Mobile customer relationship management (CRM) software allows salespeople to manage customer relationships on their smartphones by providing access to customer information, sales opportunities, and communication tools. We looked at dozens of apps for iOS and Android, and narrowed them based on overall features and cost to determine these top six mobile CRM apps.
Top 6 Mobile CRM Apps 2020
Mobile CRM | Best For |
|---|---|
(Best Overall) Businesses needing a mobile app with access to the entire desktop platform | |
Businesses wanting a mobile CRM with a great user interface and visual pipeline management | |
Organizations that want a low-cost, mobile CRM for appointment-based field sales | |
Businesses needing a robust mobile CRM with built-in VoIP calling | |
Companies wanting a free CRM for handling content marketing leads | |
Field sales teams needing end-to-end sales management, including invoicing, in a single application | |
Last updated on 05/09/20 | |
How We Evaluated Mobile CRM Apps
While all mobile CRM apps should provide access to contact records while a salesperson is in the field, the best also provide offline access to your information even when no cellular or Wi-Fi connection is available. Therefore, when evaluating each CRM software’s mobile app, we looked at how each tool keeps your data in sync and available to users on phones and tablets while also considering things like ease of use, other workflow benefits, and technical support.
To determine the best, we compared each mobile app using the following criteria:
- Available CRM features and functionality
- Price to download and required subscription pricing tiers
- Supported devices
- Integration with calendars or mapping software
- User reviews
Based on this criteria, we determined Salesforce Essentials to be the best overall mobile CRM because its smartphone app broadly encompasses all the features and functionality of the desktop app. With its positive user experience and affordable price, Salesforce Essentials ticks all the boxes that sales professionals are looking for in a mobile CRM app.
Salesforce Essentials: Best Overall Mobile CRM App for Small Businesses
Salesforce Essentials is a powerful CRM with a mobile app that provides users access to Salesforce in its entirety. Plans start at $25 per user, per month. The Salesforce ecosystem offers an extensive suite of software, including support, marketing automation, ecommerce, and analytics apps. However, it’s the mobile app’s comprehensive access to the Salesforce desktop app that makes it our top overall choice on our list.
Salesforce Essentials mobile CRM app (Source: Salesforce)
Salesforce Essentials Pros | Salesforce Essentials Cons |
|---|---|
Access to the entire Salesforce platform | Lacks free tier |
Mobile app integration with Siri, Google, and Alexa for hands-free use | Limited to 10 users |
Includes team collaboration features | No product and invoicing tools |
Salesforce Essentials Pricing
- Salesforce Essentials: $25 per user, per month for up to 10 users; includes both the sales and service modules
- Salesforce Professional: $75 per user, per month; includes advanced features like lead scoring, forecasting tools, and campaigns.
- Free trial: 14 days (Essentials plan only)
Salesforce Essentials Mobile App Features
- Access to your entire Salesforce platform
- Includes dashboards and reports
- Lead and deal status
- Team collaboration tools
- Artificial intelligence analytics
- Integration with Siri, Google, and Alexa
For details on how this mobile app can help your sales team, check out our Salesforce Essentials reviews page.
Pipedrive: Best Mobile CRM App for Visual Pipeline Management
Pipedrive offers a mobile CRM app with its cloud-based CRM, with service plans starting at $12.50 per user, per month. The mobile app includes note-taking with active sync, call tracking, contact mapping, and lead management. Pipedrive’s mobile deal overview makes it easy to manage your sales pipeline at a glance, making it best for individuals or organizations that want a visual pipeline to manage their sales funnel on the go.
Pipedrive mobile CRM app
Pipedrive Pros | Pipedrive Cons |
|---|---|
Visual pipeline for tracking deals | Lacks a free plan |
Syncing and integration with Google and Microsoft productivity tools | No lead-based routing |
Automated transcription of audio notes | Advanced reporting only available on higher service plans |
Pipedrive Pricing
- Essential: $12.50 per user, per month; includes customizable pipelines as well as contact and deal management
- Advanced: $24.90 per user, per month; includes workflow automation and contact data enrichment
- Professional: $49.90 per user, per month; includes web-based calling and customizable dashboards
- Free trial: 14 days
Pipedrive Mobile App Features
- Calendar and contact sync with Google and Microsoft
- Google Drive sync
- Gmail integration
- Audio notes with automated transcription
- Forecast view of upcoming deals
- Daily summary view of changes, tasks, and activities
To read more about the features and benefits of this mobile app, check out our Pipedrive reviews page.
Freshsales: Best Mobile CRM App for Field Appointment Sales
Freshsales is a mobile CRM app and a customizable, browser-based CRM that is completely free to use for basic contact management in the office or on iOS or Android phones. Its calendar displays all your tasks and appointments in a single calendar view, and you can make calls or send emails without leaving the app. The app even works with Uber. Its low price and great features make it the best mobile CRM for growing appointment-based field sales teams.
Freshsales mobile CRM app
Freshsales Pros | Freshsales Cons |
|---|---|
Free plan supports unlimited users | No offline mode in mobile app |
Mobile app includes sales activity tracking | Free plan lacks pipeline management |
Includes lead scoring | Advanced reporting only available at higher tiers |
Freshsales Pricing
- Free: Supports unlimited users and basic contact management
- Blossom: $12 per user, per month; includes lead, contact and deal management, and lead scoring
- Garden: $25 per user, per month; includes multiple sales pipelines, workflow automation, and advanced reports
- Estate: $49 per user, per month; includes advanced customization, smartforms, and auto-profile enrichment
Freshsales Mobile App Features
- Key metrics reports, including open deals, recent leads, and new contacts
- Integration with Freshsales calendars
- Book an Uber from the app
- Real-time notifications of meetings, task assignments, leads, and deals
- Sales activity tracking
- Document scanner
- Voice notes
- Call logging
For more information about this mobile app’s features, read our Freshsales reviews page.
Zendesk Sell: Best CRM Mobile App With Built-in Calling
Zendesk Sell is a free mobile CRM app for iOS and Android devices, but requires a subscription to the desktop-based CRM starting at $19 per user, per month. Users can pay only for its highly rated CRM core functionality or add on feature bundles like phone call recording and mass email marketing campaigns. However, it’s Zendesk’s built-in voice-over-internet-protocol (VoIP) calling that sets this app apart for sales pros who need a reliable phone on the go.
Zendesk Sell mobile CRM app
Zendesk Sell Pros | Zendesk Sell Cons |
|---|---|
Built-in VoIP phone | Lacks robust customization options |
Offline mode on mobile app | No way to track or forecast deals |
Features call recording | No free plan |
Zendesk Sell Pricing
- Team: $19 per user, per month; includes contact management, deals, basic reporting
- Professional: $49 per user, per month; includes Mailchimp integration, sales goals and forecasting, and unlimited custom fields
- Free trial: 14 days
Zendesk Mobile App Features
- Built-in VoIP phone with native phone dialer
- Offline mobile access
- Geolocation for logging visits and looking up directions
- In-person visit tracking to confirm contact’s database address is correct
- Create notes, filters, and lists
- Call logging
To learn how sales teams use this mobile app, visit our Zendesk Sell reviews page.
HubSpot: Best Free Mobile CRM With Lead Generation Tools
HubSpot CRM is a free contact management application with advanced functionality like smart-form lead capture, a chat widget, and customer support ticketing as well as email tracking and deal management. It can also be integrated with the Sales and Marketing Hubs for additional automation features. Overall, HubSpot is a powerful CRM for service-based brands that use tactics like blogging, landing pages, and social media to generate leads.
HubSpot CRM mobile app
HubSpot Pros | HubSpot Cons |
|---|---|
Offers free plan | Offline access to contacts only |
Includes lead generation tools | Lacks marketing automation on free plan |
Live chat integration | Limited customer support |
HubSpot Pricing
- Free: Includes contact management, deal management, and email marketing
- Sales Hub and Marketing Hub add-ons: $50 per month to $800 per month depending on the specific features added
HubSpot Mobile App Features
- Task lists and to-do reminders
- Offline access to contacts
- Email templates
- Business card scanner
- Live chat integration
- Leaderboard and deal updates widgets
- Customizable daily digest view (iOS only)
For insight on what sales professionals think about this mobile app, read our HubSpot reviews page.
Zoho CRM: Best CRM With an Integrated Productivity Suite
Zoho CRM is a robust contact management tool that makes it easy to move leads and deals through your sales pipeline, and is a part of a complete software suite that includes business email and office tools like word processing software. The mobile app allows you to keep your business organized on the go, with a free-forever plan in addition to paid plans starting at $12 per user, per month. This solution is best for those needing a mobile app and productivity suite.
Zoho mobile CRM app
Zoho CRM Pros | Zoho CRM Cons |
|---|---|
Offers free plan | Free plan limited to three users |
Features inventory management | No built-in phone |
Social media integration with all plans | Lacks sales pipeline customization |
Zoho CRM Pricing
- Free: Includes core contact management, search filters, and email templates for up to three users
- Standard: $12 per user, per month; includes scoring rules, web forms, and custom dashboards
- Professional: $20 per user, per month; includes validation rules and inventory management
- Enterprise: $35 per user, per month; includes advanced customization and multi-user portals
- Free trial for paid plans: 14 days
Zoho CRM Mobile App Features
- Location check-in
- Locate nearby leads or contacts
- Team collaboration tools
- Email integration
- Customizable activity feeds
- In-app lead conversion
- Record management
Read more about the tools and features of this mobile app on our Zoho CRM reviews page.
Bottom Line
Mobile CRM apps allow sales teams to manage customer relationships, contacts, deals, events, and tasks on the go. Each of the options on this list are great choices for small business sales teams, depending on your specific needs. As a result, giving a mobile CRM a try can help you be more likely to hit your annual sales quotas.
Entrepreneurs and sales teams that spend a lot of time out of the office or on the road need a mobile CRM app that mirrors the desktop platform as closely as possible. Salesforce Essentials meets this challenge by providing complete access to its platform right on a smartphone. Visit Salesforce today to learn more and sign up for a free trial.
Jaime Zimmer
Hello,
I have a small company where we work as independent agents and I am looking for a CRM that can be used by anyone even with little or no technical knowledge … through a smartphone and affiliate program if possible.
I would like some system that anyone from my company, even without familiarity with technical processes, could import contacts easily and quickly, I have been looking for days and made many contacts and in these contacts, the attendants say yes to everything I seek and in practice, it is not so, that is frustrating!
Maybe I am far ahead of our current time, which is possible, but as a small business owner, I seek a balance with technologies, see if it is possible what I need and I would like the expert opinion, thank you very much.
Here’s what we need:
1) Data migration directly from iPhone contacts, done directly by the app
2) Access all system features on the web via the mobile system, such as iPhones, Ipads, and androids
3) Passive income affiliation plan in my company:
Lifetime affiliate commission, that is, no matter when the customer pays, I will always receive a commission because he was nominated for min.
Amanda Norman
Hi Jaime,
Thanks for visiting the site! I suggest taking a look at Pipedrive. It’s user-friendly, has a mobile application and integrations, and offers a partner program. You can read more about it on our Pipedrive Reviews page and in our article, The 10 Best CRMs for Small Business 2020.
Hope this helps. Best wishes,
Mandy, Moderator
Alan Wolfinger
The article says best mobile CRM. I pick HubSpot and then after installing it says it works best on a laptop and if I want the mobile version please download the iOS.
Mark Sallows
Hi Alan
Thanks for dropping by. I’ve amended the article to make it clearer that HubSpot don’t provide an mobile app for Android. However, I would encourage you to checkout one of the other mobile CRMs like Pipedrive, which provides a free customer trial and has an excellent mobile app for Android.
Bw
Mark
Shukan Inamdar
I am confused. I need a CRM which could be practically a freeware. Any review / suggestions.
I am just starting up my business and would like to keep the cost under control for the time being.
Jeremy Marsan
Hi Shukan,
Check out our main CRM buyer’s guide – a number of systems we cover (including our main 2 recommendations Insightly and Zoho) offer free versions.
Best,
Jeremy
Dragan
Fre versions are very limited… and unusable for real sales-live. I am very familiar with Zoho CRM and free version is basicaly stronger demo…
If you are not willing to pay… use google sheets.
Jennifer Davis
HaystackCRM offers a free version for a single user and don’t limit the features on it. We limit the number of records to 2500 instead. And you get the mobile app (iOS and Android) to use along with the desktop version.
Allison Potts
Hi Jennifer, thanks for the visit. I will make sure that HaystackCRM remains on our radar for future updates.
Isabella
Sugar CRM is a great platform . It’s customization features are awesome. It is one of the best CRM software in IT industry.
Jeremy Marsan
Hi Isabella,
Thanks for weighing in. I agree that Sugar CRM is a good choice for people with a lot of tech experience. The customization options are very powerful, especially for the price, although I think those features can make it difficult for the average user.
Guy
Sugar CRM is best if you are a Linux person and build your own LAMP stack and Sugar on it. You have to get a paid version for the Mobile app to integrate with the server.
Jeremy Marsan
SugarCRM is definitely geared more towards those who aren’t afraid of a little code… Thanks for dropping in!
sara stanford
Salesforce is best Mobile CRM because it has already changed the world of business. With the power of Sales Cloud, you can open more doors, close more deals, and grow faster.
Jeremy Marsan
Hi Sara, thanks for reading. Salesforce is certainly loaded with features (especially considering the sheer amount of 3rd party add ons/integrations), but you can find many of those tools from Zoho CRM at a fraction of the cost. Also, for small businesses that just need basic contact management and deal tracking, a CRM like Insightly or Nimble will save you hours of training and keep costs considerably lower.