Why you need CRM with mobile integration in 2021

Why you need CRM with mobile integration in 2021

People are using their mobile phones more and more these days all around the world to the point that mobile internet is predicted to overtake desktop internet usage in the foreseeable future. As a result, organizations are becoming increasingly flexible with arranging working situations for their employees in a way that they can do their tasks from their portable devices, even when they are not at the office, or at their desks, or are supposed to be on holiday. With this international trend that everything is moving into the mobile space, having a mobile solution or strategy is not an option anymore, but it has become a necessity.

In this article, we are going to talk about what CRM mobile integration is and why it is essential to have this feature for your organization, especially in this day and age.


What is CRM mobile integration?

CRM mobile integration is actually a tool that is designed for portable devices, including smartphones and tablets, which allows you to connect your desktop CRM to your device. This connection enables your sales team to access the customers’ data on their mobiles or other devices or through a web-based browser with cloud CRM.


What is GOOD CRM mobile integration?

Most people think that they just need a bridge between their phones and the CRM system they are using as the solution. But, that is not the case. That is just like using an Excel spreadsheet for your work. When you have a basic integration between your phone system and your CRM system, it will not give you much.

Good phone integration is the one that gives you a dialer on your mobile phone. A dialer pops up on your device every time you get a call, with all the details of the person who is calling you. It will also give you the ability to schedule tasks and events on this dialer. This way, you do not need to click on anything in order to check the activities, but the dialer is taking care of everything for you.

The other important feature of a good CRM mobile integration is a robocall. Let’s say you have to call 30 people today. With this feature, you can select 30 items, then click on call automatically and start calling each one of those people in your list. Then, only when it catches someone who actually answers the call, it alerts you and you start talking to them. If they do not pick up, it can be automated to drop a voice message into the person’s voicemail.

SO, as you can see, there are various features that you can get from a good CRM mobile integration that saves you a lot of time.


Why does every businessman need CRM mobile integration?

If you have experience in sales or if you know enough about it, you most probably know that closing deals is no magic. It is just about being in the right place at the right time. But, how can you be in the right place at the right time all the time? How is that even possible?

When agents or your sales team members are working outside the office or from home attending meetings on their laptops, trying to present your products or services to potential customers, it is necessary for them to have a mobile device, whether a phone, a tablet, etc., integrated with the CRM system that you use for your company in order to keep track of what is happening at the company and to keep in touch with the rest of the team easily.

Now let’s look at some other reasons for having a mobile integration for your CRM in more detail.


  1. Be prepared all the time

You will not know the difference and the value of having a mobile integration for your CRM until you have it. When all your calendars, diaries, and contacts are integrated with your mobile phone, it will be a huge time-saver for you. Let’s say you have a meeting coming up in a few hours, and you are neither at the office nor at your desktop. The mobile integration will notify you of the meeting and will provide all the necessary information you need to have for your meeting as well. So, you do not need to worry about preparing yourself for the meeting because everything is already prepared for you.


  1. Less time on interactions, more time on prospects

Because a CRM mobile integration automates most of your interaction for you, you do not need to spend a lot of time on the phone or at meetings in order to close deals. You can spend that time working on new opportunities and finding new prospects.

Plus, you have everything you need at hand, so there is no need to be going back to the office for different reasons. Imagine a lead you have been chasing for months finally gets back to you and they need a summary of the options you have offered them. But you are out of the office. If you do not have a CRM mobile integration, you have two options:

1. You can choose not to respond to them until the next time you get your hands on the details at the office, which can be at least in a day.

2. You can respond and say “I will email you the details tomorrow.” Either way, you risk losing that lead.

However, with a mobile integration for your CRM, you can easily access all the information and details you need to send that potential customer and close a deal just as quickly and easily as you do from the office.



With the growth in the popularity of remote working and the rapid increase in people using their phones and other devices for work, having a mobile integration for your CRM is crucial for staying competitive in the market. Without that, not only do you risk losing more and more potential customers, but you also fail to communicate properly both within the team and externally.

A good mobile integration for your CRM system can save you a lot of time by automating most of your work, including your call, interactions, and meetings.