10 Best Mobile CRM Apps

• You need an intuitive mobile app: Like HubSpot CRM’s web application, the mobile interface is clean and modern, using a simple navigation system of minimal buttons for users to move between modules. 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 Breeze Copilot) and schedule meetings.
• You want to manage marketing campaigns on the go: One of the unique aspects of HubSpot mobile CRM software 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 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.
  • Alternatives: Bitrix24 and EngageBay offer project management capabilities while on the go. These CRM systems with mobile functionality can be used by sales managers and reps to plan and track all sales projects and tasks quickly.
• You need scalable paid plans: Though HubSpot CRM has excellent free tools, such as record management and business card scanning on the mobile app, the packages aren’t scalable. From $15 per user monthly for the Starter plan, there’s a huge price increase to the succeeding tiers. The Professional plan is $1,170 for five users monthly, which is not cost-effective for tight-budget small businesses and startups.
  • Alternatives: Zoho CRM offers easy-to-use mobile CRM features in cost-friendly, scalable plans (from $14 to $52 per user monthly). Capsule CRM and Pipedrive are also excellent options for scalable paid plans, as they offer affordable basic plans at $18 and $14 per user respectively, with high-tier plans that don’t exceed $100 per user.

• You need advanced mobile chat capabilities: Bitrix24’s mobile chat M1 is equipped with robust capabilities. Sales managers can initiate a direct chat with reps via group chat or through an audio or video call. Users can send voice messages and use emojis as reactions to the messages, giving that social-app feel. The mobile app has an option for dark mode and message status indicators for seamless usage.
• You need mobile project management tools: Bitrix24 lets users monitor project progress, set deadlines, make video calls, share files, and obtain work reports. Sales teams won’t miss meetings and other activities by updating and organizing them on the mobile app. Sales managers can invite team members for collaboration. On the other hand, sales reps can plan their days with appointment scheduling.
• You want to monitor sales team efficiency: Monitor your sales team efficiency with Bitrix24’s intelligent task reporting on your mobile device. This will provide you an on-the-go, 360-degree view of completed, in-progress, or expired for every team member.

• You need a simpler mobile app CRM: Bitrix24 has robust and advanced mobile features that help sales teams win new clients. But, at first glance, the mobile app interface looks clunky and has too many visual elements that may overwhelm new users. For example, you will see several menu icons on both sides of the dashboard or workspace where other providers only have one on either side or across the top.
  • Alternatives: HubSpot CRM and monday CRM are excellent alternatives to Bitrix24 because they’re easy to set up, have intuitive mobile features, and use a simple user interface.
• You want to scan business cards using a CRM’s mobile app: If your sales team always meets with prospects face-to-face, a business scanner is a great tool to ensure you save relevant lead details even if you lose the card. Bitrix24 does not have a built-in business card scanner. You need to integrate it with a third-party app, such as Bitrix24 Business Card Scanner by MagneticOne MobileWorks to activate this feature.
  • Alternatives: Insightly CRM is best for its capability to scan business cards by taking a photo. Insightly subsequently creates a contact or lead with the data presented on the business card. HubSpot CRM and Pipedrive CRM have built-in business card scanners, too.

• You want 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 AI tool built into Zoho, comes with the mobile CRM. Users can make voice and text commands to quickly fetch records, create meetings, and pull data reports, minimizing data entry. You can add notes, assign tasks, and change deal statuses, closing more sales while on the go.
• You need solid reporting and analytics on mobile: Starting on Zoho’s Standard plan, you can access the mobile edition of Zoho CRM analytics for in-depth, on-the-go reporting and insights. Sales managers can create custom charts and monitor dashboard data pipeline and funnel conversions. With real-time insights, teams can easily evaluate the effectiveness and adjust their sales and coaching strategies.

• You need email included in your mobile CRM: One issue with Zoho CRM mobile is that 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.
  • Alternatives: HubSpot CRM 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.
  • Alternatives: HubSpot CRM and Capsule CRM are two of the best mobile apps for user-friendly system navigation. With HubSpot CRM, you can easily view contact activity feeds and sales forecasts, and the interface is clean and modern with minimal buttons. Meanwhile, Capsule CRM lets you see contact information during poor internet connectivity with its offline mobile app access.

• You want a mobile CRM software with complete features: Salesforce has sales automation, profile enrichment, and deal management features in the app. Sales teams can access all of Salesforce’s features (like view real-time forecasting) and add menu favorites using their mobile devices. You can customize the app to complement your branding by deploying prebuilt, mobile-ready components without coding.
• You want to use a personalized mobile CRM: Salesforce’s mobile version is fully customizable to users’ needs. You can customize navigation, branding, and add favorites on the app. For instance, you can modify the loading page logo and background color, as well as the land header background color to match your company’s branding.

• You want a free plan or monthly subscription for a mobile CRM: Salesforce 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 Salesforce expensive.
  • Alternatives: Zoho CRM and HubSpot CRM are our top recommendations for a free plan. HubSpot CRM 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’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.
  • Alternatives: monday CRM is an excellent project management system itself with sales enablement tools. Plus, CRM integrations connect monday CRM to apps like Slack, Zoom, and Mailchimp, so your team can handle tasks and customer projects seamlessly.

HubSpot CRM and Bitrix24 are also excellent platforms for email and social media marketing campaigns. Plus, these CRM providers have marketing tools for mass email and social media campaigns in their freemium plans.

• You want to manage your sales calendar on mobile devices: The aspect of Capsule CRM that stuck out the most was its mobile calendar features. It comes with a super-clean interface and a dedicated module in the mobile app 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’s desktop platform is one of the best simple CRM systems. For its mobile version, the provider makes it easy for users to quickly engage leads. Once integrated with the third-party tools, users can email text or place calls directly from phone contact records. AI Content Assistant generates emails and summarizes the minutes of the meeting or call for rep efficiency.

• You are a Google user and need a mobile CRM with two-way data sync: Integrate Capsule CRM with Google Contacts to manage contacts easily for lead generation and sales management. However, users can only sync contacts from Capsule CRM to Google. If you need a CRM with two-way data sync capability, there are other options.
  • Alternatives: Zoho CRM’s Standard plan ($14 per user monthly) has a two-way data sync option with Google. Pipedrive’s Advanced plan ($29 per user monthly) also offers two-way email sync when you use Gmail in the CRM.
• You want a more robust free plan: While Capsule CRM 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. You can send emails but can’t track them or access email templates in the freemium plan.
  • Alternatives: HubSpot CRM includes an advanced mobile app on its freemium plan with email, campaign management, and deal tracking tools. Bitrix24 is an excellent option if you need robust project management features. And ClickUp’s free-forever tools for unlimited users let you easily oversee business operations, such as sales, marketing, and human resources.

• You need to make and log calls on mobile CRM software: Users can easily call a lead from the mobile app of Pipedrive. When you are a sales rep and have a deal’s page open, simply click on the green phone icon at the bottom of the screen. To enable the call logging feature, go to the preferences. Every call will be logged as a deal activity to avoid missing sales opportunities to meet your quota.
• 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 want to track quotas anytime, anywhere: Pipedrive’s sales quota management enables managers and reps to see their activity input, total deal and revenue production, and progress toward their goals on mobile. Additionally, Pipedrive has a newly launched business card scanner for Android users to capture leads seamlessly.

• 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 $34 per user monthly.
  • Alternatives: HubSpot CRM is a great alternative with free mobile emailing. Zoho CRM offers free access to basic CRM functions, including mobile emailing for up to 50 emails per user.
• 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.
  • Alternatives: monday CRM is one of our top recommendations for mobile CRM with project management features. Bitrix24 lets you manage projects and client profiles, as well as track activities and interaction on its mobile version for free.

• You need a versatile mobile app for various business needs: ClickUp is one of the top CRM alternatives. The platform uses a system of boards and items to organize data records, like project tasks, leads, and customers. You can use this customizable mobile app to view records and manage tasks for your business needs anywhere, anytime.
• 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. This CRM app offers a free 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 nontraditional CRM and mobile app because it requires lots of customization before being able to use the features.
  • Alternatives: HubSpot CRM and Pipedrive are traditional CRM systems with modules already created for users. The same is true for Zoho CRM, helping small businesses handle customer data and their sales cycle.
• You need a mobile CRM with sales analytics and reporting features: Some businesses want a mobile CRM with work management and sales analytics and reporting features in one platform. Retail, ecommerce, and creative agencies need these capabilities.
  • Alternatives: With EngageBay, sales managers can access daily sales reports and performance reports on the CRM app. Salesforce offers automated activity capture and case management that automatically recommends agent’s next best actions based on customer’s sales data and online activities to win more deals. Moreover, monday CRM offers sales forecasting in its basic plan.

• You need a CRM app with sales enablement tools: With monday 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 CRM has communication, collaboration, lead management, and task assignment tools. This CRM with mobile app has a web version that gives you access to customer feedback management, reporting, workflow automation tools, and file storage—all important in managing projects. Plus, it easily integrates with apps you need to handle projects seamlessly.

• You need sales analytics on mobile CRM: Sales teams miss engagement and sales opportunities in the absence of analytics, reporting, pipelines, and profile enrichment on monday CRM mobile apps. Users can’t view the key metrics on a mobile CRM app to know the latest contacts assigned to them or newly generated leads and track their performance.
  • Alternative: With HubSpot CRM’s mobile app, you can manage leads, visualize your sales pipeline, and collaborate with your team anytime, anywhere. Zoho CRM’s mobile version is equipped with robust reporting and analytics capabilities. You can access the Zoho CRM analytics module on its basic plan, offering in-depth reporting and insights to help improve sales performance.
• You need collaboration tools on the app: Collaboration tools, like document sharing and reporting, are not available on the monday 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 monday.com.
  • Alternative: EngageBay 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. ClickUp’s mobile version offers coediting, tagging, Gantt charts, task assignments, and real-time chat to collaborate on project tasks without switching between apps.

• You need a reliable business card scanner to capture leads quickly: Sales reps can quickly generate a new lead record using Insightly CRM’s business card scanner in the mobile app. Or they can easily update existing contact information by scanning a new or updated business card. With this feature, sales reps can save time and focus more on lead nurturing and selling.
• You need to record audio notes for a more efficient sales operation: Sales teams no longer need to juggle between written notes. Sales reps and managers can record audio notes using Insightly CRM’s mobile app to summarize key points from meetings, reminders, and past conversations. This time-saving tool helps reps streamline their workflows, understand customers better, and create more effective sales strategies.

• You need a mobile app feature for alternative communication: Mobile chat enables sales and support teams to collaborate and connect with customers conveniently and quickly. Unfortunately, Insightly CRM does not have a mobile chat option yet.
  • Alternatives: We highly recommend Bitrix24 as the best for CRM with mobile chat on this list. Meanwhile, HubSpot CRM’s mobile app allows users to view and reply to messages from its live chat widget or bot in the conversations inbox.
• You want to try AI-powered CRM tools on a mobile app: Insightly will soon infuse AI into the mobile app’s built-in business card scanner to recognize contact titles more accurately. While the provider is still working on its AI features, Insightly CRM users can wait and integrate with third-party apps (like Amazon Lex) for added AI functionality. Moreover, you can consider checking other options.
  • Alternatives: Zoho CRM is the best AI-powered mobile app on this list. Users can initiate voice and text commands to the Zia AI assistant to create meetings and pull data reports. Meanwhile, HubSpot CRM’s mobile chat and email functions are powered by the AI solution Breeze Copilot to reduce manual tasks such as writing a compelling email greeting or welcome email content.

• You need a CRM with excellent collaboration tools: EngageBay allows sales reps, most especially in remote teams, to share documents and view reports and tags 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 CRM app.

• 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.
  • Alternatives: HubSpot CRM and Zoho CRM are great options if you’re a startup business owner. HubSpot CRM 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 more AI capabilities: While EngageBay provides tools to manage sales, customer support, and marketing, this CRM app doesn’t have a lot of AI-powered features—only chatbots and those for email marketing.
  • Alternatives: You can go with Zoho CRM or Salesforce if you’re looking for an AI-powered mobile solution for your business. Zoho CRM’s AI, Zia, lets you assign tasks, create meetings, add notes, and change deal statuses while on the go. Salesforce’s app is equipped with Einstein Voice Assistant, helping sales reps generate leads and spot sales opportunities faster.