9 Best Mobile CRM Apps for 2023
Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
Jill is a writer at Fit Small Business specializing on Customer Relationship Management (CRM) software.
This article is part of a larger series on CRM.
Mobile customer relationship management (CRM) software lets teams remotely manage sales tasks and leads on a phone or tablet device. The best CRM apps allow mobile completion of contact, lead, and pipeline management tasks, as well as offer multiple communication channels to engage contacts. We evaluated dozens of products with a mobile application to identify the best CRM app for small business.
- Best overall CRM app with robust calling capabilities: Freshsales
- Ideal for users running an ecommerce store: Bitrix24
- Excellent mobile app to engage with customers on the go: HubSpot
- Solid choice for those who need to upload documents and notes: Pipedrive
- Best mobile CRM with artificial intelligence (AI) features: Zoho CRM
- Mobile app that is reflective of the desktop app: Salesflare
- Great for users needing a simple mobile app: Capsule CRM
- Best for on-field agents who need geolocation features: Zendesk Sell
- Great for customizing apps for sales operations: Salesforce Essentials
What Is a Mobile CRM & Why Is It Important?
A mobile CRM is a sales application available on iOS and Android devices such as iPhones, iPads, and Android phones. It offers some or all of the modules and features available in a cloud-based, web CRM application. Mobile CRMs are crucial to agents’ offsite sales performance because they enable them to complete and organize tasks without being at their regular workstations.
Best CRM Apps Compared
Provider | Free Plan | Starting Price for Paid Plans | Our CRM Rating Out of 5 |
|---|---|---|---|
 | Yes, up to three users under the Growth plan | $15 per user/month | 4.75 |
 | Yes, unlimited users | $49/month (up to five users) | 4.75 |
 | Yes, unlimited users | $30 per month for up to 2 users | 4.70 |
 | No free plan | $14.90 per user/month | 4.66 |
 | Yes, up to 3 users | $14 per user/month | 4.64 |
 | No free plan | $29 per user/month | 4.47 |
 | Yes, up to two users | $18 per user/month | 4.38 |
 | No free plan | $19 per user/month | 4.23 |
 | N/A | $25 per user/month | 4.00 |
Freshsales: Best Overall CRM App With Robust In-app Phone
Overall Score:
4.75 / 5
Pros
- Free mobile CRM app for up to three users with scalable and cost-friendly paid plans
- Calling, voice notes, and Uber booking available for free
- Clean interface design that’s easy to navigate
Cons
- Offline use unavailable until Pro plan
- Relatively limited outside integration options
- No free call logging or check-in capabilities
- You need an all-around free CRM: Freshsales is sales-specific CRM software that helps teams manage business functions such as marketing, IT support, customer service, and human resources. The CRM has a free plan for unlimited users and has excellent scores and third-party reviews for its usability.
- You need a robust in-app caller: Its calling features, in particular, are excellent for sales teams that want to make calls on the go. For example, users can dial in to connect with leads and receive calls that will come in, showing a caller ID. Plus, users can review contextual information or try to improve their conversions with automatic call logging.
- You need extensive third-party integrations: While the Freshsales app has excellent built-in capabilities, it has a relatively low amount of native third-party CRM integration capabilities.
- Alternative: Salesforce Essentials has hundreds of general-use and industry-specific third-party integration options.
Freshsales Pricing
Note: Pricing is based on annual billing on a per-month breakdown. Monthly billing is also available for a higher cost. Each plan offers a 14-day free trial.
Users can view their contact information and associated deals straight from the app. (Source: Freshsales)
Our Expert Opinion
Freshsales is a robust, scalable sales CRM offering features like contact, account, sales pipeline, and deal management. Its in-app cloud phone lets you make calls directly from within the app. If you have a small team that needs a reliable and easy-to-use CRM, the Free plan would suffice. However, subscribing to paid options is recommended if you need more sophisticated features like lead scoring or an artificial intelligence (AI) sales assistant.
Is Freshsales the product for you? Learn more in our Freshsales review for detailed information on features, pricing, and overall usability.
Bitrix24: Best for Running an Ecommerce Store on Mobile
Overall Score:
4.75 / 5
Pros
- Mobile app has sleek interface
- Project management tools are easily accessible on the go
- Built-in ecommerce store for product tracking, order management, and payment processing
Cons
- App experiences technical glitches
- Feature-rich, but not the most intuitive or easy to install
- Users who need to access their ecommerce business on the go: Bitrix24’s mobile CRM solution provides users with access to ecommerce features, including basic inventory management for tracking product stock, stock receipts, and orders. This enables them to manage their online store while away from their desktop, and never miss orders or urgent customer queries.
- Users who need robust project management tools: Agents can also access project management tools while on the go, such as creating and assigning tasks, setting deadlines, monitoring project progress, sharing files, making video calls, and viewing work reports.
- Those needing a simple CRM: While Bitrix24 is packed with features, especially for ecommerce, it can be confusing to navigate the platform. Some users also mentioned it’s not easy to install and technical experience is required.
- Alternatives: Users who want a CRM that can be used out of the box and is easy to navigate can consider either HubSpot CRM or Freshsales.
Bitrix24 Pricing
Note: Pricing based on annual billing on a per-month breakdown; monthly billing is also available for a higher cost. Each plan offers a 30-day free trial.
Users can see their ongoing deals and opportunities while on the go. (Source: Bitrix24)
Our Expert Opinion
Bitrix24 is a feature-rich CRM with specialized functionalities helpful for businesses running ecommerce stores. Its free version is a great option for small online store owners needing reliable lead and deal management tools. However, those requiring advanced CRM tools, like customer segmentation and analytics, should consider subscribing to their paid options.
Read our Bitrix24 review and subscribe to the free plan to experience how this platform’s capabilities can help you grow your business.
HubSpot CRM: Best for Engaging With Customers
Overall Score:
4.70 / 5
Pros
- Free plan for unlimited users
- CRM solutions for chatting with website visitors
- Excellent usability ratings for navigating the app and using its features
Cons
- Individual and bundled paid plans get expensive
- Calling is limited to cell phone provider only and not available on the Free plan
- No free sales automation features
- Users needing a free, all-in-one CRM solution: HubSpot has numerous software products available individually or bundled, including sales, marketing, customer service, operations, and a content management system (CMS). It offers a free plan that supports unlimited users, and the interface uses a calm color scheme and minimal objects and buttons for superior user navigability.
- Users who need communication tools in their mobile app: With the HubSpot mobile app, teams engage with their customers through email or short message service (SMS) texting. When upgrading to the paid plans, users can place calls through the app. But arguably, the standout feature is the live chat tools. While on the go, users can communicate with website visitors via chat widgets so they don’t miss an opportunity.
- Those needing an affordable CRM to scale: While HubSpot is robust and offers solutions for sales, marketing, and service in one platform, it could get expensive once users upgrade to a paid plan.
- Alternatives: Freshsales and Zoho CRM are the two best alternatives that offer cost-friendly and scalable paid plans.
HubSpot Pricing
Note: Pricing based on annual billing on a per-month breakdown; monthly billing is also available for a higher cost. Each plan offers a 14-day free trial.
*CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software. Individual modules can be purchased for lower monthly costs.
Users can see updates straight from their mobile. (Source: HubSpot)
Our Expert Opinion
HubSpot CRM is an intuitive CRM packed with features for sales, marketing, and service. Its Free version is suitable for startups and small businesses that do not need advanced tools to monitor their sales process. Meanwhile, the paid versions offer more advanced features like analytics and sales forecasting tools.
More details on this product’s features can be found in our HubSpot review to give you insight into subscription plan comparisons and information on the usability of operating the product.
Pipedrive: Best for Document Management
Overall Score:
4.66 / 5
Pros
- Relatively low-cost paid plans
- Excellent features for scanning notes and documents for CRM upload
- Intuitive app to navigate and operate
Cons
- No free plan
- Expensive e-signature features
- Option to re-route incoming calls to mobile phone not available until Advanced plan
- Those needing a tool to streamline their sales operations: Pipedrive gives sales teams terrific lead, pipeline, and task management as well as sales automation capabilities to streamline operations. Its app offers on-the-go functionality, such as calling and logging, lead data tracking, and great reporting features for monitoring performance and activity on the system’s dashboard.
- Users who want document management and transcription tools: Pipedrive’s app lets you scan handwritten notes for fast upload. Any file can also be attached or associated with a specific lead, contact, deal, or account record after completion.
- Users who need a free plan: Pipedrive does not offer a free-forever plan for businesses on a tight budget or those who want to try it out risk-free.
- Alternatives: HubSpot offers a free plan for unlimited users, which includes mobile capabilities. Freshsales also offers its Growth plan for free for up to three users.
Pipedrive Pricing
Note: Pricing based on annual billing on a per-month breakdown; monthly billing is also available for a higher cost. Each plan offers a 14-day free trial.
Users can see the status of opportunities in the pipeline on their mobile app. (Source: Apple)
Our Expert Opinion
Pipedrive is an easy-to-use, feature-packed CRM that offers a visual sales pipeline and tools for managing leads, contacts, deals, and activities. Users who need fundamental features like lead and deal management can subscribe to its low-tier plans. However, those who require access to advanced tools like sales forecasting must consider subscribing to either its Professional or Enterprise plans.
Interested in learning more about Pipedrive? Read our in-depth Pipedrive review to see if this provider suits your business needs.
Zoho CRM: Best for Artificial Intelligence Capabilities
Overall Score:
4.64 / 5
Pros
- Affordable, scalable pricing options
- Offers analytics and AI features through its sales assistant, Zia
- Mobile record management is free
Cons
- Free plan limited to three users
- App interfaces are tough to navigate
- No free integration options
- Users who need free or affordably priced, all-around CRM: Zoho CRM is the most scalable CRM solution on this list, with free and low-priced plans that teams can slowly upgrade to as their feature needs evolve. The platform supports sales, marketing, and customer case management all in one highly customizable system. On its app, users can track leads and accounts, log notes, calls, and events, and communicate with contacts via email, text, and telephone.
- Those who want an artificial intelligence (AI)-powered sales assistant: One of Zoho’s most beloved features is the AI Zia, which acts as a sales guide and analysis tool—giving teams reminders, predictions, and suggestions such as the best time to contact a lead. On Zoho mobile, Zia can serve as an on-the-go assistant. Users can make voice or text requests, such as creating a new record, updating a deal status, contacting a customer, or adding notes to a record for Zia to complete.
- Users wanting an intuitive CRM tool: Though there are advanced AI features on the Zoho CRM app, it does not score well in the usability column as it demands a decent learning curve to navigate the interface.
- Alternative: Capsule CRM stands out as a great alternative for offering a user-friendly interface. It is easy to navigate due to its sleek, simple interface.
- Those who need unlimited users in the free plan: While Zoho CRM is feature-rich, its free plan is limited to only three users.
- Alternative: Freshsales and HubSpot offer a free plan for unlimited seats—making it ideal for organizations that don’t have an extra budget for a CRM subscription.
Zoho CRM Pricing
Note: Pricing based on annual billing on a per-month breakdown; monthly billing is also available for a higher cost. Each plan offers a 14-day free trial.
Users can see all the tasks associated with a deal or opportunity in the app. (Source: Zoho CRM)
Our Expert Opinion
Zoho CRM’s key strengths are its lead and contact management features, reporting, email marketing, and conversational artificial intelligence (AI) capabilities. For single users who need one pipeline to monitor their sales, the free plan will suffice. However, for those needing multiple pipelines and advanced features like lead scoring and sales forecasting, considering one of the paid plans is recommended.
Interested in learning more about Zoho? Our in-depth Zoho CRM review tells you everything you need to know and whether it’s best for your business.
Salesflare: Best for Desktop-mobile Reflective App
Overall Score:
4.47 / 5
Pros
- Desktop mirrors the mobile app for seamless access and management of tools in both devices
- In-depth, real-time team and revenue insights
- Offers workflow automation tools
Cons
- Lacks an in-app calling feature
- No free plan
- Users who are constantly toggling between their desktop and mobile app: Salesflare’s mobile app completely reflects the features and functionality of its desktop app—enabling agents to toggle between devices and never miss an update on the progress of their tasks and deals. Through the app, users can perform data entry and access workflow automation features, as well as use tools for email campaigns and email and website engagement tracking.
- Teams that need workflow automation tools: Salesflare has a contact data enrichment feature that collects lead data from emails, social profiles, and other public resources. It automatically adds the collated information to the contact’s CRM profile.
- Users who need a free plan: Salesflare does not offer a free plan for businesses on a tight budget or wanting to try it out risk-free.
- Alternatives: HubSpot and Freshsales both offer free plans for unlimited users, which include mobile capabilities.
Download the Salesflare mobile app for iOS.
Salesflare Pricing
Note: Pricing is based on annual billing on a per-month breakdown. Monthly billing is also available for a higher cost. Each plan offers a 30-day free trial.
Agents can access tasks, opportunities, and contacts in the mobile app. (Source: Apkpure)
Our Expert Opinion
Salesflare is packed with robust CRM functionalities, but it is very easy to use and navigate because of its intuitive interface. Its workflow automation tools also make it ideal for agents to monitor their deals and opportunities. While it’s missing a free plan and an in-app dialer, it is still an excellent option for a robust mobile CRM due to its ability to mirror the desktop app.
Read our article on Salesflare review to learn if this provider suits your business needs.
Capsule CRM: Best Simple Mobile CRM
Overall Score:
4.38 / 5
Pros
- User-friendly interface
- Lets users access contacts, tasks, and pipelines via mobile
- Offline functionality automatically syncs updates once connected to the internet
Cons
- Features are too basic for bigger teams (lack of AI tools and lead scoring)
- Email marketing features not included in the free plan
- Free plan is limited to two users
- Users needing a simple CRM tool: Capsule CRM’s mobile app is a simple and sleek mobile app for agents who are always on the go. It enables users to view and add customer data, initiate calls, and complete tasks. Agents can also use the app offline, and changes will sync back to the platform when they connect online. Its mobile app also includes a project management and calendar screen for viewing tasks, similar to how users view them on a desktop.
- Users who need an AI sales assistant: Capsule CRM is indeed simple and intuitive. However, some users might dislike its lack of sophisticated sales tools, like an artificial sales (AI) sales assistant.
- Alternative: Those who need a CRM with a sales assistant who can give recommendations to streamline their sales processes can consider Zoho CRM instead.
- Those who need unlimited users in the free plan: While Capsule CRM is easy to use, its free plan is limited to only two users.
- Alternative: Freshsales and HubSpot offer a free plan for unlimited seats—making it ideal for organizations that don’t have an extra budget for a CRM subscription.
Capsule CRM Pricing
Note: Pricing based on annual billing on a per-month breakdown; monthly billing is also available for a higher cost. Each plan offers a 14-day free trial.
Users can easily manage their deal-associated tasks in the mobile app, as well as access contact information. (Source: Capsule CRM)
Our Expert Opinion
Capsule CRM is a simple CRM app that offers all the basic fundamentals sales agents need to perform their tasks, including deal and contact management, sales pipeline monitoring, and workflow automation. However, while it has essential features, those needing sophisticated sales tools, like analytics and territory management, might not benefit much from this provider.
Zendesk Sell: Best for Geolocation Features
Overall Score:
4.23 / 5
Pros
- Most mobile features are available on the Team plan
- Unique geolocation feature for finding nearby leads and receiving directions
- Offers text, email, and calling from the app
Cons
- No free plan
- Marketing tools limited to mass emailing, templates, and texting
- Can be a tough system to set up for new users
- Teams that do frequent client visits: The best app feature, however, is the geolocation and verification capabilities. This lets reps use their phone and CRM app to find nearby prospects on an interactive map. They can receive directions to the locations, log their visits, and verify lead address data already stored in the system. Managers can also use this feature to track rep locations and confirm they’ve attended in-person meetings.
- Users wanting offline functionality for their mobile app: Zendesk Sell users get offline functionality and data access, set appointments, manage tasks, text contacts, and place and log phone calls. Once online, updates and changes will automatically sync to the system.
- Users needing a CRM with robust marketing campaign management tools: Unfortunately, just as the name suggests, Zendesk Sell can only assist with sales activities such as lead and pipeline management. Its marketing tools are limited to mass emailing and deploying text campaigns.
- Alternative: HubSpot is the best marketing CRM for teams that want email campaigns, content, and website management included in their CRM platform.
Zendesk Sell Pricing
Note: Pricing based on annual billing on a per-month breakdown; monthly billing is also available for a higher cost. Each plan offers a 14-day free trial.
Zendesk Sell allows users to access their deal information while on the go. (Source: Zendesk Sell)
Our Expert Opinion
Based on our Zendesk Sell CRM review, this platform stands out for its lead management capabilities, mobile application, and communication tools. The latter includes a built-in phone system, mass emailing, and texting campaigns. For these reasons, businesses that engage in direct selling through a multi-channel strategy, either from an office or in the field, can benefit from what Zendesk Sell offers.
Interested in learning more about what it can do for your business? Read our in-depth Zendesk Sell review.
Salesforce Essentials: Best for Creating Custom Apps
Overall Score:
4.00 / 5
Pros
- Excellent app customization options
- Access to over 2,500 third-party and native integration options
- App includes offline functionality
Cons
- No free plan
- Web and mobile apps are notably difficult to set up and operate
- Many extra features, such as AI insights and quote and billing tools, require add-ons
- Users needing sophisticated sales automation tools on mobile: On the Salesforce Essentials app, users can store, view, and update data records, track pending deals in the pipeline, and manage tasks and files associated with different records.
- Teams that need app customization tools: Salesforce’s Lightning App designer allows users to build modules or pages within the CRM and its mobile equivalent using drag-and-drag functionality. Teams can design any unique app needed to help manage their sales, marketing, or service operations and utilize it on the mobile platform.
- Users who need a free plan: Salesforce Essentials is its own product and, therefore, only has one pricing option that might not be ideal for teams looking for free or lower-cost plans.
- Alternatives: HubSpot and Freshsales both offer free plans for unlimited users, which include mobile capabilities.
- Users wanting a basic CRM tool: Salesforce Essentials is a powerful CRM tool, but it does require some level of CRM experience and technical background to operate.
- Alternative: Capsule CRM stands out as a great alternative for offering a user-friendly interface. It is easy to navigate due to its sleek, simple interface.
Salesforce Essentials Pricing
Note: Pricing is based on annual billing on a monthly per-user breakdown. A monthly subscription is also available at a higher rate. Interested users can sign up for a 30-day free trial.
Salesforce enables users to add tasks and update deal info through the app. (Source: Salesforce)
Our Expert Opinion
Salesforce Essentials is a scaled-down version of Salesforce’s sales and support CRM editions. While it has a 10-user limit, it is equipped with powerful sales automation, lead management, and customer support tools.
Check out our Salesforce Essentials review for a detailed evaluation of the platform’s features, integrations, usability, pricing, and customer support.
How We Evaluated the Best Mobile CRM Software
To determine the top CRM mobile apps, we only considered products that offer an iOS or Android application to supplement their web application. We then evaluated feature capabilities specific to the app, such as lead management, email marketing, social media management, and telephonic functions. We also looked into each product in terms of standard attributes like price, general CRM features, usability, and customer support.
The tabs below offer insight into our evaluation process for the best mobile CRM:
30%
Pricing
30%
General Features
25%
Help & Support
15%
Expert Score
30% of Overall Score
Pricing takes into account free plan availability, various scalable pricing options users can purchase affordably, and the ability for a subscriber to either pay monthly or save by paying annually. Additionally, we looked at the costs specifically for access to the mobile application.
30% of Overall Score
In addition to app functionality, we looked at overall features we feel are necessities for a CRM. These include CRM integration options, reporting and analytics tools, and system customization to let any business make the platform their own. We also evaluated other common capabilities in most CRM systems, such as data and record management and workflow automation options.
25% of Overall Score
Extensive support and service help prevent poor user experiences and outcomes users may encounter while using any of these systems. Help and support are evaluated in terms of customer service hours as well as the availability of support via phone, live chat, and email. We also look at online resources for users to review, like tutorials, forums, or training modules.
15% of Overall Score
In addition to firsthand experience with these CRM systems, we evaluated what users say about each product. These criteria consider how customers feel, based on their reviews, to gain insight into platform popularity, ease of use, and overall value for the price.
*Percentages of overall score
Frequently Asked Questions (FAQs)
Using a mobile CRM makes it easy to keep sales data and sales deal opportunities up to date. With many reps on the go visiting clients or balancing work and their personal lives, having a CRM app on their phones is ideal. It allows them to enter deal notes, place calls to leads right from the CRM app, and update deal stages without being at a computer.
The best mobile features of a CRM are ones that mimic the most popular features of a desktop CRM—enabling users to get similar functionality while on the go. Examples of the most common mobile CRM features include a click-to-call mobile dialer within the CRM app, pipeline management, tagging and collaboration tools, scheduling abilities, and offline access so you can view data without an internet connection.
Bottom Line
Mobile CRM capabilities enable on-the-go productivity by sales reps through lead management, pipeline tracking, document storage, and communication features on a CRM app. While Freshsales is the best overall option, other products on this list serve certain use cases and contain stronger product attributes such as price, niche features, or usability—making them ideal for particular circumstances or business needs.
