10 Best CRM Apps for iPhone and iPad
Are you looking for CRM apps for your organization that assures simplicity, security, and scaling of customer interactions? In this latest article, we have evaluated some of the best CRMs on the market.
Customer Relationship Management is all about the system of tracking and examining every interaction and communication with customers and clients. CRM increases business profits, customer lists, and interactions. Here we are going to share the top CRM tools for iPhone and iPad that are easy to understand, easy to use, and easy to access.
Best CRM Apps for iPhone and iPad
1 – Zendesk Sell
Zendesk Sell is one of the best CRM software that blends usability and intelligence to provide a top-class mobile sales experience. The app allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. It offers sales productivity features like communication tracking, email templates with view notifications, geolocation, and mobile reporting.
The salespeople can funnel leads from multiple sources such as websites, spreadsheets, or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.
The app comes with an easy-to-understand interface, offers offline access, and has the ability to sync to all of your devices including the web application. It also provides automatic call logging and calls outcome tracking.
All in all, Zendesk Sell is the perfect tool for effectively managing your sales team.
2 – Zoho CRM – Sales & Marketing
Zoho CRM – Sales & Marketing is another trusted CRM app that helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals.
The app offers great features to a sales representative for making calls, a sales manager for monitoring the sales pipeline, or a business owner for nurturing their business.
Zoho CRM not only covers CRM software requirements but also helps boost mobile sales productivity with features like search, call, email, check-in, near-me, and notifications. It is one of the top options that can work well for a variety of organizations. Zoho provides flexibility that allows it to work for all kinds of different businesses.
With the help of this tool, you can get a clear overview of your scheduled tasks, events, and calls. You can even set reminders so that you never miss out on a single one.
Furthermore, the app lets you locate customers and sales opportunities nearby and navigate. It helps you visualize sales and marketing trends to make quick decisions.
Using it, you can collaborate with your team in real-time using Feeds and @mention colleagues on posts.
3 – HubSpot
HubSpot makes it very convenient for you to run your business from anywhere. You can use it across your marketing, sales, and customer service teams. Its comprehensive free plan is far better than many paid CRM apps out there, making its robust feature set accessible to even the smallest businesses.
The system helps you see upcoming tasks, to-dos, meetings, and reminders associated with your sales deals. HubSpot CRM lets you access business contacts, notes, and deals even when you’re offline. With its built-in scanner, you can scan business cards to automatically save contact details with no manual entry. Assigning tasks to teammates is an easy process. With the help of the software, you can update deals as they progress and see real-time sales leaderboards.
Moreover, the platform is intuitive and very easy to use. HubSpot helps you with content creation areas like landing pages, forms, and emails. You can also bulk-create and schedule social media content.
Above all, it has an excellent customer support team. Depending on which plan you’re on, you can contact the support team via chat, email, or phone.
4 – Contacts Journal CRM
Contacts Journal CRM app helps you keep track of conversations for every contact, so you’re prepared for your next meeting. You can set reminders and follow-ups for future meetings.
It allows you to create private contacts and private groups to keep information separate. The custom fields let you expand the profile of your contacts. You can attach images, files, or scanned documents relevant to each contact or meeting.
Also, using the Contacts Journal app, it is easy to categorize your contacts list with Contact Tags, Groups, and Filters. You can even call, SMS or email your contacts right from the App.
This intuitive and easy-to-use CRM system lets you import your contacts from the Contacts app, and the contacts data will automatically sync with the Contacts app.
5 – Insightly CRM
The next name in the list of best CRM apps is Insightly CRM. It is a leading cloud-based application built for businesses of all sizes. The app helps organizations grow their business by managing customer interactions, leads, sales opportunities, and projects.
With the help of Insightly CRM, you can add new contacts on the go, scan business cards or import them from your device’s address book. Also, the task lists let you see what’s upcoming and overdue. It provides a solid set of workflow and task automation tools that help your sales reps focus on selling instead of spending time and effort on repetitive tasks.
With this CRM app, you can nurture your relationship with buyers and sellers even when you’re out of the office.
In addition, the robust integration feature facilitates hassle-free data exchange with third parties in a safe and secure manner.
6 – Salesmate – Sales CRM
This CRM software has been designed to help small and mid-sized businesses manage contacts and sales deals more efficiently.
With Salesmate CRM, it is easy to manage deals and contact information on your mobile device through a visual deal pipeline. Using a business card scanner, you can save your contact details quickly. You can even import your business contacts from Google contacts or excel sheets. The tool helps you connect with your visitors in real-time with Salesmate’s live chat feature.
Salesmate CRM provides a better customer experience with a shared team inbox. Also, one can easily track, call and record their sales calls right from the app. The system keeps you updated with your leads. You can take quick actions from app alerts and push notifications.
Above all, it offers 600+ third-party apps integration including Google Apps across our CRM. With Smart Synchronization, you can sync all your notes, activities, contacts, deals, and reports across the mobile.
7 – Pipedrive – Sales CRM
Pipedrive offers an efficient and easy-to-use-CRM software that boasts smart marketing tools to help you actively sell your products and services. This powerful sales CRM app for iPhone and iPad help you focus on the right contacts and gives you more control over your sales results.
With this tool, you can access your contacts, deal history, and to-do’s, create tasks and take meeting notes wherever you are. All changes are instantly synced to the Pipedrive web app.
The app offers a great feature to start new calls and emails with just a single click. You can quickly access files related to your contacts and deals. Plus, look up customer and deal details on the go.
8 – Nutshell
Nutshell is an affordable CRM software for small businesses. This app creates real value by driving revenue, saving time, and boosting productivity. It’s one of the best sales automation platforms that help sales teams win more deals.
This CRM application for iOS offers a robust feature suite, and its reporting and analytics functionality is particularly outstanding. The best part is there are no reporting caps, storage restrictions, or user limits. A free trial helps you test drive the app’s features, and decide which pricing package fulfills your needs.
With the help of the Nutshell app, you can instantly view and edit your contact and lead information. Plus, create new leads on the go with business card scanning.
In addition, it smoothly integrates with other apps such as Quote Roller, Dropbox, RightSignature, Microsoft Exchange, Twitter, Zapier, Zendesk, MailChimp, Google Drive, and Box.
9 – Salesforce
Salesforce instantly comes into our mind when we talk about the best CRM apps. The system offers innovative features to increase sales revenue, improve customer satisfaction and grow companies.
Salesforce unlocks a whole new level of productivity, personalization, and speed. The tool offers a long list of tips and suggestions to show you the right direction. If you have any queries, you can find the solutions through the “in-app help” search function.
It offers intelligent views and insights into your business so that you can take immediate action whenever needed. Salesforce provides more than a dozen products, including sales, marketing, and support clouds, with multiple subscription levels.
The company continues to expand the products offered on its CRM platform, with additional features and a multitude of third-party apps.
10 – Freshsales
Freshsales is a popular cloud-based CRM system. It comes with built-in event tracking, contact scoring, automation, and integrations with a variety of apps.
The app helps you manage contacts, deals, and accounts on the move, and stay connected with your prospects and team. With Freshsales, it is easy to track sales activities and identify the ones that increase conversions with powerful reports.
With the help of an in-app calendar, you can manage your appointments. Also, it provides access to Google Maps right from the app so that you can quickly find the location of your meeting.
Moreover, all edits are automatically synced with the Freshsales web app, so your customer data is always up to date. You can also use this app without an internet connection or when you are offline.
Final Words
So these are the top CRM apps that can be accessed from a mobile device. These CRM systems allow you to access information about your customers in real-time, even when you are not present in the office. They help you track client transactions, dealings, and communications, with the company.
Which CRM app out of all these do you like the most? Let us know in the comment section below. Also, if there is any other app that helps salespeople boost productivity, share it with us.
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