If you are in sales or a related job field, and need some fantastic CRM tools, then check out our list of the best CRM apps for the iPhone. This list of apps contains a wide range of apps that are perfect for beginners and advanced users. Additionally, these apps are filled with many essential CRM features, functions and tools that you might not even know you need.
The best CRM apps for the iPhone
22 Jan 2017, by Rick Rockwell
Always Be In Contact is an excellent app for handling customer relationship management. You can organize your contacts into three separate categories: leads, prospects, and sold. In order to build your contacts within the app it allows you to transfer your contacts directly from your iPhone or you can create news ones from within the app itself. Users can also set default reminders to follow up with a contact in any category and the time frame for doing this can be adjusted. Other features include compatibility with Apple Watch and there’s a note taking function as well.
- Organize contacts into three separate categories
- Import contacts from iPhone
- Create new contacts within the app
- Set default reminders
- Apple Watch compatibility and note taking feature
Salesbox CRM - The Sales CRM
The purpose of CRM is to develop and grow relationships with customers with the ultimate goal of improved profitability and that’s exactly what Salesbox CRM was designed for. This innovative app includes an intelligent guide that learns as you add information, analyzes the data, and provides suggestions for reaching your target market. On top of that the app is also fully integrated with the iPhones mail, calendar, and camera apps. You can also use Dropbox for storage and you can exchange information with Google Docs and Office365 as well.
- Intelligent guide
- Provides suggestions for reaching target market
- Integrated with mail, calendar, and camera
- Use Dropbox for storage
- Exchange information with Google Docs and Office365
Base CRM and Sales Tracking is one of the most complete CRM apps in the App Store. Not only does it allow the user to track all sales contacts, it also makes it easy to keep detailed notes on each contact. The app makes it simple to track cold calling strategies and it even includes the capability of keeping recorded notes as well. When you’re ready to send a message to a prospective customer you can use one of the included email templates to streamline the process and you can receive email notifications from within the app. Perhaps one of the apps most useful features is the use of smart list integration and complete communication tracking using those lists.
- Track all sales contacts
- Make detailed notes on each contact
- Create and monitor cold calling strategies
- Keep recorded notes
- Email templates, notifications, and smart list integration
Most CRM apps are missing one ingredient or another, but not Cloze this is a complete customer relationship management system that acts like your own personal assistant. It allows you to organize and interact with all of your contacts. You can bookmark a message and the app will automatically remind you to follow up with that customer after a set period of time. Even if you don’t bookmark a message if you don’t receive a reply the app will notify you of this and you can also receive notifications when an email you sent is opened or a link is clicked on. Other features include email templates, mail merge, automatically scheduled emails, and support for multiple email programs as well as Office365.
- Organize and interact with contacts
- Bookmark messages to create automatic follow up reminders
- Notifies you if customers don’t respond
- Email templates, mail merge, and scheduled emails
- Support for multiple mail programs and Office365
One of the most important aspects of customer relationship management is a top quality contact manager and CircleBack is as good as anything else in the App Store. This app not only provides an organized solution for tracking your contacts, it can also find new contacts for you by taking the information out of email signatures you receive. When an existing contact updates their information the app will automatically apply the changes for you as well. Contacts can be imported from Outlook, Gmail, Office365, LinkedIn, and others. You can separate your contacts into specific groups based on their relationship to you and you can sync across multiple platforms as well.
- Organized contact tracking solution
- It can find new contacts from email signatures
- Updates when contacts change their information automatically
- Import from Outlook, Gmail, Office365, and LinkedIn
- Group contacts and sync across multiple platforms
ForceManager Mobile CRM is a sales manager’s dream. This comprehensive app not only helps you track your contacts and interactions with them, it lets you track actual sales with each contact and it will notify you if sales with that contact need improvement. You can keep notes on each contact in the conventional way or you can use the integrated voice recognition technology to leave recorded notes. The app also features geo location capabilities to create a visual picture of your sales by territory and client. You have access to full reports of your individual sales and your team’s sales. Unfortunately all of this comes at a price. The free app is only a 15 day trial after that you’ll have to sign up for a monthly or yearly subscription.
- Track contacts and interact with them
- Track sales and receive notifications of areas that need improvement
- Keep conventional or voice notes
- Geo location capabilities
- Full individual and team reports are included
Some of us work better when we can visualize the task at hand and Map My Customer is a perfect app for salespeople that work better when they can visualize their territory. The app uses your existing contact list to populate a map with color coded pins that let you see at a glance where your contacts are located physically. It also allows you to do other things that CRM apps do such as track progress with each customer, follow up with customers, and document those interactions across multiple platforms. You can sync your data with an Excel spreadsheet, Salesforce, and QuickBooks. You can also share your information with other team members. The app will help you create sales routes when you’re ready to head out on the road, but this feature does require a subscription.
- Uses existing contact list
- Create pins to track each contacts location on a sales map
- Color coded pins
- Track customer progress, follow up, and document each interaction
- Compatible with Excel, Salesforce, and QuickBooks
Pipedrive is one of the most user friendly CRM apps in the App Store. It has an excellent user interface which makes it easy to find all of your sales information on each client whenever you need it. You can create and access to do lists at any time, keep logs of all calls, and access customer details anywhere. You have the option of typing notes on each meeting with clients or recording voice notes on your meetings. You can also sync these notes with the apps web app to share on multiple devices. The app can also be used offline so you can update your app when out of Wi-Fi range or when you’re in the air. Users can also initiate calls or emails from within the app as well.
- Excellent user interface
- Create and access to do lists
- Keep call logs and access customer details anywhere
- Type or record meeting notes
- Work offline
Nutshell is a great visual CRM app that allows salespeople to keep detailed information on all of their sales contacts. Users of this app can add sales contacts from their existing iPhone contacts, they can add contacts manually, or the can scan business cards to add contacts as well. All meeting and call notes can be logged in real time and it doesn’t matter whether you’re online or offline. Users of this app can also set alerts for any sales related activity as the need arises. Emails and calls can be launched from within the app and notes from these communications can be added with little effort. The app does require a subscription though – the free trial only lasts for 14 days.
- Great visual CRM app
- Add contacts from iPhone, manually, or from scanned business cards
- Log meeting and call notes in real time
- Works online of offline
- Set sales alerts
Information is almost always easier to track when it’s color coordinated and that’s one of Spotio’s best features. Each sales lead can be separated into different color coded categories that make it easy to see at a glance where the best prospects for sales exist. The app is fully customizable, allowing the user to set their own priorities and information can be logged within seconds. It can also be synced with a web app to be used on any device. Sales lists can be created from within the app, but they can also be added from existing lists. The calendar are can also be synced with your iPhone, you can track sales, create reports, and you can follow and monitor your sales team.
- Color coordinated categories for each lead
- Fully customizable
- Log update information within seconds
- Create sales lists or import them
- Sync with the iPhones calendar, track sales, create reports, and monitor your team