When using an iPad to manage your business an application needs to be both aesthetically pleasing on the big screen and possess great functionality, ensuring you don’t suffer in terms of features. Here I’m going to look at seven of the best iPad CRM apps, comparing the differences between them and pointing out the unique factors that make an application special.
All of these CRM apps for iPad serve as handheld companions to cloud-based CRM software and are generally available free to users of those services. These CRMs come with monthly subscription plans, but most offer free trials so you can test if they are a good fit for your business.
Read on to find the best CRM iPad app for you and your business needs!
There are several reasons why Insightly is a good product. For starters, it is a comprehensive tool that bundles together a range of functionality into one cloud-based app. Insightly combines a project management solution, collaboration tool, and CRM system rolled into one. The app manages to combine these areas while still making the UI attractive and user friendly.
Insightly does this by making its iPad CRM app simple and straightforward. Navigating provides little difficulties and contact cards are highly customizable. All of this makes it easy for businesses to be up and running within minutes, meaning you have a one-stop solution that ensures good user adoption.
Price:Freemium Option. Pricing starts at $12/month per user.
SalesforceIQ (formally known as RelateIQ) is one of strongest options for businesses, being constantly lauded for its extensive features. These include: the ability to customize how you track your sales, the option to set up webinars, and the availability of powerful mobile applications to enable work on the go. What’s more, SalesforceIQ offers a 14-day free trial with no requirement for credit card information.
The SalesforceIQ iPad CRM has array of interactions with your device, including the ability to automatically set reminders if you don’t receive a reply by a certain time, send emails at a later time and even sends you notifications when your email has been viewed. Also, SalesforceIQ further connects with emails by adding a button which enables logging into Salesforce Sales Cloud, making the sharing of results easy.
Price: From $25/month per user.
Having a mobile app is key for any CRM solution, and that is where Base CRM comes into its own. All of the features of the app are available on-the-go and work seamlessly, no matter what mobile device you are using. It may not be as big a name as the likes of Salesforce, Zoho, and Nimble, but it sure is one to watch.
Being one of the best iPad CRM applications, Base has an awful lot to offer. The most helpful additions are the real-time notifications that give vital updates when leads, contacts and deals are updated, and even notify you when your emails are opened . Base CRM aims to make the whole process of customer management more simple by giving you the ability to use email templates, automatic call logging and location services.
Price: From $25/month per user.
Zoho CRM has customizable dashboards that provide regular, status updates about your deals. This CRM – part of the Zoho’s bulging suite of business products – allows you to track contacts and leads separately, enabling better segmentation of your conversion rates. The dashboard then provides you with a snapshot of your deal flow. Finally, the CRM integrates with a bunch of SaaS solutions in the market to enable easy import and export of data.
The main selling point of the Zoho CRM iPad application is the ability to continue working without an internet connection. When offline, through Zoho CRM, you can search among customers and even add or modify customer details, these changes will automatically sync when connected. Zoho CRM also utilizes a location map to track customers and leads that are nearby.
Price: From $12/month per user.
Infusionsoft is a cloud-based system that has strong CRM capabilities, alongside marketing and eCommerce functionality. This solution allows you to keep all your contact information, import these contacts from other systems such as email, prioritize them according to importance, score them based on their marketing interactions, and track their engagement. Another plus is that it caters specifically for small businesses.
The Infusionsoft CRM for iPad incredibly easy to use. This is achieved through a simple UI and the incredibly helpful contact cards. These allow for the addition of all key information and give you ability to view the tasks and notes assigned to that particular contact. The application also links with your email, calling, and location services to quickly contact and locate customers.
Price: From $199/month.
A list of top CRMs wouldn’t be complete without Nimble. Nimble stands out for its social capabilities, as it automatically links social profiles on Facebook, Twitter and LinkedIn to business contacts, allowing you to engage better and through more channels. As well as social engagements, it brings email conversations, calendars, and contact profiles together in one place.
In addition to linking your social networking hubs, Nimble for iPad also links with your device’s email and calendar systems to enable the tracking of all interactions. Nimble uses all of this data to give you information about mutual interests and important moments, making your relationships with contacts even stronger!
Price: From $15/month per user.
Pipeliner prides itself on being a visual solution, with plethora of interactive 3D charts and dashboards. Not only that, it boasts a super simple pricing plan with a flat fee per month, meaning you won’t be caught out by any additional extras sneaked in their by a vendor. If you’re interested in finding out more about CRM pricing structures, Pipeliner has put together a useful post on demystifying costs.
While not the most visually pleasing application, Pipeliner is functional. The application is split into different areas, distinguishing between: Leads, Contacts, Opportunities, Activities, a Dashboard and the Account Settings, making navigation easy. The iPad CRM also possesses an built-in messaging system to enable more effective communication with colleagues.
Price: From £25/month per user.
For more information about the top CRM applications, visit our sister site GetApp and compare the top cloud-based CRM software. Let us know in the comments below your preferred CRM tool!