Why Use a CRM Mobile App?


Are you confident that you’re getting the most out of your customer data? In light of the ever-increasing popularity of remote work, do your sales teams still have access to the customer data that they need to build strong relationships? Regardless of your organization’s size, a customer relationship management (CRM) platform can provide you with the insights you need to provide better customer service, increase sales, and grow your business. If that CRM platform also features a fully-functional CRM mobile app, you can ensure your team always has access to the data they need anytime, anywhere. In a world that’s becoming more connected every day, the importance of mobile CRM systems cannot be overstated. 

Today, we’re going to go over precisely what mobile CRM software is, how it works, and what CRM software can do for your business. We’ll also explore some of the differences between CRM apps for different devices and help you get started with the most scalable and feature-rich CRM platform, Insightly. 

These days, the relationship between you and your customers is vital. Increasingly, consumers are making purchase decisions based on the level of trust they have in brands instead of traditional factors such as price or service quality. The market is awash with products and services that are all competing for attention from a fixed number of customers. You need a way to stand out from the crowd. You need a way to make sure your customers remember you. This is achieved by tracking data on each and every interaction your business has with customers and managing your sales funnels using this data. How can you track this data? You can achieve this through a CRM system. 

Generally, CRM systems are sold as web applications designed for use on desktop systems. A typical mobile CRM app extends the functionality of this main CRM platform and enables the sales team to complete mission-critical tasks on the go. 

Many major CRM players include a mobile app with varying degrees of user ratings, including the HubSpot mobile app, the Salesforce mobile app and the Zoho mobile app. The Insightly mobile app is highly rated. The Hubspot Marketplace also offers a number of different mobile tools.The features and capabilities of CRM platforms vary from provider to provider, but some of the most common include:

  • Contact Management: Ability to store and manage customer contact information, such as names, addresses, phone numbers, email addresses, and other relevant data. 
  • Lead Tracking: Ability to track leads from initial contact through purchase and beyond. 
  • Customer Service: Ability to track customer service requests and provide timely responses. 
  • Reporting & Analytics: Comprehensive reporting tools that allow users to analyze customer data and identify trends or opportunities for improvement. 
  • Integration with Other Systems: Ability to integrate with other business systems, such as accounting software or marketing automation platforms, for a unified view of customer data across all systems.

These are also the kind of CRM mobile app features you can expect from any reputable provider. Mobile CRM examples like Insightly take the power of a robust desktop application and place it in the palm of your hand. 

Features To Look For In A CRM Mobile App

CRM mobile app user.

The simplest definition of a mobile CRM system is that it is a CRM platform designed to function on mobile devices such as smartphones and tablets. These apps allow businesses to manage customer relationships and sales activities from any location. Mobile CRM systems provide a variety of features and benefits, including the ability to access customer data and information from anywhere, improved customer service, and increased efficiency.

The first step in using a mobile CRM system is to set up the software on your device. This involves a CRM app download from an app store or other online source, setting up user accounts for each user of the system, and configuring the settings according to your preferences. Once this is complete, you can begin using the system to manage your customers’ data. It’s that easy.

The main feature of a mobile customer relationship management application is its ability to access customer information from anywhere. This means that you can view customer records anytime, even if you are away from your office or home computer. You can also update customer records while on the go by entering new information directly into the system or by syncing with other applications such as email or calendar programs. Additionally, the typical mobile CRM application allows users to send emails or text messages directly from their devices so they can quickly respond to customers’ inquiries without having to log into their computers or wait for an email response.

Another essential feature of a mobile CRM system is its ability to help improve customer service by providing quick access to customer data and allowing for more efficient communication between customers and businesses. For example, you can use the system’s contact list feature to quickly look up contact information for specific customers so you can promptly respond when they call or send an email inquiry about their account status or product availability. Many systems allow users to create automated responses that are sent out whenever certain conditions are met, such as when a payment has been received or when an order has been shipped out. This helps ensure that all customers receive timely responses regardless of whether someone is available at all times during business hours or not.

Finally, many mobile CRMs offer additional features such as analytics tools which allow businesses to track key performance metrics related to their sales activities so they can make informed decisions regarding how best to serve their customers to maximize profits over time. Additionally, some systems also offer integration with other business applications, such as accounting software which allows businesses to keep track of invoices and payments more efficiently than ever before. 

Insightly features a highly effective CRM mobile app design that ships with a number of different features. Learn more about Insightly’s CRM mobile app features on the GooglePlay store and on the App Store for Apple

CRM App Download

Downloading a CRM mobile app is a simple and straightforward process. If you already have an account set up with an existing provider, all you’ll need to do is head over to the app store of your preferred device and find your CRM app download. For Android phones, that will be the Google Play store and for iPhones and Apple devices that will be the app store. Simply search for your preferred app using a term like “Zoho app download.” Once you have selected (or, in some cases, purchased) and downloaded your application, you will then be able to log into it using your credentials. After that, you’re ready to go. 

CRM software systems are an essential tool for businesses of all sizes and industries. Let’s look a little bit more at why they are crucial and how they work. By leveraging the power of a CRM tool, businesses can gain valuable insights into customer behavior, create targeted marketing campaigns, streamline operations, and improve customer service.

There are three key reasons why CRM applications are essential. CRM software helps you:

  • Better understand your customers
  • Streamline your operations
  • Improve your customer service

By tracking a variety of details in terms of where and how your customers are interacting with your business, you end up building a database of details and insights that help your organization to better understand your customers. Furthermore, because a CRM maintains contact information on customers, it is easier for your sales team to contact them and build stronger relationships. Using the data collected by a CRM system, your business can automate a number of processes, including order fulfillment and customer service inquiries, saving money in the long run. Finally, you can improve your customer service by providing personalized experiences tailored specifically to each person’s needs or preferences. 

CRM workflows are the basic building blocks of any CRM system. Simply put, a CRM workflow is a set of rules that define how a specific business process should be completed (.e., making a sale or handling a customer complaint). For example, a workflow might specify that when a customer calls in with an issue, the customer service representative should log the call in the CRM system and then assign it to the appropriate team member for resolution. 

Picture depicting a workflow.

Workflows can also be used to trigger automated emails or notifications when certain events occur. For example, if a customer hasn’t responded to an email within 24 hours, a notification could be sent out reminding them to respond. This helps ensure that customers receive timely responses and don’t feel ignored or forgotten about. 

Finally, workflows can help reduce errors by ensuring that tasks are completed correctly every time they are performed. By automating routine tasks such as logging calls or sending notifications, businesses can eliminate manual errors while ensuring consistent results across all departments. 

Best CRM Tools

CRM software should include the following specific features:

  • Security
  • Optimized Load Times
  • Customizable Dashboards
  • Streamlined Interface

Security is vital, especially when it comes to remote work and mobile applications. CRM systems often store private customer information. This makes it critical to ensure that your organization only utilizes CRM mobile platforms that are highly secure. Load times are also important. In today’s fast-paced market, every second counts. You can’t afford to leave a customer waiting while you wait on a slow mobile application. Furthermore, customizable dashboards and a streamlined interface are two vital elements of any mobile CRM app. At the end of the day, A CRM system like Hubspot CRM is a collection of information. This information must be easily accessible, updated, and managed. 

You should also be aware of the differences between devices when it comes to mobile apps. Some mobile CRM apps may only be available on the Apple app store, making them incompatible with android devices. The Zoho CRM app is available on both app stores. 

The best providers will usually ensure that their applications will be optimized for all kinds of mobile devices. This means that the best CRM app for iPhone devices will likely also be the best CRM app for android devices. For example, Insightly’s powerful CRM system provides a mobile app that is compatible with both iPhones and Android devices as well as providing CRM functionality for iPad devices. The best CRM tools provide features across all major platforms so that all of your employees can access the data and insights they need.

What Are You Waiting For?

Today’s global market couldn’t be more competitive. More and more, data is the key factor determining which businesses succeed and which get left behind. CRM systems let you track and manage customer data so that you can build better relationships and increase your sales. However, you can’t always be at your desk, and neither can your team members. Customers do not interact with your company at pre-scheduled times. You need to be ready anytime, anywhere, to manage your customer relationships. That’s why you should be sure to test drive the associated mobile app of any CRM you may be considering. 

Insightly’s mobile app is robust and convenient, allowing you and your team to conduct business on the go. 

Get started with a free trial of Insightly CRM today, or request a personalized demo to see how our solution can help your company achieve its business goals.

Additional helpful links

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