Many of us use customer relationship management (CRM) databases on desktops from our offices. These solutions allow us to wrangle any number of client contacts, pipeline opportunities, and follow up tasks. However, what if you could take the power of the CRM and carry it with you on your mobile phone? This is particularly advantageous for workers who have the option of working remotely. CRM mobile apps have come a long way in the last several years. It’s time that you’ve started exploring these software options to further your business and create flexible work habits.
Keep track of your business leads, tasks, and events all in one spot with the Zoho mobile app. One of the best things about this app is that you can still view records while offline, so you don’t even need to connect to your Zoho database to access this information. All of your CRM records are indexable like the desktop version, so that you can use the same powerful search tools on your mobile phone to track down information.
This is an extremely popular retail CRM cloud system that gives users immense mobile access and control. An extremely user-friendly interface allows you to create tasks, build opportunities, and post new internal team messages with ease. Push notifications can help you prioritize tasks that need immediate action, so that your teammates will see an alert right away when they look at their smartphones. Take a look at Intellipaat’s Salesforce certification course if you want to learn about it.
ReadyCloud CRM is a full-featured CRM software suite that was designed just for online retailers. It’s the first software of its type to act as an Amazon CRM solution that also works with most shopping cart services providers as well as other marketplaces like eBay and Jet. ReadyCloud creates instant contacts and customer profiles based on ecommerce order activity, complete with integrated calendar, notes, marketing options for mailing services like MailChimp and ConstantContact, profile tagging, and premium shipping and returns software plugins.
This minimalist CRM gives you a clear look at contact information, with built in shortcuts to help you follow up with customers via email, text, or phone. You can log outgoing phone calls, so that your teammates know exactly when you placed a follow up call. Mobile users can keep track of frequently used records and search parameters by saving favorites and filters to their devices.
Daylite by Marketcircle is an excellent app for small businesses, providing CRM software that syncs across your computer and mobile devices. Rather than relying on a cloud database, Daylite runs off a server created on your Mac computer. Daylite gives you clear visualizations of your task schedule, pipeline progress, and notifications.
Keeping track of your customers and opportunities doesn’t need to be a chore. It’s no surprise that businesses are adopting iOS devices like iPhones at extraordinary rates. It’s time to increase the mobility of your work by exploring CRM app solutions.