6 Best Mobile CRM Apps for Salespeople On the Go 2022

Learn about the best mobile CRM apps for salespeople on-the-go with our independent editorial review, including what each is best for

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:

  • Freshsales: (Overall Winner) Best overall suite of mobile CRM features (free starting price)
  • Salesforce Essentials: Best for advanced mobile reporting & analytics (14-day free trial)
  • Zoho CRM: Best for an AI-powered mobile assistant (free starting price)
  • Pipedrive: Best mobile CRM with a visual & easy-to-use pipeline (14-day free trial)
  • HubSpot CRM: Best for recording calendar tasks and reminders on the go (free starting price)
  • Insightly: Best mobile CRM for managing projects in the field (free starting price)

How We Evaluated the Best Mobile CRM Apps

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.

Evaluation Criteria

First, we looked at the standard features that come with every CRM solution on the market. Next, we narrowed down the list by focusing specifically on the most mobile-centric options before rounding out the competition according to ease-of-use, pricing, expert scoring and customization.

Pricing:
20%
Core Features:
20%
Mobile Functions:
20%
Customization:
15%
Ease-of-Use:
15%
Expert Score:
10%

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.

Freshsales: Best Suite of Mobile Features

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)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Mobile Functionality star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • Solid set of mobile & core features
  • Support online and offline CRM activities
  • Straightforward and user-friendly UI

Cons:

  • Lacks some third-party integrations
  • Free version is limited
  • Reporting lacks customization

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.

Freshsales Cost

  • Free Version: Support for unlimited users
  • Growth: $15 per user, per month
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free Trial: 21 days

Freshsales Key Features

  • Virtual Number: Make and receive business calls directly on your personal device using Freshsale's built-in virtual phone.
  • Social Media Compatibility: Use the chat services of popular social media sites, including Facebook Messenger, Apple Business Chat and WhatsApp.
  • Mobile Check-in: Check into your in-person events like sales meetings and prospect visits so your team knows where you are.
  • Google Maps Integration: Integrate Maps directly with your CRM calendar so you can automatically navigate to meetings and other events.

freshsales mobile app example

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Salesforce Essentials: Best Mobile Reporting

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)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Mobile Functionality star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Supports chat, email, voice and social
  • Robust mobile sales dashboards
  • Reports are highly customizable

Cons:

  • Complaints regarding customer service
  • Interface might confuse novice users
  • Marketing features are lacking

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.

Salesforce Essentials Cost

  • Single Tier Pricing: $25 per user, per month
  • Free Trial: 14 days

Salesforce Essentials Key Features

  • Robust Reporting Dashboards: Customize your reporting for robust insights and include your most important reports in an easy-to-use mobile dashboard.
  • Real-Time Reporting: Salesforce is one of the few entries on our list to provide real-time reporting and analytics.
  • Lead & Opportunity Pipelines: Manage leads and opportunities in separate pipelines so you're always on top of the most important deals.
  • Built-in Dialer: Call prospects and customers from your personal device using Salesforce's built-in phone dialer and call log.

Salesforce essentials mobile app

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Zoho CRM: Best Mobile AI Assistant

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)

Overall Rating star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Mobile Features star-fullstar-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Good for online lead generation
  • Supports teamwork and collaboration
  • Geographic prospect scanning

Cons:

  • Lack of multilingual support
  • Not enough customization options
  • Technical support can be slow

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.

Zoho CRM Cost

  • Free Forever: Supports up to 3 users
  • Standard: $14 per user, per month
  • Professional: $23 per user, per month
  • Enterprise: $40 per user, per month
  • Ultimate: $52 per user, per month
  • Free Trial: 15 to 30 days

Zoho CRM Key Features

  • Sales Forecasting: Zoho's advanced plans offer robust sales forecasting on both desktop and mobile, and even lets you use Zia AI to request sales numbers.
  • Online Lead Management: Manage inbound leads on the go with robust online lead management for social media, email, and more.
  • Task Management: Leverage Zoho's mobile task management features to set reminders and follow up on important sales items.
  • Prospect Mapping: Zoho offers a mapping feature that lets you scan for nearby prospects, access their website and directory, as well as find the best route to their location.

Zoho CRM mobile app example

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Pipedrive: Best Mobile Pipeline View

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)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-full star-full Mobile Functionality star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • User-friendly mobile interface
  • Activity tracking and lead monitoring
  • Robust third party app marketplace

Cons:

  • Some features locked at higher prices
  • Reporting can use some improvement
  • Lacking some sales & marketing features

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.

Pipedrive Cost

  • Essential: $14.90 per user, per month
  • Advanced: $24.99 per user, per month
  • Professional: $49.90 per user, per month
  • Enterprise: $99 per user, per month
  • Free Trial: 14 days

Pipedrive Key Features

  • Third-Party App Marketplace: Pipedrive makes it easy to customize your service with their vast marketplace of third-party apps for Android and iOS. 
  • LeadBooster Add-On Service: Enhance lead generation with the help of LeadBooster, which lets you capture inbound and outbound leads. 
  • Contact & Calendar Sync: Pipedrive lets you sync your contacts and calendar with both Google and Microsoft.
  • 24/7 Technical Support: All of Pipedrive’s service plans include 24/7 technical support via email or webchat.

Pipedrive mobile crm app example

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HubSpot CRM: Best for Mobile Tasks & Reminders

Solid CRM with mobile tasks and reminders, rated our best overall CRM.

Price Range: Free to $1,200 per month (Sales Hub)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-full star-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Mobile Functionality star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • Free tier is robust for the price
  • Integrate with Marketing or Service Hub
  • Offers email templates & tracking

Cons:

  • Higher pricing tiers are expensive
  • Difficulty collaborating across teams
  • Searching for individual leads is difficult

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.

HubSpot CRM Cost

  • Free Version: Support for unlimited users
  • Sales Hub Starter: $45 per month, starting with 2 users
  • Sales Hub Professional: $450 per month, starting with 5 users
  • Sales Hub Enterprise: $1,200 per month, starting with 10 users

HubSpot CRM Key Features

  • Robust Free Tier: HubSpot offers one of the most robust free tiers on the market for both its mobile and desktop apps
  • Real-Time Pipeline Visibility: An intuitive dashboard lets you view and track valuable metrics, analytics and activities across the board. 
  • Chat & Telephony: Access your website chat as well as the app's built-in dialer so you can communicate with leads and prospects from your phone.
  • Team-Oriented Design: HubSpot was designed with teams in mind. If you’re in sales, marketing, customer service or operations, HubSpot has something for you.

Hubspot mobile crm app example

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Insightly: Best for On the Go Projects

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)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-full star-fullstar-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Mobile Functionality star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • Support for 250+ app integrations
  • Basic version is free for two users
  • Project management functionality

Cons:

  • Less features on mobile than desktop
  • Complex platform is not for novices
  • Annual billing commitment is required

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.

Insightly Cost

  • Free Version: Supports up to two users
  • Plus: $29 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month

Insightly Key Features

  • Scan Business Cards: Now you can digitize all the business cards you collect from conferences, seminars and other industry events.
  • Record Digital Notes: Keep track of your daily itinerary, manage clients or take note of nearly anything with the built-in ability to record digital voice notes.
  • Integrated Project Management: Insightly is great for juggling multiple projects on a day-to-day basis with its mobile project management views.
  • Mobile Security: Insightly features a single sign-on, standard authentication and two-factor data encryption at all times.

insightly mobile crm app example

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Bottom Line: Best Mobile CRM App

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.

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