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 Overview
We considered the pricing tiers of each options, including any free tiers or free trials and their length.
Criteria Winner: Freshsales
Core Features Overview
Mobile CRM apps should provide all the core features you'd expect on both mobile and desktop.
Criteria Winner: Multiple Winners
Mobile Functions Overview
In addition to general and desktop features, we placed a lot of emphasis on mobile functionality and use.
Criteria Winner: Freshsales
Customization Overview
Also considered was the ability to customize the CRMs to suite your specific needs.
Criteria Winner: Multiple Winners
Ease-of-Use Overview
Mobile platforms can be difficult to navigate when compared to their desktop counterparts, so usability was considered.
Criteria Winner: Pipedrive
Expert Score Overview
Our expert score is determined based on the overall analysis of our experts as well as the overall online reputation and scores.
Criteria Winner: Salesforce Essentials
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.
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.