A comprehensive mobile solution for your workforce, that is fully integrated with Microsoft Dynamics CRM, in fact it can be integrated with any CRM. There are apps available for major mobile platforms – iOS, Android, Windows. The mobile CRM is capable of operating in online as well as offline modes. When in offline mode the mobile CRM stores all information in a encrypted local database which gets synced with the remote CRM. The interactive maps show customers and other custom objects as pins. The Calendar shows appointments, allows creating new ones or evening rescheduling existing. Phone calls can be placed from within the app itself, it is recorded and tracked as a CRM activity. Emails sent/ replied/ forwarded from the mobile CRM as recorded and tracked too. Dashboard shows data in the form of drill down charts. Administrators can easily manage their mobile users and devices, if required, they can even wipe out data from devices that get stolen.
The web version of the CRM provides great features. A stripped down version with limited set of features is accessible and compatible with most mobile devices and platforms. Users can add and view contacts, in order to get to contact details, user has to either search or select the first letter of the contacts name which makes it a 2-step process. Users can view and filter open to-do items, the mobile version does not allow adding a to-do item. It is possible to add appointments directly without getting into a contact, however appointments created this way are not linked to contacts and one has to switch to the web version to link it. Constant Internet connection is required and there’s no feature for offline access to the data. No reports of any kind are accessible in the mobile version.
Wrike users can use the freely available apps that work on Android, iOS platforms to stay connected with their project, monitor project progress in the activity stream and collaborate with members of the team. The apps are sophisticated, productive, barely would one need to access the web version to accomplish something, they have been designed to use extract the maximum from today’s smartphones. Simple swipes can help update a to-do – right swipe completes it and left swipe makes it active again. Navigating around the app is easy, one can quickly get back to their to-do list by simply shaking the phone. The apps allow searching for folders, people, tasks; add time entries to track time spent on tasks; add posts in the activity stream; add, review, edit new tasks, delegate them to other members. If one needs to set reminders then that’s possible too. A lot of customization options are available that allow setting personal preferences. The apps require constant Internet connection without which most of the features do not work.
Open the mobile version of Salesforce on any device and you can browse it just as if you were using it on your laptop computer. It’s simple, fast and very user-friendly. Updating your data and solving customer service cases on the go is only a matter of a few taps. You can also download their Chatter Mobile app to stay connected 24/7 to the people and records that matter most. With Chatter, you can monitor your feed and track late-breaking developments, instantly share important images, quickly look up a contact, view their info, and then send them a text or give them a voice call.
You can download mobile app for Insightly to add tasks, view contact details, log calls, or catch up on the status of a project. The app is supported by almost all the tablets including iPad, Google Nexus, and Amazon Kindle HD, as well as smartphones such as the Blackberry, iPhone, Androids, and Windows-based phone cellphones.
SalesNexus announced the release of their mobile CRM in August, 2012. You can manage your customer’s information using iPhones, Android phones, Blackberries, iPad and other tablets. “Sales teams can stay in touch and up to date instantly and effortlessly with SalesNexus Mobile CRM”, commented the Founder and CEO Craig Klein. “Sales people can quickly make follow up calls, schedule new meetings, enter notes, even see a map to find their next appointment. Best of all, it’s all instantly available to management and the rest of the team.” The best thing about SalesNexus mobile CRM is that as soon as you sign in, the application recognizes your mobile device and optimizes itself according to the model. In fact, we liked the mobile version of SalesNexus more than the full website because it’s simpler, yet equally powerful.
The SAP Business ByDesign mobile solution is one of the most intuitive and comprehensive mobile solutions we have ever tried. However, currently it’s only available for iPhones, while the vendor claims that support for BlackBerry, Android and Windows Phone 7 is in the pipeline.
Over and above the other functionality you’d expect of a CRM solution, SuperOffice provides web based access, synchronized database so you can work while not connected to your server (offline); you can Sync to your Blackberry or other PDA device.
An open source CRM Built on the OpenERP platform, Junari CRM is extensible and fully customizable as you have access to the source code. Also offers support for various mobiles including iPhone and Blackberry.
Founded in 1984 and established as a solutions specialist for small to mid-sized businesses, Tigerpaw Software Inc. is a developer of business automation and service management software. Its flagship product, the award-winning Tigerpaw Business Suite, empowers businesses to manage and automate marketing, sales, service and inventory functions. Tigerpaw Software is a true business automation solution, proven to manage business from CRM, sales and service through purchasing and inventory. Their mission is to provide cutting-edge, affordable software solutions for businesses that sell and maintain technology driven products and services.
webCRM delivers a flexible and straightforward online CRM system with all the tools for companies that want to improve sales through increased overview within processes and better insight in operations. The webCRM system is easy to adapt and simple to use for all kinds of companies regardless of their goals and ambitions. webCRM strive to prove the best possible support and help implementing a CRM solution to our customers specific needs. webCRM also provides, among others, a Product Customer Database Activities Email and shared calendar Mobile, CRM Sales Pipeline Management and Lead Generation. Pricing starts at $25 per month.
ForceManager provides all the information you need in a reliable and fast native mobile app. The system is easy, fast, reliable and smart. These are the four principles of design that ForceManager follows to create a mobile app that sales reps feel comfortable with. There’s a native ForceManager app for each mobile operating system – Android, iOS, Windows Phone or Blackberry. With ForceManager you can check account details, manage your pipeline, access your product portfolio and do much more from your mobile device.
Immediately is a mobile platform for modern sales professionals. Their mission is to elevate the craft of sales to what truly matters – building relationships. Their product is an intuitive mobile sales workflow, which helps sales professionals transform time previously spent on routine administrative tasks, into time focused on nurturing genuine connections with their customers. Pricing is $29 per month with a free trial offered.
A user friendly, mobile-first and customizable CRM platform, Kapture enables you to grow your business and automate your sales, marketing and other processes. The mobile CRM platform has inbuilt APIs that integrates with existing systems like Oracle, SAP, Microsoft, Facebook etc. This will become the only system you need to deploy. Data can be easily imported and exported in different formats which can be then fed as input for other existing systems. The platform also can also be integrated with call center systems to manage post-sales CRM.
Relaso One is a mobile collaboration tool allowing you and your partner/s access to your data in real time from the web. Anyone with access can see your tasks and meetings and can schedule new tasks and meetings for you which when updated on your mobile will send you a notification. View your tasks, call notes and tags, send brochures and fulfil the orders you generated. Conduct a targeted email marketing campaign to micro-segments filtered in real time with multiple tag selection using the web application. Optimize your lead targeting and efficiency. Privacy and security is Relaso1’s prime concern and they strive to protect you and your data. Pricing starts at $9.99 per month with a free trial. An annual payment option is also available.
Salespoint, a true mobile CRM app, works anywhere, anytime. A sales executive can check his notes right before and after a meeting in a matter of seconds and right from his mobile device. All data is automatically synced with your Desktop and stored safely. Work on your mobile device while travelling and use your computer for convenient access at home or in the office. A free version is available. Pricing is from $11 per user per month to $28 per user per month.
Fragmob, a mobiles sales automation software provider, instigates action through technology that enables direct selling companies to realise the benefits of a mobile solution. This mobile platform drives direct selling sales reps towards focused effective action for their business in real-time by delivering analytics across key metrics. In this way users can focus their field support efforts and measure ROI. The software is feature rich and provides actionable steps tailored specifically to the users business.
Veloxy is a smart CRM App built for sales people. Veloxy integrates with Salesforce, Google, Exchange. All your relevant information from Salesforce, Exchange, Google (Calendars, Emails and Contacts) aggregated and associated in one place, searchable and available at your fingertips. Updating CRM is now fast, easy and mobile. Veloxy is also available on Apple Watch. Veloxy is full of thoughtful touches to make any interaction with customers and selling processes simpler, pleasant and productive. Veloxy is free of charge for a short period only.
Cloze is a free app that helps you keep track of the people that are important to you. You can use it on your own or as a team. Cloze brings together all of your relationships from social and email into a single view, keeping track of every contact, email, tweet, post, and life event. It also helps you give every team member a voice on social media with the relevant content they’ll want to share with their followers and friends. You can easily respond directly within Cloze, share with your team or bookmark the message for later. Cloze is private and exclusive to you. A free version and two priced plans are offered. Cloze Pro and Cloze Business, are priced at $13.99 per month billed annually and $13.99 per user per month, also billed annually. Both the priced plans offer a free trial.