Best Mobile CRM Apps 2023: Great for On-the-Go SMB Owners
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} If you don’t have your CRM data on the go, you’re leaving money on the table (with every missed opportunity to connect with your clients). Luckily, you’ve come to the right place. This guide covers everything you need to choose the best mobile CRM for your SMB. I’m AJ—and I’ve used (just about) every platform on the market while building my business to a multiple seven-figure exit . My mission with Small Business Bonfire (SBB) is to help you scale your business with ease (in a fraction of the time it took me). So, let’s get into our list of the best mobile CRM apps on the market (thoroughly tested over six months). Stick around to the end for some tips to help you choose! After years of SBB testing, here is our list of the best (Article Title) CRMs: Best Mobile CRM For Activity Tracking: Pipedrive Best Mobile CRM For Email Marketing: HubSpot Best Mobile CRM For Startups: Bigin by Zoho CRM Best Mobile CRM for Telephony: Freshsales Best Mobile CRM For Project Management: Monday.com Best Mobile CRM For Scaling: Zendesk Sell Best Mobile CRM For Customer Communication: Engagebay Best Mobile CRM For Ease of Use: Capsule CRM
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Hands-On Experience
Ease of Use
Feature Assessment
Third-Party Reviews
Scalability
Customer Support
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
Pipedrive CRM: Best For Activity Tracking
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Bonfire Rating: 4.7/5 Pipedrive: Best pipeline management in the game.
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Why We Picked Pipedrive CRM
Pipedrive offers many convenient features on one of the best CRM mobile apps in the game! Here’s why it’s on our list: Streamlined user interface Powerful activity management capabilities Seamless contact integration & management Great pipeline management Pipedrive’s app offers some of the best activity scheduling and tracking we’ve seen for mobile users. If you want to revamp your sales process from the palm of your hand , Pipedrive is a fantastic option.
Pipedrive CRM Features
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Activity Tracking
As your business grows, so does your workload of tasks and activities. Fortunately, Pipedrive helps you keep track of it all with ease . We tested this feature by scheduling a few activities (on our mobile phone). Here’s how it looked to add an activity. Within each activity card, we could easily add and edit the following info: Type of activity Time & date Notes Associated contacts & organizations Associated deals & leads Location Description Assigned user With this much information at our fingertips, we never had to worry about missing important tasks or meetings. Plus, we could easily look at our calendar view with our task added (shown below) to avoid any scheduling conflicts. The nitty gritty: Pipedrive offers an incredibly convenient way to manage your daily activities and ensure nothing falls through the cracks.
Deal Tracking
Managing your deals can be tricky (especially while on the go). That’s where Pipedrive comes in to save the day. We tested this feature by adding a few affiliate marketing deals into our pipeline and tracking their progress. Here’s how our pipeline looked with all our deals added to the mobile CRM app. We liked how simple and streamlined everything was; however, we wished we could have seen a bit more data from our deals (like the timeline stages and associated contacts) easily. Our final thoughts: Pipedrive offers some of the best pipeline management in the biz; however, their mobile app doesn’t quite do the CRM platform justice. With that said, the mobile sales CRM app is still powerful enough to help you manage your sales cycle and close more deals across the board .
Contact Management
Managing contacts is paramount when scaling your business—and Pipedrive understands that. The mobile CRM allows you to easily access all contact information and even add new ones on the fly. Adding a contact was incredibly simple; all we had to do was input the following fields: Name Organization Phone number Email address Website Once our contacts were added, we could easily access and filter them using the “Contacts” tab (shown below) in the mobile app. The interface is clean and straightforward, making it easy to find the information you need at a glance. Our opinion: Pipedrive offers solid contact management capabilities on its CRM mobile app, making it a top choice for businesses looking to expand their network and maintain strong customer relationships.
Pipedrive CRM Pricing
Pipedrive offers a free plan in addition to three paid plans: Essential: $21.90/Month Advanced: $39.90/Month Professional: $59.90/Month Power: $74.90/Month Enterprise: $119.00/Month Check out our complete Pipedrive pricing guide.
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#uc_ue_table_elementor_22dccde7 .ue-table-icon {
position: relative;
display: flex;
justify-content: center;
align-items: center;
cursor: pointer;
padding: 5px;
}
.ue-table__templates-container {
display: none;
}
#uc_ue_table_elementor_22dccde7 .tabulator-cell {
white-space: normal;
}
#uc_ue_table_elementor_22dccde7 .tabulator-responsive-collapse {
white-space: normal;
}
#uc_ue_table_elementor_22dccde7 .tabulator .tabulator-header .tabulator-col {
color: #000000;
background-color: #FFFFFF;
}
#uc_ue_table_elementor_22dccde7 .tabulator .tabulator-header .tabulator-col:hover {
background-color: ;
}
#uc_ue_table_elementor_22dccde7 .tabulator .tabulator-header .tabulator-col,
#uc_ue_table_elementor_22dccde7 .tabulator .tabulator-header .tabulator-cell,
#uc_ue_table_elementor_22dccde7 .tabulator .tabulator-row .tabulator-col,
#uc_ue_table_elementor_22dccde7 .tabulator .tabulator-row .tabulator-cell {
border-left-style: solid;
border-left: none;
}
#uc_ue_table_elementor_22dccde7 .tabulator-col-resize-handle {
border-width: 1px;
border-left-color: #555555;
border-left-style: solid;
}
@media screen and (max-width: 1024px) {
#uc_ue_table_elementor_22dccde7 .tabulator-col-resize-handle {
border-width: ;
}
}
@media screen and (max-width: 767px) {
#uc_ue_table_elementor_22dccde7 .tabulator-col-resize-handle {
border-width: ;
}
}
#uc_ue_table_elementor_22dccde7 .tabulator-headers .tabulator-col:last-of-type,
#uc_ue_table_elementor_22dccde7 .tabulator-row .tabulator-cell:last-of-type{
border-right: none !important;
}
#uc_ue_table_elementor_22dccde7 .tabulator-col-resize-handle:last-of-type {
display: none;
}
.tabulator-col,
.tabulator-row,
.tabulator-cell,
.ue-table-column__button {
transition: all .2s ease-in-out;
}
.ue-table-column__button {
display: inline-block;
}
/*
.tabulator-headers>.tabulator-col:not([class*='elementor-repeater-item']),
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column']) {
width: 100px !important;
}
*/
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column'])
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/* widget: Image Card */
.uc_classic_content *{
box-sizing: border-box;
}
#uc_image_card_content_box_elementor_67d74ac3
{
font-size:14px;
overflow:hidden;
color:#8a8a8a;
text-align:center;
position:relative;
width:100%;
box-shadow:rgba(0,0,0,0.10) 0px 5px 20px;
}
.uc_classic_content .uc_classic_content_content h2
{
font-size:21px;
color:black;
}
.uc_classic_content .uc_classic_content_content p
{
line-height:1.5em;
}
.uc_classic_content .uc_classic_content_border
{
display:block;
margin: 0 auto;
}
.uc_classic_content .uc_classic_content_placeholder img
{
width:100%;
object-fit:cover;
}
#uc_image_card_content_box_elementor_67d74ac3 .uc_classic_content_content
{
display: flex;
flex-flow: column nowrap;
}
#uc_image_card_content_box_elementor_67d74ac3 .btn_wrap
{
margin-top:auto;
}
#uc_image_card_content_box_elementor_67d74ac3 .uc_classic_content_content .uc_more_btn {
display:inline-block;
text-decoration:none;
transition: all 0.3s ease;
border-style:solid;
text-align:center;
}
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