The Best iPhone and iPad Customer Management Apps

    By GetApp | Small Business

    Smart business decisions are made based on sound advice. A new slate of iPhone iPad customer management apps are providing users with the data they need to manage customer relationships and stay in control throughout the sales pipeline. By adapting their traditional CRM tools for a mobile environment, developers have opened up a new world of opportunity for businesses in virtually every industry.

    In addition to managing client contact information, the latest iPhone iPad customer management apps offer tools for creating mobile marketing messages, handling helpdesk issues, and importing offline data. Busy professionals don’t need to wait until they’re back inside the office to follow up on sales leads. Now, they can track those leads throughout the sales cycle with minimal effort.

    We have sorted through the best iPhone iPad customer management apps and come up with a list of the very best based on features, price, and portability. Here are our selections:

    Salesforce Mobile for the iPhone/iPad

    Salesforce Mobile gives you instant access to your Salesforce information on your iPhone. Free Version (also referred to as Mobile Lite) is free for all customers (all license types). Full create, edit, and delete capabilities on the standard CRM data. Have your Salesforce Admin enable Mobile Lite for your organization.
    Price: Free

    vtiger CRM Mobile for the iPhone/iPad

    vtiger CRM Mobile for iPhone sets your vtiger CRM data free! View and edit your contact data, sales pipeline, projects or support data on the fly, right from your iPhone or iPad. Additionally, take advantage of mobile-only features such as real time alerts, business card scanning, and more.
    Price: $19.99

    Zoho CRM for the iPhone/iPad

    Zoho CRM for iPhone offers mobile access to your customer information available on the web at Zoho CRM offers you a complete customer relationship life-cycle management software for managing Sales, Marketing, Customer Support, and Inventory activities in a single system.
    Price: Free

    Glyder Marketing for the iPhone/iPad

    The fast, easy way to create marketing messages, send to your clients and contacts, and track your results. Quickly create and send messages from your mobile device – no computer required. One touch distribution to your audience on Facebook, Twitter, Pinterest and contacts stored in your address book, MailChimp, Constant Contact, Salesforce and Highrise.
    Price: $4.99

    Zendesk for the iPhone/iPad

    Zendesk is the leading cloud-based customer service software. More than 25,000 companies such as Disney, Box, and Gilt Groupe are using Zendesk to lower costs, raise productivity, and increase customer satisfaction. Loved by customers for its ease of use and elegance, Zendesk is the fastest way to provide great customer support.
    Price: Free

    WorldCard Mobile Lite for the iPhone/iPad

    Compatible with iOS 6/iPhone 5 Wall Street Journal recommends it to all professionals. Grab it, manage your life. WorldCard Mobile, the leading business card scanning application for iPhone, uses OCR (Optical Character Recognition) technology to instantly transfer information from business cards to users’ native contacts. With a simple click of the camera, you no longer have to manually input contact info from business cards or email signatures.
    Price: Free

    NetSuite for the iPhone/iPad

    NetSuite for iPhone provides on-the-go access to NetSuite’s integrated business management suite, including real-time dashboards, financial and customer data, activity and task management and more.
    Price: Free

    Groups for the iPhone/iPad

    You’ve just found the best, simplest contact manager for your iPhone. Don’t take our word for it. See for yourself. Groups lets you: Group your contacts into Friends, Family, etc. Easily create and manage groups of contacts. People can be in more than one group. Set an icon for each group. SMS or email a group of contacts easily. Attach images to your emails. Set reminders to get in touch with people. Search within groups, by any attribute. Works with native iPhone groups.
    Price: Free

    LinkedIn Contacts for the iPhone/iPad

    LinkedIn Contacts is a smarter way to stay in touch with your most important relationships. Bring all your contacts together in one app, get alerted on job changes and birthdays in your network, and discover more about who you’re meeting with!
    Price: Free

    Insightly for the iPhone/iPad

    The Insightly iPhone app combines one of the worlds most popular CRM applications with the native power of iOS. It has many great features – linking, managing, and sharing of contacts, notes, tasks, opportunities, organizations, and projects.
    Price: Free

    sCRM for the iPhone/iPad

    sCRM is the ‘offline’ iPhone/iPad client for Sage CRM that you have been waiting for. We understand CRM and developed this product in response to feedback from the CRM user community. sCRM will significantly enhance your investment in Sage CRM by providing ‘anytime, anywhere’ access to your data via your iPhone. The product provides a very intuitive and friendly interface. We believe that the product will not only prove to be an excellent personal productivity tool (we love the ‘nearest’ client map display, for example) but also increase user adoption of Sage CRM itself for the enterprise. User adoption can be one of the most challenging aspects of a CRM implementation for the enterprise. sCRM was developed to address this challenge and should be your first step in maximizing the benefits of your Sage CRM investment from your mobile workforce.
    Price: Free

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