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Why Your Organization Needs A Mobile CRM Strategy?

Why Your Organization Needs A Mobile CRM Strategy?Why Your Organization Needs A Mobile CRM Strategy?


Why Your Organization Needs A Mobile CRM Strategy?

A mobile CRM strategy has become one of the most vital factors for a business's success and growth in conversions and revenue. As the unprecedented pandemic consequences forced many businesses to function remotely, mobile CRM became more needed than ever. Even for global organizations with remote workers, a mobile CRM strategy has proven to be not only useful but necessary for growth, productivity, and efficiency.

A study conducted by has shown that the global mobile phone website traffic share from 2011 to 2020 has drastically skyrocketed from 4.7% to 52.03% and still growing. These numbers include everyone from everyday customers to employees, sales team members, and everyone in between.

Since customers prefer to use their mobile devices to reach out to businesses, said businesses have to meet their expectations and perhaps exceed them with a mobile CRM strategy.

Let us explain in detail the benefits of having a mobile CRM strategy.

Mobile CRM Strategy Benefits

1. Real-time solutions

The beauty of mobile CRM is its cloud-based system, meaning; it allows your employees and users to access their business data and communication with leads and customers virtually from anywhere and at any time.

Catering to a client's needs at any time will surely positively impact your brand's reputation as a mobile CRM will allow you to respond to time-sensitive inquiries, conversions, or support tickets.

2. Increased productivity

Mobile CRM applications are usually packed with most of their desktop features, which provide your team with time-saving and cost-reducing features. They will be able to access all of the customer's data at hand to provide a unique personalized experience. More mobile CRM features include the ability to create and access Gantt charts and sales pipeline, which allows your team to view a project's progress or a lead's stage in sale conversion.

3. Increase sales and boost conversion rates

A mobile CRM strategy will help your sales team increase their conversions and your business's revenue as they will be able to reach their leads and customers from anywhere and everywhere. As we mentioned earlier, mobile CRM will present your team with all the information they need regarding the customer at hand, so they spend less time looking for information and focus more on closing deals and boosting profits.

Mobile CRM also allows your team to schedule appointments in real-time and get reminders when a call or meeting with a potential sale nears its time, so they never miss an important appointment and be available for call at any time.

4. Better time-management

Speaking of appointment scheduling, your mobile CRM will sync your teams' calendars with their Google or Office 365 calendars, which will keep them updated at all times with upcoming meetings or calls.

Every action and sales progress can also be documented in real-time with mobile CRM, which will present your team with a unified view of the done tasks, and what actions need to be taken next, which provides them with better time management and productivity.

5. Streamline communication and information

With a mobile CRM, your team's communication will be streamlined as they will have a platform to communicate with each other in real-time if they need assistance or information from each other. Your mobile CRM will also provide you with shared document storage where you can share documents on the go and update deal statuses or customer data at any time.

6. Perform marketing campaigns

Mobile CRM can help your devise email and SMS marketing campaigns. Your team will be able to send out text messages to their leads and customers and offer special promotions or discounts. They will also receive analytics over the performance of a campaign, so they can take fast actions to improve their outreach and conversion rates.

7. Eases your teams' work

With the power of a mobile CRM at the hands of your teams, they will be able to perform their tasks much more easily and straight from their smartphones without using the desktop CRM. Most mobile CRM applications provide almost full functionality and desktop version features. This will provide them with much more comfort and flexibility, with the ability to do it all from anywhere with an internet connection.

These are only some of the reasons and benefits why your organization needs a mobile CRM strategy, but overall it is to ultimately improve your business's performance, teams productivity, and sales and profits.

We will now present you with our top three CRM recommendations that offer a mobile CRM application and great features and capabilities that your team will appreciate.

Best CRM Software Recommendations

1. CRM

Monday CRM is our top recommendation, as it offers the most comprehensive solutions and packages that will drastically improve your business's operations and sales conversions. It packs an easy-to-use interface and a mobile CRM application that will keep your teams connected at all times.

Its feature-packed CRM includes the following:

  • Lead/Pipeline management
  • Customizations
  • Consolidated contact information
  • Prospect tracking
  • Constant monitoring
  • Total visibility
  • Mobile optimizations
  • Project management
  • Integrations

As for its subscription plans, CRM offers the following:

Individual plan: Free

The Individual plan is free to use forever with no obligations. Its best for tracking personal work; it offers two users and the following features:

  • Unlimited boards
  • Unlimited docs
  • +200 templates you can choose from and can be customized to your needs
  • Over 20 column types
  • Android and iOS apps
  • 500 MB file storage

The Basic plan: $8/user/month

The basic plan offers unlimited users and is best suited for small businesses. It offers everything in the individual plan, plus:

  • Lead, contact, and deal management
  • Unlimited visual sales pipelines
  • Unlimited contacts
  • Unlimited custom fields
  • Unlimited free viewers
  • Full mobile CRM
  • Document management
  • Full API access
  • 5 GB file storage

The Standard plan: $10/user/month

The Standard plan is the most popular offer from CRM, and it is good for growing businesses with more CRM needs. It packs everything in the Basic plan, in addition to:

  • Timeline view
  • Guest access
  • 2-way email integration with Gmail or Outlook
  • Sales analytics
  • Mailchimp integration
  • Sales goals and forecasting
  • Calendar view
  • Automations up to 250 actions per month
  • Integrations up to 250 actions per month
  • 20 GB file storage

The Pro plan: $16/user/month

The Pro plan is great for large businesses; it allows you to have unlimited users. It includes every feature previously mentioned, in addition to:

  • Customized notifications
  • Marketing activity management
  • Advanced permissions
  • Time tracking
  • Workflow and approval automation
  • Advanced reports (dashboards with up to 20 boards)
  • Private boards and docs
  • Formula column
  • Automations up to 25,000 actions per month
  • Integrations up to 25,000 actions per month
  • This plan has a 100 GB file storage

The Enterprise plan: Quote-based

The Enterprise plan is the fully-featured CRM package from, and it is best for large enterprises. Prices for this plan are not advertised, as will offer you a unique quote depending on your business's needs and requirements.

It includes everything in the Pro plan, plus:

  • Enterprise-scale automation and integrations
  • Enterprise-grade security and governance
  • Advanced reporting and analytics
  • Multi-level permissions
  • Tailored onboarding
  • Premium 24/7 priority support
  • 1000 GB file storage
Read our full CRM review to know more.

2. Zendesk CRM

For our second CRM recommendation, we present you with Zendesk CRM. Over 100,000 organizations use Zendesk, and it provides them with great enhancements and capabilities to boost their profits and teams' productivity.

Some of Zendesk CRM's outstanding features include:

  • Native dialer
  • Sales email intelligence
  • Integrations
  • Sales prospecting
  • Mobile CRM

As for its subscription, Zendesk offers you four plans:

Sell Team plan: $19/user/month

The Sell Team plan offers basic capabilities, which include:

  • Email integration
  • Up to 3 paid users
  • 1 custom sales pipeline
  • Built-in click-to-dial & call recording
  • Fully featured mobile CRM
  • Apps & integrations

Sell Professional: $49/user/month

The Sell Professional plan is great for growing businesses, and it includes everything in the Sell Team plan, plus:

  • Email integration
  • Unlimited paid users
  • 1 custom sales pipeline
  • Personalized bulk emailing
  • Unlimited email templates
  • Sales goals & forecasting
  • Unlimited custom fields
  • Advanced call analytics

Sell Enterprise: $99/user/month

The Sell Enterprise plan is best suited for enterprises and large businesses; it offers everything in the Sell Professional plan, plus the following:

  • 2 sales pipelines
  • Unlimited custom fields
  • Advanced call analytics
  • Activity reports
  • Advanced permissions
  • Product catalog
  • Lead and deal scoring
  • Task automation
  • Customized notifications

Sell Elite: $199/user/month

The Sell Elite plan is the fully-featured CRM package from Zendesk. It packs everything previously offered in the other plans, plus a few upgrades:

  • Open API
  • Rep performance reports
  • Advanced sales insight reports
  • Success insight reports
Read our full Zendesk CRM review to know everything it can offer your business.

3. Salesmate CRM

For our last recommendation, we present you with Salesmate CRM. It is market-leading CRM software that offers feature-rich solutions for customer engagement, automation, sales, optimization, and marketing. Salesmate CRM provides you with a solid mobile CRM application packed with almost all its desktop CRM features.

Salesmate also has a built-in VoIP phone system to help you extend your international customer reach at lower costs. More of its dominant features include:

  • Product management
  • Customization
  • Google integration
  • Marketing automation
  • Pipeline management
  • Sales automation

Salesmate offers four subscription plans for its CRM software, and each comes with a set of features:

Starter plan: $12/user/month or $144 billed annually

The Growth plan: $24/user/month or $288 billed annually

Boost Plan: $40/user/month or $480 billed annually

Enterprise: Quote-based

Read our full Salesmate CRM review to know more about which features come with which plans.

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