Mobile customer relationship management (CRM) software allows reps to manage sales on the go from their phone or tablet device. It comes with capabilities for viewing and editing data records, communicating with customers, and collaborating with team members. The best CRM apps offer functionality nearly equivalent to their web application without breaking the bank.
After a deep expert evaluation on pricing, features, support, and ease of use, our top nine picks for the best mobile CRM include:
- Best mobile app for intuitive navigation: HubSpot CRM Suite
- Great for placing on-the-go calls: Freshsales
- Excellent for mobile deal monitoring: Pipedrive
- Best CRM mobile app for project management: Bitrix24
- Solid for monitoring general business tasks on the go: ClickUp
- Excellent mobile sales analytics: Zoho CRM
- Awesome for tracking a mobile calendar: Capsule CRM
- Solid pick for designing mobile-friendly CRM apps: Salesforce Essentials (Starter)
- Best free sales enablement mobile app: TigerLRM
Grow your sales operation with top-tier CRM features from Freshsales | ||
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Grow your sales operation with top-tier CRM features from Freshsales |
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Best Mobile CRM Apps Compared
Provider | Starting Monthly Price per User* | Free Plan? | Our CRM Rating Out of 5 |
|---|---|---|---|
 | $30 (up to two users) | ✓ | 4.68 |
 | $15 | ✓ | 4.62 |
 | $14.90 | ✕ | 4.61 |
 | $49 (up to five users) | ✓ | 4.61 |
 | $5 | ✓ | 4.58 |
 | $14 | ✓ | 4.43 |
 | $18 | ✓ | 4.38 |
 | $25 | ✕ | 4.20 |
 | Add-on costs only | ✓ | 3.87 |
*Based on annual billing on a per user, per month basis; monthly billing is also available for slightly higher rates.
HubSpot CRM: Best Mobile Interface
Pros
- Free mobile CRM with record management, communication tools, and task tracking on the go
- Clean mobile interface that’s easy to navigate and to operate the features
- Unique marketing tools that let you send email campaigns and track performance on mobile app
Cons
- Paid plans get expensive, especially on the higher tiers
- Mobile calling not included for free
- Does not offer robust project management features on web or mobile app
- You need an intuitive mobile app: HubSpot takes the title as most intuitive mobile app. Like its web application, the interface is clean, modern, and uses a simple navigation system of minimal buttons for users to move module-to-module. 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, and schedule meetings.
- You want to manage marketing campaigns on the go: One of the unique aspects of HubSpot mobile is its marketing capabilities. Teams can publish and monitor social media posts and deploy mass email campaigns all on the go. Rather than waiting until they are back at their primary workstation, users can conveniently run campaigns from their mobile phone. They can also evaluate activity and engagement metrics to see how their campaigns are performing.
- You need free mobile calling: HubSpot CRM does offer calling capabilities both from the web and mobile apps. Unfortunately, however, this capability is not offered on the free-forever plan.
- Alternative: Freshsales is our favorite free CRM with a built-in phone system available through the mobile app.
- You want to manage projects in your mobile CRM: HubSpot, unfortunately, is limited in project management to just tracking tasks in a list view.
- Alternative: Bitrix24 is the best CRM app in terms of offering project management while on the go.
HubSpot CRM Monthly Pricing Plans*
*Pricing is based on annual billing on a per month breakdown. Monthly billing is available for a higher cost. Each plan offers a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
**Pricing uses the monthly CRM Suite costs for individuals and small teams. The provider also offers Enterprise-level products for larger teams for a higher cost. The CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software in one product. Individual modules can be purchased for lower prices.
HubSpot CRM mobile interface
(Source: HubSpot)
Our Expert Opinion
If you’re looking for free plans, solid features, and an excellent user experience in one mobile app, HubSpot is your product. 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 utilize their features on the go, thanks to the intuitive and modern interface design.
Freshsales: Best for Mobile Calling
Pros
- Free mobile app with calling, email, and live chat engagement tools
- Unique features available for finding contacts on Google Maps and booking Ubers from Freshsales
- Users can manage tasks, deals, and meetings while on the go
Cons
- Limited marketing capabilities to just mass email outreach
- Lacks project management and mobile project tracking features
- Only three users allowed on Free plan
- You want to make calls while away from the office: The primary value of Freshsales mobile is its built-in telephone. Available for free for up to three users, teams can place, receive, record, and log calls while on the go. Users can make calls directly from contact records and see caller IDs for inbound calls.
- You do a lot of in-person sales: Despite many of today’s sales meetings taking place over the phone or Zoom, some businesses still leverage in-person connections to enhance relationships. The unique mobile capabilities of Freshsales make it particularly useful for these types of teams. Through CRM integrations with Uber and Google Maps, reps can navigate to lead locations and book Uber rides from the CRM app.
- You want to manage marketing campaigns remotely: Freshsales, unfortunately, is limited in its marketing tools to sending and tracking mass email campaigns. It lacks any web or mobile features for managing social media content and website pages.
- Alternative: HubSpot has the best mobile CRM solutions for developing and overseeing marketing campaigns on mobile devices.
- You need more than three free users: Freshsales’ free plan is merely just free access to the Growth plan and its mobile equivalent for the first three users. After three, you must pay $15 per user, per month.
Freshsales Monthly Pricing Plans*
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Freshsales offers a 21-day free trial and optional paid add-ons for additional workflow automations and phone credits starting at $5. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Freshsales mobile lead with calling button
(Source: Freshworks)
Our Expert Opinion
Freshsales is the ultimate solution for deploying omnichannel campaigns either at a traditional workstation or field sites. Its built-in phone system is an excellent feature that pairs nicely with the mobile app so reps can continue their cold calling introductions and follow-ups even if they’re out of the office. Other pluses—these features let you call directly from contact records and are available for free.
Pipedrive: Best for Mobile Deal Monitoring
Pros
- Great deal management features including mobile tracking, deal searching, and history monitoring
- Solid intelligent tools like Smart Docs for auto-generating proposals and Smart Contact to auto-enrich contact data
- Goal tracking and activity reporting is available on the mobile CRM app
Cons
- Doesn’t offer a free plan
- Project management tools are expensive and are not included on the mobile app
- Email sync and mobile email tools are relatively expensive
- 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: One of the unique mobile capabilities for Pipedrive is sales quota management. Both managers and users can see their activity input, total deal and revenue production, and progress toward their goals or quotas in the Pipedrive mobile CRM to see if they’re on track toward growth objectives.
- 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 $27.90 per user, per month.
- Alternative: HubSpot CRM, Freshsales, and TigerLRM are great alternatives with free mobile emailing.
- 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.
- Alternative: Bitrix24 is the best alternative with free project management, including mobile tracking.
Pipedrive Monthly Pricing Plans*
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Paid plans include a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Pipedrive mobile deal record (Source: Apple)
Our Expert Opinion
Pipedrive takes its already robust lead and deal management tools and applies them to client-facing uses through the mobile sales CRM app. We find the activity tracking and mobile search bar a particularly useful feature for users to stay up to date on their opportunities and filter through their large volume of sales deals while on the go. We should also give this CRM kudos for allowing goal tracking on the mobile app.
Bitrix24: Best for Mobile Project Management
Pros
- Free plan includes unlimited users and mobile project, contact, and deal management
- Mobile app applies to many modules like sales, marketing, project management, ecommerce, and HR management
- Users can find contacts using Google Maps locations while on the go
Cons
- High learning curve required to navigate the mobile CRM
- Paid plans get expensive
- Telephone and mobile calling require Basic plan
- You want to manage client projects on mobile devices: Bitrix24 is one of the best CRMs in terms of project management capabilities to oversee client deliverables after a closed deal. This feature is not only available for free, but extends to the mobile CRM so users, such as trade contractors, business consultants, and video producers, can track progress while they’re at a field site.
- You need mobile tools for multiple business uses: Bitrix24 comes with a wide range of business modules for supporting operations in sales, marketing, service, HR, project management, and ecommerce. In turn, the mobile app allows teams in each of these areas to communicate internally and with customers and leads, access and edit files, manage data records, monitor performance, and schedule appointments, all on mobile.
- You need a more intuitive mobile app: Bitrix24 performs poorly in product usability as its interface is clunky, and the features require a decent learning curve. The same can be said about its mobile app, which is packed with interface elements and content that make it tough to use.
- Alternative: HubSpot CRM is the best mobile app for its interface design and all-around usability.
- You want free telephone features: Bitrix24 does allow users to place and receive calls from its mobile app. This feature, however, is not available on the Free plan.
- Alternative: We recommend Freshsales as the best CRM for mobile telephone capabilities with a free built-in phone to place, receive, and track calls.
Bitrix24 Monthly Pricing Plans*
*Pricing is based on annual billing on a per month breakdown. Monthly billing is available for a higher cost. Bitrix24 offers a 30-day free trial on paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Bitrix24 mobile project management (Source: Bitrix24)
Our Expert Opinion
Bitrix24 stands out as a multi-functional CRM that can serve various use cases throughout a business, including sales, marketing, human resources, customer service, and ecommerce. It’s the project management tools, however, that stick out and put this mobile CRM on that map as a top contender. We highly recommend this platform to businesses like trade contractors, video producers, auditors, and consultants, who do in-person work and need remote project tools.
ClickUp: Best for General Mobile Task Management
Pros
- Flexible product that can be customized to meet any business need
- Cost-friendly plans with free-forever option that includes the mobile app
- Robust task management, including mobile tracking, included on Free plan
Cons
- Not a traditional CRM; users must design their boards from scratch or through templates before operating the web or mobile app
- Tough for mobile and web navigation with many modules and tools
- Mobile capabilities are for quick actions only, such as viewing records, managing tasks, and creating notes
- You need a versatile mobile app for various business needs: ClickUp is a CRM alternative in that it’s a work management tool that can be designed for sales and marketing needs. The platform uses a system of boards and items to organize data records, such as project tasks, leads, and customers. Because it’s highly customizable, you can use the mobile app to view records and manage tasks for any business need 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. The provider offers a free-forever 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 non-traditional CRM and mobile app because it requires lots of customization prior to being able to use the features.
- Alternative: HubSpot, Freshsales, and Pipedrive are our highest-scoring mobile CRMs that are traditional products with modules already created for users.
- You need more advanced mobile capabilities: ClickUp’s mobile app is relatively limited in that you can only do basic functions, such as view and manage tasks, data records, and track dashboard metrics. Features such as sending emails or getting multifunctional board views are not included.
- Alternative: Salesforce Essentials and HubSpot CRM are more robust in terms of mobile capabilities.
ClickUp Monthly Pricing Plans*
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. ClickUp comes with a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
ClickUp mobile task list (Source: ClickUp)
Our Expert Opinion
ClickUp is a great mobile alternative for those who want complete customization of their workspaces and CRM. While it’s limited in the actual mobile functions, it’s still a solid, cost-effective app for viewing data records and managing tasks throughout your small business. Additionally, with mobile notifications, goal tracking, and dashboard reporting, you ensure you’re up to date on everything happening in your operation at all times.
Zoho CRM: Best for Mobile Analytics
Pros
- Free and affordable plans available with free access to the mobile CRM
- Unique analytics and dashboard tools available through the mobile app
- Offers artificial intelligence (AI) Zia tool in the mobile CRM
Cons
- Mobile interface is clunky in certain modules and tough to navigate
- AI tools require Enterprise plan
- Mobile emailing not included in the CRM; users must subscribe to and download the Zoho Mail app for an added cost
- You need solid reporting and analytics on mobile: Starting on Zoho’s Standard plan, users can access the mobile edition of the Zoho CRM Analytics for in-depth, on-the-go reporting and insights. Within this module, users can create custom charts and monitor dashboard data on pipeline and funnel conversions, user sales activity inputs, goal progress, and revenue numbers of lead sources or regions.
- You want artificial intelligence (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 artificial intelligence (AI) tool built into Zoho, comes with the mobile CRM. Users can make voice and text commands to Zia for fetching records, creating meetings, and pulling data reports. Additionally, the mobile AI will add notes, assign tasks, and change deal statuses for users.
- You need email included in your mobile CRM: One issue with Zoho CRM mobile is 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.
- Alternative: HubSpot, Freshsales, and Pipedrive are all popular alternatives that include communication capabilities, including email, on their mobile-equivalent CRM apps.
- 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.
- Alternative: HubSpot CRM and Capsule CRM are two of the best mobile apps for system navigation.
Zoho CRM Monthly Pricing Plans*
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Zoho CRM mobile data metrics (Source: Zoho)
Our Expert Opinion
If you can overcome the relatively clunky interface, Zoho CRM mobile can do some impressive things while you’re away from your workstation. The main function is the robust reporting and analytics features included in the mobile app to track goal progress, monitor sales performance, and stay up to date on all user activity. Incorporating Zia into the app is also a solid addition, enabling AI to auto-complete tasks for you on mobile devices.
Capsule CRM: Best Mobile Calendar Tools
Pros
- Free plan includes mobile emailing and task tracking
- Great features for tracking a calendar on the go with tasks, events, and meetings viewable on a clean mobile interface
- Users can place calls, text, and send emails directly in a mobile contact profile plus view the lead’s location on a map
Cons
- Email templates not included for free
- Workflow automation requires Teams plan
- Bare-bones free plan that only allows 250 stored contacts
- 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. The platform comes with a super-clean interface and a dedicated module in the mobile app specifically 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, overall, is a highly intuitive CRM system in terms of navigating, operating, and setting up. For its mobile equivalent, the provider makes it easy for users to quickly engage leads on mobile. Once integrated with the third-party tools, users can either email, text, or place calls using their phone directly from contact records.
- You want a more robust free plan: While it 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.
- Alternative: HubSpot CRM includes a more advanced mobile app on its Free plan, which offers 1,000,000 contact records, email features, campaign management, and deal tracking. Bitrix24 is another good option if you specifically need free mobile project management.
- You need less expensive automation tools: CRM workflow automation is useful for saving time on mundane tasks by automating lead or task assignment, data record updates, and email follow-ups based on preset triggers like deal status changes or web form submissions. Capsule CRM doesn’t offer these capabilities until the Teams plan for $36 per user, per month.
- Alternative: Freshsales begins offering workflow automation on the Growth plan for $15 per user, per month. This plan is free for the first three users.
Capsule CRM Monthly Pricing Plans*
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. The paid plans offer a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Capsule CRM mobile calendar
(Source: Capsule CRM)
Our Expert Opinion
Capsule CRM’s mobile app has particular uses—supporting reps who are constantly out of the office and need help managing their calendar. Like its web app, the mobile interface is clean and simple, especially when trying to evaluate your day-to-day task list and upcoming schedule. With Capsule mobile, on-the-go teams can ensure that no meeting or sales activity slips through the cracks.
Salesforce Essentials (Starter): Best for Designing Custom Mobile Apps
Pros
- Mobile app known as being virtually identical in functionality to the web app
- Users can create custom CRM applications and modules for both web and mobile use
- System includes case management tools with mobile tracking, resolution, and engagement capabilities
Cons
- No free option
- The renowned Salesforce artificial intelligence (AI) tools aren’t included on the Essentials mobile app
- Only one plan available for small businesses; other paid plans require expensive Sales Cloud products
- You want to create custom mobile apps: While some CRMs let you create custom modules with tailored data fields, processes, and automations to manage specific parts of your business, only Essentials can extend these to mobile apps. Whether it be for construction, architecture, IT management, healthcare, or media production, Salesforce lets you create apps and automations to continue operations on your phone or tablet.
- You need mobile case management: Salesforce Essentials includes a case management module with knowledge base resources to assist customers, collect and track tickets, and resolve issues. Because all of the Salesforce modules are accessible in the mobile app, users can continue to support customers even if they aren’t at their workstations through their phone and tablet devices.
- You need a free mobile CRM app: Salesforce Essentials is just one of many Sales Cloud products offered by the CRM juggernaut. Even so, there is no free plan available and, therefore, no mobile CRM app that’s free.
- Alternative: HubSpot CRM, TigerLRM, and Freshsales all offer freemium plans with mobile capabilities.
- You want a premade mobile project management module: While Salesforce Essentials is tailorable and lets you design specific CRM applications for project management needs, this module is not prebuilt into the platform and requires time for customization.
- Alternative: We recommend Bitrix24 as the best mobile CRM with prebuilt tools for project management.
Salesforce Essentials Monthly Pricing Plans*
Salesforce Essentials is the small business-specific starter plan offered by the provider—costing $25 per user, per month. The main web application and mobile CRM features include:
- Account, contact, and lead management with mobile record tracking and editing
- Email integration with Gmail and Outlook for sending and receiving emails and creating mass email campaigns from the CRM, and includes managing mobile emails
- Task management with mobile task tracking
- Opportunity management on custom sales processes; allows users to track and update deals on the go
- Custom reports and dashboards with mobile reporting
- Case management for customer support with mobile service capabilities with knowledge base resources to users to improve quality of service
- Custom apps and process automations in the mobile CRM
- Web-to-lead capture with automated lead assignment and routing
- Data duplicate blocking
- File storage and sharing in the CRM
*Pricing is based on annual billing on a per month breakdown. Salesforce offers a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Salesforce custom web app converted to a mobile app (Source: Salesforce)
Our Expert Opinion
Though a more expensive option, Salesforce Essentials offers a robust mobile app that can nearly mirror its web app functions by giving users on-the-go access to all modules and tools. That all said, the most enticing aspect of Salesforce is its custom app tools powered by the Lightning Platform for app development. Any module needed for business operations can be created by users and replicated into a powerful mobile CRM application.
TigerLRM: Best Free Sales Enablement Features
Pros
- Free and scalable plans where you only pay after 10 users, call minutes, and texts sent
- Solid mobile app usability ratings
- Unique sales enablement tools offered on the mobile app, like sales playbook storage and a learning system for reps to develop
Cons
- Limited number of third-party integrations
- No project management tools
- Automation capabilities require third-party connector like Zapier
- You need sales enablement features: Sales enablement involves tools and knowledge resources that help reps improve performance. TigerLRM stands out for its unique features that allow reps to develop and improve production. This includes sales playbook storage, a built-in learning management system (LMS), and a sales content module that can all be accessed on the mobile app.
- You want a free mobile app CRM: TigerLRM offers one of the best free mobile CRMs available using a unique cost structure. With its tools for lead and opportunity management, sales enablement, web forms, calendar tracking, and email engagement, the CRM is free for up to 10 users. You only need to pay for usage like texts, call minutes, extra cloud storage, and if you go over that 10-user limit.
- You need project management tools: While it’s great for managing leads, deals, and outreach, TigerLRM does not offer any web or mobile project management tools.
- Alternative: Bitrix24 is a great option for mobile project management, which is included in its Free plan.
- You want to integrate your CRM with your favorite small business tools: TigerLRM isn’t a well-known CRM outside its mobile use cases. That said, it’s limited in direct third-party integrations to just Outlook, Twilio, Stripe, PayPal, QuickBooks, RingCentral, Zoom, and WhatsApp.
- Alternative: Salesforce Essentials and HubSpot CRM are the two best products for widespread integrations—with each provider offering thousands of tool options.
TigerLRM Monthly Pricing Plans*
TigerLRM is unique because it’s free for up to 10 users and includes all the sales enablement and CRM capabilities. The provider makes their money on premium add-ons, which include:
- $10 per user, per month for each additional user (after 10)
- $0.00751 per text message sent**
- $0.0011 per minute of phone calls**
- $5 per each additional 100GB of cloud storage
Key Features:
- Email integration with to sync and use email tools in the CRM; includes email templates, mass email marketing, and history tracking on mobile app
- Contact and lead management with activity tracking, custom contact lists, and lead assignment; includes data viewing and editing on mobile devices
- Opportunity tracking and assignment on multiple sales pipelines with mobile tracking
- Sales content management and storage with playbooks and a built-in learning management system (LMS) for reps; accessible on the mobile CRM
- Calls and events tracking with shared and individual calendars and mobile monitoring
- Integration with Stripe for payment processing
*Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
**Pricing may vary based on subscriber location and market price.
TigerLRM mobile app (Source: Yahoo)
Our Expert Opinion
TigerLRM has revolutionized CRM systems by incorporating sales enablement and sales training tools in its platform. What makes it even better is the price structure that offers a free-forever option for up to 10 users and makes the learning resources accessible in the mobile application. Ultimately, TigerLRM is designed to track leads and deals, engage customers, and help rep performance and skills.
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, 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:
25% of Overall Score
We looked at overall features crucial to any CRM system, whether it be used on a computer or mobile devices like a phone or tablet. We first wanted to see the product offer solid third-party integration options and a range of system customization that allows teams to tailor their mobile app to meet their pipeline and informational needs. We also looked at reporting and analytics tools that can give users insights on key decisions.
20% of Overall Score
Pricing considered free plan availability and the affordability of the paid CRM plans. We also looked at the overall value in terms of mobile capabilities included on the lower-tiered subscriptions as well as billing flexibility that allows subscribers to either pay monthly or save by paying annually.
20% of Overall Score
We evaluated niche features specifically for the mobile CRM app. For example, being able to track leads and deals, manage projects, and deploy marketing campaigns on the go allows teams to continue operations even if they’re out of the office. We also looked at other modules, such as mobile customer support and the range of communication capabilities (e.g., phone, email, chat, and text) available in the mobile CRM apps.
20% of Overall Score
Customer support evaluated the provider’s availability to assist users with product or billing issues. We evaluated this in terms of hours of availability, such as offering 24/7 support, as well as the number of service channels offered. Channels like phone, live chat, email, and knowledge base resources offer flexibility for each user.
15% of Overall Score
In addition to firsthand experience with these mobile CRMs, we evaluated what actual users say about each product according to online reviews. This looked at how users felt about the specific mobile features of each CRM and the perceived value for the price paid. We also strongly considered product ease of use in terms of mobile interface navigability and whether there’s a steep learning curve needed to operate the tools.
Frequently Asked Questions (FAQs)
As you would with a regular CRM, evaluate mobile CRM apps 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.
A mobile CRM app is a CRM system that is downloadable on iOS and Android devices, like phones or tablets. It allows users to complete activities (such as lead record updates, customer follow-ups, or task assignments) when on the go for instances when they’re out of the office and away from their desks.
Bottom Line
Mobile CRMs allow sales teams to stay productive, even when away from their workstation, by offering lead management, communication, and other CRM tools on phone or tablet devices. Depending on your budget, feature needs, and experience with CRMs, various mobile apps could be a better fit for you than others. For example, HubSpot CRM is great as it’s free and easy to use, while Bitrix24 offers specialty project management tools in its mobile app.
