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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.
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.
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.
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.
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.
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.
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.
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.
First, we looked at the standard features that should come with every CRM solution on the market. Next, we narrowed down the list by assessing the cost of each option, followed by the mobile functions offered and its customization capabilities. Lastly, we checked each mobile CRM’s ease of use and the customer support offered.
Mobile CRMs should provide all the core features you'd expect on both mobile and desktop, such as contact management, sales pipelines, and task automation.
We considered the pricing tiers of each CRM, billing options, and any free tiers or free trials and their length.
In addition to general and desktop features, we placed a lot of emphasis on mobile features like geolocation, log-in options, and mobile security.
Also considered was the ability to customize each mobile app’s sales pipelines, reporting and dashboard, menu settings, and more.
Mobile platforms can be difficult to navigate when compared to their desktop counterparts, so we looked into real user feedback on usability from reputable review sites and each option’s knowledge base.
Here, we looked into the different types of support solutions offered via live chat, phone, and email. We also considered user ratings from certified review sites.
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.
Alison is a Philadelphia-based technology writer for Selling Signals. She has 15 years of experience in the digital space, and her specialties include comparison guides and reviews across CRM, ecommerce, and various SaaS products. In her free time, Alison has received two HubSpot certifications plus a TEFL certification, as well as leads an online martial arts learning program.
Selling Signals delivers actionable advice for sales and marketing professionals. Learn strategies that help you hit targets, strengthen customer relationships, and win more business. Get expert advice on lead generation, sales processes, CRM software, sales management, and account management directly to your inbox.
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