promptly to market trends and customer input.

Mobile phones streamline operations, with businesses investing in CRM systems to effortlessly manage their data. When business professionals can access CRM applications from their mobile devices, it adds a valuable layer of convenience. Mobile devices significantly boost sales figures, enhancing communication, data management, and customer relationships.

What CRM practices should a Mobile avoid?

When utilizing mobile CRM, certain practices can hinder its effective implementation, and businesses should be diligent in avoiding these pitfalls:

  • Ignoring User Experience (UX) Design can harm a mobile CRM app. A complicated navigation system can result in user frustration and decreased adoption rates. It is crucial not to overwhelm the app with features better suited for desktop use and to ensure design optimization for different mobile devices and screen sizes.
  • Not integrating with other systems and applications can lead to data silos and inefficiencies. Integration enables data sharing between departments, streamlines processes, and provides a more comprehensive view of customer interactions.
  • Neglecting security measures could result in sensitive data being compromised. Implementing proper security protocols for mobile CRM platforms is crucial to protect valuable information from cyber threats.

What are the things to consider in a Mobile CRM?

Transitioning to a cloud-based mobile CRM solution marks a significant milestone for businesses. Being well-prepared and understanding the key considerations when selecting one is crucial. To help you kickstart this process, we’ve outlined some vital factors below.

  1. Essential CRM Features:A mobile CRM should encompass fundamental customer relationship management features for effective operations. It should offer basic and advanced features such as: 
  • Customer Database Management
  • Pipeline Management
  • Email and Communication Integration
  • Reporting and Analytics
  • Workflow Automation
  • Task and Calendar Management
  1. User-Friendly Interface: The software for sales, marketing, and support teams should boast a user-friendly, intuitive interface. Our selection of the top seven tools consists of simple CRM software that requires minimal training and offers accessibility from any location.
  2. Value for Money: Select a software provider with a transparent and affordable pricing structure that aligns with your budget while delivering value. Compare different plans and features to choose one that aligns with your needs and expectations.
  3. Real-Time Synchronization: Verify if the software supports real-time synchronization to ensure customer data remains updated across all devices and platforms. Instantly access the latest changes you or your team members made on any device or platform, and receive real-time notifications and alerts for important activities.
  4. Online Reviews & Feedback: Always seek positive and credible reviews and feedback from current or past customers on platforms like G2, Capterra, Finances Online, etc. Evaluate users’ perspectives on the software’s features, performance, usability, support, and value. Additionally, review ratings, testimonials, or case studies demonstrating the software’s benefits and outcomes.




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