In our independent editorial review of retail CRM solutions, learn about the top options along with their primary use cases.
The best CRMs give you the functionality and power of desktop software right on your cell phone via easy-to-use mobile apps. When choosing the right CRM software, it’s important to consider their mobile functionality alongside the standard features that all CRMs should have. To make your decision easier, we’ve compiled a list of the top mobile CRM apps and who should use each one.
Here are the six best mobile CRM apps for salespeople:
When considering the best mobile CRM apps, 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 CRM apps, 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 helped us determine our rankings as well as primary use-cases for each option.
Note: All per-user prices are with a one-year commitment unless noted.
Overall, we found Freshsales to be the best overall CRM for mobile devices with a great mix of general and mobile-specific CRM features. Check out how all of the options scored below in our evaluation categories, including primary use-cases and key features for each.
All-around good CRM option with 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 offers a wealth of mobile features, such as a virtual phone that let's you make business calls from your personal device. Also included is Uber booking functionality, voice notes to record on the go, Google Maps integration, and the ability to check-in for meetings and other events so your team knows your status. Of course, this is all on top of their robust desktop functionality, making Freshsales a great option for those needing an multi-device solution.
Industry leader in CRM and sales software offering a robust platform on mobile and desktop for a reasonable price
Price Range: $25 per user, per month (14-day free trial)
Salesforce Essentials set themselves apart from the competition by offering a full suite of advanced tools and features accessible through their mobile app. This includes customized reports and dashboards that help you access your data and analytics with the click of a finger. Also included is robust lead and opportunity management from your mobile device, making it great for salespeople and teams needing to manage a lot of data and prospects.
Great all-around option offering a voice-activated mobile assistant.
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. As far as its mobile app, it offers an AI assistant called "Zia AI" that acts like Apple's Siri, allowing you to ask it sales-related questions on the go. Also included in its mobile functionality is a map that allows you to locate nearby prospects and route yourself to their location. This makes it best for busy salespeople needing customer information quickly.
Highly-visual pipeline tool offering third-party apps to supercharge your mobile capabilities
Price Range: $14.90 to $99 per user, per month (14-day free trial)
Pipedrive is a visual CRM that offers kanban-style, drag-and-drop pipeline for easy use on-the-go. In addition, it offers an extensive marketplace of third-party mobile apps, which include things like remote team support, AI-driven bots and messaging apps, online customer surveys, and more. This makes it a great option for salespeople wanting to add additional functionality to their CRM on their mobile device.
Solid CRM with mobile tasks and reminders, rated our best overall CRM.
Price Range: Free to $1,200 per month (Sales Hub)
HubSpot CRM offers a great free tier and robust paid options, though if you don't have many users their paid tiers may be cost prohibitive. Still, HubSpot offers great mobile functionality as well as advanced sales and marketing features great for integrated teams. One of its standout mobile features is the ability to create tasks and reminders directly from their app, making it great for those needing calendar reminders in the field.
CRM with project management capabilities offering ability to manage post-sales projects on your mobile device.
Price Range: Free to $99 per user, per month (14-day free trial)
Insightly is known as both a CRM and project management tool, and makes it easy to scan business cards, record digital needs and track projects from your smartphone. It also lets you split out your sales pipeline from your project pipeline so you can track prospects and ongoing customer projects. Insightly CRM is great for salespeople or teams who generate leads, close deals, and manage projects in multiple places.
With increasing consumer reliance on smartphones, a good mobile CRM solution can really help your brand succeed. Make sure you’re targeting the right channels and watching the right analytics by subscribing to one of the best mobile CRM solutions available today. Not only will your customers appreciate it, but your staff will, too.