Best CRMs for iPad

As an iPad user, managing customer relationships, tracking sales, and staying organized while on the go is crucial. A CRM designed for iPad can help you streamline these tasks, offering a mobile-friendly interface that allows you to manage contacts, automate follow-ups, and monitor your sales pipeline right from your device.
In this blog post, we’ll explore the best CRM options for iPad users like you, focusing on tools that offer seamless functionality, intuitive design, and powerful mobile features.

What features you should look for as an iPad user

There's a lot of CRMs on the market, but not all of them are compatible with iOS devices. As an iPad user, making sure the CRM app you want in your tech stack offers a seamless mobile experience, intuitive interface, and offline capabilities is key. Tailoring your requirements to iPad-specific features will help you find a CRM that boosts productivity and efficiency. Start with looking for the following key features of any CRM you consider.

Key features of a CRM for iPad

• Responsive layout: A visually engaging and responsive design that takes full advantage of the iPad's larger display and provides a desktop-like experience.
• Find contacts in moments: Search for any contact in your workspace.
• View and take notes on your contacts directly on your iPad: Open any contact profile to edit information (fields), and add Notes or Reminders while on the go.
• Add new contacts and move contacts into pipelines: So you don't have to wait until you're on your desktop application to be able to do so.

The 5 best CRMs for iPad

1. folk

folk is a modern CRM platform for managing contacts, workflows, and relationships, offering customizable pipelines, AI-driven tools, and integrations to enhance deal management and prospecting.

Key features

• Contact enrichment: Automatically enriches contact details by finding emails and LinkedIn URLs, enabling efficient outreach without manual data entry or additional costs for email services.
• Social media integration Seamlessly import contacts from LinkedIn, Sales Navigator, Instagram, X, and more to bring all contacts within folk, and use templates for quicker, streamlined communication.
• Mail merge and email sequences: Full email sync compatible with Gmail and Outlook, access to templates, and tracking features, enabling users to manage all communications directly from the CRM.
• AI-powered features: AI tools assist in managing contacts and relationships, automating routine tasks, and suggesting actions to improve productivity.
• Fully responsive on tablet device: A visually engaging and responsive design that takes full advantage of the iPad's larger display and provides a desktop-like experience.‍
• Find contacts in moments: Search for any contact in your workspace.‍
• View and take notes on your contacts directly on your iPad: Open any contact profile to edit information (fields), and add Notes or Reminders while on the go.‍
• Add new contacts and move contacts into pipelines: So you don't have to wait until you're on your desktop application to be able to do so.

Pros

• Ease of use: folk is praised for its intuitive interface, making it accessible even to non-technical users with quick onboarding and a minimal learning curve.
• All-in-one: folk streamlines your workflow by allowing you to import contacts from LinkedIn, automatically find their emails, reach out through customizable email sequences, and track interactions in a pipeline, eliminating the need for multiple tools and saving time and money.
• LinkedIn Integration: Seamlessly import contacts from LinkedIn, track conversations within folk, and use templates for quicker, streamlined communication.
• Customizability: Custom fields, pipelines, and workflows.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

Cons

• Reporting: Currently lacks reporting features, but there are plans for future implementation.

Price and plans

You can try folk for free with a 14-day free trial. After that, a monthly or annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $60 per user, per month.

2. Capsule CRM

Capsule CRM is a user-friendly customer relationship management platform designed for small and medium-sized businesses. It offers a clean, intuitive interface that helps users manage customer relationships, track sales pipelines, and organize tasks and communications efficiently.

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Key features

• 1 sales pipeline,
• 50 custom fields,
• 30,000 contacts,
• Task management,
• Workflow automation,
• Install their iOS mobile app to your iPad.

Pros

• User-friendly interface: Capsule CRM offers a clean and intuitive design, making it easy to navigate on an iPad. This simplicity reduces the learning curve, making it an excellent choice for small businesses and teams without extensive CRM experience.
• Contact and sales management: The platform provides robust tools for managing leads and customers, organizing information, and tracking sales opportunities. This helps businesses maintain a clear view of their relationships and sales pipeline.
• Customization options: Capsule CRM allows users to customize fields, tags, and pipelines to fit their specific business needs, offering flexibility in how they manage data and processes.
• Integration capabilities: Capsule integrates with various popular third-party applications, including G Suite, Microsoft 365, and Mailchimp, allowing users to create a seamless workflow across their business tools.
• Affordability: Capsule CRM offers competitive pricing with a free plan for basic needs and affordable premium options, making it accessible for small businesses and startups.

Cons

• Limited advanced features: Compared to some of its competitors, Capsule CRM lacks more advanced features such as in-depth analytics and complex reporting capabilities. This can be a limitation for larger businesses or those with more complex CRM needs.
• Basic email marketing capabilities: While Capsule integrates with email marketing tools like Mailchimp, its built-in email marketing capabilities are relatively basic. Users seeking more advanced email marketing features may need to rely on third-party integrations.
• Limited customer support: Capsule CRM primarily offers support through email and an online help center. The lack of live chat or phone support might be a downside for users who prefer immediate assistance or more direct support options.
• No built-in phone or SMS integration: Unlike some other CRMs, Capsule does not have built-in phone or SMS functionality, which could be a disadvantage for businesses that rely heavily on direct communication with clients through these channels.
• Scalability concerns: While Capsule CRM is great for small to medium-sized businesses, companies that are rapidly growing or have more complex CRM requirements might find the platform less scalable as they expand.

Price and Plans

• Starter plan: Starts from $21 per user, per month.
• Growth plan: Starts from $38 per user, per month.
• Advanced plan: Starts from $60 per user, per month.
• Ultimate plan: Starts from $75 per user, per month.

3. Zoho

Zoho is a CRM system with a strong sales focus. Its got features such as journey orchestration, sales process management and workflow automation. There's also something for marketing teams, including lead hurting, event management and customer segmentation.

Key features

• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions, making it easy to manage leads and customers on your iPad.

• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage customer interactions directly from your iPad.
• Lead and contact management: Manages customer information, tracks interactions, and segments contacts for targeted campaigns, all accessible on the go.
• Mobile CRM: Offers a robust mobile app for managing customer relationships on the iPad.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics, optimized for iPad use.

Pros

• Multi-channel communication: Supports email, phone, social media, and live chat, enabling businesses to manage all customer interactions from a single platform on their iPad.
• Customization: Extensive customization options allow businesses to tailor the CRM to their specific needs, including custom fields, modules, and workflows, easily accessible on iPad.
• AI-Powered Features: Zia, the AI assistant, provides intelligent insights, predictive analytics, and task automation, helping to improve sales and marketing efficiency directly on your iPad.
• Integration with Zoho Suite: Seamless integration with other Zoho products (like Zoho Books, Zoho Projects, and Zoho Campaigns) creates a comprehensive ecosystem for managing different business functions on your iPad.

Cons

• Steep learning curve: The extensive customization options can be overwhelming for new users, requiring a significant time investment to master the platform on an iPad.
• Complex setup: Initial setup and configuration can be complex, particularly for businesses without technical expertise or dedicated IT resources, especially on a mobile device.
• Performance issues: Occasional reports of slow performance, especially with large datasets or complex operations, can hinder productivity on an iPad.
• Limited third-party integrations: While Zoho integrates well with its own suite of products, integration with third-party applications can be limited or require additional effort, which can be cumbersome on an iPad.
• Mobile app limitations: While the mobile app is robust, it may not support all features available on the desktop version, limiting on-the-go functionality on an iPad.

Price and plans

Zoho's free plan is limited to three users. After that, an annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Professional: $35 per user, per month.
• Enterprise: $50 per user, per month.

4. Pipedrive

Pipedrive is a web-based CRM for small businesses, offering lead management, automation, email integration, and customizable pipelines to optimize sales.

Key features

• Mobile app: The mobile app provides full access to CRM features, allowing sales teams to manage deals and customer interactions on the go.
• Lead and deal management: Centralized tools to manage customer data, interactions, and sales pipelines, helping teams act quickly on opportunities.
• Sales automation: Workflow automation to handle repetitive tasks, such as lead routing, follow-ups, and email sequences, allowing sales teams to focus on closing deals.
• Email integration: Full email sync, templates, and tracking features, enabling users to manage all communications directly from the CRM.
• Advanced reporting and analytics: Real-time data analytics and custom reporting tools to track sales performance, forecast revenue, and gain actionable insights.
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect data.

Pros

• User-friendly interface: The CRM offers an intuitive and visually appealing interface, making it easy for users to navigate and manage their sales pipelines on an iPad.
• Sales pipeline focus: Specifically designed for managing sales pipelines, offering a visual approach that helps track deals and activities effectively on the go.
• Customization: Allows for a high degree of customization, enabling users to tailor the platform to their specific sales processes with custom fields and workflows.
• Lead management: Effective lead management features, including lead scoring and tracking, which help sales teams prioritize and convert leads more efficiently.

Cons

• Limited advanced features: Lacks some of the more advanced CRM features, such as extensive marketing automation and AI capabilities, which are available in other platforms.
• Basic reporting in lower tiers: The reporting and analytics features in the basic plans are somewhat limited, requiring upgrades to access more in-depth insights.
• No built-in email marketing: Does not include built-in email marketing features, requiring users to integrate with third-party email tools for such functionality.
• Limited customer support hours: Customer support is not available 24/7, which can be inconvenient for businesses operating in different time zones or needing immediate assistance.
• Price increases with add-ons: The cost can increase quickly when additional features or integrations are added, making it less cost-effective for businesses with growing needs.

Price and plans

An annual subscription plan basis is as follows.

• Essential plan: Starts from $24 per user, per month.
• Advanced plan: Starts from $44 per user, per month.
• Power plan: Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

5. Salesforce

Salesforce is a robust CRM platform for large enterprises, offering tools for sales, marketing, service, and analytics, with extensive scalability.

Key features

• Comprehensive ecosystem: A unified platform offering CRM, marketing automation, and customer service, all accessible on iPad.
• Customization and scalability: Highly customizable workflows and scalable features to manage leads and customers on the go.
• Artificial Intelligence (AI) integration: Salesforce Einstein provides AI-driven insights directly on your iPad, optimizing lead management and customer engagement.
• Extensive integration capabilities: Seamlessly integrates with various third-party apps, ensuring smooth operation on iPad.
• Mobile accessibility: Robust mobile app with full CRM functionality, allowing you to manage leads and customers from your iPad.

Pros

• Comprehensive feature set: Extensive range of features covering sales, service, and marketing, all accessible on iPad.
• Highly customizable: Tailor the platform to your needs with custom fields, objects, and workflows directly on your iPad.
• Extensive integration capabilities: Integrates with numerous third-party apps, enabling seamless data flow on your iPad.
• Scalability: Suitable for businesses of all sizes, with the ability to grow and adapt as your needs change.
• Mobile accessibility: Full-featured mobile app ensures you can manage your CRM on the go, with complete access to key features on iPad.

Cons

• High cost: Expensive for small to medium-sized businesses, with high licensing fees and additional costs for add-ons.
• Steep learning curve: Requires significant time and training to become proficient, which can be challenging for new users.
• Complex setup and customization: Initial setup and customization can be difficult, often requiring expert help.
• User interface: Some users find the interface outdated and not as intuitive, which can hinder usability on iPad.
• Overwhelming for small teams: Robust features may be overkill for smaller teams, leading to underutilization of the platform’s capabilities.

Price and plans

• Starter Suite: $25/user/month provides basic CRM features for small businesses.
• Pro Suite: $100/user/month includes advanced tools for growing businesses.
• Enterprise Plan: $165/user/month offers extensive customization and automation for large companies.
• Unlimited Plan: $330/user/month provides comprehensive features for large enterprises.
• Einstein 1 Sales: $500/user/month provides AI-driven insights and advanced features for large enterprises.

Conclusion

Choosing the right CRM for your iPad can significantly enhance your user experience while you're on the go. The CRMs we've discussed—folk, Capsule CRM, Zoho, Pipedrive, and Salesforce—offer unique features tailored to different needs and budgets. Each platform provides robust mobile functionality, ensuring you can manage your customer relationships efficiently on the go. To find the best fit for your business, take advantage of free trials and demos. Get started by trying folk for free here.

Need a helping hand? Use our free tool to find your perfect CRM match.

Frequently Asked Questions

What CRM app do iPad users for their CRM?

iPad users often use CRMs such as folk, Capsule CRM, Zoho, Pipedrive, and Salesforce. These CRMs offer mobile-friendly interfaces, robust features, and seamless integration capabilities that cater to the needs of entrepreneurs managing their operations on iPads.

Do I need a CRM?

Yes, depending on the complexity of your process. A CRM helps streamline customer interactions, manage data efficiently, and automate tasks, which is crucial for maintaining organization and maximizing productivity, especially if your business involves multiple touchpoints and extensive customer engagement.

How much does a CRM cost?

CRM costs can vary widely. Typically, prices range from $20 to $500 per user per month. For example, Folk starts at $20 per user per month, while Salesforce can go up to $500 per user per month, depending on the features and customization options required.

Does folk’s CRM respond to iPad needs?

Yes, folk's CRM is highly responsive to iPad needs. It offers an intuitive interface, seamless LinkedIn integration, automated contact enrichment, and customizable pipelines, making it easy to manage contacts and workflows directly from your iPad. Its AI-driven tools and extensive app integrations further enhance productivity and efficiency on mobile devices.