- Alternative:HubSpot CRM has the best mobile CRM solutions for developing and overseeing marketing campaigns on mobile devices.
- Alternative: Users can easily integrate monday CRM with other apps for managing projects better. Meanwhile, EngageBay provides simple and smart drag-and-drop project management tools to create, assign, and track tasks from a centralized dashboard.
Freshsales Pricing Plan & Overview*
Cost:
- $0 up to 3 users
Key Features:
- Contact, deal, and account management
- Built-in phone with inbound caller ID
- Live chat widgets
- Mobile apps
- Email templates
- Tasks, appointments, and notes for every contact profile
- Customization like renaming CRM modules and unique fields
- AI chatbot builder to book meetings and auto-engage website visitors from chat widget
- Website activity contact tracking
- Data import, export, and migration
- Role-based access
- Basic dashboard showing incoming conversations, team inbox, and response speed
- 24/5 support via email, live chat, and phone
Cost:
Key Features:
- Contact, deal, and account management software with mobile data record management
- Built-in telephone, live chat, text, and email engagement with ability to communicate with leads and customers through these channels on the mobile app
- Mobile activity tracking, contact lifecycle monitoring, record tagging, and notes in CRM records
- Mapping tools to find contact locations on mobile Google Maps and book Uber from Freshsales mobile
- Access to third-party CRM integrations
- Extended communications through Facebook Messenger, WhatsApp, Apple Business Chat, and Google Business Messages
- Task management with mobile task tracking
- Appointment scheduling with mobile capabilities
- Product catalog
- Quotes and invoices generation
- Automated CRM workflows
- Artificial intelligence (AI) for lead scoring and as a chatbot builder for engaging prospects on your website, identifying intent, answering questions, and generating leads
Cost:
Key Features:
- Everything in Growth
- Multiple sales pipelines
- Automated workflows using time-based triggers
- Automated contact, account, and deal assignment to users
- Quota management and sales forecasting
- Sales teams management
- Smart Matches data deduplication, deal insights, next-best-action recommendations powered by Freddy AI
Cost:
Key Features:
- Everything in Pro
- Freddy AI forecasting insights that predict deals that can be committed to a forecast
- Automated profile enrichment
- Customizable modules or applications within the CRM
- Deal teams
Freshsales Add-ons:
- Workflows: $5 for 10 workflows
- Phone Credits: Starts at $5
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Freshsales offers a 21-day free trial and optional paid add-ons for additional workflow automations and phone credits starting at $5. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Freshsales activities dashboard mobile view (Source: Freshsales)
Our Expert Opinion
Freshsales is the best CRM for mobile for deploying omni-channel campaigns either at a traditional workstation or field site. Its built-in phone system pairs nicely with the mobile app so reps can continue their cold calling introductions and follow-ups even if they’re out of the office. Besides that, these features let you call directly from contact records and are available for free. This CRM also has offline access to the app to create new records and add sales activities.
HubSpot CRM: Best Mobile Interface With Intuitive Navigation
Overall Score: 4.77 / 5Pros
- Free mobile CRM with record management, task tracking, and AI-powered communication tools
- Clean mobile interface and that’s easy to navigate and operate
- Unique marketing tools that let you send email campaigns and track performance on mobile app
Cons
- Paid plans get expensive, especially on the higher tiers
- Mobile calling not included for free
- Does not offer robust project management features on mobile app or web
- You need an intuitive mobile app: Like HubSpot CRM’s web application, the interface is clean and modern, using a simple navigation system of minimal buttons for users to move module-to-module. While on a phone or tablet, users can access their CRM system to manage records, tasks, deals, and service tickets, as well as engage customers via email, phone, and chat (via ChatSpot AI), and schedule meetings.
- You want to manage marketing campaigns on the go: One of the unique aspects of HubSpot mobile is its marketing capabilities. Teams can publish and monitor social media posts and deploy mass email campaigns all on the go. Users can conveniently run campaigns from their mobile phones and evaluate activity and engagement metrics to see how their campaigns are performing.
- You need free mobile calling: HubSpot Customer Platform does offer calling capabilities both from the web and mobile apps. Unfortunately, however, this capability is not offered on the free-forever plan.
- Alternative:Freshsales is our favorite free CRM with a built-in phone system available through the mobile app.
- Alternative:EngageBay is one of the best mobile CRM software in terms of offering project management while on the go, allowing you to plan and track all sales projects and tasks quickly.
HubSpot Customer Platform Pricing Plan & Overview*
- Free Tools
- Starter Customer Platform
- Professional Customer Platform
Cost:
- $0 for up to five users
Key Features:
- Mobile CRM for record management and business card scanning
- Mobile inbox for supporting customers and engaging leads on the go through chat and email
- Contact and company management with activity tracking and notes; offers microphone for voice-to-notes in records
- Deal tracking on one pipeline with ability to update status on mobile CRM software
- Task management with mobile task tracking
- Mobile marketing performance tracking for email campaigns
- App marketplace access for third-party integrations
- Quote generation
- Documents storage within CRM records
- Built-in appointment scheduler
- Mass email marketing with email templates and automated campaign deployment
- Blog hosting with search engine optimization (SEO) recommendations
- Website landing page design tools and custom web forms for customers and leads to submit inquiries
- Customer service ticketing for one pipeline
Cost:
Key Features:
- Everything in the Free plan
- Telephone usage from the CRM for up to 500 minutes per account, per month with mobile calling and caller ID
- Expanded task management with recurring tasks and automated task queues
- Payment processing from quotes or invoices through automated clearing house (ACH) and Stripe integration for credit cards
- Multiple ticketing and deal pipelines
- Simple automation like user notifications and task assignment for deal changes
- Call-to-action (CTA) designer tools
Cost:
- $1,080 for five users included
Key Features:
- Everything in Starter Customer Platform
- A/B testing on email and landing page content
- Data duplicate detection
- E-signatures on quotes
- Products library
- Automatic lead rotation
- Multiple sales teams
- Deal and company scoring
- Unlimited automations on email campaigns and omnichannel automation to engage leads across other channels like social media, chat, and ads
- Social media integrations to manage up to 50 social accounts and publish up to 10,000 posts per month on LinkedIn, Facebook, Instagram, or Twitter
- SEO analytics for web pages
- Multi-blog management plus video library hosting
- Custom reports with sales forecasting and goal tracking
*Pricing is based on annual billing on a per month breakdown. Monthly billing is available for a higher cost. Each plan offers a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
HubSpot mobile app view of CRM activity (Source: HubSpot)
Our Expert Opinion
If you’re looking for free plans, solid features, and an excellent user experience in one mobile app, HubSpot is your product. While we could’ve focused on its solid email outreach and mobile marketing tools, the HubSpot mobile interface is too clean to overlook. Just like its web app, users can easily navigate to their modules and utilize their features on the go, thanks to the intuitive and modern interface design.
Zoho CRM: Best AI-powered Mobile App
Overall Score: 4.71 / 5Pros
- Zia AI tool available in the mobile CRM
- Unique analytics and dashboard tools available through the mobile app
- Free and affordable plans available with free access to the mobile CRM
Cons
- Mobile interface is clunky in certain modules and tough to navigate
- AI tools require Enterprise plan at $40 per user
- Mobile emailing not included in the CRM; users must subscribe to and download the Zoho Mail app for an added cost starting at $1 per user
- You want artificial intelligence (AI) in your mobile app: Zoho is already known as one of the best AI CRM systems available because of its broad capabilities. Zia, the AI tool built into Zoho, comes with the mobile CRM. Users can make voice and text commands to Zia for fetching records, creating meetings, and pulling data reports. Additionally, the mobile AI will add notes, assign tasks, and change deal statuses for users.
- You need solid reporting and analytics on mobile: Starting on Zoho’s Standard plan, users can access the mobile edition of the Zoho CRM Analytics for in-depth, on-the-go reporting and insights. Within this module, users can create custom charts and monitor dashboard data on pipeline and funnel conversions, user sales activity inputs, goal progress, and revenue numbers of lead sources or regions.
- You need email included in your mobile CRM: One issue with Zoho CRM mobile is it does not include email features to send emails on its mobile app. Users must subscribe to the Zoho Mail native software and download that app separately on an iOS or Android device.
- Alternative:HubSpot CRM, Freshsales, and Pipedrive are all popular alternatives that include communication capabilities, including email, on their CRM for mobile apps equivalent.
- Alternative:HubSpot CRM and Capsule CRM are two of the best mobile apps for simple system navigation. With HubSpot, you can easily view contact activity feeds and sales forecasts, and the interface is clean and modern with minimal buttons. Capsule CRM’s mobile app, on the other hand, has offline access, allowing you to access contact information even during poor internet connectivity.
Zoho CRM Pricing Plan & Overview*
Cost:
- $0 for three users
Key Features:
- Lead, account, and contact management with document storage and activity tracking; accessible through mobile CRM
- Deal tracking for one sales pipeline with viewing from a mobile app
- Standard CRM reporting, including mobile dashboards and metrics
- Custom email templates
- Workflow automation
Cost:
Key Features:
- Everything in Free
- Up to three users
- Zoho CRM Analytics Mobile edition for tracking revenue, funnel, conversion, quota progress, and activity data on custom visual graphics on a phone or tablet
- Third-party integration for using a telephone system from the CRM plus mobile call logging
- Zoho marketplace for third-party integrations
- Custom data fields
- Sales forecasting
- Meeting scheduler
- Contact and lead scoring
- Multiple sales pipelines
- Mass and direct email
Cost:
Key Features:
- Everything in Standard
- Automated duplicate detection
- Mass email scheduling
- Customer support module for case management
- Inventory management module
- Built-in sales gamification through Zoho Motivator
- Unlimited reports
- Macro automations that trigger automated workflows using user commands
Cost:
Key Features:
Everything in Professional
- Mobile Zia AI tool for getting predictions, receiving notifications, and making commands such as fetching records or adding notes from a phone or tablet
- Custom CRM modules
- Multiple scoring rules on lead scores
- Territory-based forecasting
Cost:
Key Features:
- Everything in Enterprise
- Zia Scores tool that uses AI analytics for automated lead scoring
- 50 sales pipelines
- Unlimited application programming interfaces (APIs)
Zoho CRM Add-ons:
- Additional File Storage: $4 per month for 5GB (paid plans only)
- Additional Data Storage (up to 200 users): $4 for 100MB per month (for Professional and up)
- Additional Data Storage (>200 users): $2 for 100MB per month (for Professional and up)
- Data Backup: $12 per request
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Zoho CRM sales analytics mobile view (Source: Zoho CRM)
Our Expert Opinion
Zoho is the best AI-powered mobile CRM with the ability to auto-complete tasks on smartphones and tablets. With its robust reporting and analytics features, you can easily track goal progress, monitor sales performance, and stay up to date on all user activity while you’re away from your workstation.
Pipedrive: Best for Sales Quota Management
Overall Score: 4.69 / 5Pros
- Great deal management features including mobile tracking, deal searching, and history monitoring
- Solid intelligent tools like Smart Docs for auto-generating proposals and Smart Contact to auto-enrich contact data
- Goal tracking and activity reporting is available on the mobile CRM software
Cons
- No free plan
- Project management tools are expensive and are not included in the mobile app
- Email sync and mobile email tools are relatively expensive
- You want to track quotas anytime, anywhere: One of the unique mobile capabilities for Pipedrive is sales quota management. Both managers and users can see their activity input, total deal and revenue production, and progress toward their goals or quotas in the Pipedrive mobile CRM to see if they’re on track toward growth objectives.
- You need robust mobile deal monitoring: Pipedrive is already well-known for its sales proposal and deal management capabilities. These features, especially deal tracking, expand to mobile users, where you can view opportunities on a pipeline and get insights on deal history and timelines remotely. There’s even a mobile search bar to find deals or contacts based on the data record name or notes within the record.
- You need free mobile emailing: Pipedrive has no free-forever plan. Additionally, the emailing tools to send and track emails in the CRM and mobile app require the Advanced plan for $34 per user, per month.
- Alternative:HubSpot CRM and Freshsales are great alternatives with free mobile emailing.
- Alternative:monday CRM is one of our top recommendations for a mobile CRM with project management features.
Pipedrive Pricing Plan & Overview*
Cost:
Key Features:
- Lead and contact management with activity tracking on mobile app
- Web-to-mobile phone calling
- Contact location discovery, which uses mobile app maps tool to spot contacts and deals in your area
- Deal management with rotting indicator and mobile tracking
- CRM mobile search bar to find contact and deal records on your phone or tablet
- Mobile collaboration through comments and user mentions on CRM records
- Activity reporting with sales goals tracking on CRM mobile application
- Document storage in CRM records
- Product catalog
- Apps marketplace for third-party integrations
- Custom data fields and pipelines
- AI sales assistant that gives task updates, reminders, progress notifications, performance-enhancing tips, and forecast assistance
Cost:
Key Features:
- Everything in Essential
- Two-way email sync for using Gmail or Outlook in the mobile CRM and accessing custom email templates
- Built-in meeting and video call scheduler with mobile scheduling capabilities
- Workflow automation
- Smart contact data that auto-enriches contact data using online information
- Expanded sales reports with recurring revenue tracking
Cost:
Key Features:
- Everything in Advanced
- Contacts timeline in CRM records for visual activity tracking, which is also included on mobile app
- E-signature tools on documents plus Smart Docs for auto-populating contact data on proposals for sending and tracking
- Sales team management
- Expanded reporting for tracking custom data fields on sales reports and monitoring subscription-based revenue
- Automated deal and lead assignment
- Revenue forecasting
Cost:
Key Features:
- Everything in Professional
- Built-in project management with Kanban boards, tasks and subtask tracking, and custom project data fields
- Phone support and an implementation program for CRM users
Cost:
Key Features:
- Everything in Power
- Security rules and permission settings
- Unlimited reports and sales dashboards
- 100 active workflow automations
- Unlimited teams management
Pipedrive Pricing Add-ons:
- Projects Project management tools, free with Power and Enterprise plans : Starts at $6.70 per user, monthly
- Campaigns Customizable email campaigns : Starts at $13.33 per company, monthly
- LeadBooster Lead generation tool set (chatbot, live chat, prospector, web forms, and appointment scheduler) : Starts at $32.50 per company, monthly
- Smart Docs Trackable quotes, proposals, and contracts; free with Professional, Power, and Enterprise plans : Starts at $32.50 per company, monthly
- Web Visitors Web tracking and lead ranking : Starts at $41 per company, monthly
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Paid plans include a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Pipedrive mobile view for sales teams (Source: Pipedrive)
Our Expert Opinion
Pipedrive is best for sales quota management because of its robust lead and deal management tools. We find the activity tracking and mobile search bar a particularly useful feature for users to stay up to date on their opportunities and filter through their large volume of sales deals while on the go. Sales teams have a 360-degree overview of their activity input and quota progress with its goal tracking capability.
Salesforce Sales Cloud: Best Mobile CRM With Complete Features
Overall Score: 4.50 / 5Pros
- Mobile app contains all of Salesforce's features
- AI app capabilities include CRM Analytics, Einstein Search, and Einstein Voice Assistant
- Users can personalize navigation and add menu favorites on the app
Cons
- No free plan or forever-free tools and no monthly payment scheme (annual billing only)
- Full offline mobile functionality not available on the Starter plan at $25 per user
- Limited marketing and project management tools in the app
- You want a mobile CRM software with complete features: Salesforce Sales Cloud has sales automation, profile enrichment, and deal management features in the app. Sales teams can access all of Salesforce’s features, personalize navigation, and add menu favorites using their mobile device. You can view real-time forecasting on any device and customize the app to complement your branding by deploying prebuilt, mobile-ready components without coding required.
- You want to try an AI-powered mobile CRM: Salesforce Sales Cloud is powered by their artificial intelligence tool, Einstein AI. This AI-powered app runs robust CRM analytics viewable in a centralized dashboard, helping sales teams predict outcomes and spot opportunities. It is also equipped with Einstein Voice Assistant that opens dashboards by voice activation through Siri, Alexa, or Google
- You want a free plan or monthly subscription for a mobile CRM: Salesforce Sales Cloud doesn’t have a free plan and doesn’t offer a monthly payment scheme. Also, the full offline mobile functionality is not available on the starting plan. Therefore, some startup teams might find the provider expensive.
- Alternative: Zoho, HubSpot CRM, and Freshsales are our top recommendations for a free plan. Freshsales, HubSpot, and Capsule CRM have monthly billing available for a higher cost than their annual rates.
- Alternative: monday CRM is an excellent project management system itself with sales enablement tools. This software is easy to integrate with other apps like Slack, Zoom, and Mailchimp to handle your team’s tasks and customer projects better.
Salesforce Cloud Pricing Plan & Overview*
Cost:
Key Features:
- Simplified setup & onboarding
- Lead, account, contact & opportunity management
- Email integration & automated activity capture
- Salesforce mobile app
- Customizable sales process
- Task management, activity feed
- Salesforce meetings
- Case management
- Lightning app builder
- File sharing
- Mass email
Cost:
Key Features:
- Everything in Starter
- Forecasting mobile app
- Customizable reports & dashboards
- Quoting & contracting
- Salesforce mobile app
- Full offline mobile functionality (users can work with frequently accessed objects and records while offline)
- Customizable sales process
- Task management, activity feed
- Sales Cloud everywhere
- Case management
- Lightning app builder
- File sharing
- Mass email
- Create and track quotes and orders
Cost:
Key Features:
- Everything in Professional plus
- Advanced pipeline management and deal insights
- Territory management and planning
- Workflow and approvals automation
- Sales Teams lets users specify collaborators assigned to each deal
Cost:
Key Features:
- Everything in Enterprise plus predictive AI
- Conversation intelligence and sales engagement
- Premier Success Plan (premier’s expert guidance, 24/7 global support) and full sandbox (test and code in different environments)
Cost:
Key Features:
- Everything in Unlimited plus Einstein Copilot powered by generative AI
- Performance management, sales programs, and team collaboration with Slack
- Connect and unify all data with data cloud and revenue intelligence
*Pricing is based on annual billing on a monthly breakdown. Salesforce Sales Cloud does not offer a monthly payment plan. We update pricing information regularly but encourage readers to check the current pricing here.
Salesforce mobile gives you access to sales contacts, deals, and more. (Source: Salesforce)
Our Expert Opinion
The Salesforce mobile app is powered by Einstein AI, which includes CRM Analytics, Einstein Search, and Einstein Voice Assistant. This CRM for mobile includes built-in predictive analytics, a mobile dashboard, sales automation, profile enrichment, and deal management. These capabilities give sales reps more control over leads and sales data for smarter decision-making and strategy creation while on the go.
EngageBay: Best for Team Collaboration
Overall Score: 4.40 / 5Pros
- Collaboration tools like document sharing and email broadcasting
- Mobile CRM includes sales automation and reporting capabilities
- Responsive mobile dashboard with a single-view interface.
Cons
- Custom reporting and analytics only available in the Pro plan at $101.99 per user
- Custom domain for landing pages and marketing automation starting from the Growth plan at $55.24
- Limited AI features on both app and website
- You need a CRM with excellent collaboration tools: EngageBay allows sales reps, most especially in remote teams, to share documents via the app. They can use this CRM’s Call Broadcast feature to eliminate manual dialing because it automatically dials the selected contacts’ phone numbers on behalf of the agents. This capability avoids misdialing, call drops, and excessive wait times.
- You need a CRM with robust sales analytics and reporting features: EngageBay keeps sales reps connected with the team through a cloud-enabled system. You can access daily sales reports and performance reports on the mobile CRM software.
- You need a less expensive plan with marketing automation: Some teams need marketing automation with comprehensive analytics and reporting features in a mobile CRM. However, startups and bootstrapping businesses may not be able to afford EngageBay’s Growth plan at $59.79 per user that includes this feature.
- Alternative: Startups can try HubSpot CRM and Zoho CRM because these CRMs offer marketing automation at more affordable plans. HubSpot offers automated campaign deployment on its free plan. On the other hand, Zoho CRM offers mobile-accessible activity tracking, custom email templates, and workflow automation to launch email marketing and other campaigns smoothly.
- Alternative: You can go with Salesforce Sales Cloud if you’re looking for a mobile app with full-packed features found in its desktop version. This AI-powered CRM app is equipped with an AI CRM analytics tool, Einstein Search, and Einstein Voice Assistant. Zoho CRM also has Zia AI with excellent analytics to predict the outcome of sales activities while on the go.
EngageBay Pricing Plan & Overview*
Cost:
Key Features:
- 250 contacts
- Email marketing
- Autoresponders
- Email broadcast
- Sequences
- Lead grabbers
- Landing pages
- CRM
- Helpdesk
- Live chat
Cost:
Key Features:
- 500 contacts
- Email templates
- Web pop-ups
- Landing page builder
- Lead scoring
- SMS Marketing
- 3rd party integrations
- Social suite
- Tag manager
Cost:
Key Features:
- 5000 contacts
- Marketing automation
- Push notifications
- Site messages
- Broadcast A/B testing
- Landing page A/B testing
- Custom domain
- Call records
- Service automation
- Products
- Proposals
Cost:
- $101.99 per user
Key Features:
- Unlimited contacts
- Marketing automation
- Web analytics
- Proposal analytics
- Single Sign-On (SSO)
- Role management
- Goals
- Custom reporting
- Dedicated account manager
- Uptime service level agreement (SLA)
- Phone support
*Pricing based on annual billing on a per-month breakdown of the EngageBay All-in-One plans, though monthly billing is available for a higher cost. Pricing is reflected at the time of this publication. While we update pricing information regularly, we encourage our readers to check current pricing here.
EngageBay mobile app to manage deals (Source: Google Play)
Our Expert Opinion
EngageBay mobile CRM is a cloud-enabled system with excellent work management capabilities, such as document sharing and call broadcast for auto-dialing. It is a cloud-enabled system that lets you access sales reports and performance reports on the mobile app. Remote sales teams or small businesses with multiple local branches can greatly benefit from the collaboration mobile tools of this CRM.
monday CRM: Best for Sales Enablement
Overall Score: 4.22 / 5Pros
- Sales enablement tools such as emails, activities, deals, and account management available on the mobile app
- Comes with project management and sales features like reporting, lead management, workflow automation tools, and file storage
- Excellent customer support with 24/7 customer service hours, chat, email, and phone support
Cons
- Customizable pipelines, profile enrichment, reporting, and analytics has a steep learning curve to set up
- Collaboration tools, like document sharing and reporting not available on the app
- Sales analytics not available on the mobile view
- You need a CRM app with sales enablement tools: With monday CRM, users can access the four core boards: the contacts, leads, deals, and account boards to track sales performance. Also, the mobile version of emails and activities enables users to send emails, add a note, schedule a meeting, take calls, and include a call summary, which helps nurture leads, identify sales opportunities, and close more deals.
- You need a CRM with project management: monday CRM has communication, collaboration, lead management, and task assignment tools. This mobile CRM generates real-time data and it’s easy to integrate with the apps and tools you need. The web version also gives you access to customer feedback management, reporting, workflow automation tools, and file storage—all important in project management.
- You need sales analytics on mobile CRM: monday CRM lacks sales analytics features on the mobile app. With the absence of sales analytics for this mobile CRM, teams can’t view key metrics to know the latest contacts assigned to them or new generated leads and track their performance.
- Alternative:Freshsales provides a mobile view key metrics, such as open deals, new contacts, and deals closed per week, including offline CRM data access on mobile. With HubSpot’s mobile app, you can manage leads, visualize your sales pipeline, and collaborate with your team anytime, anywhere.
- Alternative:EngageBay’s mobile app allows sales team members to communicate across verticals. They can share documents, reports, and other relevant information about contacts and deals using the app, promoting good team collaboration.
monday CRM Pricing Plan & Overview*
Cost:
- $12 per user (priced for three-user minimum)
Key Features:
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards
- Templates for lead, contact & deal management
- iOS & Android apps
- Unlimited free viewers
- Create a dashboard based on one board
Cost:
- $17 per user (priced for three-user minimum)
Key Features:
- Advanced account, contact, & deal management
- Two-way email integration with Gmail and Outlook
- AI email generator
- Activity management
- Quotes & invoices
- Merge duplicate data
- Custom CRM automations (250 actions per month)
- Custom CRM integrations (250 actions per month)
- Create a dashboard that combines five boards
Cost:
- $28 per user (priced for three-user minimum)
Key Features:
- Sales forecasting
- Email templates with custom parameters
- Email tracking & automations
- Mass emails
- HTML editor for mass email
- Mass email tracking
- Google Calendar sync
- Sales analytics
- Customizable email signatures
- Custom CRM automations (25,000 actions per month)
- Custom CRM integrations (25,000 actions per month)
- Create a dashboard that combines 10 boards
Cost:
- Contact for pricing
Key Features:
- Lead scoring
- Team goals
- Advanced analytics (dashboards up to 50 boards)
- Account management
- Documents for sales
- Enterprise-scale automations & integrations
- Enterprise-grade security & governance
- Multi-level permissions
- HIPAA Compliance
*Pricing based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost. Pricing is reflected at the time of this publication. We update pricing information regularly but encourage readers to check current pricing here.
monday CRM mobile app view of deals (Source: monday CRM)
Our Expert Opinion
monday CRM, is the best mobile sales enablement tool. You can use the mobile version to track sales performance, send emails, add a note for contact reference, schedule a meeting, take calls, and include a call summary to help you close more sales. Sales teams can also integrate this sales CRM for phones with other apps and tools you use for better project management and sales enablement.
ClickUp: Best for General Mobile Task Management
Overall Score: 4.21 / 5Pros
- Flexible product that can be customized to meet any business need
- Cost-friendly plans with free-forever option that includes the mobile app
- Robust task management, including mobile tracking, included on Free plan
Cons
- Not a traditional CRM; users must design their boards from scratch or through templates before operating the web or mobile app
- Tough for mobile and web navigation with many modules and tools
- Mobile capabilities are for quick actions only, such as viewing records, managing tasks, and creating notes
- You need a versatile mobile app for various business needs: ClickUp is a CRM alternative in that it’s a work management tool that can be designed for sales and marketing needs. The platform uses a system of boards and items to organize data records, such as project tasks, leads, and customers. Because it’s highly customizable, you can use the mobile app to view records and manage tasks for any business need.
- You need a solid free mobile CRM: ClickUp is not only robust in that you can tailor it for any business need, but also very cost-friendly. The provider offers a free-forever plan for unlimited users and up to five different workspaces to oversee sales, marketing, logistics, finance, human resources, and any other function you need to manage. Additionally, the mobile app is included for free for task tracking and record viewing.
- You prefer a traditional mobile CRM: Some users may not like the idea of using a non-traditional CRM and mobile app because it requires lots of customization prior to being able to use the features.
- Alternative:HubSpot, Freshsales, and Pipedrive are our highest-scoring mobile CRMs that are traditional products with modules already created for users.
- Alternative: With EngageBay, sales managers can access daily sales reports and performance reports on the mobile CRM software. Meanwhile, Salesforce Sales Cloud offers automated activity capture and case management that automatically recommends agent’s next best actions to win more deals. On the other hand, monday CRM offers sales forecasting in its basic plan.
ClickUp Pricing Plan & Overview*
Cost:
- $0 for unlimited users
Key Features:
- 100MB storage
- Unlimited tasks
- Unlimited free plan members
- Two-factor authentication
- Collaborative docs
- Whiteboards
- Everything view
- Real-time chat
- Kanban boards
- Sprint management
- Calendar view
- Custom field manager basic
- In-app video recording
- 24/7 support
Cost:
Key Features:
- Everything in free
- Unlimited storage
- Unlimited integrations
- Unlimited dashboards
- Guests with permissions
- Unlimited Gantt charts
- Unlimited custom fields
- Column calculations
- Email in ClickUp
- Teams (user groups)
- Native time tracking
- Goals & portfolios
- Form view
- Resource management
- Agile reporting
- AI compatible (ClickUp AI summarizes comment threads in tasks and inbox on mobile app)
Cost:
Key Features:
- Everything in Unlimited
- Google Single Sign-On (SSO)
- Unlimited teams
- Custom exporting
- Advanced public sharing
- Advanced automations
- Advanced dashboard features
- Advanced time tracking
- Granular time estimates
- Timesheets
- Workload management
- Timelines & mind maps
- Goal folders
Cost:
Key Features:
- Everything in Business
- White labeling
- Advanced permissions
- Enterprise API
- Unlimited custom roles
- Team sharing for spaces
- Universal search
- Default personal views
- Medical Savings Accounts (MSA) & Health Insurance Portability and Accountability Act (HIPAA) available
- SSO
- Live onboarding training
- Customer success manager
- Access to managed services
- U.S., Europe, & Asia Pacific data residency
*Pricing based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost. Pricing is reflected at the time of this publication. We update pricing information regularly but encourage readers to check current pricing here.
ClickUp AI summarizes comment threads in tasks and inbox (Source: ClickUp)
Our Expert Opinion
ClickUp is a work management tool with sales and marketing features that can help sales teams organize data records. Sales reps can summarize comment threads into tasks that are available in inboxes for quick access, ensuring they don’t miss important messages from leads and customers. ClickUp also offers a free-forever plan for unlimited users, making it best for startup teams.
Capsule CRM: Best for Tracking a Mobile Calendar
Overall Score: 4.12 / 5Pros
- Free plan includes mobile emailing and task tracking
- Great features for tracking a calendar on the go with tasks, events, and meetings viewable on a clean mobile interface
- Users can place calls, text, and send emails directly in a mobile contact profile plus view the lead’s location on a map
Cons
- Free plan doesn’t have email templates; starts in the Starter plan at $18 per user
- Workflow automation requires the Growth plan at $36 per user
- Bare-bones free plan that only allows 250 stored contacts
- You want to manage your sales calendar on mobile devices: Capsule CRM comes with a super-clean interface and a dedicated module in the mobile app specifically for monitoring a schedule. Reps spending most of their day on the road can get value with a calendar that stores events, tasks, and sales meetings and translates them into a task list.
- You need a simple mobile communications tool: Capsule CRM, overall, is a highly intuitive CRM system in terms of navigating, operating, and setting up. For its mobile equivalent, the provider makes it easy for users to quickly engage leads on mobile. Once integrated with the third-party tools, users can either email text, or place calls using their phone directly from contact records. AI Content Assistant can be used to quickly generate email content and summarize the minutes of the meeting or call.
- You want a more robust free plan: While it has a free-forever option, it is by no means the best free mobile CRM. Users are capped at just 250 stored contacts and primarily can only do task management and email engagement activity on mobile.
- Alternative:HubSpot CRM includes a more advanced mobile app on its Free plan, which offers 1,000,000 contact records, email features, campaign management, and deal tracking. EngageBay is another good option if you specifically need mobile project management.
- Alternative:Freshsales begins offering workflow automation on the Growth plan for $15 per user, per month. Examples of workflow automation in Freshsales include auto-profile enrichment and automated sales sequences.
Capsule CRM Pricing Plan & Overview*
Cost:
Key Features:
- Access for two users
- Up to 250 contacts
- 50MB storage per user
- Unlimited customization to contact data
- A fully customizable sales pipeline
- Sales dashboard and activity reports
- Unlimited bespoke workflows for opportunities or projects
- Data segmentation tools such as lists, filters and tags
- Basic project management tools with projects, tasks and calendar
- Ability to sync your Capsule calendar with your own
- Integration with Gmail and Mailchimp
- Unlimited Zapier integrations
Cost:
Key Features:
- Everything in Free
- Up to two users
- 30,000 contacts
- One sales pipeline
- One project board
- 50 custom fields
- Five email templates
- One shared mailbox
- 10 AI content assists
- Activity reporting
- Key integrations
Cost:
Key Features:
- Everything in Starter
- 60,000 contacts
- Five sales pipelines
- Five project boards
- 150 custom fields
- 50 email templates
- Three shared mailboxes
- 1000 AI content assists
- Important fields
- Workflow automation
- Custom activity types
- Advanced sales reporting
- User roles & permissions
Cost:
Key Features:
- Everything in Growth
- 120,000 contacts
- 50 sales pipelines
- 50 project boards
- 300 custom fields
- 500 email templates
- Five shared mailboxes
- 1000 AI content assists
Cost:
Key Features:
- Everything in Advanced
- 240,000 contacts
- 100 sales pipelines
- 100 project boards
- Unlimited custom fields
- 1000 email templates
- 10 shared mailboxes
- 1000 AI content assists
- Implementation support
- Import assistance
- Custom training
- Dedicated account manager
- Ongoing priority support
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. The paid plans offer a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Capsule CRM sales pipeline mobile view (Source: Google Play)
Our Expert Opinion
Capsule CRM wins as the best mobile CRM for tracking calendars because of its dedicated module for schedule monitoring. Its AI Content Assistant helps reps summarize a meeting or call minutes for lead scoring and adding a personal touch to email correspondence. Capsule CRM helps on-the-go teams ensure that no meeting or sales activity slips through the cracks.
Close CRM: Best for Smart Call Assistance
Overall Score: 3.66 / 5Pros
- Smart call assistant on mobile app with transcription, multi-language support, and cross-platform
- Sales automation and deal management features available on mobile app
- Intuitive and easy-to-navigate CRM system with outbound VoIP calling feature
Cons
- Mobile app available on iOS only
- Limited marketing automation features
- Phone customer support is not available; limited to email and screenshare support
- You want to use a smart call assistant cross-platform: Your team can use the smart Call Assistant on the Close mobile app or desktop. Close’s Call Assistant has transcription capability, multiple-language support, and summarizes phone calls, allowing your sales reps to focus on customer conversation.
- You want to easily communicate with leads and customers, and manage tasks: Easily communicate with leads and customers with the outbound VoIP calling feature. Quickly add new data and notes, update opportunities, and handle tasks from your mobile device in the dedicated section. Also, catch up on recent interactions on the Lead Activity Feed before meeting with a prospect.
- You want a CRM mobile app compatible with both iOS and Android devices: The Close mobile app is only available for iOS downloading. Sales teams using both operating systems need a mobile solution that is compatible with both iOS and Android.
- Alternative:HubSpot, Salesforce, and Freshsales are all available both on Android and iOS. They also have advanced CRM on mobile features, allowing sales teams to contact leads, manage pipelines, and view sales metrics using their mobile devices.
- Alternative:HubSpot, Freshsales, and Zoho CRM offer marketing automation features such as advanced analytics and reporting features in a CRM mobile app. HubSpot offers free email marketing tools, like reply tracking, email templates, and social media post scheduling. Freshsales has a free 2000 local incoming call minutes that expire at the end of each month in its starting plan.
Close CRM Pricing Plan & Overview*
Cost:
Key Features:
- Store leads, contacts, and opportunities
- Five Workflows
- Mobile app
- Make & receive calls worldwide
- Send & receive text messages
- Call forwarding and recording
- API access
- Email and calendar sync
- Zapier integration
- Power dialer
- Activity reports and dashboards
- Opportunity funnel reports
- Custom fields
Cost:
Key Features:
- All Startup features, plus:
- Increased leads, contacts, custom fields, and email templates
- Multiple pipelines
- 25 workflows
- Custom activities
Cost:
Key Features:
- All Professional features, plus:
- Custom objects (beta)
- 100 workflows
- Call coaching
- Predictive dialer
- Custom roles & visibility permissions
*Pricing based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost. Pricing is reflected at the time of this publication. We update pricing information regularly but encourage readers to check current pricing here.
Close CRM mobile app for outbound calling (Source: Close)
Our Expert Opinion
Close is best for a small business with iOS device users. This mobile CRM has a robust call assistant feature, sales automation, and deal management capabilities in its app. Sales teams can quickly view what they need using its built-in search feature and intuitive user interface for seamless navigation.
How We Evaluated the Best Mobile CRM Apps
To determine the best mobile CRM applications, we evaluated the specific features useful for sales and marketing teams while on the go. For instance, communication tools on a mobile CRM let you place calls, send emails, or deliver texts even if you’re away from your desk. We also looked at other critical product attributes, including product price, ease of use, customer support, and user experience per the intuitiveness of the mobile interface.
The tabs below offer insight into our evaluation process of the best mobile CRMs:
- Breakdown
- General Features
- Pricing
- Niche/Advanced Features
- Help & Support
- Expert Score
25% of Overall Score
We looked at overall features crucial to any CRM system, whether it be used on a computer or mobile devices like a phone or tablet. We first wanted to see the product offer solid third-party integration options and a range of system customization that allows teams to tailor their mobile app to meet their pipeline and informational needs. We also looked at reporting and analytics tools that can give users insights on key decisions.
20% of Overall Score
Pricing considered free plan availability and the affordability of the paid CRM plans. We also looked at the overall value in terms of mobile capabilities included on the lower-tiered subscriptions as well as billing flexibility that allows subscribers to either pay monthly or save by paying annually.
25% of Overall Score
We evaluated niche features specifically for the CRM on mobile. For example, being able to track leads and deals, manage projects, and deploy marketing campaigns on the go allows teams to continue operations even if they’re out of the office. We also looked at other modules, such as mobile customer support and the range of communication capabilities (e.g., phone, email, chat, and text) available in the mobile CRM apps.
15% of Overall Score
We assessed the providers’ help and support based on their availability to assist users with product and billing issues. We checked their hours of availability, such as offering 24/7 support, as well as the number of service channels offered. Channels like phone, live chat, email, and knowledge base resources offer flexibility for each user.
15% of Overall Score
In addition to firsthand experience with these mobile CRMs, we evaluated what actual users say about each product according to online reviews. This looked at how users felt about the specific mobile features of each CRM and the perceived value for the price paid. We also strongly considered product ease of use in terms of mobile interface navigability and whether there’s a steep learning curve needed to operate the tools.
*Percentages of overall scoreFrequently Asked Questions (FAQs)
What is a CRM app?A mobile CRM app is a CRM system downloadable on iOS and Android devices, like phones or tablets. It allows users to complete activities (such as lead record updates, customer follow-ups, or task assignments) when on the go—for instance when they’re out of the office and away from their desks.
Are CRM apps free to use?Yes, many CRM providers offer a free trial period or forever-free account for basic features. Most general features of a mobile CRM include reporting and analytics, customizable pipelines, integrations, and mobile app availability are free. The difference with the paid versions lies in advanced capabilities, such as mobile dashboard, sales automation, profile enrichment, and deal management, found in premium plans.
How should I evaluate the best mobile CRM for my business?As you would with a regular CRM, evaluate mobile CRM apps based on affordability, features, and user experience requirements. For example, some apps are available for free, while others are more expensive. Alternatively, some are better for on-the-go deal tracking, while some include special tools like mobile project management. Finally, certain mobile interfaces are much cleaner than others and, therefore, easier to operate.
Bottom Line
Mobile CRMs boost productivity, allowing sales teams to update contacts, generate leads, monitor sales pipelines, and complete other tasks via their mobile devices. Depending on your budget, feature needs, and experience with CRMs, various mobile apps could be a better fit for you than others. For example, Freshsales offers a free mobile app for on-the-go calling whereas HubSpot Customer Platform is the most user-friendly mobile CRM that also comes with free tools.
