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Mobile CRM applications are software accessible on smartphones or tablets, allowing sales reps to manage sales or marketing activities and collaborate with their team. The best mobile CRMs give you the functionality and power of desktop software, such as pipeline management and reporting, and mobile-specific functions, such as mobile geolocation and business card scanning. To help you decide, we’ve compiled a list of the top mobile CRMs on the market.
Here are the six best mobile CRMs for salespeople:
Although some options on our list scored well in one category, we found Freshsales to be the top mobile CRM software, offering the best mix of affordability and mobile-specific CRM features. Continue reading to check out each mobile CRM’s primary use case, pricing plans, and key features, or jump down to see how we scored each option across six categories.
Note: All per-user prices are with a one-year commitment unless noted otherwise.
Offers core CRM features and phone capabilities such as a built-in dialer and Google Maps.
Price Range: Free to $69 per user, per month (21-day free trial)
Freshsales is our top-rated CRM offering a balance of robust desktop functionality and mobile-specific tool features across affordable tiers. Make business calls from your personal device via virtual phone and reach out to your prospects or clients efficiently with its Uber booking functionality and Google Maps integration. Check in for meetings and other events so your teams know your status, and add voice notes as you walk into your next appointment.
While Freshsales provides robust core features and mobile functionality, it has limited native marketing tools. For a mobile CRM option that offers a good mix of sales and marketing capabilities, look into Zoho CRM, which also offers a solid set of cost-effective CRM features.
Provides an all-around CRM option with a voice-activated mobile assistant via Zia AI.
Price Range: Free to $52 per user, per month (15- to 30-day free trial)
Zoho CRM is a great all-around CRM known for both its sales and marketing features. Zoho’s Zia AI, which acts like Apple’s Siri, allows you to ask sales-related questions on the go, such as the number of leads in your system or the calls you had for the day. Find nearby prospects or check the most efficient sales route to your customer’s address with its map feature. Check in at the customer’s location or record a voice note during your visit and add it to their activity history.
Although Zoho CRM is a great choice for salespeople looking for AI-powered mobile features, customizing and implementing it can be overwhelming. For an easier-to-use mobile CRM, look into Freshsales, which offers Freddy AI.
Helps you keep track of sales activities with mobile task assignments and reminders.
Price Range: Free to $1,200+ per month (Sales Hub)
HubSpot CRM is our top-rated free CRM that offers great mobile functionality as well as advanced sales and marketing features that are great for integrated teams. Its standout mobile feature is the ability to create tasks and reminders directly from the app, making it great for those needing calendar reminders in the field. You can also collaborate with your team by assigning tasks to your teammates and receiving real-time notifications for meetings or deals.
HubSpot CRM offers a robust free tier for both sales and marketing teams, but upgrading for more features can get expensive quickly. For a mobile CRM platform with sales and marketing features across affordable tiers, try Zoho CRM.
Provides advanced reporting features for contextual insights and recommendations on the go.
Price Range: $25 to $330 per user, per month (30-day trial)
Salesforce Sales Cloud is a fully customizable CRM offering a full suite of advanced tools and features accessible through its mobile app. View smart dashboards with in-app contexts for real-time reports and recommendations. Manage customer data, spot opportunities and risks, and predict outcomes with its built-in sales tools. You can also talk to Einstein Voice Assistant to get personalized daily briefings before reaching out to your leads and customers.
While Salesforce has robust reporting capabilities, smaller teams might look for a more cost-efficient option. For a mobile CRM with affordable plans, check out Zoho CRM, which integrates with Zoho Analytics.
Allows teams on the move to easily access vital sales data and communicate with each other.
Price Range: $14 to $99 per user, per month (14-day trial)
Pipedrive is sales-forward CRM software offering intuitive collaboration tools for remote sales reps and teams. Log notes and attachments while you’re on the road with voice-to-text features and create color-coded labels to assign deals, organizations, and contacts to the right rep or team. Manage your pipeline by setting priority tasks and tracking reps' individual progress, and link any of their activities like outgoing calls, in-person visits, and sales pitches to deal stages.
Pipedrive is great for sales team activities, but you might need to purchase add-on upgrades to get the features you need for lead generation, drip campaigns, and more. If you need CRM software with robust preset tiers, try Freshsales, which also has team management features.
Offers intuitive tools via desktop and mobile for reps who need to use a CRM right away.
Price Range: $29 to $99 per user, per month (30-day free trial)
Salesflare is a user-friendly CRM with glowing ratings from real users across various review sites. Unlike other software, Salesflare was built mobile first, so you can access 100% of the functionality of the desktop app without having to set up features you need or manually input data on your phone. You can also easily sync your call history, meetings, and emails for both desktop and mobile and automatically create contacts via its built-in business card scanner.
While Salesflare is a great option for salespeople who need an intuitive mobile CRM, it lacks robust AI features. For a user-friendly platform with AI-powered tools, look into Freshsales.
The following functionalities are included in the best mobile CRM for salespeople on the move:
Monitor the movement of your deals in visual pipelines for both desktop and mobile, and identify opportunities or risks in each stage so you can adjust your sales activities and marketing efforts.
Collect, manage, and analyze your key metrics and turn them into actionable insights to help sales reps and teams make better decisions.
Stay on top of your deadlines, team meetings, and appointments with task reminders and push notifications that you can integrate into your workflow.
Safeguard your mobile data by setting up multiple log-in options and authentications, custom permissions, and data encryption settings.
Identify and share your location with your teammates, or find the most efficient route to reach your customers or nearby prospects.
When considering the best mobile CRMs, we evaluated each of the top-rated CRM options using a weighted scoring method. First, we identified the top six scoring categories important to mobile CRMs, weighting each accordingly. Then, we used key subcriteria to assign each option a score in every category as well as an overall score out of five. This scoring logic helped us determine the rankings of mobile CRMs and each one’s primary use case.
With increasing consumer reliance on smartphones, a good mobile CRM solution can help your brand succeed. Collaborate with your team, stay up-to-date with your sales activities, and make sure you’re targeting the right key performance metrics by subscribing to one of the best mobile CRM solutions available today. If you’re looking for a platform that offers broader CRM features, read our independent review of the best CRM software for salespeople and teams.
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