By definition, a mobile CRM is a version of your CRM solution which can be accessed from a mobile device (e.g. a smartphone or a tablet).

Being able to access up-to-date information about your customers and potential customers in real time thanks to a mobile CRM app helps your sales force work smarter and faster.

For their managers, it is a guarantee of greater productivity, performance and quality.

Mobile CRM: a competitive edge for your sales force!

In order to work efficiently, sales representatives want to know all pricing information in real time. Being able to issue a quote on the spot while visiting a prospect is sometimes the key to signing a deal right there and then.

A lot is expected of sales representatives today. They are expected to manage and update an ever-increasing amount of data: the number of products and services increases every year; marketing departments implement more and more campaigns on social media directed at mobile customers; there are frequent regulatory changes from the legal department; etc.

Faced on a daily basis with these constant challenges, the sales team members need an efficient and powerful mobile CRM app to aid them in their tasks and give them that extra competitive edge. This is all the more true since sales representatives work on the go, and the sales process has become increasingly complex.

With a mobile CRM they can update, synchronise and share information with all the departments in the company. They are just as efficient on the road with a tablet or a smartphone as at the office.

Mobile CRM: with you in the field

Because a mobile CRM can be accessed from a smartphone, a tablet or a laptop, as such, they are often designed to be responsive.

This means that the ergonomics of the software solution adapt automatically to the device (laptop, tablet, smartphone) without compromising any of the features.

A simple mobile CRM application offers your mobile teams, your sales force, your mobile users the best of your customer knowledge on their mobile devices.

Mobile CRM: a great many features

  • Manage your synchronised and shared calendar
  • Update leads, opportunities and contacts from the database.
  • Access dashboards and generate reports


All the data is updated in real time and can be accessed by all the departments in the company. Sales representatives can focus on selling and on nurturing the customer relationship with all available resources and in a more cohesive way with the Marketing teams.

The challenges of a Mobile CRM solution

Here are the top four challenges a mobile CRM can help you with.  

Offering a more responsive customer relationship thanks to a mobile CRM

Faster notification means sales representatives can prioritise their tasks and answer customer questions or address their claims more rapidly. Turnaround times can be reduced from 15 to 20%

Building team cohesiveness

By always being in touch with the company through the mobile CRM, your sales teams will feel more involved in the life of the company. This fosters employee engagement and retention. You can expect growth of up to 20%.

Ensuring Customer Relationship quality

By having access to extensive and up-to-date information, sales representatives can better meet the expectations of their customers, which puts them in a better position to drive sales (cross-selling/upselling). Turnover can increase by 5 to 10%.

Offering a more responsive customer relationship thanks to a mobile CRM

Faster notification means sales representatives can prioritise their tasks and answer customer questions or address their claims more rapidly. Turnaround times can be reduced from 15 to 20%

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