Mobile App Development

How Do Build CRM Mobile Applications Like PipeDrive?

February 28, 2022

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

The sales team can have all the information they need on their app.
Sync information in real-time on the leads generated or updates from the client
Schedule meetings plans for the day and follow-ups by merging the native calendar with the app.
Connect with leads or clients through the app itself
Update details of the lead or opportunities when away from the office.
Use dashboards and schedule their activities from anywhere and anytime
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 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

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.
A custom solution helps you automate not only tasks of the sales department but also the analytics, customer support, and marketing department.
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 synchronization 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

Market research & planning
Decide on the workflow of the app
Pay attention to other details like fault tolerance, seamless communication, data accuracy, etc
Arrange meetings with your sales team to know their point of view and what they are expecting from the app.
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.

Make sure you understand the regular workflow of the sales team to build an app that helps reduce their efforts.
Build a wireframe for your app and include all the essential components your sales team wants to connect with.
Let your sales staff test the functional design of the CRM app.
Build an impressive user interface to develop a prototype for your app.
Once the working prototype is built, focus on the visual elements of the app.

Development and Quality Assurance for your CRM mobile app

The development and Quality assurance process should go hand in hand at this step. This is because you may come across different challenges during the development to build an app like a feature-packed app like PipeDrive when these two processes do not go along. Hence, development and testing should go parallelly for successful CRM application development.

Deployment & Integration

After, the necessary features of your app are built and tested, you can go ahead with app deployment to offer a trial for your team to share their experience using the app. If your team encounters any major issues even after being trained to use the app, you need to address the weak points in the next re-do state of development.

How Much It Would Cost To Build CRM Mobile App Like PipeDrive

A lot of factors decide the cost to build an app like PipeDrive such as :

The complexity of the app
Features of the App
Location of the mobile app development company
3rd party integration
Business process automation
Workflow management
Accounting & sales modules

Final Words

Modern businesses know that they can increase their efficiency to manage customer relations consistently by increasing the productivity of their team. It can be accomplished by going with a custom CRM mobile app like Pipe Drive.

If you are searching for a CRM mobile app development company to benefit from CRM solutions, X- Byte Enterprise Solutions with its extensive experience in CRM mobile app development can assist you to get a custom CRM mobile app to improve your business operations and boost sales for your business. Get in touch with us to introduce the CRM features to improve the overall customer experience too.

Bhavesh Parekh

Bhavesh Parekh is a Director of X-Byte Enterprise Solutions, an ever-emerging Top Web and Mobile App Development Company with a motto of turning clients into successful businesses. He believes that client's success is company's success and so that he always makes sure that X-Byte helps their client's business to reach to its true potential with the help of his best team with the standard development process he set up for the company.