With a smartphone and the right app, an entrepreneur or executive can manage their customers and prospects on the go, from the initial lead to closing a deal and beyond.
Here is a list of mobile applications for customer relationship management. Some are dedicated platforms, while others are components of larger productivity suites. Many offer free and premium plans. All have free apps for iOS and Android.
Zendesk Sell
Zendesk Sell is a sales and customer management platform. Its features include email templates with notification display, geolocation and mobile reporting. Use sales tracking, sales pipeline, automatic sales communications tracking, task manager and calendar. Price: Plans start at $19 per month.
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Bigine
Bigine by Zoho is pipeline-based customer management for small businesses. Get a complete view of all records. Manage a pipeline, projects and deals. Call, text or email your contacts on the go. Stay in sync across all devices. Price: Free for up to 500 recordings. Premium plans start at $7 per month.
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Zoho CRM
Zoho CRM provides real-time access to customer information, sales notifications and tasks. Interact with team members and collaborate in streams. Use the mobile app to view sales metrics, locate leads, access customer emails, record calls, and manage inventory. Price: Plans start at $14 per month.
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Vtiger
Vtiger is an all-in-one management platform for marketing, sales and support. Access and update your contact data, sales pipeline, projects, or support data on the fly. Collaborate with your team and receive real-time push notifications on events, tasks or mentions. Record calls instantly and view customer locations. Use dynamic dependency to organize records by displaying fields only when specific business rules are met. Price: Free for up to 3,000 recordings. Premium plans start at $12 per month.
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Insightful CRM
Insightful CRM manages interactions with customers, prospects, sales opportunities and projects. Access the task list and assign follow-ups immediately after a meeting. Add contacts on the fly and scan business cards or import them from your device’s address book. Add voice memos to leads, contacts, opportunities, and organizations so everyone is aware of the opportunity. Price: Plans start at $29 per month.
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Pipedrive
Pipedrive is a customer management platform for activity-based selling. The mobile app is a sales pipeline and lead tracking tool to access leads and schedule activities and events. Access to-do lists, customer profiles, transaction details, and scheduled activities and reminders. Manage team member activities by assigning tasks. Automatically link outbound calls to lead activities. Use data to analyze the pipeline and improve marketing. Price: Premium plans start at $14.90 per month.
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Hubspot CRM
HubSpot CRM The mobile application provides tools to manage contacts and offers. Access the mobile inbox, create tickets and respond to conversations. Receive real-time notifications when there is a new live chat or email. Assign tickets and collaborate with your team. Track progress toward goals with forecasts. Schedule and review social media posts. Price: Free. Premium plans start at $18 per month.
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Fresh sales
Fresh sales is a customer relationship management software with built-in phone and email, event tracking, lead scoring, automation, and more. The mobile app accesses customer data and tracks the sales pipeline. Monitor key metrics, assign tasks, add records and sales, access customer locations, and interact with contacts with just one click. Scan and upload documents using the phone’s camera. Add notes on every detail, even when a meeting is in progress. Price: Free for up to three users. Premium plans start at $15 per month.
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Capsule
Capsule tracks tasks, clients and business communications. Develop offers and create and assign follow-up tasks. Start calls, messages, and emails directly from a contact’s profile. Track your team’s activity. Update your data even when you are offline. Price: Premium plans start at $18 per month.
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Apptivo
Apptivo offers an integrated suite of applications for businesses of all sizes, including customer management, project management and invoicing. Manage leads, send invoices and more from your smartphone. Pricing: Premium plans start at $10 per month.
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Salesforce CRM
Selling power, the giant customer management platform, provides access to its functionalities in a mobile application. Launch a personalized dashboard with your favorite reports, lists, tasks, events and more. Access your customer data, customizations and productivity tools. Record calls, create and update opportunities, and complete tasks. Price: Plans start at $25 per month.