Top 10 Mobile CRMs for Accelerating Small Business Sales

The biggest challenge for small businesses or SMBs (or SMEs) is improving sales and growth.

You can divide this challenge further into two parts:

1. How do I get enough leads for my small business on a regular basis?
2. How do I convert each lead into a customer successfully?

You must already be using many methods for generating leads or lead-gen. Most popular lead-gen methods include digital marketing, content marketing, email marketing, advertising in print media, exhibiting in tradeshows, telemarketing and so on.

We have few lead-gen and conversion lessons from football as well. In the last world cup, France Vs. Argentina match, Argentina had the ball 60% of time (leaving only 40% to France), but still France was able to win.  Having the ball most of the time is not an indicator for success (read World Cup Football:- Lessons for sales conversions.)

Similarly, just having large number of leads will not result in improved sales. How effectively and how quickly you respond to them and take the leads to closure matters. This where a lead management CRM (such as HelloLeads.io) can be of great help.

Three Major Benefits of using CRM Software for a small business:

1. Bringing all leads to a single place – As a small business, we may have our leads all over, in different places. Some of the leads in emails, some in phone and many in spreadsheets or excel files and in the form of business cards. CRMs, such as HelloLeads, help you bring all leads to single place – making it easily accessible by anyone in the sales team.

2. Getting all conversations for a lead in a single location – As part of the sales process, sales executive ‘John’ might have talked to a lead 3 months  ago, ‘Matt’ would have sent a follow up email a month ago and possibly, as a manger, you would have send a short message recently. How do we gather all these in a single place so that we have coherent history for each lead? CRMs will definitely help.

3. Doing fail-safe follow ups – It is very common to see small business owners or small business sales teams multitasking, and they miss to follow up with leads. As per our own research, it takes 8.5 follow ups on an average to convert a lead into a customer.  Hence, it is important that you use a good CRM tool such as HelloLeads to do repeated, regular and fail-safe follow ups with your leads.

Top 4 things small businesses or SMBs look for in a CRM software:

1. Simple and Easy to learn: The learning curve is an important factor for SMBs. Small business owners are busy and do not have time to understand and learn a complex, enterprise-grade CRM software.

2. Improvement of sales productivity: CRM should improve sale productivity by reducing time involved in getting and nurturing leads.  It should have ease of use and should render a friction free experience.

3. Fair or reasonable costs: Small businesses and start-ups are always tight on cash and budgets. Hence the CRM should be cost-efficient, budget-friendly and should provide value for money.

4. Great Customer Support: There may be issues while using a CRM by a small business. There can be gaps in understanding. So, quick and friendly customer support is a must to get most out of a sales tool.

Now, here are top 10 Mobile CRMs for accelerating small business sales

1. HelloLeads CRM

2. Zoho CRM

3. HubSpot CRM

4. LeadSquared

5. SalesForce CRM

6. PipeDrive

7. ZenDesk Sell

8. Salesmate CRM

9. FreshSales

10. Agile CRM

1. HelloLeads CRM

Highlights of HelloLeads CRM

• Lead Capture at any Source: With HelloLeads, you can add leads from any source – like channel partners, web inquiries, social media platforms, field, trade websites, exhibits, expos, and trade shows. Adding leads is streamlined with features such as the web and mobile lead form, web and digital inquiry, lead import, mobile business card scanning, mobile QR code scanning, and copying contacts from your mobile.
• Fail Safe Follow-Ups (FSFU): HelloLeads’ on time follow-up reminder alarm in mobile ensures that the salesperson doesn’t miss any follow-ups. Recurring Follow-Ups can also be set weekly, monthly, quarterly.
• Informed Business Decisions: The Data analytics on Potential, Customer group (C-Group), Interest and Lead stage supports better Lead Tracking and provides actionable insights. This empowers you to make smarter, informed business decisions to improve your sales.
• Sales Team Performance Tracking: Using filters in analytics enables you to generate sales reports by which you can keep a track of who is generating more sales in the team. Hence, you can accurately monitor your teams’ efforts and encourage performance improvement of each member.
• Share Quotations on the go: Using HelloLeads mobile app, you can create Quotations / Invoices within 2 minutes and share them with your customers via WhatsApp / Email.
• Pricing: Starts at $12/user/month billed annually.

2. Zoho CRM

Highlights of Zoho CRM

• Lead Management: Capture leads, automate lead scoring, identify leads that will get converted, and follow up with detailed contact information.
• Quotes: Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
• Marketing Automation: Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
• Analytics: Real-time reporting gives insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance. Also, you have the ability to create ad-hoc reports.
• Google App and Zoho Suite Integrations: Zoho CRM connects to key Google Apps like Gmail, Docs and Calendar smoothly, on top of its native integration within the Zoho suite of apps. The result is you get to enhance the base system significantly with complementing apps.
• Pricing: Free for up to 3 users, then pricing starts at $12/user/month.

3. HubSpot CRM

Highlights of HubSpot CRM

• Link to all places and locations: You can link it to almost all places including your websites, email service providers, social media profiles, phone calls, and more.
• Follow Up Flawlessly: Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads.
• No Data Entries: You can eliminate manual entry as every lead’s contact info, email opens, and when you click, gets logged automatically.
• Sales Pipeline Tracking: You can track deals won, lost, and in progress, and see which reps are your best performers (and why).
• Blends Easily: Integrations includes products such as Pipedrive CRM, SugarCRM, Bigcommerce, Gravity Forms, Base CRM, Google Chrome, Google Dynamics, Snapengage, Dropbox, and many more.
• Pricing: HubSpot CRM uses a freemium model, which means that while core CRM features are free, there are many paid extras available to add on as needed. You can enjoy as much as 1,000,000 contacts and users, and unlimited storage, all available for free.

4. LeadSquared

Highlights of LeadSquared CRM

• Automatic Lead Capturing: It helps you capture leads from a various source including events, blogs, lead generation sites, chat, online ads, emails, Custom landing pages, web forms and phone calls.
• Auto Assigning of Leads: LeadSquared automates lead assignment to sales reps by pre-defining distribution rules.
• Qualify and prioritize: Along with qualifying leads based on profile, actions and behaviour, you can also focus your sales efforts on leads that meet your quality criteria such as Quality Score to filter junk leads.
• Marketing Automation: You can initiate email, SMS, and drip-marketing campaigns, and track your activities on all touch-points such as phone calls, emails, online ads, website, and blogs.
• Customized Report: Get auto-generated sales reports with your preferred fields.
• Pricing: Starts at $25.00/month/user

5. SalesForce CRM

Highlights of SalesForce CRM

• Getting More Leads: Track clicks, create campaigns, and automate the whole process to generate quality leads and cut the sales cycle. The Lead Management, Marketing Automation, Sales Data, and Partner Management apps allow you to create a systematic pipeline from lead to conversion.
• Get insights: Get a full view of the customer, such as activity history, communications, discussions, and social mentions using Contact Management. Tracking deals and looking for competitive information is easier with the Sales Collaboration module.
• Reports and Analytics: Real-time view of your sales team’s conversions to help you create adaptive weekly forecasts. You can use the Reports and Dashboards to collect and accumulate data for detailed reporting and analysis.
• Easy to Import: Salesforce makes it easy to get off the ground running by giving users the ability to seamlessly import data from Gmail, Google calendar, Excel spreadsheets and more.
• Integrations: Through AppExchange, users can peruse dozens of broadly used apps like Jira, Zapier, Outlook and loads of data and development tools, and instantly integrate them with their Salesforce CRM.   
• Pricing: $25 USD/user/month (Billed Annually).

6. PipeDrive

Highlights of PipeDrive CRM

• Lead collection: The system collects contact information using customizable Web Forms, which can be placed directly on the user’s website or newsletter. Contact management integrations allow the user to import leads from other systems.
• Communication Tracking: You can track calls, emails and contact history exactly where you need to and have full visibility and control of your schedule
• Automation Recommendation: AI-powered sales mentor boosts your performance with personalized tips so you don’t have to think about what to do next.
• Insights and reports: Report on products, activities, teams and more to gain actionable insights that improve sales performance
• 150+ integrations: Install apps that function right inside Pipedrive to save time and effort. If you can’t find the app you need, you can build your own with our powerful API.
• Pricing: $12.50/user/month

7. ZenDesk Sell

Highlights of ZenDesk Sell CRM

• Email tracking: Keep all your email communication in context. Instantly log and record all your lead and contact-related emails in Sell, whether they’re sent to your inbox or in the Sell UI.
• Lead Score: With automated lead scoring, you can unearth the best prospects using firmographic, demographic, and channel inputs data.
• Reporting and Third-Party Integration: Offers a fairly substantial stable of reports, including pipeline analysis (sales funnel, pipeline development, and stage distribution reports), sales and goal performance reports breaking down total and forecasted sales, and won deal goals and sales revenue, in addition to more granular reports such as sales or loss reasons by owner and source.
• Apps and integrations: You can build your own Zendesk app for exclusive use within your business, or install a public app from leading software providers. You can display or update external data, hide or show a field, or even build a custom solution.
• Pricing: Starts from $5/agent/month (Billed Annually) or $9/agent/month (Billed Monthly).

8. Salesmate CRM

Highlights of Salesmate CRM

• Contact Management: Easily import or capture your contacts/leads, enrich them, track all conversations and activities, and have informed conversations with better insights. Also, Salesmate auto enriches your contact data using clearbit integration.
• Auto assignments: Auto-assign contacts/leads to your sales reps using sales workflows. Automate creation of follow-up tasks, calls or demos when a deal reaches to the particular stage or set auto reminders for deals.
• Smart Emails: You can create Personalised templates and send bulk emails.
• Integrations: Gmail / MS Exchange / Outlook – Connect your favourite email provider with Salesmate via 2-way email sync functionality, and enjoy auto linking of emails with contacts. Other Integrations includes Wufoo, Clearbit, Gravity Forms, Slack, Zapier, RingCentral, PieSync
• Detailed analytics: Salesmate reports come with different filters to analyze data at the granular level. So, explore required matrix as per your requirements.
• Pricing: Starts at $12/user/month (Billed Annually).

9. FreshSales

Highlights of FreshSales CRM

• Lead Management: Auto-capture leads from webforms, enrich profiles, assign reps, and log calls & emails. Freshsales auto-assigns leads to the right salesperson. Make quick notes against each contact; manage and share files.
• Deal Management: Get a funnel view into your sales pipeline by quickly looking at the number of deals in each stage, and how much they’re worth. Identify the deals you need to focus on for each day.
• Phone activity reports: You can find out how many outgoing calls have been made by each sales rep across a specific time period. Quickly generate charts and tables that you can share with your team.
• Analyze and forecast your sales: Customize reports and take control of reports you want to generate on your leads, sales figures and sales reps. View multiple reports on a single screen. Evaluate sales by time. Create reports to identify lead/deal trends over weekly, monthly, quarterly and yearly time periods.
• Integrate your favorite apps: Google Calendar, Zapier, MailChimp, HubSpot Marketing, use Javascript, Ruby, Java, PHP and Python libraries in Freshsales to track your website visitor’s activities in real time.
• Pricing: $12/user/month (Billed Annually).

10. Agile CRM

Highlights of Agile CRM

• 360-Degree Contact View: A built-in contact manager lets you manage your contacts in a centralized address book.
• Integrated Marketing Automation: You can create your own landing pages and web forms to capture new leads. Develop and run multichannel campaigns with an intuitive drag-and-drop interface.
• Focus Better Leads to Sales: Automated lead scoring lets you assign scores to leads when they take certain actions. Set a scoring threshold for lead qualification and only pass leads to sales once their score is high enough.
• Custom Reports: You can create your own custom reports using the criteria you want in order to slice, dice and view the data in exactly the way you need.
• One-Click Plugins and Integrations: integrates seamlessly with leading third-party service providers, websites and apps. Integrate your email, social, billing and support apps for complete customer data and smarter selling. You can make, record and automate calls using advanced telephony integration.
• Pricing: Starter – Monthly: $14.99; Yearly: $9.99; 2 Years: $8.99 (Prices per user per month)