Mobile CRM apps aren’t just important for outside sellers and road warriors.
Every modern salesperson should have the ability to stay informed and efficient on the go.
While no smartphone app can replicate the full experience of using a desktop CRM, there are a handful of CRM iPhone apps that do a great job when it comes to making essential features easy to use. And by “essential features,” we mean the ability to do simple things like...
- Update contact and lead records from your phone
- Dial contacts just by tapping their number
- Quickly log in-person client visits and phone calls
- Receive mobile notifications when a team member tags you in a note or when one of your deals closes
- View the geographic location of leads and contacts on a map
Some of the best CRM smartphone apps also boast additional bells and whistles, such as…
- Business card scanning
- Automatic call-logging
- Route planning and other advanced mapping features
- Voice recording/audio note-taking
- In-app reporting tools
If you’re a salesperson who won’t leave the house without your iPhone, here are six mobile CRM apps that you need to consider:
Nutshell’s iPhone app was relaunched in early 2020, and now includes the best map visualization features of any mobile CRM on the market. Perfect for planning client visits or just keeping an eye on where your hottest leads are, the Nutshell iOS app lets you view your saved lead lists on a smooth-scrolling, zoomable map, or quickly segment your leads by any attribute, such as status, open date, product, or custom tags.
Nutshell’s iPhone CRM app also comes equipped with an easy-to-use business card scanner so you can scan contacts on the go, as well as all the time-saving mobile features you’d expect, such as the ability to start new calls and emails in one click, quickly log meetings and call notes, and receive alerts for anything that needs your attention. Available to subscribers of any Nutshell package at no additional charge, Nutshell’s iPhone app helps you do important things fast, no matter where you are.
Already have a Nutshell subscription? Download the free iPhone app here.
Freshsales brings an impressive array of desktop features to their iPhone app. The “key metrics” screen acts as a useful dashboard, giving you relevant information on your assigned deals, and the calendar view shows you your upcoming appointments and lets you easily schedule new ones. You can also create and log activities in the Freshsales iPhone app, and track their outcomes.
But what really makes this a top iPhone CRM are the little extras. The ability to book an Uber from the Freshsales app is a nice touch, and the voice recording feature is a big help for summarizing meetings when you don’t have the time to type everything out on your iPhone keyboard.
Pipedrive offers a refreshingly crisp iOS app full of useful CRM features designed to be used on-the-go. Their mapping feature uses the Google Maps API to visualize any deals or contacts with a physical address. Their calendar view is a cool way of displaying all CRM activities for each salesperson right on their iPhone, saving tons of time (and sticky notes.)
Pipedrive’s iOS app boasts an impressive 4.1 out of 5 stars in the iTunes App Store, as fans of the desktop CRM enjoy having a fully functional mobile CRM for their iPhones or iPads as well: “Easy and simple enough to understand what’s happening with a Deal,” says a 5-star iOs app reviewer.
⚠ Bummer alert: Users report delays with processing activities through the mobile app interface.