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 CRMs with iOS and Android apps, 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 fully featured mobile solution with built-in calling from the app | |
Companies wanting a free CRM with live chat and tools for handling content marketing leads | |
Field sales teams needing a CRM app that also includes productivity tools like document management |
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
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 mobile CRM app (Source: Salesforce)
What it is: Salesforce Essentials is a powerful CRM with a mobile app that provides users access to Salesforce in its entirety.
What makes it a great mobile CRM app: The Salesforce ecosystem offers an extensive suite of software, including support, marketing automation, ecommerce, and analytics apps. However, it’s the mobile CRM app combined with the Salesforce Inbox mobile app offers comprehensive access to the Salesforce desktop app, that makes it the top overall choice on our list. Since it only supports 10 users, Salesforce Essentials is best for small teams or solopreneurs.
Salesforce Essentials Pros | Salesforce Essentials Cons |
|---|---|
Mobile app integration with Siri, Google, and Alexa for hands-free use | Lacks free tier |
Includes team collaboration features | Limited to 10 users |
90-day free trial period | 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: 90 days (Essentials plan only)
Salesforce Essentials Mobile App Features
- Access to your entire Salesforce platform
- Dashboards and reports
- Lead and deal status
- Team collaboration tools
- Artificial intelligence analytics
Pipedrive: Best Mobile CRM App for Visual Pipeline Management
Pipedrive mobile CRM app
What it is: Pipedrive is a cloud-based CRM with a mobile app that includes note-taking with active sync, call tracking, contact mapping, and lead management.
What makes it a great mobile CRM app: 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 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
- Gmail integration
- Audio notes with automated transcription
- Forecast view of upcoming deals
- Daily summary view of changes, tasks, and activities
Freshworks CRM: Best Mobile CRM App for Field Appointment Sales
Freshworks CRM mobile CRM app
Since we last updated:
Freshworks CRM, formerly Freshsales, recently rebranded with a new name, new service plans, and access to Freshmarketer automation software. Forever-free plans are still available and include mobile apps, 24×5 support, live chat, and more.
What it is: Freshworks CRM 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.
What makes it a great mobile CRM app: The Freshworks CRM mobile app’s calendar displays all your tasks and appointments in a single calendar view, and you can make calls or send emails without leaving the app. Its low price and great features make it the best mobile CRM for growing appointment-based field sales teams.
Freshworks CRM Pros | Freshworks CRM Cons |
|---|---|
Free plan supports unlimited users | No offline mode in mobile app |
Mobile app features sales activity tracking | Free plan lacks pipeline management |
Includes lead scoring | Advanced reporting only available at higher tiers |
Freshworks CRM Pricing
- Free: Supports unlimited users and basic contact management
- Blossom: $12 per user, per month; includes lead, contact and deal management as well as 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
- Free trial for paid plans: 21 days
Freshworks CRM Mobile App Features
- Key metrics reports, including open deals, recent leads, and new contacts
- Book an Uber from the mobile app
- Real-time notifications of meetings, task assignments, leads, and deals
- Voice notes
- Call logging
To learn more about how Freshworks CRM’s mobile app can benefit your sales team, read our Freshworks CRM reviews page.
Zendesk Sell: Best CRM Mobile App With Built-in Calling
Zendesk Sell mobile CRM app
What it is: Zendesk Sell is a free mobile CRM app for iOS and Android devices, but requires a subscription to the desktop-based CRM.
What makes it a great mobile CRM app: Users can pay only for Zendesk Sell’s highly rated CRM core functionality or add feature bundles like phone call recording and mass email marketing campaigns. However, it’s Zendesk Sell’s built-in voice-over-internet-protocol (VoIP) calling that sets this solution apart for sales pros who need a reliable phone on the go.
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, and 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
- Create notes, filters, and lists
- Call logging
HubSpot: Best Free Mobile CRM With Lead Generation Tools
HubSpot CRM mobile app
What it is: HubSpot is a free contact management application with a powerful mobile app that keeps agents connected to leads and customers while out of the office.
What makes it a great mobile CRM app: HubSpot CRM’s mobile app and desktop platform offer advanced functionality like smartform 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 features, making HubSpot a good choice for companies that use blogging, landing pages, and social media to generate leads.
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 on mobile | 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
- Leaderboard and deal updates widgets
- Customizable daily digest view (iOS only)
Zoho CRM: Best CRM With an Integrated Productivity Suite
Zoho mobile CRM app
What it is: Zoho CRM is a robust contact management tool that makes it easy to move leads and deals through your sales pipeline. It is part of a complete software suite that includes business email and office tools like word processing software.
What makes it a great mobile CRM app: The mobile app allows you to keep your sales contacts organized on the go, and its collection of productivity tools gives agents what they need to stay productive while out of the office. Zoho CRM is the best choice for teams that need a CRM with built-in resources like word processing and email templates.
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
- Customizable activity feeds
- In-app lead conversion
- Record management
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 mobile CRM a try can increase the chances you’ll hit your 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.
Tina Miller, MA
Hi I’m looking for a CRM that can load into my phone which is an Android. I’d like to be able to just click on the name and call. Which crm’s do that?
Amanda Norman
Hi Tina,
Thanks for visiting the site! I suggest checking out Zendesk Sell. It features a built-in VoIP phone and call recording. Note that it does require a subscription to the desktop-based CRM. Another option to consider would be Freshsales. It also has a built-in phone system that allows you to make calls through the platform as well as forward, transfer, and record your calls.
Thanks for reading. Best wishes,
Mandy, Moderator
Megan Paznik
I own a video production company. I need a customer contact management system: retain data on my computer (so I don’t lose my info if I get off the software), for a low cost. For under 1000 potential clients at this time. Do you have a suggestion for me?
Amanda Norman
Hi Megan,
I suggest checking out Freshsales. It offers contact management as well as lead and opportunity tracking. Freshsales does have a free version as well as several paid options. You can read more about contact management software we recommend in our article, 6 Best Contact Management Software 2020.
Thanks for reading!
Mandy, Moderator
Megan Paznik
How do I keep my Gmail contacts safe re CRM?
Hello Mandy, thanks. I had a conversation with Freshsales today and one of the banners that came up said Freshsales could delete my entire Gmail account. I think what they meant was they could delete my Freshsales clients that came from my Gmail account. Not sure. I just stopped there. Sounded dangerous. The trainer said all CRM software reaches into my Gmail. How can I keep my Gmail contacts safe?
Megan
Amanda Norman
Hey Megan,
Here’s a link to a Freshsales support page that details what happens if you decide to cancel your Freshsales account. Also, here is another support page that shows how Freshsales syncs with your Google contacts if you choose. I also suggest talk with Freshsales customer support directly
Hope this helps. Best wishes,
Mandy, Moderator
Mehul Shah
Hi Lisa,
Thanks for sharing such an insightful post. I just have one query.
Have you tried Salesmate CRM? I am using it for the last 2 years and it consists of almost all the features listed in this post that you can only get in major brands (The listed ones) but, at really affordable prices.
The best part about Salesmate CRM is that sales reps can manage all the communication channels (Email, Calls & Texts) from their mobile app and never miss any opportunity to sell.
Would definitely love to see Salesmate CRM as one of the contender in this kind of article.
Amanda Norman
Hi Mehul,
Glad you enjoyed the post, and thanks for suggesting Salesmate. We agree that it is a quality CRM option. While we didn’t include it in this article, we do suggest it in our 6 Best Sales Management Software Options for 2020 article.
We also appreciate when our readers share their personal experience with software we suggest. Thanks for reading!
Best wishes,
Mandy, Moderator
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 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