When you’re an on-the-go sales professional using the iPad, there’s little that compares to the ease of use and convenience a solid iPad CRM app can bring to your work life.
Having an iPad has changed the way I work, and I have been able to make my life a lot easier through apps. I have taken all of the struggles away, and now run my entire business with just my iPad. There are a couple of great tablets out there available at reasonable prices, such as the iPad Air 2 & the Samsung Galaxy tab 4. If you are looking for a tablet on a budget but want something handheld that can do more than just surf the web & read your emails, then this blog post is for you.
Maintaining a list of contacts and managing them is very important for every business. Sales, marketing, and customer-relationship maintenance is more convenient when you can manage contacts from a computer. But sometimes you may find it difficult to manage contacts from a computer. In that case, the best CRM for iPad can be used by the iPad users.
Best CRM For iPad
If you’re a salesperson who won’t leave the house without your iPhone, here are six mobile CRM apps that you need to consider:
Nutshell’s iPhone app was relaunched in early 2020, and now includes the best map visualization features of any mobile CRM on the market. Perfect for planning client visits or just keeping an eye on where your hottest leads are, the Nutshell iOS app lets you view your saved lead lists on a smooth-scrolling, zoomable map, or quickly segment your leads by any attribute, such as status, open date, product, or custom tags.
Nutshell’s iPhone CRM app also comes equipped with an easy-to-use business card scanner so you can scan contacts on the go, as well as all the time-saving mobile features you’d expect, such as the ability to start new calls and emails in one click, quickly log meetings and call notes, and receive alerts for anything that needs your attention. Available to subscribers of any Nutshell package at no additional charge, Nutshell’s iPhone app helps you do important things fast, no matter where you are.
Freshsales brings an impressive array of desktop features to their iPhone app. The “key metrics” screen acts as a useful dashboard, giving you relevant information on your assigned deals, and the calendar view shows you your upcoming appointments and lets you easily schedule new ones. You can also create and log activities in the Freshsales iPhone app, and track their outcomes.
But what really makes this a top iPhone CRM are the little extras. The ability to book an Uber from the Freshsales app is a nice touch, and the voice recording feature is a big help for summarizing meetings when you don’t have the time to type everything out on your iPhone keyboard.
Pipedrive offers a refreshingly crisp iOS app full of useful CRM features designed to be used on-the-go. Their mapping feature uses the Google Maps API to visualize any deals or contacts with a physical address. Their calendar view is a cool way of displaying all CRM activities for each salesperson right on their iPhone, saving tons of time (and sticky notes.)
Pipedrive’s iOS app boasts an impressive 4.1 out of 5 stars in the iTunes App Store, as fans of the desktop CRM enjoy having a fully functional mobile CRM for their iPhones or iPads as well: “Easy and simple enough to understand what’s happening with a Deal,” says a 5-star iOs app reviewer.
The Salesforce mobile app boasts an impressive 4.7 out of 5 star rating in the App Store. Customers who already use Salesforce’s desktop application are fans of the simple mobile version.
The Salesforce app also features a partnership with Einstein Analytics, allowing its mobile app users to leverage AI insights to make informed decisions about how to manage pipelines.
All of the apps on Salesforce’s AppExchange are accessible from mobile, but with varying degrees of functionality constraints due to the mobile CRM experience.
The key drawback with the Salesforce iPhone app—and Salesforce in general—is that every feature is piecemeal and every piece costs extra. For example, Salesforce’s mobile mapping features are only available with a Salesforce Maps subscription, which starts at an additional $75/user/month!
There are also a plethora of third-party business card scanners; most are bundled with unnecessary features, some rely solely on Outlook sync, and even the lowest-rated one costs $7.99 a month.
5. Zendesk Sell
Zendesk Sell’s iPhone app couples a usable interface with robust functionality. The iOS app provides sales teams with communication tracking, email templates with view notifications, geolocation, and mobile reporting.
Another great mobile CRM feature in Zendesk Sell is that the iPhone notifications can be customized differently for salespeople and sales managers alike. Sales managers also enjoy visibility into how their sales reps are using the CRM app on their iPhones, including on-the-go reporting and real-time iOS notifications.