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10 Best Mobile CRM Apps

A mobile customer relationship management (CRM) app is an indispensable tool for on-the-go sales teams. The best mobile CRM apps are equipped with easy-to-use contact, deal management, and collaboration tools for real-time data access and seamless sales, marketing, and service operations. With a mobile CRM app’s functionalities nearly equivalent to its desktop version, you won’t…

Written By

Lorraine Daisy Resuello

Reviewed By:

Bianca Caballero

Oct 9, 2024

25 minute read

A mobile customer relationship management (CRM) app is an indispensable tool for on-the-go sales teams. The best mobile CRM apps are equipped with easy-to-use contact, deal management, and collaboration tools for real-time data access and seamless sales, marketing, and service operations.

With a mobile CRM app’s functionalities nearly equivalent to its desktop version, you won’t miss tracking every customer interaction and sales activity anytime and anywhere—gaining more control over your business. After a thorough evaluation of several platforms in terms of pricing, features, support, and ease of use, we chose our best mobile CRM apps for 2024.

HubSpot CRM: Best overall for an intuitive interface
Bitrix24: Best for robust mobile chat features
Zoho CRM: Best for a mobile CRM powered by artificial intelligence (AI)
Salesforce: Best for complete mobile CRM features
Capsule CRM: Best for mobile calendar tracking
Pipedrive: Best for calling and logging calls
ClickUp: Best for general mobile task management
monday CRM: Best for sales enablement
Insightly CRM: Best for business card scanning
EngageBay: Best for team collaboration

Best Mobile CRM Apps Compared
HubSpot CRM: Best for a Mobile Interface With Intuitive Navigation
Bitrix24: Best Mobile CRM App With Robust Chat Features
Zoho CRM: Best for an AI-powered Mobile CRM
Salesforce: Best for a Mobile CRM With Complete Features
Capsule CRM: Best for Calendar Tracking
Pipedrive: Best Mobile CRM App for Calling & Call Logging
ClickUp: Best CRM App for Task Management
monday CRM: Best for Sales Enablement
Insightly CRM: Best for Lead Capture via Business Card Scanner
EngageBay: Best for Team Collaboration
Frequently Asked Questions (FAQs)
Bottom Line

Best Mobile CRM Apps Compared

Free Plan	Free Trial (Days)	Starting Monthly PriceBased on annual billing on a per-month basis; monthly billing is available at slightly higher rates, unless otherwise specified.	Our Rating out of 5
✓5 users	✕Free demo	$15 per user	4.76
Visit HubSpot CRM
✓Unlimited users	15	$49 for 5 users	4.61
Visit Bitrix24
✓3 users	15	$14 per user	4.57
Visit Zoho CRM
✕	30	$25 per user	4.49
Visit Salesforce
✓2 users	14	$18 per user	4.46
Visit Capsule CRM
✕	14	$14 per user	4.43
Visit Pipedrive
✓Unlimited users	14	$7 per user	4.25
Visit ClickUp
✕	14	$12 per userThree-user minimum requirement; total $36 per month	4.23
Visit monday CRM
✕	14	$29 per user	4.20
Visit Insightly CRM
✓15 users	14	$13.79 per userBiennial billing (payments every two years) with discount and monthly billing (higher plan costs) are available.	4.18
Visit EngageBay CRM

Pricing: 4.25 out of 5

General Features: 5.00 out of 5

Niche/Advanced Features: 4.69 out of 5

Customer Support: 4.38 out of 5

Expert Score: 5.00 out of 5

Pros

Has clean mobile interface that’s easy to navigate and operate
Offers unique marketing tools that let you send email campaigns and track performance on a mobile app
Has free mobile CRM with business card scanning, record management, task tracking, and communication tools powered by AI

Cons

Does not offer robust project management features on mobile app or web
Has a big price jump from $15 per user for the Starter plan to $1,170 for five users for the Professional plan
Does not include mobile calling in the free plan

You need an intuitive mobile app: Like HubSpot CRM’s web application, the mobile interface is clean and modern, using a simple navigation system of minimal buttons for users to move between modules. While on a phone or tablet, users can access their CRM system to manage records, tasks, deals, and service tickets, as well as engage customers via email, phone, and chat (via Breeze Copilot) and schedule meetings.
You want to manage marketing campaigns on the go: One of the unique aspects of HubSpot mobile CRM software is its marketing capabilities. Teams can publish and monitor social media posts and deploy mass email campaigns all on the go. Users can conveniently run campaigns from their mobile phones and evaluate activity and engagement metrics to see how their campaigns are performing.

You want to manage projects in your mobile CRM: Unfortunately, HubSpot’s project management capabilities are limited to just tracking tasks in a list view. This downside affects construction, marketing, field service project managers, and business owners who need to track project completion time within budget.
- Alternatives: Bitrix24 and EngageBay offer project management capabilities while on the go. These CRM systems with mobile functionality can be used by sales managers and reps to plan and track all sales projects and tasks quickly.
You need scalable paid plans: Though HubSpot CRM has excellent free tools, such as record management and business card scanning on the mobile app, the packages aren’t scalable. From $15 per user monthly for the Starter plan, there’s a huge price increase to the succeeding tiers. The Professional plan is $1,170 for five users monthly, which is not cost-effective for tight-budget small businesses and startups.
- Alternatives: Zoho CRM offers easy-to-use mobile CRM features in cost-friendly, scalable plans (from $14 to $52 per user monthly). Capsule CRM and Pipedrive are also excellent options for scalable paid plans, as they offer affordable basic plans at $18 and $14 per user respectively, with high-tier plans that don’t exceed $100 per user.

HubSpot CRM Pricing Plans*

Cost: $0 for five users

Key Features:

Mobile CRM for record management and business card scanning
Mobile inbox for supporting customers and engaging leads on the go through chat and email
Contact and company managementWith activity tracking and notes; offers microphone for voice-to-notes in records
Deal tracking on one pipeline with ability to update status on mobile CRM software
Task management with mobile task tracking and customer service ticketing for one pipeline
Mobile marketing performance tracking for email campaigns
App marketplace access for third-party integrations
Built-in appointment scheduler, quote generation, and document storage within CRM records
Mass email marketing with email templates and automated campaign deployment
Website landing page design tools, blog hosting, and custom web formsCustomizable forms you can include in your website for customers and leads to submit inquiries

*Pricing is based on annual billing on a per-user monthly breakdown of HubSpot Customer Platform. Monthly billing and enterprise-level options are also available for a higher cost. We update pricing information regularly but encourage readers to check current pricing.

**Customer Platform includes sales, marketing, customer service, content management system (CMS), and operations software. Individual modules can be purchased for lower monthly costs.

HubSpot CRM mobile app procedure on editing a ticket's properties.

HubSpot CRM lets you update a ticket’s property on its mobile app for efficient sales support and customer service management.
(Source: HubSpot)

Our Expert Opinion

If you’re looking for free plans, solid features, and an excellent user experience in one mobile app, HubSpot CRM is for you. While we could’ve focused on its solid email outreach and mobile marketing tools, the HubSpot mobile interface is too clean to overlook. Just like its web app, users can easily navigate to their modules and use features on the go, thanks to the intuitive and modern interface design.

Visit HubSpot CRM

Bitrix24: Best Mobile CRM App With Robust Chat Features

Pricing: 4.38 out of 5

General Features: 4.88 out of 5

Niche/Advanced Features: 4.75 out of 5

Customer Support: 4.15 out of 5

Expert Score: 4.25 out of 5

Pros

Has advanced mobile app chat capabilities like emojis and voice messaging and updated interface and navigation (dark mode option)
Has project management and client profile and activity tracking on mobile for free
Lets you monitor sales team efficiency, follow task progress, and post comments to any task like how you would do it in the chat

Cons

Requires midlevel learning curve because of robust features
Requires third-party app integration (like Bitrix24 Business Card Scanner by MagneticOne MobileWorks) to scan business card
Lacks marketing tools

You need advanced mobile chat capabilities: Bitrix24’s mobile chat M1 is equipped with robust capabilities. Sales managers can initiate a direct chat with reps via group chat or through an audio or video call. Users can send voice messages and use emojis as reactions to the messages, giving that social-app feel. The mobile app has an option for dark mode and message status indicators for seamless usage.
You need mobile project management tools: Bitrix24 lets users monitor project progress, set deadlines, make video calls, share files, and obtain work reports. Sales teams won’t miss meetings and other activities by updating and organizing them on the mobile app. Sales managers can invite team members for collaboration. On the other hand, sales reps can plan their days with appointment scheduling.
You want to monitor sales team efficiency: Monitor your sales team efficiency with Bitrix24’s intelligent task reporting on your mobile device. This will provide you an on-the-go, 360-degree view of completed, in-progress, or expired for every team member.

You need a simpler mobile app CRM: Bitrix24 has robust and advanced mobile features that help sales teams win new clients. But, at first glance, the mobile app interface looks clunky and has too many visual elements that may overwhelm new users. For example, you will see several menu icons on both sides of the dashboard or workspace where other providers only have one on either side or across the top.
- Alternatives: HubSpot CRM and monday CRM are excellent alternatives to Bitrix24 because they’re easy to set up, have intuitive mobile features, and use a simple user interface.
You want to scan business cards using a CRM’s mobile app: If your sales team always meets with prospects face-to-face, a business scanner is a great tool to ensure you save relevant lead details even if you lose the card. Bitrix24 does not have a built-in business card scanner. You need to integrate it with a third-party app, such as Bitrix24 Business Card Scanner by MagneticOne MobileWorks to activate this feature.
- Alternatives: Insightly CRM is best for its capability to scan business cards by taking a photo. Insightly subsequently creates a contact or lead with the data presented on the business card. HubSpot CRM and Pipedrive CRM have built-in business card scanners, too.

Bitrix24 Pricing Plans*

Cost: $0 for unlimited users

Key Features:

Bitrix24 tasks accessible on Android and iOS devices
QR code authorization via mobile app
Shared team calendar and project management module
Unlimited contact storage and deals with sales pipeline and timeline activity tracking
Google Maps address and location monitoring in CRM records
Custom data fields and automated duplicate detection
Bitrix24.Sign tool for creating, sending, and getting signatures for sales documents
Client profile storage with activity planning and tracking plus task reminders
Inventory management, product catalog, and live chat engagement with web visitors
Automatic web visitor contact information request and customer journey tracking

*Pricing is based on annual billing on a per-month breakdown. Monthly billing and enterprise-level options are available for a higher cost. Bitrix24 offers a free 15-day trial period for its paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.

Bitrix24’s mobile chat M1 lets you add reactions or emoji replies to messages. (Source: Bitrix24)
Bitrix24’s mobile app can be used by sales teams to manage tasks and projects. (Source: Bitrix24)

Our Expert Opinion

Bitrix24 is the best mobile chat CRM because of its mobile chat feature. We like how reps can become more productive and effective in their roles with this time-saving feature. Provide personalized customer experiences with emoji replies, and plan the next best action based on the message indicator’s status to close deals faster. We love how users can track projects, make video calls, and more using this mobile CRM.

Visit Bitrix24

Zoho CRM: Best for an AI-powered Mobile CRM

Pricing: 5.00 out of 5

General Features: 4.88 out of 5

Niche/Advanced Features: 4.69 out of 5

Customer Support: 3.75 out of 5

Expert Score: 3.88 out of 5

Pros

Offers AI Zia tool in the mobile CRM
Has unique analytics and dashboard tools through the mobile app
Has free and affordable plans available with free access to the mobile CRM

Cons

Does not include mobile emailing in the CRM; requires users to subscribe to and download the Zoho Mail app for an added cost
Has clunky mobile interface in certain modules and is tough to navigate
Only offers third-party integrations starting from the Professional plan ($23 per user monthly)

You want AI in your mobile app: Zoho is already known as one of the best AI CRM systems available because of its broad capabilities. Zia, the AI tool built into Zoho, comes with the mobile CRM. Users can make voice and text commands to quickly fetch records, create meetings, and pull data reports, minimizing data entry. You can add notes, assign tasks, and change deal statuses, closing more sales while on the go.
You need solid reporting and analytics on mobile: Starting on Zoho’s Standard plan, you can access the mobile edition of Zoho CRM analytics for in-depth, on-the-go reporting and insights. Sales managers can create custom charts and monitor dashboard data pipeline and funnel conversions. With real-time insights, teams can easily evaluate the effectiveness and adjust their sales and coaching strategies.

You need email included in your mobile CRM: One issue with Zoho CRM mobile is that it does not include email features to send emails on its mobile app. Users must subscribe to the Zoho Mail native software and download that app separately on an iOS or Android device.
- Alternatives: HubSpot CRM and Pipedrive are all popular alternatives that include communication capabilities, including email, on their CRM for mobile apps equivalent.
You want a less clunky mobile interface: Zoho CRM brings many tools, including lead management, contact management, the integrated calendar, and notification feeds, into its mobile app. That said, the interface appears clunky on the home page and on certain modules.
- Alternatives: HubSpot CRM and Capsule CRM are two of the best mobile apps for user-friendly system navigation. With HubSpot CRM, you can easily view contact activity feeds and sales forecasts, and the interface is clean and modern with minimal buttons. Meanwhile, Capsule CRM lets you see contact information during poor internet connectivity with its offline mobile app access.

Zoho CRM Pricing Plans*

Cost: $0 for three users

Key Features:

Lead, account, contact, and deal tracking for one sales pipeline with mobile app view
Marketing automation for campaigns and email opt-out
Automation for workflow rules10 rules per module (maximum 5 active)
Automation for tasksFive tasks per action
Automation for email notificationsInclude five email notifications, 50 emails per user license, and 150 emails per day (whichever is lower and emails can be sent only to the CRM users)
Tasks, meetings, and calls
10 custom email templates and document library
Standard reports
1GB file storage per organization and 10MB data storage (5,000 records)
Customized home page components, tabs, list views, and search layout

Zoho CRM Pricing Add-ons:

Additional File Storage: $4 per month for 5GB (paid plans only)
Additional Data Storage (up to 200 users): $4 for 100MB per month (for Professional and up)
Additional Data Storage (over 200 users): $2 for 100MB per month (for Professional and up)
Data Backup: $12 per request

*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing is also available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.

Zoho CRM's mobile app powered by Zia AI assistant assisting the user in adding a note via chat.

The Zoho CRM mobile app, powered by AI assistant Zi, can help sales reps add a note via chat for activity tracking. (Source: Zoho CRM)

Our Expert Opinion

Zoho is the best AI-powered mobile CRM that can autocomplete tasks on smartphones and tablets. With the time saved on manual tasks, we like how sales reps become more effective in their roles, so they can focus on selling and engaging with customers. We love how managers can easily track goal progress, monitor sales performance, and stay updated on all user activity with Zoho CRM’s mobile reporting and analytics tools.

Visit Zoho CRM

Salesforce: Best for a Mobile CRM With Complete Features

Pricing: 3.5 out of 5

General Features: 5.00 out of 5

Niche/Advanced Feature: 4.38 out of 5

Customer Support: 4.25 out of 5

Expert Score: 4.63 out of 5

Pros

Has mobile app that contains all of Salesforce's features
Allows users to personalize navigation and add menu favorites on the app
Has AI app capabilities that include CRM Analytics, Einstein Search, and Einstein Voice Assistant

Cons

Lacks free plan or free-forever tools and has no monthly payment scheme (annual billing only)
Has no full offline mobile functionality on the starting plan ($25 per user monthly)
Has limited marketing and project management tools in the app

You want a mobile CRM software with complete features: Salesforce has sales automation, profile enrichment, and deal management features in the app. Sales teams can access all of Salesforce’s features (like view real-time forecasting) and add menu favorites using their mobile devices. You can customize the app to complement your branding by deploying prebuilt, mobile-ready components without coding.
You want to use a personalized mobile CRM: Salesforce’s mobile version is fully customizable to users’ needs. You can customize navigation, branding, and add favorites on the app. For instance, you can modify the loading page logo and background color, as well as the land header background color to match your company’s branding.

You want a free plan or monthly subscription for a mobile CRM: Salesforce doesn’t have a free plan and doesn’t offer a monthly payment scheme. Also, the full offline mobile functionality is not available on the starting plan. Therefore, some startup teams might find Salesforce expensive.
- Alternatives: Zoho CRM and HubSpot CRM are our top recommendations for a free plan. HubSpot CRM and Capsule CRM have monthly billing available for a higher cost than their annual rates.
You need more marketing and project management mobile features: Salesforce’s majority of features are sales-focused. It has limited marketing tools, like campaign management to track campaigns across all channels, which aims to see sales pipeline impact. Some small businesses, like retail and field service businesses, need more marketing and project management tools in a mobile CRM.
- Alternatives: monday CRM is an excellent project management system itself with sales enablement tools. Plus, CRM integrations connect monday CRM to apps like Slack, Zoom, and Mailchimp, so your team can handle tasks and customer projects seamlessly.

HubSpot CRM and Bitrix24 are also excellent platforms for email and social media marketing campaigns. Plus, these CRM providers have marketing tools for mass email and social media campaigns in their freemium plans.

Salesforce Pricing Plans*

Cost: $25 per user

Key Features:

Simplified setup and onboarding
Lead, account, contact, and opportunity management
Email integration and automated activity capture
Salesforce mobile app
Customizable sales process
Task management, activity feed
Salesforce meetings
Case management
Lightning app builder
Mass email and file sharing

*Pricing is based on annual billing on a monthly breakdown of Salesforce Sales Cloud edition. Salesforce Sales Cloud does not offer a monthly payment plan, except for the Starter Suite. Salesforce offers a 30-day free trial. We update pricing information regularly but encourage readers to check current pricing.

Salesforce Cloud mobile app showing various dashboards like opportunities.

Salesforce Sales Cloud mobile views show different features for on-the-go customer relationship management. (Source: Salesforce)

Our Expert Opinion

The Salesforce mobile app has the most number of CRM tools found on the web or desktop version. This gives sales reps more control over leads and sales data for smarter decision-making and strategy creation while on the go. We also love how this provider powered its mobile app with AI, automation, built-in predictive analytics, and other advanced capabilities—a game-changer for growing small businesses.

Visit Salesforce

Capsule CRM: Best for Calendar Tracking

Pricing: 5.00 out of 5

General Features: 4.88 out of 5

Niche/Advanced Features: 4.38 out of 5

Customer Support: 2.88 out of 5

Expert Score: 4.50 out of 5

Pros

Has great features for tracking a calendar on the go with tasks, events, and meetings viewable on a clean mobile interface
Allows users to place calls, text, and send emails directly in a mobile contact profile plus view the lead’s location on a map
Includes mobile emailing and task tracking in the Free plan

Cons

Only offers one-way Google Contacts integration
Has less free-forever tools than competitors; lacks email tracking and email templates
Has no workflow automation features until the Growth plan ($36 per user monthly)

You want to manage your sales calendar on mobile devices: The aspect of Capsule CRM that stuck out the most was its mobile calendar features. It comes with a super-clean interface and a dedicated module in the mobile app for monitoring a schedule. Reps spending most of their day on the road can get value with a calendar that stores events, tasks, and sales meetings and translates them into a task list.
You need a simple mobile communications tool: Capsule CRM’s desktop platform is one of the best simple CRM systems. For its mobile version, the provider makes it easy for users to quickly engage leads. Once integrated with the third-party tools, users can email text or place calls directly from phone contact records. AI Content Assistant generates emails and summarizes the minutes of the meeting or call for rep efficiency.

You are a Google user and need a mobile CRM with two-way data sync: Integrate Capsule CRM with Google Contacts to manage contacts easily for lead generation and sales management. However, users can only sync contacts from Capsule CRM to Google. If you need a CRM with two-way data sync capability, there are other options.
- Alternatives: Zoho CRM’s Standard plan ($14 per user monthly) has a two-way data sync option with Google. Pipedrive’s Advanced plan ($29 per user monthly) also offers two-way email sync when you use Gmail in the CRM.
You want a more robust free plan: While Capsule CRM has a free-forever option, it is by no means the best free mobile CRM. Users are capped at just 250 stored contacts and primarily can only do task management and email engagement activity on mobile. You can send emails but can’t track them or access email templates in the freemium plan.
- Alternatives: HubSpot CRM includes an advanced mobile app on its freemium plan with email, campaign management, and deal tracking tools. Bitrix24 is an excellent option if you need robust project management features. And ClickUp’s free-forever tools for unlimited users let you easily oversee business operations, such as sales, marketing, and human resources.

Capsule CRM Pricing Plans*

Cost: $0 for two users

Key Features:

Mobile app (for iOS and Android) with offline support
Tablet and caller ID support
Up to 250 contacts and unlimited customization to contact data
10 AI content assists
Gmail add-onStore sent emails in Capsule CRM and create new CRM records
Sales dashboards with activity reports
Unlimited bespoke workflows for opportunities or projects
Data segmentation tools such as lists, filters, and tags
Basic project management tools with projects, tasks, and calendar
Google Workspace and Mailchimp integrations

*Pricing is based on annual billing on a monthly, per-user breakdown. Monthly billing is available for a higher cost. Capsule CRM offers a 14-day free trial for its paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.

Capsule CRM calendar feature on mobile view showing a scheduled kickoff meeting.

Capsule CRM’s mobile app calendar for scheduling meetings and events seamlessly (Source: Capsule CRM)

Our Expert Opinion

Capsule CRM wins as the best mobile CRM for tracking calendar tasks and activities because of its dedicated module for schedule monitoring. Its AI Content Assistant helps reps summarize a meeting or call minutes for lead scoring and adding a personal touch to email correspondence. Capsule CRM helps on-the-go teams ensure that no meeting or sales activity slips through the cracks.

Visit Capsule CRM

Pipedrive: Best Mobile CRM App for Calling & Call Logging

Pricing: 4.25 out of 5

General Features: 5.00 out of 5

Niche/Advanced Features: 4.13 out of 5

Customer Support: 4.25 out of 5

Expert Score: 3.88 out of 5

Pros

Is excellent for calling and logging calls
Has great deal management features including activity tracking, deal searching, and history monitoring
Has lead and sales management tools, such as quota and activity tracking and built-in business scanner for Android devices

Cons

Locks project management tools in the Power plan ($64 per user monthly); not included on the mobile app
Locks email sync and mobile email tools in the Advanced plan ($34 per user, per month)
Has no free plan, only a 14-day free trial

You need to make and log calls on mobile CRM software: Users can easily call a lead from the mobile app of Pipedrive. When you are a sales rep and have a deal’s page open, simply click on the green phone icon at the bottom of the screen. To enable the call logging feature, go to the preferences. Every call will be logged as a deal activity to avoid missing sales opportunities to meet your quota.
You need robust mobile deal monitoring: Pipedrive is already well-known for its sales proposal and deal management capabilities. These features, especially deal tracking, expand to mobile users, where you can view opportunities on a pipeline and get insights on deal history and timelines remotely. There’s even a mobile search bar to find deals or contacts based on the data record name or notes within the record.
You want to track quotas anytime, anywhere: Pipedrive’s sales quota management enables managers and reps to see their activity input, total deal and revenue production, and progress toward their goals on mobile. Additionally, Pipedrive has a newly launched business card scanner for Android users to capture leads seamlessly.

You need free mobile emailing: Pipedrive has no free-forever plan. Additionally, the emailing tools to send and track emails in the CRM and mobile app require the Advanced plan for $34 per user monthly.
- Alternatives: HubSpot CRM is a great alternative with free mobile emailing. Zoho CRM offers free access to basic CRM functions, including mobile emailing for up to 50 emails per user.
You want to track projects on your phone: While Pipedrive now offers project management tools to track client deliverables and tasks on a Kanban board, this capability does not extend to the mobile app.
- Alternatives: monday CRM is one of our top recommendations for mobile CRM with project management features. Bitrix24 lets you manage projects and client profiles, as well as track activities and interaction on its mobile version for free.

Pipedrive Pricing Plans*

Cost: $14 per user

Key Features:

Lead and contact management with activity tracking (calls and emails) on mobile app
Web-to-mobile phone calling and apps marketplace for third-party integrations
Contact location discovery using mobile app maps to spot contacts and deals
Deal management with rotting indicator and mobile tracking
CRM mobile search bar to find contact and deal records on your phone or tablet
Mobile collaboration through comments and user mentions on CRM records
Activity reporting to set up sales goals for tracking on CRM mobile app
Document attachments in CRM records and data duplicate detection
Custom data fields and pipelines and product catalog
AI sales assistantFor task updates, reminders, progress notifications, performance tips, and forecast assistance

Pipedrive Pricing Add-ons:

ProjectsProject management tools, free with Power and Enterprise plans : Starts at $6.70 per user monthly
CampaignsCustomizable email campaigns : Starts at $13.33 per company monthly
LeadBoosterLead generation tool set (chatbot, live chat, prospector, web forms, and appointment scheduler) : Starts at $32.50 per company monthly
Smart DocsTrackable quotes, proposals, and contracts; free with Professional, Power, and Enterprise plans : Starts at $32.50 per company monthly
Web VisitorsWeb tracking and lead ranking : Starts at $41 per company monthly

*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Pipedrive offers a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Enabling call logging feature on Pipedrive mobile app.

Pipedrive’s enabled call logging feature automatically converts calls to deal activity for seamless lead generation. (Source: Pipedrive)

Our Expert Opinion

Pipedrive’s mobile CRM calling and call logging features enable salespeople to quickly convert calls to deal records for seamless lead generation. We love how sales reps can use its mobile business card scanner and search bar to manage their day-to-day tasks more efficiently. We also find the activity and goal tracking tools very useful in having a 360-degree overview of sales performance and opportunities.

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ClickUp: Best CRM App for Task Management

Pricing: 4.88 out of 5

General Features: 4.69 out of 5

Niche/Advanced Features: 3.13 out of 5

Customer Support: 4.00 out of 5

Expert Score: 4.63 out of 5

Pros

Has flexible product that can be customized to meet any business need
Has cost-friendly plans with a free-forever option that includes the mobile app
Has robust task management, including mobile tracking, included on the free plan

Cons

Is not a traditional CRM; requires users to design their boards from scratch or through templates before operating the web or mobile app
Is tough for mobile and web navigation with many modules and tools
Has mobile capabilities that focus on quick actions only, such as viewing records, managing tasks, and creating notes

You need a versatile mobile app for various business needs: ClickUp is one of the top CRM alternatives. The platform uses a system of boards and items to organize data records, like project tasks, leads, and customers. You can use this customizable mobile app to view records and manage tasks for your business needs anywhere, anytime.
You need a solid free mobile CRM: ClickUp is not only robust in that you can tailor it for any business need, but also very cost-friendly. This CRM app offers a free plan for unlimited users and up to five different workspaces to oversee sales, marketing, logistics, finance, human resources, and any other function you need to manage. Additionally, the mobile app is included for free for task tracking and record viewing.

You prefer a traditional mobile CRM: Some users may not like the idea of using a nontraditional CRM and mobile app because it requires lots of customization before being able to use the features.
- Alternatives: HubSpot CRM and Pipedrive are traditional CRM systems with modules already created for users. The same is true for Zoho CRM, helping small businesses handle customer data and their sales cycle.
You need a mobile CRM with sales analytics and reporting features: Some businesses want a mobile CRM with work management and sales analytics and reporting features in one platform. Retail, ecommerce, and creative agencies need these capabilities.
- Alternatives: With EngageBay, sales managers can access daily sales reports and performance reports on the CRM app. Salesforce offers automated activity capture and case management that automatically recommends agent’s next best actions based on customer’s sales data and online activities to win more deals. Moreover, monday CRM offers sales forecasting in its basic plan.

ClickUp Pricing Plans*

Cost: $0 for unlimited users

Key Features:

Custom workspaces for data storage, workflow management, and task collaboration
Unlimited tasks and custom views
List, board, calendar, Gantt, activity, timeline, workload, table, and mind map views for workspace
Workspace templates
In-app video recording
Email integration and 100MB file storage
Whiteboard collaboration and custom data fields
Workflow automation on boards and task management
Reporting and dashboards for goals, milestones, time tracking, scheduling, and workload profiles
24/7 support via help center and ticket submission

*Pricing is based on annual billing on a per-month basis. Monthly billing is available for a higher cost. An enterprise plan is also available for larger teams. While we update pricing information regularly, we encourage our readers to check current pricing.

ClickUp mobile app showing how to create reminders instantly.

The ClickUp mobile app lets you create reminders instantly to ensure you’re on track with appointments, sales follow-ups, and other business-related activities. (Source: Google Play)

Our Expert Opinion

ClickUp is a work management tool with sales and marketing features that can help sales teams organize data records. Because of its high customizability, sales reps can use the mobile app to access customer data and manage tasks quickly. ClickUp offers a free-forever plan for unlimited users, best for startup teams. Plus, time tracking is available in all plans, letting you switch between desktop apps and mobile devices seamlessly. This helps you stay efficient and focused on your tasks regardless of the device you’re using.

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monday CRM: Best for Sales Enablement

Pricing: 3.88 out of 5

General Features: 4.69 out of 5

Niche/Advanced Features: 3.31 out of 5

Customer Support: 5.00 out of 5

Expert Score: 4.13 out of 5

Pros

Has sales enablement tools such as emails, activities, deals, and account management available on the mobile app
Has great project management and sales features like reporting, lead management, workflow automation, and file storage
Has excellent customer support with 24/7 customer service hours, chat, email, and phone support

Cons

Has no sales analytics on the mobile view
Has no collaboration tools, like document sharing and reporting on the app
Requires a steep learning curve to set up customizable pipelines, profile enrichment, reporting, and analytics

You need a CRM app with sales enablement tools: With monday CRM, users can access the four core boards: the contacts, leads, deals, and account boards to track sales performance. Also, the mobile version of emails and activities enables users to send emails, add a note, schedule a meeting, take calls, and include a call summary, which helps nurture leads, identify sales opportunities, and close more deals.
You need a CRM with project management: monday CRM has communication, collaboration, lead management, and task assignment tools. This CRM with mobile app has a web version that gives you access to customer feedback management, reporting, workflow automation tools, and file storage—all important in managing projects. Plus, it easily integrates with apps you need to handle projects seamlessly.

You need sales analytics on mobile CRM: Sales teams miss engagement and sales opportunities in the absence of analytics, reporting, pipelines, and profile enrichment on monday CRM mobile apps. Users can’t view the key metrics on a mobile CRM app to know the latest contacts assigned to them or newly generated leads and track their performance.
- Alternative: With HubSpot CRM’s mobile app, you can manage leads, visualize your sales pipeline, and collaborate with your team anytime, anywhere. Zoho CRM’s mobile version is equipped with robust reporting and analytics capabilities. You can access the Zoho CRM analytics module on its basic plan, offering in-depth reporting and insights to help improve sales performance.
You need collaboration tools on the app: Collaboration tools, like document sharing and reporting, are not available on the monday CRM app. This feature and other work management tools are important for distributed or remote sales team members. You need to share documents directly from monday.com.
- Alternative: EngageBay mobile app allows sales team members to communicate across verticals. They can share documents, reports, and other relevant information about contacts and deals using the app. ClickUp’s mobile version offers coediting, tagging, Gantt charts, task assignments, and real-time chat to collaborate on project tasks without switching between apps.

monday CRM Pricing Plans*

Cost: $12 per userThree-user minimum requirement; total $36 per month

Key Features:

Mobile app compatible with iOS and Android devices
Unlimited contacts and companies stored in the CRM database
Unlimited boards, custom pipelines, and free viewers
Premade CRM templates for storing lead, contact, account, and deal data
Document attachments in CRM items
Six view styles, including Kanban boards, calendar views, and timeline views
Web-to-lead capture
Custom notifications and collaboration featuresIncludes file editing, whiteboard collaboration, and the updates tool to communicate with users and share files
Create a dashboard based on one board

*Pricing is based on annual billing on a monthly breakdown. Monthly billing is available for a higher cost. There is a 14-day free trial for the plans. While we update pricing information regularly, we encourage our readers to check current pricing.

monday CRM mobile app showing contact activities and other details to enable sales teams.

monday CRM mobile app helps sales teams manage emails, activities, deals, and accounts. (Source: monday CRM)

Our Expert Opinion

monday CRM is the best mobile sales enablement tool. You can use the mobile version to track sales performance, send emails, add a note for contact reference, schedule a meeting, take calls, and include a call summary to help you close more sales. Sales teams can also integrate this sales CRM for phones with other apps and tools you use for better project management and sales enablement.

Visit monday CRM

Insightly CRM: Best for Lead Capture via Business Card Scanner

Pricing: 4.25 out of 5

General Features: 4.38 out of 5

Niche/Advanced Features: 4.88 out of 5

Customer Support: 3.63 out of 5

Expert Score: 3.00 out of 5

Pros

Has built-in business card scanner on the mobile app; automatically converts card contact info to a lead record on the CRM
Can record audio notes (up to 60 minutes) and attach audio files to a record
Lets you view Insightly Calendar tasks and events on a mobile device and provides access to custom objects and applications in the mobile app

Cons

Lacks mobile chat feature
Lacks AI capabilities on the mobile app
Lacks sales automation and reporting capabilities

You need a reliable business card scanner to capture leads quickly: Sales reps can quickly generate a new lead record using Insightly CRM’s business card scanner in the mobile app. Or they can easily update existing contact information by scanning a new or updated business card. With this feature, sales reps can save time and focus more on lead nurturing and selling.
You need to record audio notes for a more efficient sales operation: Sales teams no longer need to juggle between written notes. Sales reps and managers can record audio notes using Insightly CRM’s mobile app to summarize key points from meetings, reminders, and past conversations. This time-saving tool helps reps streamline their workflows, understand customers better, and create more effective sales strategies.

You need a mobile app feature for alternative communication: Mobile chat enables sales and support teams to collaborate and connect with customers conveniently and quickly. Unfortunately, Insightly CRM does not have a mobile chat option yet.
- Alternatives: We highly recommend Bitrix24 as the best for CRM with mobile chat on this list. Meanwhile, HubSpot CRM’s mobile app allows users to view and reply to messages from its live chat widget or bot in the conversations inbox.
You want to try AI-powered CRM tools on a mobile app: Insightly will soon infuse AI into the mobile app’s built-in business card scanner to recognize contact titles more accurately. While the provider is still working on its AI features, Insightly CRM users can wait and integrate with third-party apps (like Amazon Lex) for added AI functionality. Moreover, you can consider checking other options.
- Alternatives: Zoho CRM is the best AI-powered mobile app on this list. Users can initiate voice and text commands to the Zia AI assistant to create meetings and pull data reports. Meanwhile, HubSpot CRM’s mobile chat and email functions are powered by the AI solution Breeze Copilot to reduce manual tasks such as writing a compelling email greeting or welcome email content.

Insightly CRM Pricing Plans*

Cost: $29 per user

Key Features:

Mobile app with real-time data sync and integration with Google Workspace
Lead, opportunity, contact, and organization management
Web-to-lead capture, Kanban view, and other project management features
Batch update records and attach files from the cloud
Built-in business intelligence dashboards with customizable reports
2,500 daily mass emails with automated deployments and stored email templates
Project and task management and relationship linking of contacts and organizations
Automated CRM workflows convert won opportunities to projects
100,000 record limit, 10GB file storage, and 25,000 records per import
50 custom fields, two role-based permissions, and two configurable page layouts

Insightly CRM Pricing Add-ons:

Premier Support and SuccessIncludes personalized support, proactive insights, and one-on-one technical guidance : Contact provider for a quote
Guided OnboardingIncludes guided CRM implementation, training, adoption, and consultation : $1,500 one-time fee

*Pricing is based on annual billing on a per-month basis. Monthly billing is available for a higher cost. Insightly CRM offers a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Insightly CRM's business card scanner using the mobile app's camera to capture contact details on the card.

Insightly CRM’s business card scanner captures contact details on the card and converts it to a lead record. (Source: Google Play)

Our Expert Opinion

Insightly CRM’s business card scanner is a winner. We like how salespeople can easily capture leads just by scanning business cards. With audio notes, reps can eliminate data entry and focus more on engaging with prospects. We love how the Insightly Calendar can help seamlessly manage tasks to ensure no one misses an important event. Plus, you can personalize your CRM on the go with custom objects.

Visit Insightly CRM

EngageBay: Best for Team Collaboration

Pricing: 5.00 out of 5

General Features: 4.88 out of 5

Niche/Advanced Features: 3.13 out of 5

Customer Support: 4.25 out of 5

Expert Score: 3.38 out of 5

Pros

Has collaboration tools like document sharing, call broadcasting, reports dashboards, and tag management
Includes sales automation and reporting capabilities not found on other mobile apps
Has responsive mobile dashboard with a single-view interface

Cons

Only offers marketing automation starting in the Growth plan ($59.79 per user); HubSpot CRM offers this feature for free
Limits AI features to chatbot and email marketing
Only offers custom reporting starting in the Pro plan ($110.39 per user); relatively expensive custom reporting

You need a CRM with excellent collaboration tools: EngageBay allows sales reps, most especially in remote teams, to share documents and view reports and tags via the app. They can use this CRM’s call broadcast feature to eliminate manual dialing because it automatically dials the selected contacts’ phone numbers on behalf of the agents. This capability avoids misdialing, call drops, and excessive wait times.
You need a CRM with robust sales analytics and reporting features: EngageBay keeps sales reps connected with the team through a cloud-enabled system. You can access daily sales reports and performance reports on the CRM app.

You need a less expensive plan with marketing automation: Some teams need marketing automation with comprehensive analytics and reporting features in a mobile CRM. However, startups and bootstrapping businesses may not be able to afford EngageBay’s Growth plan at $59.79 per user that includes this feature.
- Alternatives: HubSpot CRM and Zoho CRM are great options if you’re a startup business owner. HubSpot CRM offers automated campaign deployment on its free plan. On the other hand, Zoho CRM offers mobile-accessible activity tracking, custom email templates, and workflow automation to launch email marketing and other campaigns smoothly.
You need a mobile CRM with more AI capabilities: While EngageBay provides tools to manage sales, customer support, and marketing, this CRM app doesn’t have a lot of AI-powered features—only chatbots and those for email marketing.
- Alternatives: You can go with Zoho CRM or Salesforce if you’re looking for an AI-powered mobile solution for your business. Zoho CRM’s AI, Zia, lets you assign tasks, create meetings, add notes, and change deal statuses while on the go. Salesforce’s app is equipped with Einstein Voice Assistant, helping sales reps generate leads and spot sales opportunities faster.

EngageBay CRM Pricing Plans*

Cost: $0 for 15 users

Key Features:

360-degree contact view and appointment scheduling
250 contacts, five web forms, five web pop-ups, and 1,000 branded emails
Email sequences, tracking, and email broadcastSend email broadcasts to random contacts or entire lists at the click of a button for maximum outreach.
Autoresponders and tag managementAutoresponders automate email replies based on user actions; tag management enable adding tags to contacts, companies, and deals.
Reports dashboards, custom fields, segmentation, and basic predictive lead scoring
Video marketing, sending newsletters, and Facebooks ads
Social suite supports Twitter, Facebook, and Instagram
File repository, 500MB file storage, and integrations (Gmail, Outlook, and Office 365)
Landing pages and landing page builder
Ticketing views and management and email and chat support

*Pricing is based on annual billing on a monthly breakdown. Biennial billing is available at a lower cost and monthly billing scheme for a higher cost. Pricing is reflected at the time of this publication. We update pricing information regularly but encourage readers to check current pricing.

EngageBay mobile app sales page showing deal info and options for creating a new deal and tracking sales.

Use the EngageBay mobile app to access, track, and manage deals to close more sales. (Source: Google Play)

Our Expert Opinion

EngageBay mobile CRM is a cloud-enabled system with excellent work management capabilities, such as document sharing and call broadcast for autodialing. It is a cloud-enabled system that lets you access sales reports and performance reports on the mobile app. Remote sales teams or small businesses with multiple local branches can greatly benefit from the collaboration mobile tools of this CRM.

Visit EngageBay

How We Evaluated the Best Mobile CRM Apps

To determine the best mobile CRM applications, we evaluated the specific features useful for sales and marketing teams while on the go. For instance, communication tools on a mobile CRM let you place calls, send emails, or deliver texts even if you’re away from your desk. We also looked at other critical product attributes of the best CRM for mobile apps, including product price, ease of use, customer support, and user experience per the intuitiveness of the mobile interface. The tabs below offer insight into our evaluation process of the best mobile CRMs:

Methodology weights

Pricing 15%

General Features 30%

Niche/Advanced Features 25%

Customer Support 15%

Expert Score 15%

Frequently Asked Questions (FAQs)

A mobile CRM app enables users to update lead records, follow up with customers, and assign task assignments on the go. For instance, field-deployed sales team members can quickly schedule appointments, track lead activities, and interact with customers using mobile devices. Mobile CRM app functionality improves client communication, team collaboration, and customer relationships.

Yes. Many CRM providers offer a free trial period or free-forever account for basic features. Most general features of a mobile CRM, including reporting and analytics, customizable pipelines, integrations, and mobile app availability, are free. The difference lies in advanced capabilities, such as mobile dashboard, sales automation, profile enrichment, and deal management, found in premium plans.

As you would with a regular CRM, evaluate mobile CRM applications based on affordability, features, and user experience requirements. For example, some apps are available for free, while others are more expensive. Alternatively, some are better for on-the-go deal tracking, while some include special tools like mobile project management. Finally, certain mobile interfaces are much cleaner than others and, therefore, easier to operate.

Bottom Line

The best mobile CRM apps are equipped with helpful features that sales teams can use to save time, effort, and resources managing contacts, leads, and deals while on the go. Sales managers and reps can easily update contacts, generate leads, monitor sales pipelines, and complete other tasks without waiting to arrive in the office. While HubSpot CRM is our top pick because of its free mobile app features, like marketing and record management, other options like Bitrix24 could be a better fit for your small business.

Visit HubSpot CRM

Lorraine Daisy Resuello

Lorraine Daisy Resuello is a specialist at Fit Small Business who focuses on Sales and Customer Service topics and she has experience in customer service in business process outsourcing (BPO). At present, she uses her decade-long writing experience to provide FSB readers with the best answers to their questions.

10 Best Mobile CRM Apps

Best Mobile CRM Apps Compared

HubSpot CRM: Best for a Mobile Interface With Intuitive Navigation

HubSpot CRM Pricing Plans*

Our Expert Opinion

Bitrix24: Best Mobile CRM App With Robust Chat Features

Bitrix24 Pricing Plans*

Our Expert Opinion

Zoho CRM: Best for an AI-powered Mobile CRM

Zoho CRM Pricing Plans*

Our Expert Opinion

Salesforce: Best for a Mobile CRM With Complete Features

Salesforce Pricing Plans*

Our Expert Opinion

Capsule CRM: Best for Calendar Tracking

Capsule CRM Pricing Plans*

Our Expert Opinion

Pipedrive: Best Mobile CRM App for Calling & Call Logging

Pipedrive Pricing Plans*

Our Expert Opinion

ClickUp: Best CRM App for Task Management

ClickUp Pricing Plans*

Our Expert Opinion

monday CRM: Best for Sales Enablement

monday CRM Pricing Plans*

Our Expert Opinion

Insightly CRM: Best for Lead Capture via Business Card Scanner

Insightly CRM Pricing Plans*

Our Expert Opinion

EngageBay: Best for Team Collaboration

EngageBay CRM Pricing Plans*

Our Expert Opinion

How We Evaluated the Best Mobile CRM Apps

Frequently Asked Questions (FAQs)

Bottom Line

Lorraine Daisy Resuello

Company

Categories

10 Best Mobile CRM Apps

Best Mobile CRM Apps Compared

HubSpot CRM: Best for a Mobile Interface With Intuitive Navigation

HubSpot CRM Pricing Plans*

Our Expert Opinion

Bitrix24: Best Mobile CRM App With Robust Chat Features

Bitrix24 Pricing Plans*

Our Expert Opinion

Zoho CRM: Best for an AI-powered Mobile CRM

Zoho CRM Pricing Plans*

Our Expert Opinion

Salesforce: Best for a Mobile CRM With Complete Features

Salesforce Pricing Plans*

Our Expert Opinion

Capsule CRM: Best for Calendar Tracking

Capsule CRM Pricing Plans*

Our Expert Opinion

Pipedrive: Best Mobile CRM App for Calling & Call Logging

Pipedrive Pricing Plans*

Our Expert Opinion

ClickUp: Best CRM App for Task Management

ClickUp Pricing Plans*

Our Expert Opinion

monday CRM: Best for Sales Enablement

monday CRM Pricing Plans*

Our Expert Opinion

Insightly CRM: Best for Lead Capture via Business Card Scanner

Insightly CRM Pricing Plans*

Our Expert Opinion

EngageBay: Best for Team Collaboration

EngageBay CRM Pricing Plans*

Our Expert Opinion

How We Evaluated the Best Mobile CRM Apps

Frequently Asked Questions (FAQs)

What are the benefits of a mobile CRM?

Are CRM apps free to use?

How should I evaluate the best mobile CRM for my business?

Bottom Line

Lorraine Daisy Resuello

Company

Categories