Additional Mobile CRMs

Best Mobile CRM Solutions For Your Samsung, Blackberry, iPhone, Tablets, PDA & other Handheld Devices

Nutshell CRM

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The first mobile CRM to provide media logging….

There are separate mobile apps for devices powered by Android and iOS and they have been in existence since 2011. It was also the first mobile CRM to provide media logging. The addition to viewing and editing accounts and contacts and adding leads, users can filter leads, search for customers. Contact/ lead view shows logged details associated with the customer. The timeline view displays notes, activities and emails in chronological order. Also included are 6 graphs which can be generated from filtered data and chosen period, graphs are available for new leads, pipeline, sales, sales cycle, activity effort, leads on time. The application works in offline mode however, one can view only those items which have already been viewed earlier. As expected reports do not work in offline mode as they rely on the remote server for latest data.

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Mavenlink

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Among the most popular work management solutions available…

Amongst the most popular work management solutions available. There are no native apps for Android or iOS, instead the mobile version of Mavenlink is accessible via devices that are HTML5 enabled, that implies no special app would need to be installed in the device. There’s a reason for which they have adopted the HTML5 based mobile app, quoting Ray Grainger, CEO at Mavenlink, “Since collaboration systems are by their very nature, invitation based, the ability for customers to access Mavenlink without requiring a native app enhances the likelihood of regular usage.” The mobile version facilitates workforce collaboration in the following ways – users can create, assign, view and manage tasks, keep track of deliverables and milestones. They can collaborate over projects, track billable hours, keep note of the expenses incurred. Also included is the feature to monitor latest project communications in a single activity stream, view associated files and Google Documents.

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Zendesk Sell - Base

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The best sales tracking app. iNative apps available…

Amongst the best sales tracking app, it helps businesses and users streamline contacts and sales into a simple, mobile workflow. There are native apps available for various mobile platforms. Users must install the right one for their platform. The apps help manage leads, contacts, sales, log calls or create tasks. Data entered or modified in the mobile CRM gets instantly synced with the Sell’s web app. Additionally, users can see the latest updates from their colleagues. Offline access ensures data is accessible anytime from anywhere even without Internet connection. Overall the user interface of apps for each of the platforms is pretty neat with simple forms that makes it conducive for mobile devices. Sales reps on the move will find the fully integrated Geolocation features to be of great help, they get a visualization of their customers and deals on a map wit driving directions. Multiple sales reports such as total sales, sales by account, forecasted sales are easily accessible from mobile devices.

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Nimble CRM

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It is important to note that the mobile app from Nimble is a relatively new…

It is important to note that the mobile app from Nimble is a relatively new offering with more features expected to be added sooner than later. The great thing about Nimble is that it can easily pull contact information from various platforms and social networks. Once data from various communications channels has been pulled in, users can merge all such of contacts to create more personalized and dynamic profiles. The freely available iOS app and the only mobile app on offer, allows creating rich, dynamic profiles that can be easily searched. The app allows searching and sorting of contact information which is also segregated under recently viewed, recently added and recently contacted . Also available is the “one-touch functionality” for making calls, sending emails and text messages, maps, social networks, Skype, website. What’s missing in the app is the feature to be able view reports.

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Pipedrive

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A sales pipeline management tool that is accessible over mobile …

An elegant sales pipeline management tool that is equally well accessible over mobile devices. There’s a dedicated iOS app, while there are no dedicated apps for other mobile platforms, users on these platforms can still access the mobile version of the application from their mobile browser. The iOS app has been designed in such as way that it allows easy access to-do lists and contacts. Its really simple to add leads leads, users can customers search by name or organization. All it takes is a single click to start new calls or sending emails. It is simple to take notes during a call or meeting, data created in the mobile app will be instantly accessible via the web app. Pipedrive provides filters that allows zooming in on particular deals, these filters are accessible in the mobile version too. While one can monitor their sales pipeline with ease, reports including graphs, charts are absent in the mobile version. The screen capture listed below shows how Pipedrive looks like when viewed from a mobile browser on an Android based mobile phone.

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Bizness CRM

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A small subset of Bizness CRM’s features are accessible over mobile…

As a CRM that is designed for companies whose customer base is small businesses. A small subset of its features are accessible over mobile by its native apps for iOS and Android. The native apps allow searching and pulling leads from Google Places, Yelp etc, in case if it is required to pull only those leads that have a website, its possible to configure such filters. Reps can create new deals, complete existing ones and view their entire sales pipeline in a single view. It is also possible to add appointments, view scheduled ones in a calendar view which organizes appointments in month, day, week view. What is missing in these apps are lack of metrics or reports which are available to users in the web application. Also, the app does not seem to maintain a local database and requires Internet access for a storing new data or accessing existing ones.

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Resco Mobile CRM

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A comprehensive mobile solution for your workforce, that is fully integrated with Microsoft Dynamics CRM…

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.

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AllClients CRM

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The web version of the CRM provides great features. A stripped down version with limited set of…

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.

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Wrike

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Wrike users can use the freely available apps that work on Android, iOS platforms to stay…

Wrike CRM

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.

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Tigerpaw Software Inc.

Founded in 1984 and established as a solutions specialist for small to mid-sized businesses,

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.

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WebCRM

webCRM delivers a flexible and straightforward online CRM system with all the tools..

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.

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ForceManager

ForceManager provides all the information you need in a reliable and fast native mobile app…

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.

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