Customer relationship management doesn’t stop at the desk. In fact, mobile CRM apps can be crucial tools when navigating trade shows or while on the move preparing for the next sales pitch. Mobile functionality is necessary for modern CRM software as it increases efficiency and convenience by leaps and bounds. This convenience makes it a powerful weapon in any sales team’s arsenal

Not all CRM apps offer the same level of functionality, however. Cloud-based CRM software allows features to be more seamless across devices, but some apps lack the full might of a desktop application. 

We curated a list of the top CRM apps, ensuring you never skip a beat whether you’re on the road, in the office, or anywhere in between. 

TechnologyAdvice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don’t pay us.

Featured partners

What is a mobile CRM app?

A mobile CRM app is a portable version of CRM software designed for smartphones and tablets. It allows sales teams and business owners to access and manage customer data, track interactions, and handle sales processes on the go. Unlike traditional desktop CRM systems, mobile CRM apps offer real-time updates and the flexibility to work from anywhere with an internet connection.

According to a study by Resco, 48% of salespeople access company CRMs from their smartphone. Of those, 53% credit their CRM apps with “a significant improvement of the quality of CRM data.”

These apps typically feature user-friendly interfaces optimized for smaller screens, making it easy to quickly view customer information, update contact details, or log sales activities between meetings. Many mobile CRMs also include features like GPS tracking for field sales, the ability to scan business cards, and integration with phone and email systems. This mobility empowers sales professionals to be more responsive to customer needs and make data-driven decisions, even when they’re away from the office.

Read more: Best CRM for Startups (2024)

Why is mobile CRM software important for businesses?

Gone are the days when customer relationship management was confined to desktop computers in office cubicles. Today, with the ubiquity of smartphones and the rise of remote work, CRM apps have emerged as a game-changer for businesses worldwide. But why is mobile CRM so crucial for businesses

Real-time access to data

Mobile CRM allows sales representatives and other employees to access customer data on the go. Whether they’re in a meeting, at a conference, or even on vacation, vital information is just a tap away. This real-time access ensures that businesses can make informed decisions promptly, capitalizing on opportunities or mitigating potential issues.

Enhanced customer engagement

With CRM apps, businesses can engage with their customers anytime, anywhere. Immediate responses to customer queries, instant updates on offers, or quick resolution of issues can significantly enhance customer satisfaction. In an era where customer loyalty is hard to come by, this instantaneity can be a competitive edge.

Streamlined workflow

Mobile CRM integrates seamlessly with other business tools and apps, ensuring that employees don’t have to juggle between multiple platforms. This integration streamlines the workflow, reduces the chances of errors, and boosts productivity.

Empowered field teams

For businesses with teams that operate in the field—be it sales, service, or delivery—mobile CRM is nothing short of a boon. It provides field teams with the tools they need to close deals, service requests, or deliver products efficiently without returning to the office.

Insightful analytics

Modern mobile CRM solutions come equipped with powerful analytics tools. These tools provide businesses with insights into customer behavior, sales trends, and more, all in real-time. Such insights can be pivotal in shaping business strategies and ensuring sustained growth.

Scalability and flexibility

Mobile CRM solutions are inherently scalable. As a business grows, so can its CRM capabilities without significant overhauls or disruptions. Moreover, the flexibility offered by mobile CRM ensures that businesses can adapt to changing market dynamics swiftly.

Also read: Everything You Need to Know About CRM Data Entry

At TechnologyAdvice, we assess a wide range of factors before selecting our top choices for a given category. We rely on our extensive research, product information, vendor websites, competitor research, and first-hand experience to make our selections. We then consider what makes a solution best for customer-specific needs. 

By defining business needs, we can determine the essential features organizations in various sectors require and select platforms covering all bases. Reputable providers known for their ease of use and customer satisfaction are added to our compilation list for further analysis. 

We then evaluate each solution based on its features, considering the platform’s usability, integration capabilities, customization options, mobile access, and other relevant functionalities. The selection process also assesses price plans, hidden fees, customer reviews, and customer support. 

Technology Advice writers often use free trials and demos to get a first-hand user experience of available software. Finally, we curate a comprehensive list based on the previously stated factors, ensuring readers have the tools to make informed decisions.

Our choices for the best mobile CRM apps

HubSpot: Best for intuitive navigation


Pros

  • Syncs with HubSpot account
  • Manages contacts, tasks, deals
  • Change app settings on the go
  • Free core CRM 

Cons

  • Lacks full functionality of desktop app
  • Limited free version and costly add-ons

HubSpot business card scanner: Leverages the phone’s camera to help with data entry and lead generation

HubSpot keyboard: Allows you to send sales assets in any app quickly.

HubSpot caller ID: Understand who’s calling you with a detailed caller ID screen.

Real-time notifications: Be responsive with real-time notifications about important events13.

Team collaboration: All mobile activity automatically syncs with your HubSpot account, so your team always knows what’s happening and what to do next.

HubSpot Mobile CRM App

Price: Free

HubSpot Starter Plan

Price for two users: $20/month (when paid annually)

Additional users: $10/user/month

HubSpot Sales Hub & Service Hub

Price for two users: $18/month

Additional users: Contact HubSpot for specific pricing

HubSpot’s interface is a masterclass in user-centric design, reflecting the precision and clarity discerning professionals demand. The adaptive design guarantees consistent device functionality, showcasing its commitment to future-ready solutions. With guided onboarding, users are seamlessly introduced to its features.

HubSpot’s mobile app, an extension of its comprehensive inbound marketing platform, offers users on-the-go access to their sales, marketing, and customer service data. Since its inception, the app has undergone numerous updates to enhance user experience and functionality. Its latest additions showcase AI-powered insights, intuitive contact management, real-time notifications, and seamless integration with the main HubSpot platform.

Also read: Best CRM Software 2024

Pipedrive: Best for deal monitoring


Pros

  • Real-time syncing
  • Offline access
  • Customizable views
  • Call and email integration

Cons

  • Limited features compared to desktop
  • Limited integrations compared to desktop

Deal management: Manage and track deal progress through the sales pipeline on the go.

Activities and reminders: Schedule, view, and set reminders for upcoming sales activities.

Contact management: Access and update client details, histories, and communication logs anytime.

Email integration: Send, receive, and sync emails directly within the app.

Reporting and analytics: Get real-time insights on sales metrics and performance data.

Customization: Personalize fields, stages, and pipelines to fit individual sales processes.

Mobile app: Free

Essential: $24/user/month

Advanced: $44/user/month

Professional: $64/user/month

Power: $79/user/month

Enterprise: $129/user/month

Pipedrive’s mobile CRM stands out for its user-centric design ensures effortless navigation, making deal tracking a breeze. The app’s visual sales pipelines provide a lucid snapshot of deal stages, enabling quick decision-making. Real-time notifications keep users in the loop, ensuring no deal goes unnoticed. Its robust integration capabilities mean it plays well with other tools, amplifying its efficiency.

Pipedrive is a highly intuitive CRM software designed specifically for sales teams aiming to streamline their sales processes and close deals more efficiently. Known for its user-friendly interface and robust feature set, Pipedrive offers a visually appealing pipeline management system that helps sales professionals track their interactions and progress with leads. Its customizable pipelines and stages make it easy to tailor the CRM to fit the specific needs of various sales workflows. Additionally, Pipedrive integrates seamlessly with a wide range of third-party applications, enabling businesses to create a cohesive sales ecosystem. Its powerful automation capabilities reduce manual tasks, allowing sales teams to focus on selling and nurturing relationships.

One of the standout features of Pipedrive is its advanced reporting and analytics tools, which provide in-depth insights into sales performance and trends. These tools help businesses make data-driven decisions, optimize their sales strategies, and forecast future sales more accurately. The mobile app ensures that sales teams can stay connected and manage their pipelines on the go, enhancing productivity and responsiveness. With its commitment to continuous improvement and customer support, Pipedrive remains a top choice for businesses seeking a scalable and effective CRM solution in 2024. Whether for small startups or large enterprises, Pipedrive offers the flexibility and functionality needed to drive sales success.

Zoho CRM: Best for sales analytics


Pros

  • Changes made in the mobile app are instantly reflected in the web version
  • Geolocation features
  • Offline access and data modifying capability
  • Real-time notifications of events 

Cons

  • Limited features compared to desktop version
  • Syncing delays reported
  • Lags and crashes reported

Quick response: Enables the sales team to actively engage with potential customers and access crucial lead information from anywhere.

Deal management: Manage deals, contacts, and tasks.

Sales analytics: Provides sales representatives and managers access to sales analytics dashboards, helping them monitor Key Performance Indicators (KPIs).

Business card conversion: Convert business cards into CRM contacts by capturing them using the mobile device’s camera.

Sales tracking: Track sales visits, share sales information with the team, and maintain a record of all customer communications in one place.

Mobile app: Free

Standard: $14 user/month, billed annually 

Professional: $23 user/month billed annually 

Enterprise: $40 user/month billed annually 

Ultimate: $40 user/month billed annually

Our endorsement of Zoho CRM hinges on its analytical dashboards, which empower sales representatives with real-time data, ensuring nimble decision-making on the go. The app’s intuitive interface and capability to seamlessly track Key Performance Indicators (KPIs) sets it apart.

The Zoho CRM mobile app is a dynamic tool tailored for on-the-go business professionals. It emphasizes swift engagement, allowing sales teams to interact with leads, access crucial data, and make informed decisions anywhere. Standout features include the ability to manage deals and tasks, access to sales analytics dashboards for real-time KPI monitoring, and a unique business card scanner that converts physical cards into digital contacts seamlessly.

Freshsales: Best for on-the-go calls


Pros

  • User-friendly and customizable interface
  • Voice note feature
  • AI for forecasting and insights
  • Integration with other Freshworks apps like Freshcaller and Freshdesk
  • Offline functionality

Cons

  • Feature limitations for mobile
  • Inaccuracies with report graphs and underlying tables reported

Lead management: Capture, track, and nurture leads.

Contact management: Store and manage contact details and interactions.

Sales pipeline: Visualize and manage sales processes and stages.

Email integration: Send and receive emails directly within the app.

Activity tracking: Monitor interactions, tasks, and appointments.

Real-time notifications: Receive instant alerts for lead activities and updates.

Free CRM plan available for up to 3 users

Mobile app: Free

Growth: $9/user/month billed annually or $11/user/month billed monthly

Pro: $39/user/month billed annually or $47/user/month billed monthly

Enterprise: $59/user/month billed annually or $71/user/month billed monthly

Freshsales takes the top spot for its seamless integration of telephony features directly into the CRM ensures that sales representatives can make, receive, and log calls without switching apps. The app’s intuitive interface and real-time notifications ensure users are always informed and prepared before making a call. Additionally, the built-in AI offers insights and context about the contact, enhancing the quality of interactions.

The Freshsales mobile CRM app, developed by Freshworks, is designed for sales professionals who need to manage their tasks on the move. It lets users connect with prospects, record information, and handle contacts and deals directly from their smartphones. A notable feature is its offline mode, which lets users access data without an internet connection. The app also provides tools for scheduling follow-ups, making calls, and logging detailed interactions. Additionally, it’s compatible with various Freshsales web versions, ensuring a cohesive user experience across platforms.

ClickUp: Best for business task monitoring


Pros

  • Offline mode
  • Activity updates
  • Extensive engagement tools
  • Detailed interaction logging

Cons

  • iPad interface issues reported
  • Limited integration with other calendars

Task management: Create, view, and update tasks on-the-go.

Notifications: Receive real-time alerts for task updates, comments, and mentions.

Offline mode: Work without an internet connection and sync changes when back online.

Time tracking: Monitor the time spent on tasks directly from the mobile app.

Collaboration: Comment on tasks, mention teammates, and share task links.

Custom views: Access List, Board, and Calendar views tailored for mobile screens.

Mobile app: Free

Free plan available

Unlimited: $7 (billed monthly)

Business: $12 (billed monthly)

Key Features: Everything in Unlimited, Google SSO, Unlimited Teams, Custom Exporting, Advanced Public Sharing, Advanced Automations, Advanced Dashboard Features, Advanced Time Tracking, Granular Time Estimates, Workload Management, Timelines & Mind Maps, Goal Folders.

Enterprise: Contact ClickUp for a customized quote

ClickUp has a comprehensive suite of features, from real-time notifications to offline mode, ensuring businesses can monitor tasks seamlessly, even on the move. 

The app’s intuitive interface allows for easy navigation, while its integration capabilities ensure that tasks sync across devices and platforms. The inclusion of detailed interaction logging, collaborative tools, and custom views further enhances its monitoring capabilities. Moreover, ClickUp’s commitment to continuous improvement and user feedback ensures that the app remains at the forefront of task management solutions, making it an invaluable tool for businesses.

ClickUp, initially launched as a task management tool, has evolved into a comprehensive work management platform. The ClickUp mobile CRM app is an extension of this platform, tailored for professionals in the field. 

It offers a suite of features designed for seamless task and project management. Users can create, view, and update tasks, receive real-time notifications, and work offline. A standout feature is its detailed interaction logging, which captures every detail of meetings and interactions. Recently, ClickUp has emphasized integrations, allowing users to connect with various tools enhancing its utility as a centralized hub for business operations.

How to choose a CRM app for business

When selecting a mobile CRM app for your business, it’s crucial to consider several key factors to ensure you choose a solution that meets your specific needs and enhances your team’s productivity. Here are the essential features and considerations to keep in mind:

User interface and ease of use

Look for mobile CRM apps with an intuitive, user-friendly interface. The app should be easy to navigate on smaller screens, with clear menus and touch-friendly controls. A well-designed mobile CRM reduces the learning curve and encourages adoption among your team.

Core CRM functionality

Ensure the app offers robust contact management, lead tracking, and opportunity management features. It should allow you to easily view and update customer information, log interactions, and move deals through your sales pipeline.

Mobile-specific features

Prioritize apps that take full advantage of mobile capabilities:

  • GPS integration for field sales tracking and route optimization
  • Click-to-call and email integration
  • Business card scanning and contact creation
  • Offline mode for working without an internet connection

Customization and scalability

Choose a CRM that can be tailored to your business processes and grow with your company. Look for customizable fields, workflows, and reports. The ability to add users and features as your business expands is also crucial.

Integration capabilities

Your mobile CRM should integrate seamlessly with other essential business tools, such as:

  • Email and calendar apps
  • Marketing automation software
  • Accounting systems
  • Document storage solutions

Data security and compliance

Given the sensitive nature of customer data, robust security features are non-negotiable. Look for:

  • End-to-end encryption
  • Two-factor authentication
  • Remote wipe capabilities for lost devices
  • Compliance with relevant data protection regulations (e.g., GDPR, CCPA)

Reporting and analytics

The ability to generate insightful reports and access key metrics on the go can significantly improve decision-making. Ensure the app offers customizable dashboards and real-time analytics.

Vendor support and updates

Consider the reputation of the CRM provider. Look for companies that offer reliable customer support, regular app updates, and a clear product roadmap to ensure long-term value.

Cost and ROI

While price shouldn’t be the only factor, it’s important to evaluate the total cost of ownership, including subscription fees, implementation costs, and potential add-ons. Consider the expected return on investment based on improved efficiency and sales performance.

By carefully evaluating these aspects, you can select a mobile CRM app that not only fits your current needs but also supports your business growth and enhances your team’s ability to manage customer relationships effectively.

Finding the right CRM app for you

The key to choosing the right CRM app lies in understanding your unique business needs, the challenges you face, and the goals you aim to achieve. 

Not every CRM app will be a perfect fit, and that’s okay. It’s essential to prioritize features that align with your business model, ensure data security, and offer scalability for future growth. Additionally, user-friendliness and integration capabilities with other business tools can significantly enhance operational efficiency. Remember, the right mobile CRM app is not just about managing customer relationships; it’s about optimizing them to drive business success. As you embark on this journey of selection, let your business’s core values and objectives be your compass, guiding you to the perfect CRM apps.

Frequently Asked Questions (FAQ)

A mobile CRM app is a software tool designed for smartphones and tablets that allows businesses to manage customer relationships and access related data on the go.

When choosing a CRM app for mobile, consider its features, user-friendliness, integration capabilities, data security, and scalability.

As of 2024, Salesforce, HubSpot, and Pipedrive are often cited as having top-tier mobile CRM apps. However, the “best” app depends on your specific business needs. Salesforce offers robust features, HubSpot excels in user-friendliness, and Pipedrive is known for its streamlined sales focus. Always test multiple options to find the best fit for your team.

Mobile CRM offers real-time access to customer data, enabling on-the-go updates and decision-making. It increases sales team productivity by allowing immediate follow-ups and data entry. Mobile CRMs enhance customer service with instant access to client histories. They also improve data accuracy through real-time updates and provide flexibility for remote work, ultimately leading to faster sales cycles and improved customer relationships.

Cloud CRM refers to CRM software hosted on remote servers, accessible via the internet from any device. Mobile CRM specifically refers to CRM applications designed for use on smartphones and tablets. While all mobile CRMs are cloud-based, not all cloud CRMs have optimized mobile apps. Mobile CRMs focus on touch-friendly interfaces and device-specific features like GPS integration.

E-CRM (Electronic CRM) focuses on managing customer relationships through digital channels like websites, email, and social media. It’s typically accessed via desktop computers. Mobile CRM, however, is specifically designed for smartphones and tablets, offering on-the-go access to CRM functions. While e-CRM encompasses broader digital strategies, mobile CRM emphasizes portability and device-specific features for field sales and remote work.


Aron Vaughan Avatar

About the author


More CRM resources