CRM Mobile

Pipedrive’s CRM mobile version is an all-in-one sales pipeline and lead tracker, allowing you to access your prospects and schedule activities and events for leads on the go from one CRM app. This mobile CRM sales tracker is the perfect aid for both big and small businesses' marketing efforts.

What can you do with Pipedrive’s CRM mobile and sales tracker?

Stay organized and improve your marketing efforts:

• Access your to-do list and customer profiles instantly

• Use the CRM both on- and offline

• View planned activities and reminders

• Manage each sales team member’s activities by assigning tasks

Record all opportunities in your CRM mobile app’s pipeline:

• Note down sales prospect data each time you find customers

• Add client contact information, company and deal value to “Leads” or Customers”

• Oversee all details of a deal with just one tap

On-the-go contact management:

• Make calls and send emails using templates

• Schedule follow-ups and events in the Activity tab

• Use direct sales pipeline management to move a lead from one stage to another

Be in constant contact with your leads:

• Sync phone contacts to contact customers directly from the app

• Identify if an incoming call is related to a potential sale with Caller ID

• Automatically link outgoing calls with activities related to leads

Never lose any contact information:

• Add meeting notes to your client database – synced automatically with your web sales tracker (the desktop version of your Pipedrive dashboard)

• Remember key details for excellent customer management

• Log phone calls and caller details

Check customer analytics within the CRM:

• View calculated metrics via easy-to-understand graphs

• Use the data to analyze your sales pipeline and improve marketing for greater business success

The lead app includes functions essential for any big and small business that are useful for contact management. With the Pipedrive app, you don’t have to note down “Leads” or “ Customers” entries, all can be easily recorded in the CRM app and managed end-to-end, from the very beginning of a deal through its successful closure.

Although this is a free CRM mobile app, you’ll need a Pipedrive account to use Pipedrive for Android. You can sign up for a free trial from the app.

CRM Mobile is a robust mobile application designed to empower businesses with seamless customer relationship management (CRM) capabilities on the go. This intuitive app provides real-time access to critical customer data, enabling sales teams, customer service representatives, and field technicians to manage interactions effectively and enhance customer experiences.

Key Features:

* Customer Data Management: CRM Mobile consolidates all customer-related information, including contact details, account history, preferences, and notes, in a centralized location. This comprehensive view allows users to gain a deep understanding of each customer's needs and preferences.

* Contact Management: The app facilitates efficient contact management, allowing users to create, edit, and manage contacts with ease. Users can quickly access contact information, log interactions, and schedule appointments or follow-up tasks.

* Opportunity Tracking: CRM Mobile enables sales teams to track sales opportunities effectively. Users can create, qualify, and monitor opportunities throughout the sales pipeline, ensuring timely follow-ups and efficient deal management.

* Lead Generation and Qualification: The app provides tools for lead generation and qualification, empowering sales teams to capture potential leads and nurture them through the sales funnel. Users can generate leads from various sources, such as web forms, email campaigns, and social media.

* Service Management: CRM Mobile equips customer service representatives with the tools they need to provide exceptional support. Users can track customer issues, log support tickets, and manage customer requests efficiently. The app also facilitates communication with customers via email, phone, or chat.

* Field Service Management: For businesses with field technicians, CRM Mobile offers comprehensive field service management capabilities. Users can schedule appointments, track technician locations, and manage work orders from their mobile devices.

* Real-Time Data Access: CRM Mobile provides real-time access to customer data, ensuring that users have the most up-to-date information at their fingertips. This real-time data enables informed decision-making and timely responses to customer inquiries.

* Customization and Integrations: CRM Mobile is highly customizable, allowing businesses to tailor the app to their specific needs. It seamlessly integrates with popular CRM systems, such as Salesforce and Microsoft Dynamics, ensuring a seamless flow of data and enhancing overall CRM functionality.

Benefits:

* Enhanced Customer Relationships: CRM Mobile fosters stronger customer relationships by providing a comprehensive view of customer interactions and preferences. This enables personalized and proactive engagement, leading to increased customer satisfaction and loyalty.

* Improved Sales Productivity: The app empowers sales teams with real-time access to customer data and opportunity tracking tools. This streamlines sales processes, reduces administrative tasks, and improves sales productivity.

* Efficient Customer Service: CRM Mobile enables customer service representatives to resolve issues quickly and effectively. The app provides easy access to customer history and support tickets, allowing for informed and timely responses.

* Empowered Field Technicians: Field technicians can leverage CRM Mobile to manage appointments, track work orders, and access customer information on the go. This enhances their efficiency and responsiveness, resulting in improved customer service.

* Increased Mobility and Flexibility: CRM Mobile allows users to manage customer relationships from anywhere, at any time. This flexibility empowers teams to work remotely, respond to customer inquiries promptly, and capitalize on opportunities in real-time.