If you work in sales, business development, or account management, you’re likely on the go. You may not be able to spend eight hours per day at your desk on your laptop. With the need for mobile access to deal information and customer records on the rise, we’ve evaluated six of the best mobile CRM apps on the market.
We compared price, features, integrations, analytics, reporting, functionality, ease of use, and the mobile app experience of some of the most common customer relationship management (CRM) software. The six most mobile-friendly CRMs are:
- Zoho CRM: Best overall mobile CRM in terms of pricing and value for the money
- Pipedrive: Easiest-to-use mobile CRM app for those who prefer a visual pipeline management experience
- HubSpot CRM: Best mobile CRM app for teams with limited budgets that need a free CRM
- Zendesk Sell: Excellent choice for users who rely on texting prospects and customers
- Freshworks CRM: Best mobile CRM for those looking to manage appointments and send emails to contacts without leaving the app
- Salesforce Essentials: Great option for sales teams seeking a customizable interface and robust lead management features
How We Evaluated the Best Mobile CRM Apps
As our world becomes increasingly more digital, it’s important to have a CRM solution that’s mobile, easy to use, affordable and offers ample CRM integrations. We looked for apps that can benefit sales teams when they’re in the field and customer service teams that are on the go as well.
We determined Zoho CRM to be the best overall mobile CRM. Zoho’s pricing plans are affordable, and there is also a free-forever plan. Their features and email integrations ranked high on our list, but also the ease of use and the intuitive interface make for a great mobile CRM for your sales team.
Click on the tabs below to explore our evaluation criteria:
40% of Overall Score
Some mobile CRMs come with free plans and free trials, but most offer subscription plans that can vary in price range.
20% of Overall Score
While on the go, a good mobile app experience is essential, as well as other integrations with your email and calendar.
15% of Overall Score
It’s important that mobile CRMs are easy to use, especially while in the field, and that can appeal to users of all technical backgrounds.
15% of Overall Score
As robust as most mobile CRMs are, having support and dedicated account management is ideal.
10% of Overall Score
We examined expert scores from independent review sites to analyze each CRM in terms of popularity, user-friendliness, and value.
Zoho CRM: Best Overall Mobile CRM
Zoho CRM
What We Like
- The free plan includes three users, so you can test it with your team
- Five subscription plans so you can find one that suits your needs
- Easy to use and requires minimal technical experience
What's Missing
- Lacks the visual pipeline view in the mobile app experience
- Customer support available during business hours only
- Social and marketing integrations aren’t outstanding
Zoho CRM Pricing at a Glance*
- Free: Supports up to three users
- Standard: $14 per user, per month
- Professional: $23 per user, per month
- Enterprise: $40 per user, per month
- Ultimate: $52 per user, per month
- Free trial of paid plans: 15 days
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
One of the best things about Zoho CRM is the hierarchy of pricing plans they offer. Anytime a product or service has subscription plans that can be flexible to your needs as a business owner, it’s easier to test it out and then work your way up as you grow. The barrier to entry is lower, so you don’t have to worry as much about whether or not you’re choosing the right mobile CRM.
Zoho CRM Features
Zoho CRM mobile CRM app (Source: Zoho CRM)
With the Zoho CRM mobile app, you have access to a lot of features, such as:
- Home screen dashboard that shows your meetings for the day, tasks, and which calls you are scheduled to make that given day.
- Leads by contact name and email, which can be filtered by converted leads, my leads, and unqualified leads. You can also select an individual lead by name and see all of their related conversations, details, and even call or text them from the app.
- Analytics give you quick insights on deals, activity, and leads.
- By default, the features above are included in the navigation, but you can select the “More” button on the far right and dive into contacts, accounts, and deals.
Pipedrive: Easiest-to-Use Mobile CRM
Pipedrive
What We Like
- Easy to set up and operate
- Visual pipeline is clear-cut and has a great experience
- Mobile experience has been revamped and improved
What's Missing
- Lacks some customization options
- Fewer features than some other larger CRM competitors
Pipedrive Pricing at a Glance*
- Essential: $12.50 per user, per month
- Advanced: $24.90 per user, per month
- Professional: $49.90 per user, per month
- Enterprise: $99.00 per user, per month
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Pipedrive has always been a very easy-to-use mobile CRM, which is no different from the desktop experience. The visual pipeline experience you benefit from by choosing Pipedrive is one of the key factors. Its design is also minimal and underwhelming (in a good way), which can be a breath of fresh air compared to some more robust CRMs like Salesforce.
Pipedrive Features
One of the best things about Pipedrive is how simple it is to use. If you don’t need a lot of customization or integrations, you will enjoy both the desktop and mobile experience on the mobile app. As soon as you log in to the mobile app, you aren’t bombarded with too many options (which can be overwhelming), but those are there if you choose to use them.
Here’s a quick overview of their mobile app features:
- Focus is the home screen, which shows your calendar for the day.
- Deals are next, which shows your pipeline. Pipedrive has the most user-friendly visual pipeline experience on the mobile app compared to other experiences we’ve explored. You can drag and drop deals into different lifecycle stages as you would on a desktop CRM.
- Activities are where you can log a call, create notes, record audio notes, or see your scheduled activities for the day.
- Contacts is where you manage your leads and contact information.
HubSpot CRM: Best Free Mobile CRM
HubSpot CRM
What We Like
- The free plan comes with both sales tools and marketing automation tools, like chatbots and email tracking
- HubSpot can be used as both a CRM and marketing software
- Easy to set up and operate
What's Missing
- Pricing gets high when additional services or seats are needed
- The amount of options and integrations can be overwhelming
- More convenient overlap between marketing, sales, and customer service
HubSpot Pricing at a Glance*
- Free: Unlimited users
- Starter: $45 per month, starting at two users
- Professional: $450 per month, starting at five users
- Enterprise: $1,200 per month, starting at 10 users
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
From the get-go, it’s incredibly easy to get started with HubSpot CRM. Even with the free version, you’re instantly introduced to dozens of tools from a CRM, mobile app, chatbot, and a business card scanner. You can import your contacts from a spreadsheet, scan your business cards in the app, or create a contact manually. It also has a clean user interface, and the condensed list of tools and tabs makes it easy to get started.
HubSpot CRM Features
HubSpot mobile CRM app (Source: HubSpot)
One of the most interesting features of HubSpot is the email tracking feature, which you can view on the activity tab of the mobile app or desktop experience. If you have your Gmail or Outlook email integrated, you can track an email to see if a prospect opened or viewed it. Also, with their documents features, you are notified when a prospect or client views a document you sent.
Here are some of our favorite features that come with the mobile app:
- A “Today” home screen that shows your upcoming tasks and upcoming meetings for the day. It’s very minimal and straightforward, which helps trim the clutter of some mobile app CRMs.
- Contacts, which can be filtered by name or companies.
- Deals are similar to most visual pipelines, and you can drag and drop here as you would on any desktop experience. With it being a mobile app, however, you won’t be able to show the entire pipeline all in one view.
- Activity shows email opens, email clicks, send emails, lead visits, prospect visits, document views, meetings, and form submissions.
- If you click the “More” button, you can see your account information, a business card scanner, conversations (you can manage your website chatbot or inbox from here), and tasks.
Zendesk Sell: Best Mobile CRM for Text-based Selling
Zendesk Sell
What We Like
- Easy to use and navigate the mobile app
- Great text messaging and call features from app
- Sleek, modern design
What's Missing
- Lacks a wide range of integrations
- Pricing can get expensive for some of the premium features
Zendesk Sell Pricing at a Glance*
- Free trial: 14 days
- Sell Team: $19 per user, per month
- Sell Professional: $49 per user, per month
- Sell Enterprise: $99 per user, per month
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Zendesk Sell has one of the most appealing, minimal interfaces on both the desktop and mobile app. It’s clean, easy to navigate, and isn’t overwhelming while giving users the ability to send texts and make phone calls right within the app. The pricing is reasonable for the entry-level plans, but can get up to $99 per user, per month on the Sell Enterprise plan.
Zendesk Sell Features
Zendesk Sell mobile interface (Source: Zendesk)
Zendesk Sell’s mobile CRM app has great user experience. It’s modern, sleek, and easy to use. You can tell that they’ve put a lot of resources and emphasis into the design. One thing to note, however, is that their integrations are minimal. You can view these on their marketplace and app directory.
Here’s a quick overview of their mobile app features:
- Today is the home screen view that shows a quick overview of your sales pipeline, tasks, calendar, and new communications from prospects. You can also filter to activity to show everything you’ve logged or done in order of the latest activity.
- Leads is where you can quickly create a new lead or import from your address book.
- Contacts is where you can drill down to the individual person, and you can call, text, or email directly from this view. It’s a seamless experience.
- Deals are your visual pipeline and you can change the lifecycle stage of your lead.
Freshworks CRM: Best Mobile CRM for Email & Appointment Management
Freshworks CRM
What We Like
- Marketing automations like chatbots and forms
- Great user interface
- Easy-to-use mobile experience
What's Missing
- Less competitive pricing than other mobile CRMs
- Some users report tech support is unreliable
- More coordination between Freshworks products
Freshworks CRM Pricing at a Glance*
- Free Forever Startup Plan: Contacts, phone, and chat for unlimited users
- Growth: $29 per user, per month
- Pro: $69 per user, per month
- Enterprise: $125 per user, per month
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Freshworks CRM, formerly Freshsales, is more than a CRM-only solution. Their app makes it incredibly easy to send emails and manage appointments with clients on the go. They also are home to a full suite of services such as Freshcaller and Freshchat. Freshcaller is their call center solution, and Freshchat is their live chat software. Needless to say, Freshworks does it all.
Freshworks CRM Features
Freshworks CRM mobile CRM app (Source: Freshworks CRM)
One of our favorite features is the mobile app experience and how easy you can integrate with your email, especially if you’re in the field often. It’s very convenient to send an email, log a call, set an appointment, and manage everything from the mobile app.
Here’s a quick overview of the Freshworks CRM features in the mobile app:
- The home screen on Freshworks CRM is beautiful. It shows reminders at the top and you can snooze or mark them complete. Below that, you can view your daily activities and a calendar view for the day.
- Contacts is second in the navigation, and you can view a contact, click into one, and see the status or sales stage they’re in. You can also call or email from within their contact, and the plus sign allows you to add an appointment or other activity.
- Accounts is next, which is a similar experience to the contacts feature, but at the account level vs the contact (individual) level.
- Deals are on the far right—you can view deals and what sales stage they’re in. It lacks the functionality of a visual pipeline, but it’s organized fairly well and easy to navigate.
Salesforce Essentials: Most Customizable Mobile CRM
Salesforce Essentials
What We Like
- Large inventory of integrations and features
- Access to Salesforce’s technology stack
- Very customizable
What's Missing
- Moderate pricing compared to other mobile CRMs
- Can require a bit more technical knowledge
- Lack of timely support on lower-tier plans
Salesforce Pricing at a Glance*
- Free Trial (Essentials): 14-day free trial
- Free Trial (Professional): 30-day free trial
- Essentials: $25 per user, per month
- Professional: $75 per user, per month
- Enterprise: $150 per user, per month
- Unlimited: $300 per user, per month
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Founded in 1999, Salesforce has clearly been a leader in the CRM space for quite some time. With acquisitions like the analytics platform, Tableau, in 2019, their powerful technology and resources are virtually unlimited. Plus they have a very customizable user interface that lets you create a tailored sales process around your specific needs. So, when choosing Salesforce as your CRM, you gain access to a lot of mobile features and integrations.
Salesforce Essentials Features
Salesforce Essentials mobile CRM app (Source: Salesforce)
With their change to the Lightning Experience in 2014, their user experience is improving every day. The mobile app isn’t laid out as well as some other simple mobile app CRMs, such as Zoho CRM or Pipedrive. However, you gain access to a wide range of general features like chatter (Salesforce’s chat and communication feature), cases, dashboards, tasks, contacts, and opportunities. You can fully customize your experience, which is one of the reasons so many sales teams choose Salesforce.
Here are some of the Salesforce Essentials features you gain access to with the mobile CRM:
- MobileLanding has a nice, friendly Salesforce demo video for you to watch when you first access the app.
- Chatter shows all communications and activity between your organization and individuals. You can post, tag users, share files, and log activities.
- The today screen shows you what’s on your plate for the day (once you integrate with your calendar).
- Dashboards are quick-view reports that can be predetermined or customized to fit your needs. You can view your sales pipeline and standard analytics to show how much progress is being made across the organization.
- When you select the “More” button in the mobile app, you instantly see how many features you can utilize with this CRM. View tasks, notes, news, cases (which are like tickets), contacts, accounts, people, groups, and reports.
