Find out how a mobile CRM app can help you close

more deals while on the move. 

What is mobile CRM?

Mobile Customer Relationship Management (CRM) brings the potential and power of a quality CRM process to a broader range of devices. From smartphones to tablets, mobile CRM extends your capabilities in a way that meets the requirements of the modern sales professional. You can access prospect and customer information and respond to enquiries, requests, and offers - all on the go.

A mobile CRM keeps your sales pipeline healthy by keeping deals moving with automated reminders, tasks, and notifications, arranging meetings, recording voice notes, updating a contact's activity timeline, booking transportation for your next appointment, and much more.

That’s not all. 

Mobile CRM can have a positive impact on a broad spectrum of stakeholders, from senior management to sales, marketing, and customer support. More broadly, partner and channel ecosystems also stand to benefit from its improved connectivity.

With over 7.1 billion mobile users in 2021, a mobile CRM app is a modern necessity for go-to-market teams. As smartphone connections continue to grow, sales teams must be able to tap into the ability to work from anywhere at a pace of their choice. 

The modern workplace and mobile CRM

McKinsey report shows that the pandemic has caused a rapid adoption of remote work. As workers quickly adapt to working outside the office, the reliance on mobile devices is increasing inevitably.

For many organizations, this shift toward remote practices has proved to be an unexpected triumph. Representing a significant majority, 80% of people enjoy working from home and 41% feel more productive than ever before. This is especially true for sales professionals as they move through a dynamic cycle of in-person appointments, demonstrations, and client meetings, requiring close contact with the rest of their teammates.  

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The benefits of mobile CRM app for different industries

Each industry has different needs. Let’s find out how a mobile CRM app can benefit each.

Mobile CRM for real estate agents

Digital transformation and advancements in automation technologies have helped to bring speed and convenience to many repetitive everyday processes for real-estate agents. From optimizing listings and generating optimal home pricing and/or bidding strategies, to showing properties remotely and keeping track of the progress of the deal’s evolution – real-estate sales teams now have a real opportunity to evolve their workflows.


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Use cases for the real estate industry

A mobile CRM app offers real-time geo-tagging with interactive maps and data syncing, facilitating site visits for better time management. You can plan your multiple site visits and property viewings. The ability to check-in instantly from your mobile CRM app helps keep the whole team connected and informed. Calls can be made directly from the mobile CRM app, with voice notes being recorded and added to customers’ profiles instantly as showings are conducted. A few more use cases:


Dynamic, easy to view sales reports

Fresh and existing deals can be added and accessed at any time and from any location, and specific pipelines can be created to target regions or projects. New workflows can be created to automatically generate daily tasks for agents to complete during downtime between appointments.


Access buyer contact details on the go

This helps each agent to stay fully informed with regard to the specific requirements of their individual customers, so that they can make educated recommendations when the ideal property emerges. Arriving early at a property for a showing or open house? The time can be put to optimal use as agents access all prior interactions with the clients they’re about to meet, and prep their approach accordingly.


Reduce lead turnaround time for agents

Through built-in sales sequences and automated workflows, agents can immediately respond to property enquiries from prospective buyers. This can help them accommodate multiple site visits by connecting with clients in real-time. Agents can send project details, quotations, or templates from any mobile device as and when they’re required – no need for promises to follow up ‘when you’re back at the office.’

Mobile CRM in SaaS

The SaaS space typically attracts a younger workforce, whose expectation for easy-to-use digital work tools is typically high. Not only will they be ready to make excellent use of these kinds of capabilities, but they’ll also be used to a work culture that embraces flexible working, across multiple locations. As a result, they’ll expect the sales tools to work flawlessly wherever they are – in the office, interacting with clients, working remotely from a coffee shop, public transport, or their homes.

Organizational settings mean that SaaS companies can create a custom CRM to suit their branding – this is especially good for start-ups and younger businesses that are looking to stamp their identity on the market.

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Use cases for the SaaS industry


Instantly add new leads during networking events

The SaaS calendar is packed with conferences, networking events, and opportunities to socialize with leads. A mobile CRM enables your sales team to instantly add leads, perhaps using the voice notes feature to add important context or a reminder for the information they’ve requested as a follow-up. A follow-up appointment can be booked on the spot, before the event ends, ensuring your team capitalizes on interest at its peak.


Lead and account prioritization made easy on mobile

By harnessing AI, predictive analytics can help shine a light on the best leads to focus on -  based on prospect grade and engagement score. For existing clients, you may also be able to tell which accounts are most at risk from churn enabling you to prevent this loss from happening by acting quickly, no matter your location.


Updating deal stages in the pipeline 

Plan your day around offsite lead meetings without the need to return to the office to update your CRM. A mobile CRM enables you to update your sales pipeline right away, helping you make much more efficient use of your time. When meeting with leads to discuss live deals, your whole team can get instant context over how things have progressed.


Mobile CRM for manufacturers

Manufacturing success relies on supply chains and processes working in total harmony, and mobile CRM helps to enable this by offering a much smoother and better-connected experience.




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Usecases in the manufacturing industry


Capture order requirements on the move

Record exact and complex sales order requirements coming in from referrals, tenders, deal bids, and channel partners. The use of a mobile CRM empowers sales reps to keep track of requests anywhere with a high degree of accuracy and gives visibility of these updated orders to the rest of the team. 


Quick insights on local channel partner progress 

Being in field sales, the rep can easily log into the CRM from a mobile device to check for any leads submitted, and new deals registered by the channel sales counterpart. On the basis of this information, the rep can choose to accept or reject leads and update their sales pipeline easily. Moreover, for an easy visual view - sales reps can look at their progress toward their annual revenue targets and look at their channel partner’s contribution so far to plan the rest of their quota achievement.


Mobile view of scheduled customer visits 

Sales reps can plan customer visits through multiple routes within different beats based on the shortest time sequence of visits. With geo-tagging and built-in GPS in the mobile CRM, the sales rep can accommodate unplanned customer meetings which can subsequently be route-optimized again for better time management.

Mobile CRM for travel industry

The travel industry is highly vulnerable to disruption and changing plans (as the pandemic demonstrated in uncertain terms) and as a result, it’s never been more important for executives to have access to information at all times. If local Covid legislation changes travel restrictions at a moment’s notice (for example, if a country is suddenly upgraded from the amber to red list status by the UK government) agents have the ability to respond and communicate with clients instantly. The improvements that a mobile CRM brings to the travel business, in terms of speed, accuracy, and reliability or services, can build a competitive advantage.

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Use cases in the travel industry


Lead routing on the basis of travel enquiries

A mobile CRM enables easy lead sorting via a number of variables such as trip interest, travel urgency, budget, and location to ensure leads are being dealt with by the most suitable and appropriate agents. Routing enables different teams based on their expertise or area quota to help curate travel packages better. Being mobile, these refinements can be made efficiently and fast.


Sift through requests between vendors and travel partners 

A mobile CRM seamlessly allows you to handle booking requests from your extended partner ecosystem. Use this data to analyze best/worst performing vendors, booking source analytics, and package sales while curating travel packages. Again, the ‘on the go’ nature of a mobile CRM means that instant insight can be applied to any situation, bringing advantage to time-sensitive or urgent deals.

Which key integrations can enhance your Mobile CRM?

The following are some of the main ways that mobile CRM integrations can help to automate your work.



Smooth communication between your support and sales teams is essential if a business is looking to expand their wallet share amongst existing customers. Integrating your helpdesk with your mobile CRM allows you to sync your customer's data and make it available to the entire team, so everybody can sell.



Send invoices, perform payment transactions, and automatically sync this data to your CRM system – and vice versa. No need to wait until you’re back in the office - handle business right away, ensuring no unnecessary delays to prompt payment.



If you’re looking to deliver a more personalized and helpful experience to your customers, integrating chat functionality with your mobile CRM allows you to respond in a more informed manner, at any time or location. Collect and track all information relating to interactions or issues that your customers may have experienced as they arise.

Factors to consider when choosing the best mobile CRM 

With so many mobile CRM systems available in the market today, how can you identify the perfect fit for your business and its unique requirements?  The first step is to prioritize your business needs and compare with the features available in each of the prospects’ CRM systems.

Here, we’ve covered some of the key attributes you should be looking for:


Value/Payback time

While price will guide your selection, try to pick your mobile CRM keeping in mind your long-term goals. The average ROI for CRM is $8.71 for every dollar spent, so significant value can be obtained but should be quantifiable.

Best fit for your business/industry

Choose a CRM that allows you to personalize your account to reflect the needs of your business. For example, the use cases relevant for a B2B manufacturing company may be very different from a similar sized software organization.

Customer reviews

Almost all customers look for recommendations and testimonials before buying a product. You can read the impact of a particular mobile CRM from real users. Seek reassurance from this powerful form of social proof.


As your sales team and organization grows, will your mobile CRM app also grow with you? With such a volatile business landscape, it is crucial for businesses to prioritize a mobile CRM app that offers real flexibility. Ease of integration with other business tools is an essential factor here – and research demonstrates this is prized as the most important attribute.


Opt for a CRM solution that offers speedy technical support, so your business can stay on track. As per Forrester research, one of the top three non-negotiable attributes of a CRM solution is strong customer support. Mobile CRM brings the benefit of speed – don’t let this advantage be undermined by slow support responses.


A total of 88% of consumers say the extent of their willingness to share personal information is based on how much they trust a company. One of the most important considerations when picking your mobile CRM app: absolute security is non-negotiable. Any issues with customer data (and loss of trust) can lead to issues that can impact a company for years to come.

Ease of use

Forrester research shows that several sales leaders are planning to replace their CRMs. Why? Mostly because it’s complex. With this in mind, you definitely want to pick a CRM system that’s user-friendly from the outset. CRM (and especially a mobile CRM) should help your team optimize their time. 

Should mobility be a primary concern when choosing your next CRM?

Across all industries, the expectation for sales teams to be responsive, informed, and productive is universal. As margins get tighter and competition increases, every advantage that you can give your sales team must be embraced. When it comes to empowering your sales team, providing them with tools that match their distinct needs with targeted functionality is essential. 

A CRM with limited (or even absent) mobile capacity will always represent a compromised solution – the moment your sales team steps out of the office, they’re at a disadvantage. The future of modern sales isn’t deskbound – it’s flexible and constantly evolving.