Customer relationship management (CRM) is vital for any business as it keeps everything in perfect sync; paving the way forward for a win-win situation for all the stakeholders. When there is such a cut-throat competition, it’s better to manage CRM smoothly to have the desired growth. That’s where these best CRM apps for iPad (also work with iPhone) can become extremely crucial in accelerating the entire process.
Do not miss any details that your client specifies by noting them in the app at the same time. If you have iPad and many customers to please, use CRM apps that make your work easier and efficient. Customize and personalize the requirements by adding pictures, charts or a simple reminder – the apps have it all. Make yourself shine in your company, by being a pro thanks to the many features that these CRM apps for iOS provide.
Best CRM Apps for iPad
#1. Base CRM and Sales Tracking
Hunting for a CRM app to bolster your sales productivity and keep your sales team always up to the task? “Base CRM” should be a very handy option.
With email templates, you are able to communicate in a more personalized manner and also save valuable time. Courtesy geolocation you can view your nearby customers on a native map and contact them. Most significantly, it sends you an alert whenever any important leads or deals are updated.
Specifically made for small business, “Nutshell” takes away all the burden of CRM management. As long as you have the iOS device with you, can view and edit your account as well as contact information even on the fly.
The business card scanning feature allows you to create new leads instantly. Through alerts, it keeps you at the pace with everything that matters most to you. To use this app, you need to have an account with Nutshell. It provides a free trial of 14 days.
Pipedrive is a highly functional sales CRM app. By letting you deal with your task effectively, it provides you the essential control over the sales results. It also offers you the hassle-free access to your to-dos, contacts, deal history. All the changes you make are quickly saved to Pipedrive web app to ensure your data remain secure.
CRM.pad can immensely boost your productivity. Whether it’s managing customer information, leads, appointments, tasks, orders or keeping everything in perfect sync, this is what you need to give your business a pivotal advantage.
You can easily enter order items, with the integrated shopping cart and digital signature. It also allows you to quickly capture point-of-sale data for pharmacy sales representative or the consumer goods industry. As it works even offline, you have the needed flexibility to carry out your work without any interruption.
“Salesforce” is one of the best CRM apps I have ever used. The app unifies CRM and business processes to bolster your productivity. You can instantly access all the pivotal data, existing customizations and manage them effectively using a number of productivity tools.
Collaborate with your colleagues and keep a track of your performance. With the custom notifications, you will be able to remain alert about the latest updates and advance your deals. Moreover, Salesforce is compatible with multiple languages including English, Czech, Danish, Dutch, Finnish, French, German, Greek, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian Bokmål and more.
#6. Cloze Relationship Management
Cloze can ramp up your productivity and enable you to manage CRM without any stress. The app learns who is important to you and reminds you of important things so that you remain at pace.
Once you have ideally set up Cloze, it keeps track of your emails, phone calls, notes and follow-ups to keep you in perfect sync with everything that matters to you. Hence, you can manage your projects and deals a bit more conveniently.
Bring your entire contacts in one place, keep them updated and also organize them based on several crucial things like when you talked and location, etc. You can also schedule emails to be sent later. Even better, Cloze supports several services like Gmail, iCloud, Office365, Exchange, Outlook and Yahoo!
#7. OTYS CRM
With OTYS, you can effectively take control of your CRM and expedite the whole process. It lets you easily access your CRM data on your iOS device and manage it. You won’t have any problem in creating or editing contacts even on the go.
It allows you to email and calls directly a person included in your database. Using search fields and filters, you can instantly find any contacts. You will be able to find all the files related to your customers a lot easily.
#8. Contacts Journal CRM
“Contacts Journal CRM” provides the complete solution to managing your business and personal relationships. You can create custom fields, attach documents to every contact and set follow-ups efficiently.
It also lets you track your customer and client relationship and helps you improve it. You can view the map of all of your contacts with the color-coding options. You will be able to set up email templates with merge tags to quickly send personalized emails.
Highrise is yet another resourceful CRM app primarily designed for small businesses. The contact management tool makes it a lot convenient to keep your team organized and focused towards the goal.
You can collaborate with your team on contacts, emails, notes and other necessary things. Besides, it lets you share an address book with your entire team and track the task readily. Set reminders to remain fine-tuned with everything you need to do.
#10. Zoho CRM
“Zoho CRM” enables you to have full control over your sales cycle. Everything you want to access is right on your fingertip to assist you in getting the task done smoothly.
The dashboards give you the right insight about key sales metrics and trends. You are able to schedule and track all of your activities. Even better, it allows you to access and modify customer information even offline, which gets synced as soon as you are online.
That’s pretty much it!
These CRM apps have been designed to transform your performance and bolster your business relationship. Depending on your need or purpose, you can pick the app that can deliver the goods to you with the desired result.
Since we are talking about business and CRM, I would recommend you to check out these posts as well. Best barcode and QR code scanner apps, best business card scanner app, best business card reader apps.
Also, make sure to download our app on your iPhone and iPad.