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Image of the Pipedrive mobile app for Solvaa blog post "Optimise Your Sales Journey On-the-Go with Pipedrive’s CRM Mobile App"

In the dynamic world of sales, maintaining connectivity and organisation is paramount for success. Pipedrive’s CRM mobile app presents a comprehensive solution, acting as a versatile sales pipeline and lead tracker that empowers businesses of all sizes to effortlessly manage their prospects, whether at their desk or on the move.

Pipedrive is a customer relationship management (CRM) tool that is expertly designed to help businesses manage their sales processes more effectively. It provides features and tools that streamline the sales pipeline, track leads and deals, automate repetitive tasks, and improve overall sales efficiency. Users can customise pipelines, set up activities, and gain insights through reporting and analytics.

Pipedrive’s Mobile App: Your Portable Sales Best Friend

Pipedrive CRM mobile edition revolutionises sales team operations by offering immediate access to crucial features that enhance organisation and streamline marketing endeavours. Let’s delve deeper into the capabilities of this robust mobile sales assistant.

 

Enhance Organisation and Amplify Marketing Initiatives

  • Instant Accessibility: Keep your task list and client profiles within reach for seamless reference and efficient task handling.
  • Offline Functionality: Utilise the CRM both online and offline, ensuring productivity even in areas with limited connectivity.
  • Activity Management: Monitor planned activities and reminders, and assign tasks to team members for seamless collaboration.

Streamlined Pipeline Supervision

  • Capture Opportunities: Effortlessly gather sales prospect data and input client contact details, company specifics, and deal values directly through the app.
  • Swift Deal Oversight: Gain a comprehensive overview of all deal particulars with a single tap, simplifying on-the-go decision-making.

Efficient Contact Management Anywhere

  • Simplified Communication: Initiate calls and send templated emails, schedule follow-ups, and events directly from the Activity section.
  • Pipeline Navigation: Seamlessly transition leads from one stage to another using the direct sales pipeline management tool.

Continuous Engagement with Prospects

  • Synchronised Contacts: Sync your phone contacts, facilitating direct communication with customers through the app.
  • Caller Identification: Identify potential sales calls with Caller ID, ensuring you never overlook an opportunity.

Thorough Record-Keeping

  • Automated Synchronisation: Effortlessly add meeting notes and log phone calls, with automatic syncing with your web-based sales tracker (desktop version).
  • Detailed Client Database: Retain vital details for exceptional customer management, ensuring a personalised approach.

Uncover Insights with CRM Analytics

  • Visualise Progress: Interpret calculated metrics through user-friendly graphs within the CRM to effectively analyse your sales pipeline.
  • Data-Driven Decision-Making: Leverage the data to refine your sales strategy, contributing to overall business success.

Accessible to All Business Sizes

Pipedrive’s CRM mobile app caters to businesses of all scales, delivering essential contact management functionalities. Bid farewell to manual note-taking; everything can be seamlessly recorded and managed in the CRM app, from initial lead acquisition to successful closure.
Image of the Pipedrive mobile app showing a list of users
Optimise your sales journey with Pipedrive’s CRM mobile app! Stay connected, organised, and efficient whether you’re at your desk or on the move. Enhance marketing, streamline pipeline supervision, manage contacts, engage with prospects, keep thorough records, and uncover insights with CRM analytics. Suitable for businesses of all sizes.

This CRM mobile app is free but needs a Pipedrive account to unleash its full power. Boost your sales strategy on the go with Pipedrive’s CRM mobile app.

Read more about Pipedrive CRM in our blog post “Introducing Pipedrive CRM: Why it’s an Essential Tool for Modern Business.

FAQ

 

Q: Does Pipedrive’s mobile app with both iOS and Android devices?

A: Yes, Pipedrive’s mobile CRM software can be used on iOS and Android mobile devices. A mobile CRM tool allows users to step away from their desks while maintaining access to core CRM features. The flexibility of Pipedrive’s mobile CRM is perfect for busy salespeople who need software that can keep up with their varied tasks and travel schedules.

Q: How does Pipedrive’s CRM for mobile work?

A: Pipedrive’s mobile CRM provides users with the most important functions of their CRM software from iOS and Android mobile devices. With features such as voice-to-text, web-to-mobile calling, real-time pipeline view, task and event scheduling and integrations with key third-party apps, users have everything they need at their fingertips.

Q: Can Pipedrive’s CRM work on your phone without the internet?

A: You can access mobile Pipedrive’s CRM without an internet connection by switching to “Offline Mode”. Offline Mode allows users to move deals through the pipeline, add notes and activities and more. When an internet connection is re-established, Pipedrive automatically syncs all the new and updated data to the user’s web app.

Q: How can I trial Pipedrive?

A: To ensure users can make an informed decision, Pipedrive offers a free 14-day trial, so you can get a feel for the software before committing. Want more time to take a look? We’ve got you. As a certified Pipedrive Premier Partner, we can hook you up with a 30-day free trial using this special sign-up link. We can even extend that trial a bit further if needed.

Q: Can Solvaa assist me in determining if Pipedrive is a suitable fit for our company?

A: Certainly! Let’s arrange a call to explore how Pipedrive can be customised to perfectly fit your company’s requirements.

Book a Discovery call today to learn more about how we can help you supercharge your sales process with Pipedrive.

Please note that some of the links above are affiliate links, and at no additional cost to you, we may earn a commission if you decide to purchase after clicking through the link.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Partners, SmartSuite Partners and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

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