Finding the right mobile CRM software to manage the ins and outs of your business is not easy. Especially when back-end work keeps piling up, managing the development team is getting too overwhelming and keeping an eye on data analytics reports is a blur, a mobile CRM app is more needed than ever.
The ever-evolving mobile CRM platform allows app owners to make task flows run smoothly, streamline your sales pipeline efficiently, and, as the name suggests, to manage customer relationships. Because every mobile app has its own challenges, mobile CRM software are typically customizable, and should adapt to how your app operates.
In this guide, we will walk you through the core features of a mobile CRM platform, and how it can massively improve the workflows of businesses in the app market. We’ll provide an overview of what exactly they do and how you can benefit from top mobile CRM software.
What is a mobile CRM?
A mobile customer relationship management (CRM) software is a technology that handles any interaction marketers and app owners have with their users. A typical mobile CRM usually comes in the form of a mobile app or a responsive web application, offering the core functionalities of CRM software, with easier access to them.
These platforms are highly compatible with integration systems and are programmed to handle user data, contact information and install stats, and provide an overview of app performance and metrics.
In more general terms, a mobile CRM enables the entire team behind your mobile app business to access and manage key components and data in real time, wherever and whenever. This makes it a useful tool that can help bring your product further in the market, with the ability to adapt to any new technology trends and quick turnovers within the backend.
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The top mobile CRM software
Mobile CRM software is a tool that enables businesses to manage their customer interactions and data on mobile devices such as smartphones and tablets.
With mobile CRM software, sales teams can access customer data, track sales, and manage customer relationships on the go, allowing them to stay connected with their customers and prospects from anywhere, at any time.
We’ve listed the best mobile CRM software below.
Braze is a marketing platform that helps brands build relationships with their customers by providing personalized messaging experiences across various channels, including email, push notifications, and messaging apps.
The platform’s (AI-powered) tools allow businesses to better understand their customers and deliver targeted messages that drive engagement and loyalty.
Braze, formerly known as Appboy, was founded in 2011 by Bill Magnuson and Jon Hyman. The company is headquartered in New York City.
As of 2021, Braze serves over 1,000 customers worldwide, including leading brands such as Burger King, Delivery Hero, Domino’s, HBO, and Udacity.
Braze provides its customers with the following services:
- Personalized messages to customers across multiple channels, including email, push notifications, messaging apps, and more
- The platform enables businesses to quickly segment their audience based on various attributes, including demographics, behavior, and engagement history
- Braze offers a range of automation tools that allow businesses to create and trigger messages based on specific actions, such as cart abandonment and app uninstall
Plotline is a mobile CRM platform that helps brands improve their user engagement (and retention) by delivering personalized and relevant content to their users. The platform provides a range of features to help businesses engage with their users, including in-app messaging, push notifications, surveys, polls, and more.
With Plotline, businesses can create and manage targeted campaigns based on user behavior, preferences, and other data, to deliver personalized and relevant content to their users. The platform also provides real-time analytics and reporting features.
Plotline was founded in 2021 by Shubham Jindal. Jindal’s aim was to build a SaaS product that empowered organizations to understand their customers better.
Plotline serves customers worldwide, including top brands such as StashAway, CoinDCX, ShareChat, and Niyo.
Plotline provides its customers with the following services:
- Businesses can create and send surveys and polls to their users to gather feedback and insights. This data can be used to improve the app experience and better understand user needs and preferences
- Provides real-time analytics and reporting features that allow brands to track user engagement and retention. This data can be used to identify trends, segment users, and optimize campaigns for better results
- Enables businesses to create and manage custom campaigns that are tailored to their specific needs and goals. These campaigns can be based on user behavior, preferences, and other data to deliver personalized and relevant content to users
Airship is mobile CRM software that provides real-time analytics (and reporting) features to help businesses track their customer engagement and retention, and optimize their campaigns for better results. Brands can use this data to identify trends, segment their customers, and create more effective campaigns.
Airship is used by businesses across a range of industries, including retail, media, travel, and finance, to improve their customer engagement and retention and drive better business outcomes.
Airship was founded in 2009 by Scott Kveton and Adam Lowry. The company is headquartered in Portland, Oregon, and has additional offices in San Francisco, London, and several other locations around the world.
Over the years, Airship has grown to become a leading mobile CRM platform, serving businesses across a range of different geographies.
Airship provides its customers with the following services:
- Enables businesses to send SMS messages to their customers, allowing them to reach customers who may not have access to the internet or a mobile app
- Provides email marketing services that allow businesses to create and send targeted email campaigns to their customers
- Real-time analytics and reporting features that allow brands to track customer engagement and retention. This data can be used to spot trends, segment customers, and optimize new campaigns
Sendbird is software that enables businesses to add real-time chat and messaging features to their websites or mobile apps. The platform provides a range of features to help businesses engage with their customers, such as group chat, one-on-one messaging, file sharing, push notifications, and more.
With Sendbird, businesses can create and manage custom chat experiences that are tailored to their specific needs and goals. The platform provides a range of APIs and SDKs that allow businesses to integrate chat and messaging features into their existing websites or mobile apps, without having to build these features from scratch.
Sendbird was founded in 2013 by John S. Kim and Harry Kim. The company is headquartered in San Mateo, California, with additional offices in Seoul, South Korea, and London.
Since its founding, Sendbird has become a leading chat and messaging platform, serving businesses across a range of industries.
Sendbird provides its customers with the following services:
- Enables businesses to add real-time chat (and messaging) features to their websites or mobile apps, allowing them to engage with their customers in real time
- Brands can create custom chat experiences that are tailored to their specific needs. The platform provides APIs and SDKs that allow businesses to integrate chat and messaging features into their existing mobile apps
- Provides tools to help brands moderate their chat and messaging experiences and ensure that they are safe for users. The platform provides features such as message flagging, user blocking, and IP blocking
CleverTap is a mobile CRM that helps businesses engage (and retain) their users through personalized experiences. It provides user insights, segmentation, and multi-channel messaging capabilities to help brands target their users with relevant messages at the right time.
CleverTap also offers features such as A/B testing, push notifications, in-app messaging, and web push notifications to improve user engagement and retention. It’s used by businesses across various industries, such as eCommerce, travel, finance, gaming, and more.
CleverTap was founded in 2013 by Sunil Thomas, Suresh Kondamudi, and Anand Jain. The company is headquartered in Mountain View, California, and has additional offices in Mumbai, India, Singapore, and Dubai.
Since its inception, CleverTap has grown to become a leading mobile marketing platform, serving thousands of customers right across the globe.
CleverTap provides its customers with the following services:
- Deep user insights, including user behavior, preferences, and purchase history. This helps businesses to segment their users and create targeted campaigns
- Offers A/B testing capabilities that allow businesses to test and optimize their campaigns to improve user engagement and retention
- Provides detailed analytics and reporting features that give brands insights into the performance of their campaigns, user behavior, and engagement rates
What does a mobile CRM software do?
Working with a mobile CRM software will do the heavy lifting for you and take care of all of the tedious tasks an app owner would usually need to take care of all on their own. So, what does a mobile CRM software do exactly? Here some of the core features a mobile CRM app has:
A sales KPI dashboard offers a comprehensive overview of diagrams and charts that illustrate sales activity, key metrics and business objectives. Dashboards are usually interactive and easily accessible for further insights into data at your convenience.
Automation & integrations
With the ability to integrate and automate your mobile CRM software with other devices, you are able to keep your workflows optimized and up and running, even when you are on the go. This feature also makes sure you can share and transfer calendars, emails and social media seamlessly, by saving such information automatically synced to your CRM database.
Contact & task management
Because your users are at the heart of your app business, making sure to keep track of new users as well as existing users. You also want to understand who they are and how to adapt your campaigns accordingly, to attract and retain these users in the longer term too.
A task manager also allows you to keep track of any daily tasks and activities, and manage daily workflows, like creating reminders, or organizing and keeping record of contacts. This way, you will not need to complete these tasks manually, leaving it all up to your mobile CRM software.
Having a customized customer relationship management platform is integral to achieving your unique business needs. A company-specific software is just the thing you need to accommodate your individual needs as much as possible.
Analytics & reporting
As marketers and app owners, we know all too well how important it is to measure campaign performance and user behavior. But what to do if you have a million tasks on your plate, and you don’t have the time to manually gather analytics data and jot them onto a spreadsheet to compare?
Enter mobile CRM software, where they will take the reporting on any data points you wish to collect, whether it be sales forecasting, average value, bounce rates, install rates and many more.
Types of mobile CRM software
Now that we understand how a mobile CRM platform operates, it is good to know the different types of top CRM software, so that you can identify from our list below which one would be most suitable to manage your app business.
Web-based mobile CRM software allows users to access their platforms through their device’s web browser. Therefore, no software installation is needed – simply log onto the CRM system from anywhere with an internet connection.
With this type of mobile CRM, you will always have access to the latest system version. However, you will need to have a solid internet connection in order to use the core features of the CRM system, such as the GPS.
Native mobile CRM apps work on operating systems of smartphones, like iOS or Android. You do not need to be connected with the internet to access them, as they function offline as well, and load usually faster than web-based CRM systems.
The only con that comes with using native apps is that it may not work on your mobile device if it does not support its operating system. Some may also have limited features whilst offline. So, make sure to look for a mobile CRM that is responsive, adaptable, and that synchronizes easily and quickly.
What are Mobile CRM app benefits?
A business never sleeps. So, with your mobile app working around the clock, mobile CRM platforms are here to assist you 24/7. There are several benefits that come with working with a CRM system to manage the day-to-day tasks, setting your business up for long term success.
The features that top CRM software offer are always highly beneficial. So, let’s take a look at them.
Increased data accuracy
Because mobile CRM platforms allow all parties to insert data and access them at all times, you are able to receive real-time information and updates. This makes data more timely, complete, and therefore, highly accurate.
With the above feature of being able to input data instantly, reducing the risk of errors being made, makes mobile CRM software a very efficient platform that ensures smoother processes.
Users have all of the information they are looking for, at any given place and time. Functionalities are more optimized this way and also more efficient.
Having CRM systems available on mobile is transforming operations on the backend side of things, adding an extra layer of efficiency and convenience with real-time data. The best CRM software is able to adapt to newer operating systems, making them widely accessible to app owners.
Enhanced user experience
Mobile CRMs are optimized for users so that they can retrieve information quickly and get speedy response times. This response rate enhances the overall user experience, with immediate access to valuable data.
What to look for in the best mobile CRM solution?
While mobile CRM platforms promise to take all of the burden from app owners and marketers that come with marketing and managing a mobile app, users can be disappointed if they don’t choose the right software.
You want to look for suitable mobile CRM platforms that go the extra mile in offering additional features, like integrating data reporting and analytics into the system too, including marketing campaigns.
Let us dive into how to choose the top mobile CRM software for your business and what to look out for when making your decision.
Supported operating system
Most people use smartphones these days, and the common mobile devices are Android or the iPhone. So, choosing a mobile CRM that supports the operating system of your mobile device and that of your team should be a priority.
If you are using a device that uses a different system, you may need to limit your choice of mobile CRM software. However, the first thing is to prioritize a supported integration system.
Suitable mobile CRM features
Like we discussed earlier, a typical mobile CRM platform offers the usual services, like scheduling meetings, managing tasks, keeping record of user contact information, and so on. But it is also wise to look for a CRM software that focuses on particular services that cater to your specific business needs.
For example, you may need a platform that helps you tweak efforts in a particular area, like user app engagement or customer acquisition. In this case, you would look for a CRM solution that includes these core features.
While mobile CRMs should cater to your business needs, and ideally have everything you and your team requires at hand, it can also integrate additional support to help you with your day-to-day tasks.
Additional support integrations and add-ons can include Gmail and Outlook for the sales team. So, you will be able to access these applications from the CRM platform, without having to manually open or update these tabs individually.
24/7 customer support
Even the best mobile CRMs out there may crash, require bug fixes from time to time, or can face some down time due to several technical reasons. So, it is best to choose a platform that offers around-the-clock customer and tech support.
A reliable customer support will make sure you can avoid any difficulties or hurdles you could face when working with a mobile CRM software. You will be able to contact them 24/7 to get things fixed and sorted, so you can continue to work on bringing your mobile app forward in the market.
Partner with a top mobile CRM software
There is a sea of mobile CRM platforms to choose from, with each varying in the services that they offer. Having a solid idea of what your mobile app business needs and the plans you have for it will determine what type of mobile CRM software will work best for you and your team.
We have carefully put together a list of top mobile CRM software to make the selection process easier for you, offering a plethora of software and platforms that suit your business goals and structure too.
Whether it is you prioritize an easy-to-use mobile CRM or a software with more third-party integration options, in our directory you will find just the platform for your mobile app.