HaystackCRM is a mobile-first contact and opportunity management system for small to medium sized businesses. It is available to use as an iOS app, an Android app and as a web application. Because of the design of a truly mobile first app, it distinguishes itself as a business tool for professionals on the go. Most importantly, it was optimized for a phone—since small business owners are never off the clock, and you need access to it anywhere, anytime. The goal was to be able to fully manage customers and opportunities on a phone, with the team having access to information in real-time without a laptop required. HaystackCRM was created first, prior to the web interface, focusing on an intuitive workflow instead of the typical spreadsheet model of other CRMs. The app allows you to manage contacts, track opportunities, maintain calendars, manage email, generate leads, execute quotes, schedule events, and create custom catalogs. The contact listings show you the information you need at a glance and the full spectrum of opportunities, appointments and associated connections. Opportunities are accessible from the dashboard or within a contact; you can qualify an opportunity quickly with dropdown menus. Move right onto a quote from an opportunity and share with a client. Calendars used on your iPhone can be accessed on the iOS app. Emails are ingested into the app so you can keep track of your communication trail with a customer. No plug-in needed. Catalogs of items or services can be created and presented to prospects during meetings. HaystackCRM responds to the needs of the ever increasing mobile and sales work force, from independent small business owners to freelancers, with plans to bring tasks as a feature in the near future. Recently launched is a prospecting tool in the Who’s Near Me feature. A free version for single users up to a limit of 2500 records (contact, company, opportunity, or event count as a record) is offered. HaystackCRM is available for a paid subscription of $29 per user per month, with no annual contract required.
There are two ways to access this mobile CRM, while there are no dedicated apps, tablets will be able to run the full version of the web based CRM which is touch optimized. Users on mobile devices with smaller screens should be able to do so by accessing a special web URL, which is essentially a simpler version. Smartphone users can add contacts and companies, search for existing contacts and companies, review agenda for the current data and have a look at the lead’s report which is essentially a list of leads that have been sorted on the basis of priority. If required smartphone users can still access the full site through the mobile phones, however this should only be done in case of utmost urgency. The mobile site requires Internet connection and there’s no offline mode for Less Annoying mobile CRM.
SugarCRM’s Mobile App. Upon the launch of Sugar 6, the vendor announced that the suite also includes a native app for iPhone as well as Android phones. This app works almost the same as any other native app in your phone and even offers software customization. The Sugar cloud connectors in mobile version enable the sharing of any type of external data including videos and social media content. Later, the vendor released Sugar Mobile Plus, a more powerful version of Sugar Mobile, for BlackBerry, iPad, and iPhone. It grants the users access to Sugar data with offline sync capabilities, which also stores a copy of the CRM database on the mobile device.
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.
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.
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.
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.
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.
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.