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8 Best CRM for Mobile Apps in 2023

This article will help you identify the top CRMs for your phone devices and choose the best mobile CRM.

Marichka Ivanyshyn
Marichka Ivanyshyn

Jan 18, 2023

| 21 mins read

What is a mobile CRM?

A CRM for mobile apps is a sales application that works on iOS and Android devices like iPhones, iPads, and Android phones. This type of software provides some or all of the modules and functionality offered in a cloud-based, web CRM program. For instance, team members can work on the go with the help of mobile lead management, task automation, pipeline oversight, and communication tools like email, phone, and live chat.

Moreover, you can also pay attention to other CRM systems such as:

The effectiveness of outside sales depends on mobile CRM systems. To build relationships, generate leads, and close deals, account executives, sales representatives, and business development reps should ideally be client-facing and attend networking events. This needs an application they can use when out of the office because they must complete and organize sales activities without being at their usual workstation.

[Related Article: 10 Best CRM for Mac, iPhone, iPad ]

The features of a top mobile CRM software

Nowadays, the sales process is really a 24/7 operation, so you need a good mobile app to enable you to communicate with customers while on the go. Here are three key features to look for in a mobile CRM.

Clear user interface

CRM mobile apps shouldn't just duplicate desktop features on a mobile device, but instead, provide an intuitive user interface. The app shouldn't be difficult to use or clunky, and it should give the majority of the features and functionalities available in the desktop version rather than just offering a stripped version of the software.

To be more precise, it ought to make it simpler to find clients and take notes, as well as support voice notes and customized push notifications.

Teamwork-oriented

Mobile CRM solutions should be team-friendly. Access should be available to all staff and should facilitate a collaborative sales process. Therefore, you'll probably need a cloud-based app as well as one that can integrate team messaging apps. In general, the software should enhance team collaboration.

Smooth scanning

Mobile CRM apps should make it simple to scan business cards into a database because business cards are generally how you'll collect contact information from new potential customers. The ability to immediately upload a contact's information may not seem important, but it prevents manual entry and the chance of losing the person's contact information. Additionally, it will be available to the entire team right away, and you can quickly add significant notes to it.

Comparing the top CRM mobile applications

CRM vendor

Best for 

Free trial 

Starting price for paid versions

Freshsales

Best for making and managing calls on the go

21 days

$15 per user per month

HubSpot

Best for interacting with website visitors

14 days

$45 per month for 2 users

Zoho

Best for AI capabilities

15- 30 days

$14 per user per month

Zendesk

Best for geolocation functions

14 days

$19 per user per month

Salesforce Essentials

Best for designing custom applications

30 days

$25 per user per month

Pipedrive

Best for scanning and uploading documents

14 days

$14.90 per user per month

Capsule

Best for third-party integration

30 days for Professional and Teams versions

$18 per user per month

Agile

Best for working with clean UI

Unlimited for up to 10 users

$9.99 per user per month

[Related Article: 5 Signs it's Time to Upgrade or Reimplement Your Old CRM System]

Our top 8 options for the best mobile CRM

Therefore, which CRM should you choose? There are various mobile CRM choices, and we've reviewed the top ones. The best CRM examples are listed below.

1. Freshsales - Best mobile app CRM for making and managing calls on the go.

freshsales-findmycrm-1

Freshsales is one of many Freshworks tools designed specifically for the sales industry to help teams manage business operations like marketing, IT support, customer service, and human resources. The CRM is extremely user-friendly and offers a free plan for unlimited users.

For sales teams that need to make calls while on the go, its telephony functions are especially great.

Features:

  • View lead and contact profiles, as well as interactions, timeline activities, and deal progress for opportunities.
  • Make and log calls or send emails directly from the app, adding the interaction details as record notes.
  • Book Uber rides via the Freshsales app.
  • Use phone cameras to scan and upload documents related to contacts, leads, and deals.
  • Custom notifications for finished or upcoming tasks, appointments, and opens, replies, or clicks on emails.
  • Use chat features on popular social media sites like Facebook Messenger, Apple Business Chat, and WhatsApp.
  • To get directions to events like meetings, connect Google Maps directly to your CRM calendar.

Pricing:

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

Pros:

  • Free for unlimited users with scalable and affordable paid plans.
  • Free calling, voice notes, and Uber booking.
  • Easy-to-use UI with a clean design.

Cons:

  • Offline usage is not possible until the Pro plan.
  • Limited options for integration with outside sources.
  • Lack of free call logging or check-in features

2. HubSpot - Best CRM mobile app for interacting with website visitors.

hubspot-findmycrm-2

HubSpot offers various solutions such as sales, marketing, customer service, operations, and a content management system (CMS).

Teams can manage lead and contact information, upload CRM data via the business card scanner, and communicate through email or SMS texting using the free HubSpot app.

Features:

  • Immediately enter data into the CRM system by scanning business cards with phone cameras.
  • Teams can update CRM records with deal outcomes information, attach app files, and record voice notes.
  • Communicate with potential customers via live chat and email from the app.
  • Push notifications for significant sales events like closed deals, generated leads, and prospect communication activity.

Pricing:

  • Free Plan: Support for unlimited users
  • Free trial: 14 days
  • Starter: $45 per month for 2 users
  • Professional: $450 per month for 5 users
  • Enterprise: $1,200 per month for 10 users

Pros:

  • Free plan for unlimited users.
  • Chatting with website visitors using CRM software.
  • Excellent usability ratings for navigating the program and using its features.

Cons:

  • Individual and bundled paid plans get costly.
  • There are no free sales automation tools.
  • Calling is limited to cell phone providers and is not included in the Free plan.

3. Zoho - Best mobile CRM app for AI capabilities.

zoho-findmycrm

Zoho CRM is one the most scalable CRM solution with free and low-priced plans that businesses can slowly upgrade to as their feature needs. This CRM with mobile app offers a fully customized system that supports sales, marketing, and customer case management. Users can track leads and accounts, keep track of calls, events, and notes on the app, and get in touch with people by phone, text, and email.

The AI Zia, a sales guide and analysis tool that provides teams with reminders, forecasts, and recommendations like the ideal time to contact a lead, is one of the most loved Zoho features.

Features:

  • Managers and team members have access to analytics dashboards, key performance indicator (KPI) data, goal progress, growth numbers, and the ability to interact with Zia AI to make requests.
  • Access to CRM includes calling, call logging, texting, emailing, lead, deal, customer, task, and calendar data via the app.
  • To manage incoming leads while on the go, use efficient online lead management for social media, email, and other channels.
  • Use Apple Maps to search and get directions to leads, contacts, and accounts nearby, as well as to plan the most efficient routes and appointments using the interactive RouteIQ maps.
  • Business card data import capabilities via phone camera scanning.

Pricing:

  • Free Trial: 15 to 30 days for all plans
  • Free Version: 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

Pros:

  • Pricing options are reasonable and scalable.
  • Free mobile record management.
  • Provides analytics and features for artificial intelligence (AI).

Cons:

  • The free plan is available only for three users.
  • It's difficult to navigate the app UI.
  • There are no free integration options.

4. Zendesk Sell - Best mobile CRM system for geolocation functions.

zendesk-findmycrm

Teams can manage leads, deals, sales tasks, and product books all in one place with Zendesk Sell. There is no free plan, but the paid options are affordable and scalable to a company's growing needs. 

Users of Zendesk Sell can schedule appointments, manage tasks, text contacts, make phone calls, and access data even offline on the app.

Features:

  • Find nearby prospects, get directions, log visits, and verify lead addresses while on the go using the app with geolocation and verification features.
  • Data management for contacts, leads, and deals, activity and note tracking, and list filtering.
  • Contact prospects from the app, send emails, SMS, and make and log phone calls.
  • Teams can use the app to handle tasks, appointments, calendar events, and documents.

Pricing:

  • Free trial: 14 days
  • Team: $19 per user per month, billed annually
  • Growth: $49 per user per month, billed annually
  • Professional: $99 per user per month, billed annually
  • Enterprise: $150 per user per month, billed annually

Pros:

  • Provides text, email, and calling through the app.
  • A special geolocation function for receiving directions and finding nearby leads.
  • The Team plan offers access to the majority of mobile capabilities.

Cons:

  • Lack of a free plan.
  • It can be difficult for new users to set up the system.
  • Mass emailing, templates and texting are the only marketing tools.

5. Salesforce Essentials - Best mobile CRM solution for designing custom applications.

salesforce-findmycrm-1

Salesforce Essentials is a CRM software created especially for small businesses. Teams can connect their platform with thousands of third-party and native integration solutions as well as take advantage of the built-in data management and communication tools.

The Lightning App designer is the main highlight. Users can create modules or pages using drag-and-drop capability within the CRM and for its mobile version.

Features:

  • Drag-and-drop app building tools for creating modules and apps specially designed to company needs—even for use on mobile devices.
  • View, modify, and organize contact, lead, and customer data directly from the app.
  • Customizable sales pipeline to track deals and opportunities.
  • View, assign, and keep track of tasks as well as upload files to specific records.

Pricing:

  • Free trial: 30 days
  • Salesforce Essentials: $25 per user, per month, billed annually

Pros:

  • Excellent possibilities for app customization.
  • The application has offline features.
  • Access to more than 2,500 native and third-party integration options.

Cons:

  • Setting up and running a web or mobile application may be very difficult.
  • Many other features, including tools for quotes and billing as well as AI insights, require add-ons.

6. Pipedrive - Best mobile CRM application for scanning and uploading documents.

pipedrive-findmycrm

Pipedrive offers excellent lead, pipeline, and task management tools as well as sales automation features to help sales teams run the business more efficiently. The Pipedrive app provides on-the-go functionality like calling and logging, tracking lead data, and great reporting features for keeping track of performance and activity on the dashboard of the system.

The Pipedrive app allows you to quickly scan and upload documents as well as upload handwritten notes into the CRM.

Features:

  • Easily customize your business with a wide range of third-party apps for Android and iOS.
  • With the help of the LeadBooster Add-On Service, which enables you to gather both inbound and outbound leads, you can improve lead generation.
  • Sync your contacts and calendar with Google and Microsoft.
  • Technical support is available through email or web chat around-the-clock for all of Pipedrive's service options.
  • Use the app to look for contacts and deals near on an interactive map even on the go.
  • Analytics, dashboards, and reporting for activity, performance, and goal progress on the go are offered through the app.

Pricing: 

  • Free trial: 14 days
  • Essential: $14.90 per user per month, billed annually
  • Advanced: $24.90 per user per month, billed annually
  • Professional: $49.90 per user per month, billed annually
  • Enterprise: $99 per user per month, billed annually

Pros:

  • Great tools for document and note scanning for CRM upload.
  • Simple to use and navigate the app.

Cons:

  • Expensive e-signature features.
  • There is no option to reroute incoming calls to a mobile phone until the Advanced plan.
[Related Article:  Operational CRM Definition, Benefits & 10 Examples]

7. Capsule - Best CRM mobile application for third-party integration.

capsule-findmycrm

Capsule is a CRM with a simple user interface and a short learning curve. You can import contacts, add and find crucial information from a variety of sources, including CSV files and databases, Gmail, and Outlook messages. The app's professional version has strong Zapier, G Suite, Zendesk, Twitter, and Mailchimp integration to assist users in finding leads and collecting data in one place.

Features:

  • Use the app to make phone calls, emails, and chats.
  • Add and edit client data.
  • Monitor meetings and tasks.
  • View the activity of the other team members.
  • Look for sales opportunities.

Pricing:  

  • Free trial: 30 days for Professional and Teams versions
  • Capsule offers a free version for up to 2 users 
  • Professional: costs $18 per user per month
  • Teams: costs $36 per user per month
  • Enterprise: costs $54 per user per month

Pros:

  • A free version is available for two users.
  • Call, message, and send emails within the app.
  • Remote task management, sales opportunity monitoring, and desktop app offline sync.

Cons: 

  • The app doesn't have any notifications, but you can view your latest recent activity there.

8. Agile - Best CRM for phones for working with clean UI.

Agile-CRM

Agile CRM is a comprehensive business platform that includes features for project management, reporting, contact view, support/service, and timeline.

The customer ticketing tool for support teams includes a help desk, a knowledge base, and feedback forms. Additionally, it has built-in telephony features, which integrate with RingCentral and Twilio for full conversation tracking.

Features:

  • Set up one-click calling and call scripts.
  • Access all contact details on a single page.
  • Make use of drag-and-drop to manage your projects.
  • Track deals and progress throughout the sales process.
  • Schedule meetings and share your calendar.
  • Encourage sales representatives via a "gamification" system.

Pricing: 

  • Agile offers a free version for up to 10 users
  • Starter: is $9.99 per user per month, billed annually
  • Regular: is $39.99 per user per month, billed annually
  • Enterprise: is $64.99 per user per month, billed annually

Pros:

  • Clean UI with quick access to contacts you've recently viewed, to-do lists, deal tracking, and Google Calendar sync.

Cons: 

  • There is a significant pricing difference between the versions.
  • Limited capabilities for customization.
[Related Article: Analytical CRM: Definition & Features]

To sum up

Despite the fact that we've highlighted some of the top mobile CRM applications, it's important to keep in mind that not all CRMs are created equal. A mobile CRM for your company should include the mentioned key features, so be sure to look for one. Don't hesitate to get in touch with us right away if you're looking for a top-notch mobile CRM that meets the particular requirements of your own company. We would be pleased to assist you in selecting the ideal solution for your company.

Marichka Ivanyshyn

Hi! I’m a content creator who works in the online marketing industry. I deal with content for the CRM domain in the business sector to provide readers with relevant information, key features, and benefits about SaaS, data migration, customer service, and more.

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