6 Best Mobile CRM Apps

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 businesses.

• Freshsales: Best overall CRM app; great for teams that want to place and manage calls on the go
• HubSpot CRM: Excellent CRM software app for small teams that need to engage website visitors on the go
• Zendesk Sell: Solid CRM app for sales reps who want to find and visit leads using geolocation features
• Zoho CRM: Best CRM app for users seeking artificial intelligence (AI) features to help complete tasks for them
• Pipedrive: Ideal CRM software for sales teams wanting to upload documents and notes from their phone.
• Salesforce Essentials: Great for sales teams looking to custom build app pages unique to their sales operation

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. This kind of software offers some or all of the modules and features available on a cloud-based, web CRM application. For example, mobile lead management, task automation, pipeline oversight, and communication features like email, phone, and live chat allow team members to work on the go.

Mobile CRMs are crucial to outside sales performance. Ideally, account executives, sales agents, and business development reps should be client-facing and attending networking events to develop relationships, generate leads, and close deals. This requires them to complete and organize sales activity without being at their regular workstation—demanding an application they can use while out of the office.

Best CRM Apps Compared

Provider	Free Plan	Starting Price for Paid Plans*	Free Trial for Paid Plans	Key Features	Customer Support
	Yes, unlimited users	$15 per user/month	21 days	Built-in with caller ID and call logging	24/5 email, phone, and chat support on all plans
	Visit Freshsales
	Yes, unlimited users	$45 per month for up to 2 users	14 days	Live chatting with web visitors through the app	Tier-based email, chat, and phone support (7 a.m.-8 p.m. Eastern Time)
	Visit HubSpot
	No free plan	$19 per user/month	14 days	Lead geolocation and visit verification features	Live chat and email support during business hours
	Visit Zendesk Sell
	Yes, up to 3 users	$14 per user/month	15 days	Zia artificial intelligence on app	Tier-based chat, email, and phone support with some 24/7 options
	Visit Zoho CRM
	No free plan	$14.90 per user/ month	14 days	Notes and document scanning plus upload from phone to the CRM	24/7 live chat and email support
	Visit Pipedrive
	N/A	$25 per user/month	30 days	Lightning app builder for creating modules and pages	Tiered phone and live chat support plus some 24/7 options
	Visit Salesforce Essentials

×

Provider	Free Plan	Starting Price for Paid Plans*	Free Trial for Paid Plans	Key Features	Customer Support
	Yes, unlimited users	$15 per user/month	21 days	Built-in with caller ID and call logging	24/5 email, phone, and chat support on all plans
	Visit Freshsales
	Yes, unlimited users	$45 per month for up to 2 users	14 days	Live chatting with web visitors through the app	Tier-based email, chat, and phone support (7 a.m.-8 p.m. Eastern Time)
	Visit HubSpot
	No free plan	$19 per user/month	14 days	Lead geolocation and visit verification features	Live chat and email support during business hours
	Visit Zendesk Sell
	Yes, up to 3 users	$14 per user/month	15 days	Zia artificial intelligence on app	Tier-based chat, email, and phone support with some 24/7 options
	Visit Zoho CRM
	No free plan	$14.90 per user/ month	14 days	Notes and document scanning plus upload from phone to the CRM	24/7 live chat and email support
	Visit Pipedrive
	N/A	$25 per user/month	30 days	Lightning app builder for creating modules and pages	Tiered phone and live chat support plus some 24/7 options
	Visit Salesforce Essentials

*Based on annual billing; monthly billing is also available at slightly higher rates

Freshsales: Best Overall CRM App

Freshsales

Overall Score: 4.71 / 5

What We Like

• Free for unlimited 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

What's Missing

• Offline use unavailable until Pro plan
• Relatively limited outside integration options
• No free call logging or check-in capabilities

Freshsales Pricing at a Glance*

• Free: Unlimited users
• Growth: $15
• Pro: $39
• Enterprise: $69
• Free trial: 21 days

Add-ons

• Configure, Price, Quote: $19 for managing branded invoices, onboarding documents, quotes, and contacts.
• Additional workflows and bot sessions: $5 for 10 more workflows and $75 per month for 1,000 bot/automated live chat sessions.
• Phone credits: Starts at $5 for additional telephone credits

Visit Freshsales

*Per user, per month pricing based on annual billing; monthly billing is also available at a higher cost

Freshsales is sales-specific software and one of many Freshworks products 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 outside reviews for its usability.

This platform ranks the best overall on this list thanks to its user-friendly interface, solid feature capabilities, and the fact that it offers a free plan. Its telephony features, in particular, are excellent for sales teams that want to make calls on the go. For example, users can dial 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.

While the Freshsales app has excellent built-in capabilities, it has a relatively low amount of third-party integration capabilities. For those who want to incorporate their favorite business software and tools into their CRM, we recommend Salesforce Essentials, which has over 2,500 general-use and industry-specific third-party options.

Freshsales Plan Summary

Freshsales Key Features

• Lead and deal tracking: Users can view contact and lead profiles from the app as well as interactions, timeline activities, and deal progress for opportunities.
• Telephone and email from app: Reps can make and log calls or send emails directly from the app and add the interaction info as record notes.
• Uber booking: Users can book Uber rides from the Freshsales app.
• Camera file management: Ability to scan and upload documents associated with contacts, leads, and deals using phone cameras.
• Application push notifications: Custom alerts for new or upcoming tasks and appointments, as well as opens, replies, or clicks on emails.

Freshsales lead profile with call logs and plans option (Source: Freshworks)

---

Freshsales call log list (Source: Freshsales)

---

Freshsales calling from app (Source: Freshsales)

---

Freshsales Customer Support

Freshsales users seeking self-service options can access online resources and help guides through a blog, system tours, product tutorials, and documentation. There’s also 24/5 support via live chat, phone, and email. Enterprise users receive extra support to help achieve their goals through a dedicated account manager.

Is Freshsales the product for you? Find out in our Freshsales review for detailed information on features, pricing, and overall usability.

Visit Freshsales

HubSpot CRM: Best for Engaging With Website Visitors

HubSpot CRM

Overall Score: 4.70 / 5

What We Like

• Free plan for unlimited users
• CRM solutions for chatting with website visitors
• Excellent usability ratings for navigating the app and using its features

What's Missing

• 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

HubSpot CRM Pricing at a Glance*

• Free: Unlimited users
• Starter CRM Suite**: $45 per month for two users
• Professional CRM Suite: $1,600 per month (up to five users)
• Enterprise CRM Suite: $5,000 per month (up to 10 users)
• Free trial: 14 days

Visit HubSpot CRM

*Pricing based on annual billing; monthly billing is also available at a higher cost
**CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software. Individual modules can be purchased at lower monthly costs.

HubSpot has numerous software products available individually or bundled, including sales, marketing, customer service, operations, and a content management system (CMS). There are free plans available for an unlimited number of users, and the interface uses a calm color scheme and minimal objects and buttons for superior user navigability.

With the free HubSpot app, teams can manage lead and contact information, upload their CRM data through the business card scanner, and engage through email or short message service (SMS) texting. When upgraded to the paid plans, users can place calls through the app. Arguably the standout feature, however, is the live chat tools. While on the go, users can communicate with website visitors via chat widgets to ensure they don’t miss an opportunity.

HubSpot begins to get expensive once users upgrade to a paid plan. Freshsales and Zoho CRM are the two best alternatives that offer cost-friendly and scalable paid plans in addition to free-forever options.

HubSpot CRM Plan Summary

HubSpot CRM Key Features

• Business card scanner: Users can scan business cards from phone cameras and have data automatically entered into the CRM system.
• Notes, outcomes, and attachments: Teams can create updates on deal outcomes, file attachments from the app, and voice record notes into CRM records.
• Email and live chat: Ability to send and receive prospect emails and live chat with website visitors from the app.
• Event notifications: Push notifications on major sales events such as deals closed, leads generated, and communication activity with prospects.

HubSpot inbox with chat and email channels (Source: HubSpot)

HubSpot Customer Support

HubSpot has tier-based support on its paid plans available from 7 a.m. to 8 p.m. Eastern Time via phone, email, and live chat. Free users and those seeking self-help can access some of HubSpot’s resources, including a community forum, a library of tutorials and product guides, and HubSpot Academy with certifiable courses on sales, marketing, and CRM usage.

Want to learn more? Check out our HubSpot CRM review for insights on features, integrations, and best-for uses cases.

Visit HubSpot CRM

Zendesk Sell: Best for Geolocation Features

Zendesk Sell

Overall Score: 4.29 / 5

What We Like

• 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

What's Missing

• No free plan
• Marketing tools limited to mass emailing, templates, and texting
• Can be a tough system to set up for new users

Zendesk Sell Pricing at a Glance*

• Team: $19
• Growth: $49
• Professional: $99
• Enterprise: $150
• Free trial: 14 days

Visit Zendesk Sell

*Per user, per month pricing based on annual billing; monthly billing is also available at a higher cost

Zendesk Sell lets teams manage leads, deals, sales tasks, and product books all in one place. Though there’s no free plan, the paid options are cost-friendly and scalable to a firm’s growth requirements. On the app, Zendesk Sell users get offline functionality and data access, set appointments, manage tasks, text contacts, and place and log phone calls.

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. From there, 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.

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. HubSpot is the best marketing CRM for teams that want email campaigns, content, and website management included in their CRM platform.

Zendesk Sell Plan Summary

Zendesk Sell Key Features

• Geolocation and verification: Users can find nearby prospects, get directions, log visits, and verify lead addresses while on the go using the app.
• Communications: Ability to send emails, texts, and make and log calls with prospects from the app.
• Contact and deal management: Data management for contacts, leads, and deals, activity, and notes tracking, as well as list filtering.
• Collaboration and productivity: Teams can manage tasks, appointments, calendar events, and attach documents from the app.

Zendesk Sell geolocation of leads (Source: Zendesk)

Zendesk Sell Customer Support

Zendesk Sell offers a help center full of product articles for setting up and operating the CRM system. Additionally, users can contact customer support via live chat and email during standard business hours for product and account assistance.

See how Zendesk Sell can help your business streamline and organize its sales operation by checking out our Zendesk Sell review.

Visit Zendesk Sell

Zoho CRM: Best for Artificial Intelligence Capabilities

Zoho CRM

Overall Score: 4.21 / 5

What We Like

• Affordable, scalable pricing options
• Offers analytics and artificial intelligence features (AI)
• Mobile record management is free

What's Missing

• Free plan limited to three users
• App interfaces are tough to navigate
• No free integration options

Zoho CRM Pricing at a Glance*

• Free: Up to three users
• Standard: $14
• Professional: $23
• Enterprise: $40
• Ultimate: $52
• Free trial: 15 days

Other Plans

• Bigin: $7 for basic pipeline management
• Zoho CRM Plus: $57  for added help desk, email and social media marketing, survey, and analytics functions

Visit Zoho CRM

*Per user, per month pricing based on annual billing; monthly billing is also available at a higher cost

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.

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 where 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.

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. Freshsales and HubSpot stand out as great alternatives for offering a user-friendly interface.

Zoho CRM Plan Summary

Zoho CRM Key Features

• Business card scanner: Data import capabilities into the CRM for business cards by scanning them with a phone camera.
• Analytics and Zia: Managers and team members can access analytics dashboards, key performance indicator (KPI) information, goal progress, and growth numbers and interact with Zia AI to make requests.
• CRM record management and communications: CRM access with lead, deal, customer, task, and calendar data along with calling, call logging, texting, and emailing from the app.
• Apple Maps and RouteIQ: Users can use Apple Maps on the application to find and get directions for leads, contacts, and accounts within their location and plan optimized routes and appointments using the RouteIQ interactive maps.

Zoho chatting with Zia (Source: Zoho)

---

Zoho Zia conversation (Source: Zoho)

---

Zoho CRM Customer Support

Depending on your plan, Zoho offers tiered levels of customer service. While all plans get email support, phone and live chat support are available only to paid users, either 24/5 or 24/7, depending on the tier. There are also self-service options such as product documentation, guided product tours, video tutorials, and webinars.

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.

Visit Zoho CRM

Pipedrive: Best for Scanning & Uploading Documents

Pipedrive

Overall Score: 4.18 / 5

What We Like

• Relatively low-cost paid plans
• Excellent features for scanning notes and documents for CRM upload
• Intuitive app to navigate and operate

What's Missing

• No free plan
• Expensive e-signature features
• Option to reroute incoming calls to mobile phone not available until Advanced plan

Pipedrive Pricing at a Glance*

• Essential: $14.90
• Advanced: $24.90
• Professional: $49.90
• Enterprise: $99
• Free trial: 14 days

Visit Pipedrive

*Per user, per month pricing based on annual billing; monthly billing is also available at a higher cost

Pipedrive gives sales teams terrific lead, pipeline, and task management, as well as sales automation capabilities to streamline operations. The paid plans are not very expensive, and the system scores well in all-around usability. Pipedrive’s 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.

Even today, it’s common for reps to take handwritten notes during in-person sales meetings. The issue, however, is that they then have to transcribe and manually enter those notes into the CRM later. In addition to scanning and uploading documents into the CRM, Pipedrive’s app lets you scan handwritten notes for fast upload. Any file can be attached or associated with a specific lead, contact, deal, or account record after completion.

Pipedrive does not offer any sort of free-forever plan for businesses on a tight budget or those that just want to try it out risk-free. HubSpot and Freshsales both offer free plans for unlimited users, which include mobile capabilities.

Pipedrive Plan Summary

Pipedrive Key Features

• Calling and logging: Users can make calls from the app, automatically log them into the CRM, and transfer inbound web calls to go to their phone.
• Nearby location: On-the-go users can have their app find deals and contacts near them on an interactive map.
• Note scanning: The phone camera will scan and transcribe handwritten notes taken during a meeting, as well as scan and document typed notes or documents to add to the CRM.
• Insights: On-the-go analytics, dashboards, and reporting on the app for activity, performance, and goal progress.

Pipedrive adding notes (Source: Pipedrive)

Pipedrive Customer Support

Pipedrive offers excellent support through live chat and email on a 24/7 basis. There are also resources on their website like a help center, blog, product tutorials, a community forum, and an academy dedicated to enhancing sales and CRM skills.

For more insights, check out our comprehensive Pipedrive review and see if it’s the right solution for your sales needs.

Visit Pipedrive

Salesforce Essentials: Best for Creating Custom Apps

Salesforce Essentials

Overall Score: 3.81 / 5

What We Like

• Excellent app customization options
• Access to over 2,500 third-party and native integration options
• App includes offline functionality

What's Missing

• No free plan
• Web and mobile app are notably difficult to set up and operate
• Many extra features, such as AI insights and quote and billing tools, require add-ons

Salesforce Essentials Pricing at a Glance*

• Salesforce Essentials: $25
• Free trial: 30 days

Add-ons

• Sales Dialer: $5 for a built-in dialer with click-to-dial and call logging
• CPQ and Billing: $75 for price and quoting tools
• Social Intelligence: $25 for social media data collection and sharing
• Sales Cloud Einstein: $50 for AI analytics and automaton
• Partner Relationship Management: $25 per user or $10 per login, per month for partner oversight features

Visit Salesforce Essentials

*Per user, per month pricing based on annual billing; monthly billing is also available at a higher cost

Salesforce Essentials is a CRM product designed specifically for small businesses. Teams have built-in data management and communication features, as well as the option to connect their platform with thousands of third-party and native integration products. 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.

The major standout is the Lightning App designer. It allows users to build modules or pages within the CRM and for 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.

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. Zoho CRM and Freshsales are both excellent in the pricing category with free plan options and scalable paid plans.

Salesforce Essentials Plan Summary

Salesforce Essentials Key Features

• Custom app builder: Drag-and-drop app building capabilities for designing customs apps and modules to fit business needs—even for accessing on mobile devices.
• Record management: Teams can view, edit, and organize contact, leads, and customer data records from the app.
• Pipeline tracking: Trackable deals and opportunities on a customizable sales pipeline.
• File and task management: Users can upload files to specific records as well as view, assign, and monitor tasks.

Salesforce creating app page (Source: Salesforce)

---

Salesforce lightning app builder design (Source: Salesforce)

---

Salesforce Essentials Customer Support

Salesforce Essentials uses a range of tiered-based support and customer success options—with more services on the premium plans than the standard ones. They provide live chat and phone support with 24/7 capabilities for Premier Success users and above. Additionally, there are self-service options through online resources, such as Trailhead, the help portal, a community forum, and a success center.

Check out our Salesforce Essentials review to get detailed evaluations of the platform’s features, integrations, usability, pricing, and customer support.

Visit Salesforce Essentials

How We Evaluated the Best Mobile CRM Software

To determine the top CRM apps, we only considered products that offered an iOS or Android application to supplement its 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.

We found Freshsales to be the best option as it is free for an unlimited number of users and extremely easy to use. It has awesome telephone features for making and receiving calls on the go and logging calls within lead or contact records for analysis. Additionally, Freshsales offers other features such as lead and deal tracking, custom notifications, and scannable files to upload into the CRM using the phone camera.

Visit Freshsales

The tabs below offer insight into our evaluation process of the best platforms:

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 has the best overall CRM app, 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.