Mobile CRM: Dictating The Business Of Tomorrow

Mobile CRM: Dictating The Business Of Tomorrow

‘Customer is God’ is a famous saying in the business world. It is true to a great extent. After all, they dictate your revenue flow and are the raison d’etre of your business.  Undoubtedly, stakeholders of such high importance have to be studied, researched and analyzed to scale up your business. And for that, you need to collect and store their information perennially, which is not easy and you need Mobile CRM. 

Luckily, there are plenty of tools that help in this process. One such tool is Customer Relationship Management (CRM) software. To the uninitiated, it is an application that helps manage all your relationships and interactions with customers and prospects.

But we are living in an era when smartphones have deeply penetrated our lives. Almost every activity that revolves around technology can be accomplished via smartphones today.

Customer relationship management is no exception. Sales teams across the globe no longer want to be at the workplace or even open their laptops to access customer data – they want to access them on the go. 

A mobile CRM is a product of this need. By opening a simple app, the sales team can access a wealth of real-time information. This not only lets them build sustainable relationships with their customers anytime, anywhere but also helps in improving data collection, accelerating lead gen efforts, and developing effective marketing campaigns.

Create, Share, Collaborate

Work with your team in real-time. create documents together and share the same on Whatsapp, Gmail, etc.

What is a Mobile CRM? Why was it Developed? 

Mobile CRM is a mobile-first CRM solution that facilitates seamless interaction with customers through a mobile app. Thanks to it, collecting customer data is not a chore anymore; all it takes is a few taps and a few clicks on a device that your sales personnel carry everywhere with them – their smartphone.

The traffic for global internet consumption on mobile devices has skyrocketed over the years. In fact, in the first quarter of 2021, 54.8% of the total internet consumption happened via mobile devices. Clearly, having a presence on the mobile is no longer optional anymore. Every tool, including a CRM, has to be device-agnostic. 

The pandemic has also made remote work the norm. Not all sales folks have access to a laptop or a desktop at home. The lack of such devices has made their lives difficult while collecting and handling customer data. Handwritten notes were their makeshift CRM, but such notes had a notorious tendency to vanish in thin air after some time.

On the other hand, storing and accessing data on a mobile CRM will seem like a walk in the park. The data will be accessible 24X7 on any device, be it a tablet or mobile phone, letting you stay on top of your customer data in real-time.

What are the Benefits of Mobile CRM? 

Mobile CRM systems have become an indispensable asset for organizations thanks to the wide array of benefits it offers. Let’s look at some of them here-

Benefits of Mobile CRM

Bolster your conversion rates

Turning your prospective leads into paying customers is by no means an easy feat. Answering customer queries 24/7 and tailoring an experience according to their interests is the key to success here. Thanks to mobile CRM apps, your reps have customer data at their fingertips.

They can effortlessly respond to customer queries round the clock, irrespective of where they are. Also, with easily accessible information, they can craft the perfect experience for your customers instantly. All these can amplify your conversion rates in no time. 

Available in 10+ Languages

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The rise of BYOD

BYOD, or Bring Your Own Device, has become commonplace today. For employees, switching to a BYOD-friendly ecosystem has significantly improved their productivity. According to Samsung Insights, Smartphones increase productivity by 34%.

With multiple devices coming into the foray in a business ecosystem, an efficient CRM application that can run on any device is a game-changer. It lets you access your dashboard, tracks your potential leads, and plan your day without stepping into the office. 

Create better marketing campaigns

Accessing data without hindrance is critical for any organization. With an effective mobile CRM app in place, the sales reps can analyze data and stay informed about their ongoing tasks and campaigns.

Once they get easy access to information like customer demographics and recent activities, they can create marketing campaigns effortlessly to offer a unique, personalized experience. This, in turn, leads to better sales and even helps enhance their one-on-one relationship with customers.

As companies use mobile CRM to achieve their targets, the adoption rates have gone through the roof. According to a survey, 65 per cent of salespersons rely on mobile CRM solutions to attain their sales quota. 

marketing campaigns

What’s the best Mobile CRM out there?

There is good news and bad news. The good news – there is a plethora of tools available readily in the market. 

Also Read: The Top CRM Mobile Apps And All About Them

The bad news – Most of them are designed for large and medium-sized enterprises. 

As a result, it is not uncommon to see many SMBs using Microsoft Excel or Google Sheets for maintaining customer data. This is all fine as long as the data is accessed on a large screen like a computer. 

But what if the team wants to access the data on their mobile phones? Excel and Google Sheet, though supremely powerful, are not user-friendly when it comes to the smaller screen. 


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So What’s the Solution?

This is where Lio comes in handy. It promises an easy-to-use interface that will transform the way you manage your information hereon. The app provides a pre-built template that is perfect for small businesses to manage their customer information. 

To access the template –

  1. Navigate to the ‘Small Businesses’ category on the Lio app 
  2. Select ‘Customer Details’ template
  1. Start filling up the customer details right away by using this template. 
  1. Share the template with multiple team members to facilitate collaboration. 

Looking to capture more customer details? It’s simple. Lio lets you add any number of rows and columns based on your needs. You can also create a completely new document from scratch if you do not want to use a template.

Not downloaded the Lio App yet? Get it from here. 

Ditch the paper and pen — it is time to embrace this path-breaking digital mobile CRM for your business.  

Download Lio App


  • A great job is done in explaining the benefits of mobile CRM. Will try to create marketing strategies with its data super soon. Thanks.

    • Hello Ram Pant,
      thankyou for the generous words. So glad this article benefitted you for creating marketing strategies. Do share the results with us.

  • Wow! This is so easy!
    I can view all the details on my mobile with such ease! I am definitely going to try this out.

    • Hello Sonali,
      I’m really happy that this article was instructive for you!
      Check out the Lio app and let us know about your experience!

  • Please include some tips on how to stop CRM blunders.

    • Hello Mallika,

      Customer insights and data as well as user efficiency are taken into account and improved in order to increase customer happiness.
      Here are some pointers for avoiding CRM errors:
      Always make an effort to select only scalable CRM products and develop clear performance measures. Any CRM platform or solution that your company uses should have robust analytics capabilities that can assist you to accelerate your sales process for faster business growth. Select just CRM tools and platforms that address your organization’s problems.

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