Mobile CRM apps allow sales teams to manage customer relationships on the go. We looked at the most popular options and the rising stars and selected six that suit the range of small business needs. Read on for our review of these 6 options as well as our top recommendations.

When considering which mobile CRM solutions are best suited to small business, we looked at the best solutions currently available that are:

• Designed with mobile in mind
• Affordable to small business with a good mobile app
• Free to small business with a good mobile app

We also took into consideration the key features you are most likely to use, like:

• Contact management
• Interaction tracking
• Pipeline management
• Sales reports.

Finally, we considered ease-of-use, customer service, and cost.

We concluded that ProsperWorks is the best solution for any small business using Google Apps, (Google Drive, Google Docs, Gmail and Chrome), to run their business. If you do not use Google Apps, then PipeDrive is also an excellent CRM that translates well into a mobile experience at an affordable cost.

All of the options we reviewed are available for Android and iOS, with the exception of HubSpot, which does not have an Android version. All six options also have an off-line mode that updates automatically when you reconnect to the internet. Read on to learn more about ProsperWorks, Pipedrive and four more mobile CRM options.

Best Mobile CRM for Google Apps Users: ProsperWorks

Who is it best suited for?

Sales teams and businesses that work with Google Apps.

This powerful solution is designed to fully integrate with Google Apps and is recommended by Google. As a result, you can eliminate manual work by auto-populating contacts and company profiles, plus you can log email interactions and record calls too. ProsperWorks is affordable, easy to use and as powerful as options much more.

Pricing & Features

$19 per month per user.

Upgrade to $49 per user per month to gain access to more advanced features like; email alerts, task automation, and activity reporting.

For more detailed information about ProsperWorks pricing click here.

What can you do?

Core features include:

• Contact management
• Interaction tracking
• Pipeline management
• Email logging
• Call logging

ProsperWorks fully integrates with Goggle Apps to eliminate manual work by auto-populating contacts and company profiles and logging email interactions. For instance, customer information is saved automatically and very file sent via Gmail is stored in a contact’s portfolio in Google Drive.

ProsperWorks’ mobile app allows you to automatically log calls with the in-app tap and dial feature. Plus, you can set tasks and follow-up reminders, receive push notifications when new records are assigned to you and review your contacts and opportunities with one click. It’s a very powerful solution that eliminates the need for virtually all manual data entry.

Visit ProsperWorks

Best Mobile CRM App for Field Sales Teams: Pipedrive

Who is it best suited for?

Sales teams who live in the field.

Pricing & Features

$13 per user per month.

Upgrade to $21 per user per month to get two-way email sync.

For more detailed information about Pipedrive pricing click here.

What can you do?

As the name suggests, Pipedrive focuses on the sales pipeline and this is used as your home screen to access opportunities, contacts, tasks reporting. Often the challenge with CRM is getting sales teams on board. This is not a problem with PipeDrive, sales teams love it because it works exactly how they would expect a CRM to work.

Core features include:

• Contact management
• Interaction tracking
• Lean project management
• Pipeline management

Pipedrive visualizes your sales pipeline and helps to make sure your important customer conversations and tasks don’t get dropped. Often the challenge with CRM apps is getting sales teams on board. This is not a problem with PipeDrive; salespeople really love it because it is so easy to use on-the-go and the home view is of their pipeline.

Pipedrive’s mobile app allows you to quickly access tasks and contacts on-the-go with a simple search so that you can be confident in knowing the full history of a deal before you step foot into a meeting. You can add notes and track customer calls straight from your mobile.

Visit PipeDrive

Best Mobile CRM App for Sales and Account Teams: Insightly

Who is it best suited for?

Sales teams working seamlessly with account managers.

Pricing & Features

Free for up to two users, but if want to power of sales and account managers working together then you need the paid version, which starts at $12/user.

Upgrade to $12 per user per month to gain access to more advanced features like: a business card scanner, advanced reports and smart alerts.

For more detailed information about Insightly pricing click here.

What can you do?

If you are familiar with the phrase “hunters and gatherers” then Insightly may be the best option for you. The hunters (Sales) work with simple tools and an intuitive mobile app. The twist with Insightly is that they can link to the gatherers (account managers) who have project management tools to get the work done that results from sales activity.

Core features include:

• Contact management
• Interaction tracking
• Pipeline management
• Project management
• Sales management reports

What’s fairly unique about Insightly is that you have CRM and project management capabilities in the same system. This can help you to save time by providing a seamless solution for sales and completion of the work (or projects) that result.

Insightly has an intuitive mobile app that allows you to use all of the main CRM features when you are on the go. Though, to get the useful business card scanner, you need to be on a paid plan.

Visit Insightly

Zoho CRM

Who is it best suited for?

Businesses looking for a modular solution.

Pricing & Features

Free for unlimited users.

Upgrade for $12 per user per month to gain access to more advanced features like: sales forecasting, team collaboration, social media features, custom dashboards, data back-up, custom fields, sync calendar and sync contacts.

For more detailed information about Zoho CRM pricing click here.

What can you do?

Core features include:

• Contact management
• Interaction tracking
• Pipeline management
• Integration with Google Apps
• Analytics reports

If you haven’t seen Zoho CRM recently, it now has a simple user-interface without losing the rich feature-list that its users love. Zoho CRM enables you to manage the complete customer relationship lifecycle across sales, marketing, project management, customer support and inventory management in a single Zoho modular system.

The Zoho CRM mobile app is very powerful. You can get real-time insights into sales trends, customer engagement and team performance with dashboards. You can also plan your day, manage your tasks and collaborate with your team. You can even work off-line and sync with the internet when you re-connect.

Visit Zoho CRM

HubSpot CRM

Who is it best suited for?

Sales teams just getting started.

Pricing & Features

Free for unlimited users.

(PLEASE NOTE: HubSpot has a mobile app for iOS and not for Android).

Upgrade for $50 per user per month to gain access to more advanced features like: email click notifications, unlimited email history logging and unlimited phone call logging.

For more detailed information about HubSpot CRM pricing click here.

What can you do?

Core features include:

• Contact management
• Interaction tracking
• Pipeline management
• Sales performance reports
• Email logging
• Social media logging
• Phone call logging

HubSpot CRM is the easiest mobile CRM app to set-up and use. It eliminates manual work by auto-populating contact and organization profiles by crawling the internet for you. It also integrates with your email and phone system to automatically logs every interaction.

HubSpot’s mobile app allows you to dig into contact and company timelines to manage your sales process on the go. You can also customize which metrics you want to prioritize across your sales funnels and bring them front and center in your mobile experience.

Visit HubSpot

SalesForce

Who is it best suited for?

Sales teams expecting to scale fast.

Pricing & Features

$25 per user per month.

Upgrade to $75 per user per month to get additional features like: email integration, customizable reports and dashboards and sales quotes.

For more detailed information about SalesForce pricing click here.

What can you do?

Core features include:

• Contact management
• Interaction tracking
• Automatic data capture
• Pipeline management
• Team collaboration

If you haven’t seen SalesForce recently, it now has a more intuitive and better suited to small business. In addition to having all of the core features you need, SalesForce automatically scales with your business and offers a network of 1000’s of other business services that you can integrate with seamlessly.

The SalesForce mobile app allows you to review all of your core customer data on the go. You can collaborate with your team and manage leads, contacts, accounts and opportunities right from your phone.

Visit SalesForce

The Bottom Line

If you’re a small business using Google Apps to drive your business processes than it does not make sense to look any further than ProsperWorks as your mobile CRM solution. ProsperWorks is easy to use and is powerful with options costing $50 per month per user.

If you’re not a Google Apps business, PipeDrive is a solution that is most likely to be well received by sales. Most sales teams love it because it works exactly how they expect a CRM to work. Then again, if you’re a small business where sales and project management work hand-in-hand, then Insightly provides a great solution for seamless teamwork in one app.