In recent years a lot of internet users shifted from personal computers to mobile devices. Today, nearly 56% of traffic on the internet across the world is generated from mobile devices.
Looking at this shift, it becomes necessary for businesses to pay more attention to mobile devices too. Today, the most vital element for any business is to manage the sales department as it keeps changing constantly. Hence, it is important to get the mobile version of the CRM systems. It helps them manage customer contacts, monitor deals so that the business functions smoothly.
So, as a business owner or entrepreneur, you should get CRM software- the mobile version to make your system efficient. There are plenty of CRMs available in the market and one of the most trending apps is Pipe Drive. This blog would help you learn about how to build CRM mobile app similar to PipeDrive.
What Is PipeDrive?
It is a cloud-based SaaS( software as a service) and web-based CRM tool which helps businesses with sales, accounts, and marketing processes.
Why Choose The PipeDrive Mobile Application? What Are The Benefits of It?
Talking about the mobile version of PipeDrive helps overcome the toughest of challenges that your sales team may face. It makes it easy for the sales staff to keep a record of their tasks even when they are on the field.
Benefits of PipeDrive CRM Mobile App For The Sales Team
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The sales team can have all the information they need on their app.
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Sync information in real-time on the leads generated or updates from the client
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Schedule meetings plans for the day and follow-ups by merging the native calendar with the app.
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Connect with leads or clients through the app itself
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Update details of the lead or opportunities when away from the office.
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Use dashboards and schedule their activities from anywhere and anytime
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Access and share vital documents from any place
The above functionalities in the app allow users to work any time and from anywhere. If you want to integrate more features you can opt for a custom PipeDrive Like CRM Mobile App Development solution.
Why Invest In a Custom CRM Solution Like PipeDrive
Why a custom CRM solution? Well, a custom CRM solution can help you replicate the essential features of PipeDrive for your business app. Also, yet another benefit of building a cloud-based custom app is that the data will be accurate irrespective of the device the user is accessing it from.
However, you can find plenty of ready-made CRM solutions that may be time-saving, but they may come with risks such as vendor lock-ins. Hence, if you are looking for trusted custom mobile CRM solutions similar to PipeDrive, make sure you avail customized mobile CRM app development services. Let us explore some of the benefits you get by going with a custom CRM solution
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You don’t have to pay for the features that are of no use to your firm but are included in the package. In turn, it helps save time and money.
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A custom solution helps you automate not only tasks of the sales department but also the analytics, customer support, and marketing department.
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All the departments will be updated with the latest updates/leads/clients.
Now, let us have a look at the process you need to follow to build a custom CRM solution like PipeDrive :
Steps To Build A Custom CRM Mobile App Like PipeDrive Pre-planning phase
Well, developing a CRM app is not the same as building a normal mobile application. Yes, it is a bit more complex and a detailed process that includes flawless synchronisation and integration of features and functionalities. Hence, it is important to know the development process step by step.
Before you move on to the first stage of mobile app development for an app like PipeDrive, you need to focus on the following aspects
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Market research & planning
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Decide on the workflow of the app
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Pay attention to other details like fault tolerance, seamless communication, data accuracy, etc
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Arrange meetings with your sales team to know their point of view and what they are expecting from the app.
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Create an MVP before you proceed
Work on the App Design
At this step, the UX of your app is designed. While developing the UX, the focus should not be only on making it visually appealing but making sure you emphasize the flow of your app that caters to your business needs and features, etc.
