What Is a Mobile CRM System?

mobile crm and laptop

Explore the world of mobile CRMs

A mobile CRM is a fully-functional CRM system on your smartphone or tablet. With mobile CRM, you can access your desktop CRM system whilst on the go. 

Sales, marketing, and customer service never have to miss another opportunity, update or query with a mobile CRM. 

Why are Mobile CRMs Important? 

We’re all used to the ease and convenience of accessing information via our devices. Bringing your CRM system to your phone is important for keeping up with fast-evolving tech. 

With 5.22 billion mobile users around the world, there’s no better time to choose a mobile CRM. By allowing you to manage your customer relationships and leads from anywhere, you can collaborate better, make more accurate decisions, and run smoother operations. 

Plus, giving your employees the ability to access your CRM system from their smartphones and tablets gives remote working a whole new meaning. Your sales team can provide real-time updates and access customer data and relevant information while on the road. 

agile crm mobile screenshots

The Benefits of a Mobile CRM 

Mobile CRMs bring your CRM system to your smartphone or tablet, giving you all the same functionality as your desktop CRM. Cloud-based CRM systems mean that everyone can access data at any point, from anywhere –  meaning your team can move a deal along quicker, discuss a customer’s queries, or even just ensure they’re up to date on a sale. 

    • Streamline remote working – with mobile CRM, your remote workers can truly work from anywhere. 
    • Plan accurately – reporting and analytics provide an easy way to predict the future on the go  
    • Update pipelines in real-time – your employees can ensure deals and pipelines are accurate and up to date.
    • Dial into meetings on the road –  making it easier for you to keep up with your team
    • Better data collection – it’s quicker and easier to collect and input data onto a mobile CRM while you’re away from the office.
    • Increase productivity –  with one comprehensive platform, you never have to worry about missing another email, meeting or follow-up
    • Less paperwork – mobile CRMs give your employees easy access to the system, enabling them to add details without having to waste time writing it down, sending emails, or trying to store it in their minds before they can update the system. 
    • Increase sales – with all the relevant data in their hands, your sales team won’t need to spend time tracking down contact details, finding information, or recalling conversations with leads. Instead, they can focus their efforts on selling. 
zoho crm mobile screenshots

The Features of a Mobile CRM

  • Easy access to the dashboard – being able to view your CRM dashboard with ease means you can keep track of any relevant data. Many CRMs provide customization so you can choose what you see on your dashboard, including real-time information on sales, activity, and leads. You can also set up reminders to show up on your dashboard, so you never have to worry about missing a deadline or meeting again. 
  • Seamlessly share information – you can store important documents and information on your CRM system, which can then be accessed by any of your employees with access to the mobile CRM. No one has to miss out crucial pieces of information again. You can avoid using multiple apps or losing files in your inbox – instead, all files and data can be stored in one place. 
  • Better customer service – mobile CRMs that have customer support functionality enable you to provide your customers with better and more seamless service. Your customer service team can respond to time-sensitive queries much quicker without having to wait until they get into the office the next working day. This doesn’t mean your teams will be working around the clock, but that the flexibility of a mobile CRM will provide them with easier avenues to deal with urgent situations. 
  • Real-time reporting – insightful analytics provide better data to make sales, plan accurately, and make better business decisions. You don’t need to spend tons of time finding patterns, instead you can easily view data organized into insightful information you can use to power your business. Even on the road, your sales team can have a glance at this reporting to predict outcomes and make more informed decisions. 
  • Project management – it can be difficult to juggle multiple projects at once. A mobile CRM gives you an easier way to collaborate on a project with just your cell phone. A cloud-based CRM system will have your entire system stored across multiple devices, so your team can collaborate more efficiently. 
  • Effective marketing campaigns – a mobile CRM makes it easier to work on and automate marketing campaigns. You can keep a closer eye on a campaign, and deal with any issues before they even occur. If your CRM system has great marketing tools, you can put together reporting and analytics to keep a closer eye on current campaigns.

How to Choose a Mobile CRM

There are a few guidelines to help you choose a mobile CRM. CRM systems vary in features, benefits, and pricing. Some are more suited to small businesses, or to specific industries. We’ve noted down some of the more important factors you need to consider when choosing a mobile CRM:   

  • What are your business goals? The clearer you get on these, the easier it will be for you to find a CRM that will help support these goals. 
  • Do you need a comprehensive or a simple CRM? Your business might need a complex and comprehensive system that can be customized to your exact requirements, or you could be after a simple CRM that has all the basic CRM features. You may want a system that can be automated easily or one that is highly customized for your employees. 
  • What’s your budget? Get clear on your budget so you can narrow down your search. You might want a CRM that has a flexible, monthly subscription over a fixed period or one that offers a free trial. 
  • Stability or scalability? Do you predict that your business is going to grow rapidly in the next couple of years? If so, you might want to choose a mobile CRM supplier that can accommodate this by making it easy to add users and upgrade your features. On the other hand, you might be new to CRMs, or you might not want to be tied to a specific system just yet, so will need a CRM that has core features and flexible contract terms.

Expert Verdict 

A great mobile CRM will increase revenue, boost efficiency and encourage collaboration. On the road, your sales team can have constant access to data, files, and reporting to make better decisions. Your marketing team can run better campaigns, and your customers will receive improved customer service. 

We recommend doing your research and finding a mobile CRM that’s right for your business. We know there are so many to choose from, so you can use our free quote tool to help narrow down the search. Just give us a few brief details, such as the size of your business, and whether or not you currently have a CRM. You’ll then be contacted by trusted providers with no-obligation quotes so you can accurately compare the best CRM systems for you. 


Do Small Businesses Need a CRM?

Small businesses might not think a CRM is important, as they don’t have a comprehensive amount of data or contacts to manage. But a CRM system can provide greater efficiency, increased productivity, and a better level of organization for businesses of any size. Even small businesses can easily lose relevant data or contact information amidst a bundle of files or a messy inbox. 

Using a CRM system allows you to access reporting and analytics to help you make better decisions to move your business forward. By being able to predict patterns in sales and marketing results, you can always make sure you’re one step ahead. CRM systems also help provide a great customer service experience, and getting this right from early on means you’ll keep your customers from the get-go. 

How Much Does a CRM Cost in Canada?

CRM costs can vary based on the amount of features needed. Some CRMs, such as Zoho CRM or Freshworks, offer a free version. Free plans are basic, but have the necessary features for a small business or startup to work with. 

Typically, CRMs range from $0 to  $1000, per month but most tend to cost around $25 –  $99, per month. This range in price depends on the specific CRM provider, the plan chosen, and your business needs. There’s a CRM to suit every budget and business, so make sure you carry out adequate research to find the right CRM for yours. 

Written by:
Zara Chechi
Zara is a Payments Expert, specialising in writing about Point of Sale systems. With a Law Degree from City University of London, she has used her legally-honed research and analytical skills to develop expertise in the Business Services world. Featured in FinTech Magazine, she quickly became an expert in payroll, POS systems, and merchant accounts.