Mobile CRM: Anytime, Anywhere

Monday, April 8, 2019
Michael Zunenshine and
CRM.ORG is a knowledge hub for all things work: digital tools, customer service relationship software, and other innovative methodologies for exploring work-related relationships. In “What is a CRM?”, we break down the meaning of the three-letter monster that is CRM and explore the history, benefits, and features of the customer relationship software.  

Lines continue to blur surrounding the traditional structure of 9 to 5 cubicle time as more and more startups sprout up utilizing unconventional office space and hours. Perhaps the startup boom points to the rise in the mobile CRM software or maybe the mobile CRM exists to increase productivity for sales reps out in the field, providing easy access to real-time data on prospects and customers.

Whatever the reason, the mobile CRM app is an up-and-coming contender for the future of work. A mobile customer relationship management approach may just be the new standard when it comes to watching companies continue to grow. We provide you with a breakdown of all the essential criteria to look for plus our top mobile CRM picks for iOS or Android devices.

The mobile CRM stats you wanna know

Accessible data

The ultimate advantage of a mobile CRM app quite obviously lies in its ability to provide data, untethered from a desktop. Since it’s safe to say mobile internet usage has far exceeded desktop usage for consumers, should it not be the same for the work economy?

Having access to real-time information, pipeline insight, a dashboard highlighting performance metrics, a full contact list and calendar integrations translates to a smart mobile strategy and CRM solution for big or small businesses.

While the advantages of full-access data may provide more benefits to sales-centric businesses (no customer service rep is going to be making calls from the cafeteria), mobile CRM software also offers the ability to efficiently track, manage, and respond to certain customer service cases faster.  

Being able to choose your platform for conducting daily tasks—like composing and sending emails, scheduling meetings and updating contact information—can prove to be especially liberating.

Staying connected

Another advantage to a mobile CRM is the heightened ability to stay connected both internally and externally. Having lunch out of the office? No problem. Mobile CRMs allow you to keep up with your team by opening and sharing files and customer data, some even give the ability to dial into meetings from anywhere and everywhere that’s Cloud accessible.

Being able to access real-time data on-the-fly allows for sales team members to get out of the office and into the field, nurturing relationships with customers and prospects.


Perhaps this point is obvious in its own way: people are way more likely to lose their mobile devices than their laptops, let alone their desktop computers. A mobile CRM contains a lot of information about the company and the customers. Lost phones can be a pain-in-the-butt, especially if it can cause a serious breach of information, not to mention trust.

Therefore, good security and retrievability features on a mobile CRM app are features one does not want to skip on.


Saving what may be the most important point for last: simplicity should never be underrated. Firstly, mobile screens are small, and not all users are as quick with their thumbs as they are with their keyboards, trackpads, and mouses. An app is only as good as its level of adoption, and an overdose of buttons and features may stymie the learning curve.

Going beyond screen-size logistics, it’s all about the relationship between the native mobile app and the home base desktop version. As mentioned above, a mobile app hopefully means access to all CRM information plus the ability to input new data entry anytime and anywhere.

When choosing a mobile CRM app, it’s a good idea to pare down the number of features to what is truly necessary “on the road” while leaving some of the more technical stuff to the office.

Navigating overcrowded markets

Every firm has different needs, and a little bit of research can go a long way in choosing the right mobile CRM app. But let’s be clear, most CRM applications do many of the same things, for example:

  • Contact management

  • Lead generation

  • Pipeline visualization

  • Phone call logging

  • Email and texting

  • New data and engagement notifications

  • Geo-mapping customer and meeting locations

While that’s a mouthful of a bullet list, these are essential features to consider when shopping for a mobile CRM. Industry giants like Hubspot, Salesforce, Oracle and Microsoft products offer mobile versions, but here are a few other non-legacy CRM platforms worth considering:


Zoho has a broad variety of applications under its umbrella but perhaps their best known for their CRM and specifically their mobile app. They get plenty of kudos for simple and aesthetically pleasing design. There’s a free version for up to three users and paid versions ranging from $12 to $100 per user per month.


Pipeliner’s mobile version has a bit more of a professional look and feel, while also boasting some extra features that their desktop version lacks, mainly integration with the phone, email and camera apps. It functions smoothly with both Microsoft and Google suites. Prices range from $35 to $85 per user per month.


Copper has a mobile app that is designed to piggyback atop the G Suite apps. They focus on simplicity while also trying to mirror the look and feel of a web app. Some of their more unique points include their @mention function for communicating and sending alerts. Their plans go from $19 to $120 per user per month.


Haystack likes to position themselves as ideal for smaller companies, or people who maintain small side businesses which are not their primary occupations. Because of this, they offer the solo entrepreneur a free version of their services, albeit with a few limitations. Otherwise, for a full package, it runs up to $29 per user per month.  


Salesbox emphasizes the importance of minimal data input by its users as part of a quick and stress-free adoption process. This means users do less things like data entry while still extracting lots of valuable information. iOS users can use the software in conjunctions with Siri. Fees go from $7 to $40 per user per month, and for an extra $7 there’s a LinkedIn integration option.     

Quest for full-access

To be frank, there’s a hell of a lot of options out there and at a quick glance, it could seem a Quixotic quest to pick out all the minute differences.
Whether it’s a whole range of staff who will be tethered to central command by this bit of roving tech, a solo entrepreneur, or a sparsely staffed, budding business startup—it’s worth it to explore your options and desired features before settling on the perfect mobile CRM.