Is your CRM Mobile?

In today’s fast-paced business environment, it is crucial for organizations to have an effective customer relationship management (CRM) strategy in place. With the increasing use of remote work, it has become more important than ever to have mobile and remote access to your data.

Here are 5 advantages of having mobile CRM:


Increased Productivity: 

One of the significant benefits of mobile access is increased productivity. With a CRM app on your mobile devices, your sales team can access customer information, update records, and schedule appointments on-the-go. This eliminates the need for them to be physically present in the office to access the information they need, thereby increasing their productivity. Zoho has mobile apps for all of their products at no additional charge.

Improved Customer Engagement: 

With your data at your fingertips, your sales team can respond to customer queries and resolve issues promptly, thereby improving customer satisfaction. With the Zoho CRM mobile app, you can automatically log incoming and outgoing calls from your phone, directly into the CRM.

Better Decision-Making: 

Mobile access means valuable insights into customer behavior and trends while on the go. This data can help you make better-informed decisions that are aligned with your customers’ needs and preferences. You can analyze customer data in real time and take immediate action to improve customer experience. With the Zoho CRM mobile app you can see your leads or contacts as pins on a map near to your location for easy planning of your day.

Enhanced Data Security: 

Data security is a top concern for organizations, and having your company data on mobile devices can be a bit unsettling. Mobile CRM apps typically come with advanced security features, such as encryption, multi-factor authentication, and remote wipe. These features can help protect your organization’s sensitive data, even if a device is lost or stolen.  Zoho even has a Mobile Device Management system that allows you to completely control corporate assets remotely including lock, restart and data wipe.

Competitive Advantage: 

Finally, a CRM mobile app can provide your organization with a competitive advantage. By adopting Zoho, you can differentiate your organization from competitors and deliver a superior customer experience. This can help you attract new customers and retain existing ones, ultimately driving revenue growth.


An easy to use CRM with mobile access is essential for organizations looking to improve productivity, customer engagement, decision-making, data security, and gain a competitive advantage. If you need help installing or using any of the Zoho Mobile applications or event he Zoho Mobile Device Manager software, give us a call. We are here to help!

Leave a Reply

Your email address will not be published. Required fields are marked *