11 Mobile Apps for Customer Management

With a smartphone and the right app, an entrepreneur or exec can manage customers and prospects on the go, from an initial lead to deal close and beyond.

Here is a list of mobile apps for customer relationship management. Some are dedicated platforms, while others are components of larger productivity suites. Several have free and premium plans. All have free apps for iOS and Android.

Zendesk Sell

Zendesk Sell

Zendesk Sell is a sales and customer management platform. Its features include email templates with view notifications, geolocation, and mobile reporting. Utilize sales tracker, sales pipeline, automatic sales communication tracker, task manager, and calendar. Price: Plans start at $19 per month.

–

Bigin

Bigin

Bigin by Zoho is pipeline-based customer management for small businesses. Get a comprehensive view of all records. Manage a pipeline, projects, and deals. Call, text, or email contacts on the go. Stay in sync across all devices. Price: Free for up to 500 records. Premium plans start at $7 per month.

–

Zoho CRM

Zoho CRM

Zoho CRM provides real-time access to customer information, sales notifications, and tasks. Engage with team members and collaborate in feeds. Utilize the mobile app to visualize sales metrics, locate prospects, access customer emails, log calls, and manage inventory. Price: Plans start at $14 per month.

–

Vtiger

Vtiger

Vtiger is an all-in-one management platform for marketing, sales, and support. Access and update your contact data, sales pipeline, projects, or support data on the fly. Collaborate with your team and get real-time push notifications on events, tasks, or mentions. Log calls instantly and view customer locations. Utilize dynamic dependency to keep records organized by showing fields only when specific business rules are met. Price: Free for up to 3,000 records. Premium plans start at $12 per month.

–

Insightly CRM

Insightly CRM

Insightly CRM manages customer interactions, leads, sales opportunities, and projects. Access the task list and assign follow-ups immediately after a meeting. Add contacts on the fly and scan business cards or import them from your device’s address book. Add voice memos to leads, contacts, opportunities, and organizations so everyone is current on the opportunity. Price: Plans start at $29 per month.

–

Pipedrive

Pipedrive

Pipedrive is a customer-management platform for activity-based selling. The mobile app is a sales pipeline and lead tracker to access prospects and schedule activities and events. Access to-do lists, customer profiles, deal details, and planned activities and reminders. Manage team members’ activities by assigning tasks. Automatically link outgoing calls with activities related to leads. Use the data to analyze the pipeline and improve marketing. Price: Premium plans start at $14.90 per month.

–

Hubspot CRM

Hubspot CRM

HubSpot CRM mobile app provides tools for managing contacts and deals. Access mobile inbox, create tickets, and reply to conversations. Get real-time notifications when there’s a new live chat or email. ​​Assign tickets and collaborate with your team. Keep track of progress towards goals with forecasts. Schedule and review social media posts. Price: Free. Premium plans start at $18 per month.

–

Freshsales

Freshsales

Freshsales is customer relationship management software with built-in phone and email, event tracking, lead scoring, automation, and more. The mobile app accesses customer data and tracks the sales pipeline. Monitor key metrics, assign tasks, add records and sales, access customer locations, and engage with contacts in a single click. Scan and upload documents using the phone camera. Add notes of every detail, even as a meeting is in progress. Price: Free for up to three users. Premium plans start at $15 per month.

–

Capsule

Capsule

Capsule tracks tasks, customers, and sales communications Develop deals and create and assign follow-up tasks. Start calls, messages, and emails directly from a contact’s profile. Follow your team’s activity. Update your data even when you’re offline. Price: Premium plans start at $18 per month.

–

Apptivo

Apptivo

Apptivo offers an integrated suite of apps for businesses of all sizes, including customer management, project management, and invoicing. Manage leads, send invoices, and more from your smartphone. Price: Premium plans start at $10 per month.

–

Salesforce CRM

Salesforce CRM

Salesforce, the giant customer-management platform, provides access to its functionality in a mobile app. Launch a personalized dashboard with your favorite reports, lists, tasks, events, and more. Access your customer data, customizations, and productivity tools. Log calls, create and update opportunities, and complete tasks. Price: Plans start at $25 per month.

Ecommerce Product Releases: January 22, 2024

Here is a list of new product releases and updates from companies offering services to ecommerce and omnichannel merchants. There are updates on generative AI, payment platforms, 3D product images, dropshipping, logistics, ad publishing, and creator management tools.

Got an ecommerce product release? Email releases@practicalecommerce.com.

Product Releases: January 22

Commercetools launch​​es Foundry to help B2C retailers unlock composability. Commercetools, a developer, has launched Foundry for B2C retailers, providing a quick solution for composable commerce, including “Blueprint for B2C Retail” (a step-by-step guidance), an AI-powered developer assistant, a store launchpad with frontend components, and a curated selection of services and best practice guides. Commercetools Foundry is now available for B2C retail brands and, in the coming months, for B2B wholesalers.

Commercetools

Amazon adds generative AI shopping assistant. Amazon is rolling out an AI tool in its mobile app to answer shoppers’ product questions. The feature prompts users to ask questions about a product and then returns an answer within seconds, primarily by summarizing information from product reviews and listing text. Amazon’s new feature isn’t equipped to carry out a conversation but can respond to creative prompts.

GoDaddy Payments expands into Canada. GoDaddy has expanded Payments into Canada, enabling small businesses there to accept payments online and in person. GoDaddy Payments integrates with GoDaddy’s existing Websites + Marketing and Managed WordPress ecommerce solutions, helping small businesses sell anywhere and manage all transactions in one place. GoDaddy Payments includes new tools — Online Pay Links and Virtual Terminal — enabling businesses to sell online even if they do not have a website.

Dopple unveils app to provide Shopify stores with 3D shopping. Dopple, a 3D augmented reality platform, has launched an app for Shopify stores. Dopple’s integration with Shopify allows shoppers to incorporate 3D AR to configure and customize products in real time. Features include a snapshot for capturing images of the 3D visualizer, auto rotation to signal a product’s interactivity, and custom loading screens. Dopple’s platform integrates into Shopify product pages, email marketing, and more.

Dopple

Fabric, a commerce platform, launches built-in order management. Fabric has announced the availability of its order management system. Fabric OMS unlocks services such as dropship to streamline real-time inventory and order management. Fabric says its integrated commerce and OMS help merchants mitigate out-of-stocks, offload inventory with promotions and markdowns, reduce returns through improved catalog enrichment, and more.

Meta introduces Creator Management Tools. Meta has launched Creator Management Tools in its Business Suite to help agencies and creators manage their relationships on Facebook by connecting accounts and granting access to assets, optimizing the payout process, and linking payment accounts to specific monetization products.

Cart.com secures $70 million in debt refinancing from Silicon Valley Bank. Cart.com, a unified commerce and logistics provider, has secured a $70 million debt facility from Silicon Valley Bank. The latest facility is part of a larger $100 million debt refinancing provided by SVB’s Technology Corporate Banking Division and Trinity Capital.

Cart.com

Logistics provider Flexport raises $260 million from Shopify. Digital-oriented freight forwarder Flexport has raised $260 million from Shopify. Founder and CEO Ryan Petersen announced via X that Shopify provided $260 million “on an uncapped convertible note.” The move comes after Flexport acquired Shopify’s logistics arm last year, expanding the company into ecommerce fulfillment and last-mile delivery. Shopify received a 13% equity stake in Flexport and a seat on the board as part of the deal.

Amazon Publisher Services integrates with Vidazoo by Perion. Perion, a platform connecting advertisers with consumers across major digital channels, has integrated its Vidazoo video monetization platform with Amazon Publisher Services via two features. Vidazoo’s Transparent Ad Marketplace attracts publishers, and Unified Ad Marketplace enables multiple publisher connections through a single integration and a reporting dashboard.

Tulip announces Pay, a payment integration powered by Stripe. Tulip, a retail customer engagement platform, has launched Pay for in-person retail transactions. Tulip Pay is a payment integration system powered by the Stripe financial infrastructure platform. Tulip clients can use Pay to close out a full range of transactions, including in-store, curbside, buy online pickup in-store, reserve online pickup in-store, and buy online return in-store.

TreviPay launches Universal Acceptance in partnership with Mastercard. TreviPay, a B2B payments and invoicing network, has launched its Universal Acceptance service in partnership with Mastercard to expand supplier access to TreviPay’s payments and invoicing technology. According to TreviPay, suppliers who accept Mastercard can extend net terms, trade-credit financing, and SKU-level invoicing to business buyers through Universal Acceptance using Mastercard’s commercial payment capabilities.

TreviPay