7 Best Mobile CRM Apps for Salespeople On the Go

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 of a desktop right on your cell phone via powerful mobile apps. When choosing the right CRM software, it’s important to consider this mobile functionality alongside the standard features that all CRMs should have. To make this decision a little easier, we’ve compiled a list of the top mobile CRM software options and exactly who should use each one.

Here are the top seven mobile CRM software for salespeople:

  • Zoho CRM: (Overall Winner) Best overall mobile CRM option (free starting price)
  • Salesforce Essentials: Best for a suite of advanced features ($25 starting price)
  • Pipedrive: Most third-party app integrations ($12.50 starting price)
  • Insightly: Best for managing projects on the go (free starting price)
  • HubSpot CRM: Best for marketing and sales integration (free starting price)
  • Freshsales: Best for using virtual phones ($29 starting price)
  • Agile CRM: Most affordable tiers as you scale (free starting price)

How We Evaluated the Best Mobile CRM Apps

We considered many factors when evaluating the best mobile CRM apps. 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.

Evaluation Criteria

We broke down our analysis into six categories, assigning each a percentage out of 100 and analyzing them based on numerous subcriteria. Then, we gave all mobile CRM software a score for each category, determining the best overall options and primary use-cases for all.

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

Note: All per-user prices are with a one-year commitment unless noted.

Overall, we found Zoho CRM to be the best overall CRM for mobile devices. Check out how all of the options scored below in our evaluation categories, including primary use-cases and key features for each.

Zoho CRM: Best Overall Mobile CRM

Great all-around option for salespeople seeking solid core features and customization on mobile.

Price Range: Free to $52 per user, per month (30-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-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Cloud-based connectivity
  • Supports teamwork and collaboration
  • Choose monthly or annual billing cycles

Cons:

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

Boasting nearly all the features you’d expect from a mobile CRM platform and an intuitive user interface, Zoho CRM is the clear winner for salespeople needing a standardized approach on mobile. In addition to robust core features, it’s also highly customizable, letting you tailor it to your needs. It even offers a free version with support for multiple users, so you can see exactly what they have to offer without committing to a long-term obligation.

Zoho CRM Cost

  • Free Forever: available 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

Zoho CRM Notable Features

  • Common Features: You’ll find all of the features you’d expect from CRM software, including contact / lead management, deal management, forecasting and more.
  • Comprehensive Reporting: Find out exactly how your campaigns are doing with detailed analytics and reporting.
  • Forever Free: Although it only supports a maximum of three users and is limited in other ways, Zoho CRM’s Forever Free plan lets you get started regardless of your budget.
  • Zoho CRM Plus: Their Zoho CRM Plus service adds even more functionality, including a fully integrated help desk, social media integration, advanced analytics and more.

Zoho CRM dashboard

Visit Zoho CRM

Salesforce Essentials: Most Advanced Features

Industry leader in CRM and sales software offering a robust platform on mobile and desktop for a reasonable price

Price Range: $25-$35 per user, per month

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-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Supports web chat, email, voice and social
  • Available on both iOS and Android
  • Reports are highly customizable

Cons:

  • Complaints regarding customer service
  • Interface might confuse novice users
  • Lead management is severely 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 analytics, lead tracking and long-term account maintenance. If you find yourself wanting to consolidate your mobile sales software, or if you want to run your entire business from your smartphone, Salesforce Essentials makes it possible.

Salesforce Essentials Cost

  • $25 per user, per month
  • $35 per user, per month

Salesforce Essentials Notable Features

  • Full Integration Between Platforms: It doesn’t matter if it’s email, voice, or online, you can meet your customers anywhere to provide comprehensive support.
  • Account Management: Salesforce doesn’t stop after the initial sale has been made. Maintain established accounts with integrated account management functionality.
  • Real-Time Reporting: Salesforce is one of the few entries on our list to provide real-time reporting and analytics.
  • Well-Known Brand: You’ll have the added peace of mind in knowing that your CRM needs are handled by a reputable and trustworthy brand.

Salesforce Essentials dashboard

Visit Salesforce Essentials

Pipedrive: Most Third-Party App Integrations

Highly-visual pipeline tool offering third-party apps to supercharge your mobile capabilities

Price Range: $12.50 - $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:

  • Automate emails through every stage
  • User-friendly mobile interface
  • Activity tracking and lead monitoring

Cons:

  • Some features locked at higher prices
  • Reporting can use some improvement
  • Customization could be better

Pipedrive is a visual CRM that offers kanban-style, drag-and-drop functionality 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: $12.50 per user, per month
  • Advanced: $24.99 per user, per month
  • Professional: $49.90 per user, per month
  • Enterprise: $99 per user, per month

Pipedrive Notable Features

  • Vast Marketplace of Third-Party Apps: 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 dashboard

Visit Pipedrive

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-fullstar-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

With virtual workplaces, remote teams, and frequent sales travel, some salespeople need the ability to manage projects on the go. Insightly CRM is known as a CRM and project management tool, and makes it easy with the ability to scan business cards, record digital needs and track projects from your smartphone. Insightly CRM is great for salespeople or teams who generate leads, close deals, and manage projects in multiple places.

Insightly Cost

  • Free version available for two users
  • Plus: $29 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month

Insightly Notable Features

  • Scan business cards on-the-go: 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.
  • Mobile Security: Insightly features a single sign-on, standard authentication and two-factor data encryption at all times.

Insightly CRM dashboard

Visit Insightly

HubSpot CRM: Best for Sales & Marketing

Solid CRM with lead generation and marketing capabilities, 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 quite expensive
  • Difficulty collaborating across teams
  • Searching for individual leads is difficult

HubSpot CRM has most of the competition beat in marketing and sales integrations. With real-time visibility into your sales pipeline, you can track activities, monitor individual performance and view detailed analytics. If you’re focused on marketing, you’ll enjoy free prospecting, lead tracking, scheduling, and live chat — with the ability to integrate with its more robust Marketing Hub after upgrading to Sales Hub (for an additional cost per hub).

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 Notable Features

  • Free Service Available: There are only a few CRM solutions that are completely free, but HubSpot CRM is one of them.
  • Real-Time Pipeline Visibility: An intuitive dashboard lets you view and track valuable metrics, analytics and activities across the board. 
  • Unlimited Data: HubSpot CRM tracks, processes and manages a lot of data on your behalf, and they do so without limiting the amount of data they’ll process.
  • 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

Visit Hubspot CRM

Freshsales: Best for Virtual Mobile Phones

All-around good CRM option with virtual phone capabilities to make business calls from your personal device.

Price Range: Free to $69 per user, per month (21-day free trial)

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-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • Customizable and mobile-centric AI
  • Support online and offline CRM activities
  • Straightforward and user-friendly GUI

Cons:

  • Lacks some third-party integrations
  • Missing templates for sales and marketing
  • Reporting is rigid and lacks customization

Freshsales offers a virtual phone that lets you make business calls from your personal cell phone without exposing your personal number to the public. Not only does this improve your security and help preserve your personal privacy, but it’s also useful when routing calls between representatives, connecting remote teammates and more -- all while giving the appearance of a single, centralized phone system.

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 Notable Features

  • Establish Your Virtual Number: There’s no need to confuse your customers with multiple phone numbers or points-of-contact. Streamline the process and make things easier for everyone involved by switching to a virtual number.
  • Social Media Compatibility: Use the chat services of popular social media sites, including Facebook Messenger, Apple Business Chat and WhatsApp.
  • Add Extra Contacts as Needed: Additional contacts are available starting at $100 per month, but the price becomes more affordable as the number of contacts increases.
  • Freshsales Integration: Easily integrate with other products and services from the Freshsales brand, including Freshdesk and the Freshsales Marketplace.

Freshworks crm dashboard

Visit Freshsales

Agile CRM: Most Affordable Tier Structure

Solid CRM option with a free starter tier as well as three affordable tiers to help you scale when you need it.

Price Range: Free to $47.99 per user, per month (two-year commitment)

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-full star-full Customization star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-full star-fullstar-full

Pros:

  • Email responses and templates available
  • Plenty of third-party integrations
  • Gamify sales for a fun experience

Cons:

  • Missing online training resources
  • Unintuitive and clunky user interface
  • Important features locked at higher prices

It’s important to stretch your dollar as far as it can go. This is especially true for young entrepreneurs and startups, both of which tend to operate with limited budgets. Not only does Agile CRM make it possible to get your online business up and running with a free version as quickly as possible, but there are three affordable upgrade options -- ranging between $8.99 and $47.99 -- when you’re ready to scale up.

Agile CRM Cost

  • Free version available
  • Starter: $8.99 per month
  • Regular: $30 per month
  • Enterprise: $47.99 per month

Agile CRM Notable Features

  • Free for Up to 10 Users: Most free services only accommodate one or two users, but Agile CRM supports as many as 10. 
  • Support 50,000 Contacts for Free: Agile CRM also lets you make 50,000 contacts with their free service. Maintain even more -- up to unlimited -- with their paid tiers. 
  • Affordable Pricing Tiers: Whereas some CRM solutions charge hundreds or thousands for their higher pricing tiers, all of Agile CRM’s plans are less than $50 per month. 
  • Switch Between Plans: It doesn’t matter if you want to upgrade or downgrade -- you’re in full control at all times.

Agile CRM dashboard

Visit Agile CRM

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.

Selling Signals
Actionable advice for sales professionals
Address
355 Lexington Ave,
18th Floor,
New York, NY, 10017
COPYRIGHT SELLING SIGNALS, LLC – 2021