Best CRM for iPhone

As an iPhone user, managing customer relationships, tracking sales, and staying organized while on the go is essential for your business success. A CRM app designed for iPhone can help you streamline these tasks, offering mobile-friendly features that allow you to manage contacts, automate follow-ups, and monitor your sales pipeline directly from your device. With the right CRM, you can stay productive, connected, and organized no matter where you are.
In this blog post, we’ll explore the best CRM options for iPhone users like you, focusing on tools that seamlessly integrate with iOS and enhance your mobile workflow.

How to evaluate and choose a CRM for iPhone

With a lot of CRMs on the market to go through, it can be hard to figure out which one is the most compatible with your phone – especially if you're on the go often. Below we've put together some tips to help you with your decision making process.

1. Define your requirements

When choosing the best CRM for iPhone, it's crucial to identify the key features your business needs. Are you looking for robust contact management, seamless integration with your email, or advanced analytics? Make a list of must-have features that align with your business goals. For founders using an iPhone, ease of use and mobile compatibility should be top priorities.

Key features of a CRM for iPhone

• Automated processes: Streamlines tasks by automating repetitive workflows.
• Contact enrichment: Automatically finds Leads, Customers email addresses and contact information, enhancing efficiency.
• Structured pipeline: Tracks Leads, Customers through defined stages, ensuring process clarity and effectiveness.
• Email sequences: Increases communication efficiency with follow-up templates and automated sequences.
• LinkedIn connection: Seamlessly imports Leads, Customers from LinkedIn and tracks conversations within the CRM.
• Analytics: Provides essential data analysis and predictive insights for better planning.

2. Budget considerations

Balancing cost and return on investment is essential when selecting a CRM for your iPhone. Consider the pricing models of different CRM apps—some offer free basic versions, while others require a subscription. Evaluate the long-term benefits and ensure the CRM software provides enough value to justify its cost. Many CRM solutions for iPhone come with scalable plans, allowing you to upgrade as your business grows.

3. Selection process

Researching and choosing the right CRM involves several steps. Start by reading reviews on G2 and testimonials from others. Look for vendors with a strong reputation for customer support and regular updates. Attend webinars or request demos to see the CRM in action. Don't forget to check for compatibility with other tools you use on your iPhone.

4. Get a demo

Before committing to a CRM, it's crucial to see how it performs on your iPhone. A demo can provide valuable insights into the user interface, features, and overall functionality. This firsthand experience will help you determine if the CRM aligns with your business needs. You can get a demo of folk to see how its fully responsive web browser works on your iPhone.

3 tips for implementing a CRM on your iPhone

At this stage, it's time to get familiar with your new CRM as soon as possible. To help you make the most of your first few weeks with it, we suggest ticking off these three things as soon as possible.

1. Import your data into your new CRM

Transitioning to a new CRM on your iPhone is seamless when you properly import your existing data. Start by exporting your current data as a CSV file. Once you have your data in CSV format, you can easily import it into your new CRM. This way, you won't have to add contact information manually, which can be so time consuming.

2. Create your first pipeline

Setting up your first pipeline on your iPhone is a crucial step in maximizing your CRM's potential. Customize the pipeline stages to reflect your business processes, ensuring they are relevant to your sales or customer relationship workflows. This will help you keep track of leads, prospects, and clients efficiently, all from the convenience of your iPhone.

3. Onboard your team

Effective team onboarding ensures that everyone is on the same page and can fully utilize the CRM's capabilities on their iPhones. Provide training sessions, share best practices, and encourage team members to explore the CRM's features. This collaborative approach will foster a smooth transition and enhance productivity across your organization.

The 5 best CRMs for iPhone

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

• Responsive mobile app: folk is compatible with both iOS and Android on both mobile and tablets with its fully responsive web browser. You can take folk with you on the go and get access to notes, create them on the go, find and add new contacts, update your pipeline and more.
• 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.
• LinkedIn integration: Seamlessly import contacts from LinkedIn, track conversations within folk, and use templates for quicker, streamlined communication.
• Mail merge and email sequences: Full email sync compatible with Gmail and Outlook with 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.
• 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.

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.
• Full personalization: Make folk work for you with its custom fields, pipelines, dashboards, automation and workflows. folk can also support multiple business functions including sales, marketing, recruitment and more.
• 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. HubSpot

HubSpot CRM is a user-friendly, scalable platform offering integrated tools for managing sales, marketing, customer service, and operations efficiently.

Key features

• Marketing Hub: Includes email marketing, ad tracking, landing pages, and lead generation tools, all accessible from your iPhone.
• Sales Hub: Provides deal tracking, pipeline management, sales automation, and reporting, making it easy to manage leads and customers on the go.
• Service Hub: Offers customer service tools like ticketing, live chat, and knowledge bases, ensuring you can support your customers directly from your iPhone.
• Lead scoring: Prioritize leads with predictive scoring to improve sales efficiency, all from the convenience of your mobile device.
• Automation capabilities: Provides powerful automation tools for tasks like email marketing, lead nurturing, and sales workflows, helping you save time while managing your business on your iPhone.

Pros

• User-friendly interface: The intuitive and easy-to-use interface is optimized for iPhone, making it accessible for users of all skill levels.
• Comprehensive free plan: Offers a robust free version with essential CRM features, ideal for small businesses and startups using iPhone.
• Seamless integration with marketing tools: Integrates smoothly with marketing, sales, and service hubs, creating a unified platform for managing leads and customers on your iPhone.
• Automation capabilities: Provides powerful automation tools for tasks like email marketing, lead nurturing, and sales workflows, helping businesses save time and improve efficiency on the go.
• Customizable dashboard and reports: Allows users to create customized dashboards and reports to track metrics and gain insights into business performance, all accessible from your iPhone.

Cons

• High cost at higher tiers: Pricing can become expensive as you move to higher tiers, which may be prohibitive for small businesses as they scale.
• Limited customization in free plan: The free plan and lower tiers have limited customization options, which can restrict flexibility for growing businesses.
• Complexity in advanced features: Some advanced features, such as custom reporting and workflows, have a steep learning curve and may require additional training.
• Email marketing limits: Email marketing functionality in the free plan is restricted by limits on the number of emails you can send, which can be a drawback for businesses with larger lists.
• Additional costs for add-ons: Many useful features, like advanced CRM capabilities and integrations, come as paid add-ons, increasing the overall cost.

Price and plans

Prices and plans on the CRM suite for an annual subscription are as follows.

• Starter: $15 per user, per month.
• Professional: $450 per user, per month.
• Enterprise: $1,500 per user, per month.

3. Pipedrive

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

Key features

• 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 on their iPhone.
• Advanced reporting and analytics: Real-time data analytics and custom reporting tools to track sales performance, forecast revenue, and gain actionable insights, all accessible on your iPhone.
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect data, ensuring secure access from your iPhone.

Pros

• User-friendly interface: The CRM is known for its intuitive and visually appealing interface, making it easy for iPhone users to navigate and manage their sales pipelines.
• Sales pipeline focus: Specifically designed for managing sales pipelines, offering a visual approach that helps sales teams track deals and activities effectively on their iPhones.
• Customization: Allows for a high degree of customization, enabling users to tailor the platform to their specific sales processes with custom fields and workflows, all manageable from an iPhone.
• Mobile app: The mobile app provides full access to CRM features, allowing sales teams to manage deals and customer interactions on the go using their iPhones.
• Automation features: Includes automation tools that help streamline repetitive tasks, such as sending follow-up emails and moving deals through the pipeline, saving time and boosting productivity directly from your iPhone.

Cons

• Limited advanced features: The CRM lacks some of the more advanced 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

Pipedrive's 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.

4. Salesforce

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

Key features

• Mobile accessibility: Salesforce offers a robust mobile app for iPhone, allowing users to manage leads and customers on the go.
• Customization and scalability: Highly customizable and scalable, making it easy to tailor the platform to your specific business needs directly from your iPhone.
• Artificial intelligence (AI) integration: Salesforce Einstein provides AI-driven analytics and automation, helping you optimize your customer management strategies.
• Extensive integration capabilities: Integrate with a wide range of third-party apps, ensuring seamless operation across different business systems from your iPhone.
• Enterprise-grade security and compliance: Robust security measures and compliance features are critical for handling sensitive customer data on your mobile device.

Pros

• Mobile accessibility: Manage your CRM on the go with full access to all key features via the Salesforce mobile app for iPhone.
• Highly customizable: Tailor the platform to your specific needs with custom fields, objects, and workflows, even from your iPhone.
• Extensive integration capabilities: Seamlessly integrate with a vast array of third-party applications, enhancing your iPhone's functionality.
• Scalability: Suitable for businesses of all sizes, allowing you to scale as your business grows and manage everything from your iPhone.
• Advanced analytics and reporting: Gain deep insights into your data and make informed decisions with powerful analytics tools accessible on your iPhone.

Cons

• High cost: Can be expensive for small to medium-sized businesses, with high licensing fees and additional costs for add-ons and customization.
• Steep learning curve: Extensive feature set and complexity may require significant time and training to become proficient, even on mobile.
• Complex setup and customization: Initial setup and customization can be challenging and often require expert help, adding to the overall cost.
• Performance issues: Users occasionally report slow performance, especially when handling large volumes of data or complex operations on mobile.
• Overwhelming for small teams: Robust features may be overkill for smaller teams, leading to underutilization of the platform’s capabilities on iPhone.

Price and plans

On an annual subscription, Salesforce’s Service Cloud plan is as follows.

• 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

5. Zoho

Zoho is a CRM system with a strong sales focus. It has journey orchestration, sales process management, and workflow automation features. There's also something for marketing teams, including event management and customer segmentation.

Key features

• Lead and contact management: Manages customer information, tracks interactions, and segments contacts for targeted campaigns.
• Mobile CRM: Offers a robust mobile app for managing customer relationships on the go, with features like offline access and GPS tracking.
• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage customer interactions.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics.

Pros

• Mobile accessibility: Zoho CRM offers a robust mobile app, allowing users to manage customer relationships and access data on the go, with offline capabilities.
• Customization: Extensive customization options allow businesses to tailor the CRM to their specific needs, including custom fields, modules, and workflows.
• Multi-channel communication: Zoho CRM supports email, phone, social media, and live chat, enabling businesses to manage all customer interactions from a single platform.
• AI-powered features: Zia, the AI assistant, provides intelligent insights, predictive analytics, and task automation, helping to improve sales and marketing efficiency.
• 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.

Cons

• Steep learning curve: The extensive customization options can be overwhelming for new users, requiring a significant time investment to master the platform.
• Complex setup: Initial setup and configuration can be complex, particularly for businesses without technical expertise or dedicated IT resources.
• 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.
• User interface: Some users find the interface to be outdated or cluttered compared to other modern CRM platforms, which can affect usability.
• Performance issues: Occasional reports of slow performance, especially with large datasets or complex operations, can hinder productivity.

Price and plans

Zoho's free plan is limited to three users. After that, more features and seats are available on an annual subscription plan as follows.

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

Conclusion

Choosing the best CRM for your iPhone can significantly enhance your business efficiency and productivity. Whether you opt for the all-in-one capabilities of folk, the comprehensive tools of HubSpot, the user-friendly interface of Pipedrive, the robust features of Salesforce, or the customizable options of Zoho, each offers unique strengths to suit different business needs. Evaluate your requirements, budget, and the specific features that align with your business goals to make an informed decision. Try folk for free now and experience how a tailored CRM can streamline your operations and drive growth.

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

Frequently Asked Questions

What do iPhone users prefer as a CRM?

Founders using an iPhone for their business often choose CRMs like folk, Hubspot, Pipedrive, Salesforce, and Zoho due to their robust features, ease of use, and seamless mobile integration, which help in managing customer relationships and streamlining business processes efficiently.

Do I need a CRM?

Yes, depending on the complexity of your process. A CRM can help organize customer data, automate tasks, and provide valuable insights, making it essential for businesses looking to enhance efficiency and growth.

How much does a CRM cost?

CRM costs vary widely, typically ranging from $15 to $500 per user per month. Basic plans are often more affordable, while advanced features and customization options can increase the price significantly.

Does folk’s CRM respond to iPhone needs?

Yes, folk’s CRM is designed with iPhone users in mind. It offers an intuitive interface, seamless LinkedIn integration, contact enrichment, email sync, AI-powered features, and compatibility with over 6,000 apps, making it a robust and efficient tool for managing business processes on an iPhone.