9 min read
Nov 27, 2017
Contact Management

Want to Close More Deals on the Go? Check Out These Top 5 CRM Apps for iPhone

Check out the top 5 CRM apps for iPhone. Your team can up its productivity and shorten the time to close a deal by going mobile.

Deeksha MalikContent Analyst

By 2022, 70 percent of software interactions will occur over mobile devices, according to a prediction by Gartner (full report available to clients). Another study predicts that Over 42 percent of the total global workforce will be mobile by 2022.

Everything around us is becoming more mobile, so it stands to reason that customers expect sales reps to be available at all times, and those businesses that don't make the transition to mobile could be left behind.

Don't restrict your sales reps to a desktop only customer relationship management (CRM) app; equip them with a mobile CRM app, and let them take their CRM on the go.

Luckily, there are plenty of mobile CRM apps designed for the iPhone, which can help your team manage contacts and generate leads on the go. These apps make it possible to access client details, set up meetings, record notes, view to-dos list, collaborate with other team members, and a lot more all on an iPhone.

In this article, we'll look at five top CRM apps for iPhone that will help your sales reps manage clients and leads more efficiently and improve their chances of closing sales. Read on to learn more!

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Salesforce Sales Cloud

Salesforce Sales Cloud is an all-in-one CRM software solution that offers advanced functionalities to help your sales, customer service, and marketing professionals make more informed decisions, sell more, and close deals faster.

The suite comes equipped with core CRM features such as contact management, lead management, opportunity management, collaboration, and sales cycle forecasting. It can help you track customer details such as contact information and past interactions, and it even helps identify particularly difficult or priority customers.

The software's analytics and reporting functionality gives you a bird's-eye view of the entire pipeline, from prospects and progress with leads to high value clients.

The following are some of the functions users can carry out on the the Salesforce Sales Cloud's native iPhone app:

  • Access CRM data, manage leads, contacts, accounts, and opportunities. You can also access existing customizations on the mobile app.

  • View your calendar and receive updates while on the go. Dial in to conference calls, create meetings and events, and even update your CRM data immediately following a client meeting from your iPhone.

  • Access real-time client and sales data from dashboards and custom reports.

  • Create a log of all client calls, create and update opportunities, and complete other sales-related tasks.

  • Collaborate with your team while on the go, using Chatter to interact with your team; share files, ideas, and updates instantly with other team members.

Pricing: Starts at $25 per user per month (with annual contract) for up to five users

Caption: Contact management view in Salesforce Sales Cloud (Source: Salesforce Sales Cloud)

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amoCRM claims to be a highly intuitive CRM solution that can be set up in minutes. Its key focus is on customizations and interactive design for a seamless user experience.

Some of the core features of the tool include contact management, email integration, task management, lead management, and sales analytics.

amoCRM's native mobile app for iPhone makes it possible for you to perform the following tasks while on the go:

  • Create new contacts, track deals in the pipeline, and schedule appointments with clients.

  • Automatically sync updates with amoCRM browser app so no important data is lost.

  • Use the built-in business card scanner to instantly update the contact database with new leads while on the go, using your iPhone's camera functionality. Details are automatically uploaded directly into the system.

Pricing: Starts at $15 per user per month

Caption: Change a lead's status in amoCRM's iPhone app (Source: iTunes)

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Pipedrive is a CRM tool for small and midsize businesses that offers core sales and CRM features such as contact management, an activity calendar, lead management, sales pipeline management, and sales forecasting.

It includes a reporting feature that helps users set up personal and team goals and track the progress of those goals in real time.

Pipedrive's mobile app for iPhone lets your team perform important tasks while on the go, including:

  • Access contacts, customer details, deal history, to-do lists, and more.

  • Create new tasks and record notes from client meetings. All updates are synced automatically to Pipedrive's web app, due to the app's offline data syncing capability.

  • Create a log of client calls, start new calls, and compose new emails with just one click.

  • Access all files and data related to contacts and deals from anywhere.

Pricing: Starts at $10 per user per month (when billed annually)

Caption: Sales pipeline view in Pipedrive on iPhone (Source: pipedrive.com)

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Zoho CRM

Zoho CRM is a well-known CRM solution that is designed for businesses of all types and sizes. It is intended to be a single system that can be used by sales, marketing, and customer service.

Some core features include CRM analytics, workflow management, sales force automation, marketing automation, inventory management, and reporting and analytics.

Some of the core functions users can perform on the Zoho CRM iPhone app include:

  • Access all CRM data related to sales, leads, accounts, contacts, vendors, and more.

  • Add, modify, and delete data and files. All the changes automatically sync with your Zoho CRM browser app.

  • Work offline or when outside of network coverage. All changes made to the data stored in your iPhone will automatically sync with the web app once back online.

  • Call and email contacts, log calls, and even locate nearby leads, contacts, and accounts from your iPhone using Apple Maps.

  • View the activities planned for a particular day on the home screen with the 3.0 version of the app, or view activities on your phone's calendar.

  • Receive push notifications for upcoming events, emails received, or any other important task or activity planned.

  • Check in every time you visit a client; the visit is recorded in the notes section.

Pricing: Starts at $12 per user per month (when billed annually)

Caption: Events, calls, and tasks in the dashboard view in Zoho CRM's iPhone app (Source: Zoho CRM)

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Prosperworks CRM

Prosperworks CRM is a CRM tool that fully integrates with your existing G Suite (Google Sheets, Docs, Slides, Calendar, Inbox, and Gmail) allowing for seamless data transfer between applications and eliminating redundant tasks.

Some of the core features of Prosperworks CRM include customer management, lead management, opportunity management, calendar management, email integration, and real-time reporting.

Prosperworks CRM also offers a mobile app for iPhone. Capabilities of the mobile app include:

  • Receive push notifications to stay up-to-date with leads and opportunities in real time.

  • Access contact details stored locally on your iPhone to ensure you're up to speed before a client meeting.

  • Create new tasks and meetings with a single click.

  • Create a log of client calls and add notes for future reference.

  • When you receive an update about a lead, inform your sales manager using the @mention function, for full communication and transparency.

Pricing: Starts at $19 per user per month (when billed annually)

Caption: Client activity log in Prosperworks CRM mobile app for iPhone (Source: Prosperworks CRM)

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