Mobile customer relationship management (CRM) software allows reps to manage sales on the go from their phone or tablet device. It comes with capabilities for viewing and editing data records, communicating with customers, and collaborating with team members. The best CRM apps offer functionality nearly equivalent to their web application without breaking the bank.
After a deep expert evaluation of pricing, features, support, and ease of use, our top 10 picks for the best mobile CRM include:
- Great for placing on-the-go calls: Freshsales
- Best mobile app for intuitive navigation: HubSpot CRM Suite
- Excellent mobile sales analytics: Zoho CRM
- Excellent for mobile deal monitoring: Pipedrive
- Awesome for tracking a mobile calendar: Capsule CRM
- Best AI-powered CRM mobile app: Salesforce Cloud
- Best for team collaboration tools: EngageBay
- Solid for monitoring general business tasks on the go: ClickUp
- Best for sales enablement: monday Sales CRM
- Best app with smart call assistant: Close CRM
Personalize engagement, shorten your sales cycle, and grow your business with Freshsales |
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Best Mobile CRM Apps Compared
Provider | Free Plan? | Our CRM Rating Out of 5 | |
---|---|---|---|
$9 | ✓ | 4.81 | |
✓ | 4.77 | ||
✓ | 4.71 | ||
$14 | ✓ | 4.59 | |
✓ | 4.59 | ||
$25 | ✕ | 4.50 | |
✓ | 4.40 | ||
$7 | ✓ | 4.21 | |
$10.00 | ✕ | 3.93 | |
$49 | ✕ | 3.66 | |
Freshsales: Great for Placing On-The-Go Calls
Pros
- Free mobile app with calling, email, and live chat engagement tools
- Unique features available for finding contacts on Google Maps and booking Ubers from Freshsales
- Offline access available on the app to create new records, add sales activities, and more
Cons
- Lacks project management and mobile project tracking features
- Marketing capabilities limited to just mass email outreach
- Profile enrichment only available in the Enterprise plan at $59 per user
- You want to make calls while away from the office: The primary value of Freshsales mobile is its built-in telephone. Available for free for up to three users, teams can place, receive, record, and log calls while on the go. Users can make calls directly from contact records and see caller IDs for inbound calls.
- You do a lot of in-person sales: Despite many of today’s sales meetings taking place over the phone or Zoom, some businesses still leverage in-person connections to enhance relationships. The unique mobile capabilities of Freshsales make it particularly useful for these types of teams. Through CRM integrations with Uber and Google Maps, reps can navigate to lead locations and book Uber rides from the CRM app.
- You want to manage tasks while on the go: With Freshsales, users can access relevant information anytime from the CRM mobile application online or offline. Sales reps can create new records, download and store contact-related information, add sales activities, and sync them when they’re back online.
- You want to manage marketing campaigns remotely: Freshsales, unfortunately, is limited in its marketing tools for sending and tracking mass email campaigns. It lacks any web or mobile features for managing social media content and website pages.
- Alternative: HubSpot CRM has the best mobile CRM solutions for developing and overseeing marketing campaigns on mobile devices.
- You need a project management mobile CRM app: Freshsales lacks project management and mobile project tracking features. This can be a downside for businesses handling multiple projects, such as construction firms and marketing agencies.
- Alternative: Users can easily integrate monday sales CRM with other apps for managing projects better. Meanwhile, EngageBay provides simple and smart drag-and-drop project management tools to create, assign, and track tasks from a centralized dashboard.
Freshsales Pricing Plan & Overview*
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Freshsales offers a 21-day free trial and optional paid add-ons for additional workflow automations and phone credits starting at $5. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Freshsales is the best CRM for mobile. It is the ultimate solution for deploying omni-channel campaigns either at a traditional workstation or field site. Its built-in phone system is an excellent feature that pairs nicely with the mobile app so reps can continue their cold calling introductions and follow-ups even if they’re out of the office. Besides that, these features let you call directly from contact records and are available for free. This CRM also has offline access to the app to create records and add sales activities.
HubSpot: Best Mobile Interface
Pros
- Free mobile CRM with record management, task tracking, and AI-powered communication tools
- Clean mobile interface and that’s easy to navigate and operate
- Unique marketing tools that let you send email campaigns and track performance on mobile app
Cons
- Paid plans get expensive, especially on the higher tiers
- Mobile calling not included for free
- Does not offer robust project management features on mobile app or web
- You need an intuitive mobile app: Like HubSpot CRM’s web application, the interface is clean and modern, using a simple navigation system of minimal buttons for users to move module-to-module. While on a phone or tablet, users can access their CRM system to manage records, tasks, deals, and service tickets, as well as engage customers via email, phone, and chat (via ChatSpot AI), and schedule meetings.
- You want to manage marketing campaigns on the go: One of the unique aspects of HubSpot mobile is its marketing capabilities. Teams can publish and monitor social media posts and deploy mass email campaigns all on the go. Users can conveniently run campaigns from their mobile phones and evaluate activity and engagement metrics to see how their campaigns are performing.
- You need free mobile calling: HubSpot Customer Platform does offer calling capabilities both from the web and mobile apps. Unfortunately, however, this capability is not offered on the free-forever plan.
- Alternative: Freshsales is our favorite free CRM with a built-in phone system available through the mobile app.
- You want to manage projects in your mobile CRM: Unfortunately, HubSpot’s project management capabilities are limited to just tracking tasks in a list view. This downside affects construction, marketing, field service project managers, and business owners who need to track project completion time within budget.
- Alternative: EngageBay is one of the best mobile CRM software in terms of offering project management while on the go, allowing you to plan and track all sales projects and tasks quickly.
HubSpot Pricing Plan & Overview*
*Pricing is based on annual billing on a per month breakdown. Monthly billing is available for a higher cost. Each plan offers a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
If you’re looking for free plans, solid features, and an excellent user experience in one mobile app, HubSpot is your product. While we could’ve focused on its solid email outreach and mobile marketing tools, the HubSpot mobile interface is too clean to overlook. Just like its web app, users can easily navigate to their modules and utilize their features on the go, thanks to the intuitive and modern interface design.
Zoho CRM: Best for Mobile Analytics
Pros
- Free and affordable plans available with free access to the mobile CRM
- Unique analytics and dashboard tools available through the mobile app
- Offers artificial intelligence (AI) Zia tool in the mobile CRM
Cons
- Mobile interface is clunky in certain modules and tough to navigate
- AI tools require Enterprise plan
- Mobile emailing not included in the CRM; users must subscribe to and download the Zoho Mail app for an added cost
- You need solid reporting and analytics on mobile: Starting on Zoho’s Standard plan, users can access the mobile edition of the Zoho CRM Analytics for in-depth, on-the-go reporting and insights. Within this module, users can create custom charts and monitor dashboard data on pipeline and funnel conversions, user sales activity inputs, goal progress, and revenue numbers of lead sources or regions.
- You want artificial intelligence (AI) in your mobile app: Zoho is already known as one of the best AI CRM systems available because of its broad capabilities. Zia, the artificial intelligence (AI) tool built into Zoho, comes with the mobile CRM. Users can make voice and text commands to Zia for fetching records, creating meetings, and pulling data reports. Additionally, the mobile AI will add notes, assign tasks, and change deal statuses for users.
- You need email included in your mobile CRM: One issue with Zoho CRM mobile is it does not include email features to send emails on its mobile app. Users must subscribe to the Zoho Mail native software and download that app separately on an iOS or Android device.
- Alternative: HubSpot, Freshsales, and Pipedrive are all popular alternatives that include communication capabilities, including email, on their CRM for mobile apps equivalent.
- You want a less clunky mobile interface: Zoho CRM brings many tools, including lead management, contact management, the integrated calendar, and notification feeds, into its mobile app. That said, the interface appears clunky on the home page and on certain modules.
- Alternative: HubSpot CRM and Capsule CRM are two of the best mobile apps for system navigation. With HubSpot, you can easily view contact activity feeds and sales forecasts, and the interface is clean and modern with minimal buttons. Capsule CRM’s mobile app, on the other hand, has an offline access, allowing you to access contact information even during poor internet connectivity.
Zoho CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
If you can overcome the relatively clunky interface, Zoho CRM mobile can do some impressive things while you’re away from your workstation. The main function is the robust reporting and analytics features included in the mobile app to track goal progress, monitor sales performance, and stay up to date on all user activity. Incorporating Zia into the app is also a solid addition, enabling AI to auto-complete tasks for you on mobile devices.
Pipedrive: Best for Mobile Deal Monitoring
Pros
- Great deal management features including mobile tracking, deal searching, and history monitoring
- Solid intelligent tools like Smart Docs for auto-generating proposals and Smart Contact to auto-enrich contact data
- Goal tracking and activity reporting is available on the mobile CRM software
Cons
- No free plan
- Project management tools are expensive and are not included in the mobile app
- Email sync and mobile email tools are relatively expensive
- You want to track quotas anytime, anywhere: One of the unique mobile capabilities for Pipedrive is sales quota management. Both managers and users can see their activity input, total deal and revenue production, and progress toward their goals or quotas in the Pipedrive mobile CRM to see if they’re on track toward growth objectives.
- You need robust mobile deal monitoring: Pipedrive is already well-known for its sales proposal and deal management capabilities. These features, especially deal tracking, expand to mobile users, where you can view opportunities on a pipeline and get insights on deal history and timelines remotely. There’s even a mobile search bar to find deals or contacts based on the data record name or notes within the record.
- You need free mobile emailing: Pipedrive has no free-forever plan. Additionally, the emailing tools to send and track emails in the CRM and mobile app require the Advanced plan for $29 per user, per month.
- Alternative: HubSpot CRM and Freshsales are great alternatives with free mobile emailing.
- You want to track projects on your phone: While Pipedrive now offers project management tools to track client deliverables and tasks on a Kanban board, this capability does not extend to the mobile app.
- Alternative: monday sales CRM is one of our top recommendations for a mobile CRM with project management features.
Pipedrive Pricing Plan & Overview*
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Paid plans include a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Pipedrive takes its already robust lead and deal management tools and applies them to client-facing uses through the mobile sales CRM app. We find the activity tracking and mobile search bar a particularly useful feature for users to stay up to date on their opportunities and filter through their large volume of sales deals while on the go. We should also give this CRM kudos for allowing goal tracking on the mobile app.
Capsule CRM: Best Mobile Calendar Tools
Pros
- Free plan includes mobile emailing and task tracking
- Great features for tracking a calendar on the go with tasks, events, and meetings viewable on a clean mobile interface
- Users can place calls, text, and send emails directly in a mobile contact profile plus view the lead’s location on a map
Cons
- Free plan doesn’t have email templates; starts in the Starter plan at $18 per user
- Workflow automation requires the Growth plan at $36 per user
- Bare-bones free plan that only allows 250 stored contacts
- You want to manage your sales calendar on mobile devices: Capsule CRM comes with a super-clean interface and a dedicated module in the mobile app specifically for monitoring a schedule. Reps spending most of their day on the road can get value with a calendar that stores events, tasks, and sales meetings and translates them into a task list.
- You need a simple mobile communications tool: Capsule CRM, overall, is a highly intuitive CRM system in terms of navigating, operating, and setting up. For its mobile equivalent, the provider makes it easy for users to quickly engage leads on mobile. Once integrated with the third-party tools, users can either email text, or place calls using their phone directly from contact records. AI Content Assistant can be used to quickly generate email content and summarize the minutes of the meeting or call.
- You want a more robust free plan: While it has a free-forever option, it is by no means the best free mobile CRM. Users are capped at just 250 stored contacts and primarily can only do task management and email engagement activity on mobile.
- Alternative: HubSpot CRM includes a more advanced mobile app on its Free plan, which offers 1,000,000 contact records, email features, campaign management, and deal tracking. EngageBay is another good option if you specifically need mobile project management.
- You need less expensive automation tools: CRM workflow automation is useful for saving time on mundane tasks by automating lead or task assignment, data record updates, and email follow-ups based on preset triggers like deal status changes or web form submissions. Capsule CRM doesn’t offer these capabilities until the Growth plan for $36 per user, per month.
- Alternative: Freshsales begins offering workflow automation on the Growth plan for $15 per user, per month. Examples of workflow automation in Freshsales include auto-profile enrichment and automated sales sequences.
Capsule CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. The paid plans offer a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Capsule CRM’s mobile app has standout mobile calendar features, a super-clean interface, and a mobile app dedicated module for schedule monitoring. AI Content Assistant helps reps summarize a meeting or call’s minutes for lead scoring and nurturing while boosting productivity. On-the-go teams can ensure that no meeting or sales activity slips through the cracks.
Salesforce Cloud: Best for AI-powered CRM Mobile App
Pros
- Mobile app contains all of Salesforce's features
- AI app capabilities include CRM Analytics, Einstein Search, and Einstein Voice Assistant
- Users can personalize navigation and add menu favorites on the app
Cons
- No free plan or forever-free tools and no monthly payment scheme (annual billing only)
- Full offline mobile functionality not available on the Starter plan at $25 per user
- Limited marketing and project management tools in the app
- You want a mobile CRM software with complete features: Salesforce Sales Cloud has sales automation, profile enrichment, and deal management features in the app. Sales teams can access all of Salesforce’s features, personalize navigation, and add menu favorites using their mobile device. You can view real-time forecasting on any device and customize the app to complement your branding by deploying prebuilt, mobile-ready components without coding required.
- You want to try an AI-powered mobile CRM: Salesforce Sales Cloud is powered by their artificial intelligence tool, Einstein AI. This AI-powered app runs robust CRM analytics viewable in a centralized dashboard, helping sales teams predict outcomes and spot opportunities. It is also equipped with Einstein Voice Assistant that opens dashboards by voice activation through Siri, Alexa, or Google
- You want a free plan or monthly subscription for a mobile CRM: Salesforce Sales Cloud doesn’t have a free plan and doesn’t offer a monthly payment scheme. Also, the full offline mobile functionality is not available on the starting plan. Therefore, some startup teams might find the provider expensive.
- Alternative: Zoho, HubSpot CRM, and Freshsales are our top recommendations for a free plan. Freshsales, HubSpot, and Capsule CRM have monthly billing available for a higher cost than their annual rates.
- You need more marketing and project management mobile features: Salesforce Sales Cloud’s majority of features are sales-focused. It has limited marketing tools, like campaign management to track campaigns across all channels, which aims to see sales pipeline impact. Some small businesses, like retail and field service businesses, need more marketing and project management tools in a mobile CRM.
- Alternative: monday Sales CRM is an excellent project management system itself with sales enablement tools. This software is easy to integrate with other apps like Slack, Zoom, and Mailchimp to handle your team’s tasks and customer projects better.
Salesforce Cloud Pricing Plan & Overview*
*Pricing based on annual billing on a monthly breakdown. Salesforce Cloud does not offer a monthly payment plan. We update pricing information regularly but encourage readers to check the current pricing here.
Our Expert Opinion
The Salesforce mobile app is powered by Einstein AI, which includes CRM Analytics, Einstein Search, and Einstein Voice Assistant. This CRM for mobile includes built-in predictive analytics, a mobile dashboard, sales automation, profile enrichment, and deal management. These capabilities give sales reps more control over leads and sales data for smarter decision-making and strategy creation while on the go.
EngageBay CRM All-in-One: Best for Team Collaboration
Pros
- Collaboration tools like document sharing and email broadcasting
- Mobile CRM includes sales automation and reporting capabilities
- Responsive mobile dashboard with a single-view interface.
Cons
- Custom reporting and analytics only available in the Pro plan at $101.99 per user
- Custom domain for landing pages and marketing automation starting from the Growth plan at $55.24
- Limited AI features on both app and website
- You need a CRM with excellent collaboration tools: EngageBay allows sales reps, most especially in remote teams, to share documents via the app. They can use this CRM’s Call Broadcast feature to eliminate manual dialing because it automatically dials the selected contacts’ phone numbers on behalf of the agents. This capability avoids misdialing, call drops, and excessive wait times.
- You need a CRM with robust sales analytics and reporting features: EngageBay keeps sales reps connected with the team through a cloud-enabled system. You can access daily sales reports and performance reports on the mobile CRM software.
- You need a less expensive plan with marketing automation: Some teams need marketing automation with comprehensive analytics and reporting features in a mobile CRM. However, startups and bootstrapping businesses may not be able to afford EngageBay’s Growth plan at $59.79 per user that includes this feature.
- Alternative: Startups can try HubSpot CRM and Zoho CRM because these CRMs offer marketing automation at more affordable plans. HubSpot offers automated campaign deployment on its free plan. On the other hand, Zoho CRM offers mobile-accessible activity tracking, custom email templates, and workflow automation to launch email marketing and other campaigns smoothly.
- You need a mobile CRM with robust features and AI capabilities: While EngageBay provides tools to manage sales, customer support, and marketing, this mobile CRM software doesn’t have a lot of AI-powered features.
- Alternative: You can go with Salesforce Sales Cloud if you’re looking for a mobile app with full-packed features found in its desktop version. This AI-powered CRM app is equipped with an AI CRM analytics tool, Einstein Search, and Einstein Voice Assistant. Zoho CRM also has Zia AI with excellent analytics to predict the outcome of sales activities while on the go.
EngageBay CRM All-in-One Pricing Plan & Overview*
*Pricing based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost. Pricing is reflected at the time of this publication. We update pricing information regularly but encourage readers to check current pricing here.
Our Expert Opinion
EngageBay mobile CRM is a cloud-enabled system with excellent work management capabilities, such as document sharing and call broadcast for auto-dialing. It is a cloud-enabled system that lets you access sales reports and performance reports on the mobile app. Remote sales teams or small businesses with multiple local branches can greatly benefit from the collaboration mobile tools of this CRM.
ClickUp: Best for General Mobile Task Management
Pros
- Flexible product that can be customized to meet any business need
- Cost-friendly plans with free-forever option that includes the mobile app
- Robust task management, including mobile tracking, included on Free plan
Cons
- Not a traditional CRM; users must design their boards from scratch or through templates before operating the web or mobile app
- Tough for mobile and web navigation with many modules and tools
- Mobile capabilities are for quick actions only, such as viewing records, managing tasks, and creating notes
- You need a versatile mobile app for various business needs: ClickUp is a CRM alternative in that it’s a work management tool that can be designed for sales and marketing needs. The platform uses a system of boards and items to organize data records, such as project tasks, leads, and customers. Because it’s highly customizable, you can use the mobile app to view records and manage tasks for any business need.
- You need a solid free mobile CRM: ClickUp is not only robust in that you can tailor it for any business need, but also very cost-friendly. The provider offers a free-forever plan for unlimited users and up to five different workspaces to oversee sales, marketing, logistics, finance, human resources, and any other function you need to manage. Additionally, the mobile app is included for free for task tracking and record viewing.
- You prefer a traditional mobile CRM: Some users may not like the idea of using a non-traditional CRM and mobile app because it requires lots of customization prior to being able to use the features.
- Alternative: HubSpot, Freshsales, and Pipedrive are our highest-scoring mobile CRMs that are traditional products with modules already created for users.
- You need a mobile CRM with sales analytics and reporting features: Some businesses, such as those in retail, e-commerce, and creative industries, have fast-paced and rapidly-changing sales activities. Thus, you might want a mobile CRM with work management, sales analytics, and reporting capabilities all in one platform.
- Alternative: With EngageBay, sales managers can access daily sales reports and performance reports on the mobile CRM software. Meanwhile, Salesforce Sales Cloud offers automated activity capture and case management that automatically recommends agent’s next best actions to win more deals. On the other hand, monday sales CRM offers sales forecasting in its basic plan.
ClickUp Pricing Plan & Overview*
*Pricing based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost. Pricing is reflected at the time of this publication. We update pricing information regularly but encourage readers to check current pricing here.
Our Expert Opinion
ClickUp is a work management tool with sales and marketing features that can help sales teams organize data records. Due to its high customizability, sales reps can use the mobile app to access customer data and manage tasks quickly. ClickUp offers a free-forever plan for unlimited users, best for startup teams.
monday Sales CRM: Best for Sales Enablement
Pros
- Sales enablement tools such as emails, activities, deals, and account management available on the mobile app
- Comes with project management and sales features like reporting, lead management, workflow automation tools, and file storage
- Excellent customer support with 24/7 customer service hours, chat, email, and phone support
Cons
- Customizable pipelines, profile enrichment, reporting, and analytics has a steep learning curve to set up
- Collaboration tools, like document sharing and reporting not available on the app
- Sales analytics not available on the mobile view
- You need a CRM app with sales enablement tools: With monday sales CRM, users can access the four core boards: the contacts, leads, deals, and account boards to track sales performance. Also, the mobile version of emails and activities enables users to send emails, add a note, schedule a meeting, take calls, and include a call summary, which helps nurture leads, identify sales opportunities, and close more deals.
- You need a CRM with project management: monday sales CRM has communication, collaboration, lead management, and task assignment tools. This mobile CRM generates real-time data and it’s easy to integrate with the apps and tools you need. The web version also gives you access to customer feedback management, reporting, workflow automation tools, and file storage—all important in project management.
- You need sales analytics on mobile CRM: monday sales CRM lacks sales analytics features on the mobile app. With the absence of sales analytics for this mobile CRM, teams can’t view key metrics to know the latest contacts assigned to them or new generated leads and track their performance.
- Alternative: Freshsales provides a mobile view key metrics, such as open deals, new contacts, and deals closed per week, including offline CRM data access on mobile. With HubSpot’s mobile app, you can manage leads, visualize your sales pipeline, and collaborate with your team anytime, anywhere.
- You need collaboration tools on the app: Collaboration tools, like document sharing and reporting, are not available on the monday sales CRM app. This feature and other work management tools are important for distributed or remote sales team members. You need to share documents directly from within monday.com.
- Alternative: EngageBay’s mobile app allows sales team members to communicate across verticals. They can share documents, reports, and other relevant information about contacts and deals using the app, promoting good team collaboration.
monday Sales CRM Pricing Plan & Overview*
*Pricing based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost. Pricing is reflected at the time of this publication. We update pricing information regularly but encourage readers to check current pricing here.
Our Expert Opinion
monday Sales CRM is the best mobile sales enablement tool. You can use the mobile version to track sales performance, send emails, add a note for contact reference, schedule a meeting, take calls, and include a call summary to help you close more sales. Sales teams can also integrate this sales CRM app with other apps and tools you use for better project management and sales enablement.
Close CRM: Best for Smart Call Assistant
Pros
- Smart call assistant on mobile app with transcription, multi-language support, and cross-platform
- Sales automation and deal management features available on mobile app
- Intuitive and easy-to-navigate CRM system with outbound VoIP calling feature
Cons
- Mobile app available on iOS only
- Limited marketing automation features
- Phone customer support is not available; limited to email and screenshare support
- You want to use a smart call assistant cross-platform: Your team can use the smart Call Assistant on the Close mobile app or desktop. Close’s Call Assistant has transcription capability, multiple-language support, and summarizes phone calls, allowing your sales reps to focus on customer conversation.
- You want to easily communicate with leads and customers, and manage tasks: Easily communicate with leads and customers with the outbound VoIP calling feature. Quickly add new data and notes, update opportunities, and handle tasks from your mobile device in the dedicated section. Also, catch up on recent interactions on the Lead Activity Feed before meeting with a prospect.
- You want a CRM mobile app compatible with both iOS and Android devices: The Close mobile app is only available for iOS downloading. Sales teams using both operating systems need a mobile solution that is compatible with both iOS and Android.
- Alternative: HubSpot, Salesforce, and Freshsales are all available both on Android and iOS. They also have advanced CRM on mobile features, allowing sales teams to contact leads, manage pipelines, and view sales metrics using their mobile devices.
- You need an app with marketing automation capabilities and free calls: Some teams need marketing automation with comprehensive analytics and reporting features in their mobile CRM. Close CRM requires integration with other apps, like Facebook and Mailchimp, for email marketing, lead ads, and other marketing capabilities. Also, Close charges call usage on a per-minute basis based on Twilio Voice’s pricing.
- Alternative: HubSpot, Freshsales, and Zoho CRM offer marketing automation features such as advanced analytics and reporting features in a CRM mobile app. HubSpot offers free email marketing tools, like reply tracking, email templates, and social media post scheduling. Freshsales has a free 2000 local incoming call minutes that expire at the end of each month in its starting plan.
Close CRM Pricing Plan & Overview*
*Pricing based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost. Pricing is reflected at the time of this publication. We update pricing information regularly but encourage readers to check current pricing here.
Our Expert Opinion
Close is best for a small business with iOS device users. This mobile CRM has a robust call assistant feature, sales automation, and deal management capabilities in its app. Sales teams can quickly view what they need using its built-in search feature and intuitive user interface for seamless navigation.
How We Evaluated the Best Mobile CRM Apps
To determine the best mobile CRM applications, we evaluated the specific features useful for sales and marketing teams while on the go. For instance, communication tools on a mobile CRM let you place calls, send emails, or deliver texts even if you’re away from your desk. We also looked at other critical product attributes, including product price, ease of use, customer support, and user experience per the intuitiveness of the mobile interface.
The tabs below offer insight into our evaluation process of the best mobile CRMs:
25% of Overall Score
We looked at overall features crucial to any CRM system, whether it be used on a computer or mobile devices like a phone or tablet. We first wanted to see the product offer solid third-party integration options and a range of system customization that allows teams to tailor their mobile app to meet their pipeline and informational needs. We also looked at reporting and analytics tools that can give users insights on key decisions.
20% of Overall Score
Pricing considered free plan availability and the affordability of the paid CRM plans. We also looked at the overall value in terms of mobile capabilities included on the lower-tiered subscriptions as well as billing flexibility that allows subscribers to either pay monthly or save by paying annually.
25% of Overall Score
We evaluated niche features specifically for the CRM on mobile. For example, being able to track leads and deals, manage projects, and deploy marketing campaigns on the go allows teams to continue operations even if they’re out of the office. We also looked at other modules, such as mobile customer support and the range of communication capabilities (e.g., phone, email, chat, and text) available in the mobile CRM apps.
15% of Overall Score
We assessed the providers’ help and support based on their availability to assist users with product and billing issues. We checked their hours of availability, such as offering 24/7 support, as well as the number of service channels offered. Channels like phone, live chat, email, and knowledge base resources offer flexibility for each user.
15% of Overall Score
In addition to firsthand experience with these mobile CRMs, we evaluated what actual users say about each product according to online reviews. This looked at how users felt about the specific mobile features of each CRM and the perceived value for the price paid. We also strongly considered product ease of use in terms of mobile interface navigability and whether there’s a steep learning curve needed to operate the tools.
Frequently Asked Questions (FAQs)
A mobile CRM app is a CRM system downloadable on iOS and Android devices, like phones or tablets. It allows users to complete activities (such as lead record updates, customer follow-ups, or task assignments) when on the go—for instance when they’re out of the office and away from their desks.
Yes, many CRM providers offer a free trial period or forever-free account for basic features. Most general features of a mobile CRM include reporting and analytics, customizable pipelines, integrations, and mobile app availability are free. The difference with the paid versions lies in advanced capabilities, such as mobile dashboard, sales automation, profile enrichment, and deal management, found in premium plans.
As you would with a regular CRM, evaluate mobile CRM apps based on affordability, features, and user experience requirements. For example, some apps are available for free, while others are more expensive. Alternatively, some are better for on-the-go deal tracking, while some include special tools like mobile project management. Finally, certain mobile interfaces are much cleaner than others and, therefore, easier to operate.
Bottom Line
Mobile CRMs allow sales teams to stay productive, even when away from their workstation, by offering lead management, communication, and other CRM tools on phone or tablet devices. Depending on your budget, feature needs, and experience with CRMs, various mobile apps could be a better fit for you than others. For example, Freshsales offers a free mobile app with calling, email, and live chat engagement tools, whereas HubSpot CRM provides free mobile CRM with record management, communication tools, and task tracking on the go.