CRM Mobile: Pipedrive

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.

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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.