Best CRM for iPad & iPhone 2023 (Free & Paid)
Not everyone wants to remain stuck at a desk, staring at a massive screen. That’s why a lot of great business SaaS makers include an iOS CRM app as part of their total package.
If you want the best CRM for iPhone but do not know where to start, then welcome to this article. And we do not stop at iPhones; we will also look at some of the best CRM for iPad as well. Now how does that sound?
We talk pros, cons, pricing, and free versions, so get ready for the ultimate iOS CRM comparison piece.
iPad and iPhone iOS CRM app comparison chart (top 10 highest rated)
This little table is a brief sum up of our best CRM apps for iPhone and top CRM on iPad platforms. There’s a quick link to the vendor’s pricing and sales pages when you decide on your favorite product.
Best CRM for iPad overall
$14 per user per month billed annually
Best CRM for iPhone overall
$25 per user per month billed annually
Best free CRM for iPad
$14.90 per user per month billed annually
Best CRM app for iPhone with comprehensive features
$45 per month billed annually
Great iOS CRM for messaging
$19 per user per month billed annually
Top small business CRM for iOS
$16 per user per month billed annually
Best CRM for iOS if you need Apple integrations
$24 per user per month billed annually
Best iPhone CRM for sales pipeline management
$15 per user per month billed annually
Best iPad CRM if you use Google Workspace
$23 per user per month billed annually
Great iOS CRM app for project management
$8 per user per month billed annually
What is the best CRM for iPad and iPhone? Here’s our top 10 CRM iOS list:
Looking for the best CRM system for one of those little screens you carry in your pockets or bags?
iPhones and iPads can be incredibly powerful productivity devices when combined with a CRM. So, let’s dig deeper into the best CRM applications for iPad and iPhone devices.
1. Zoho CRM (Best CRM for iPad overall)
Zoho is a complete cloud-based suite of business SaaS solutions.
There are many Zoho products and bundles, including a standalone CRM system and the Zoho Biggin, a small business platform for sales pipeline and customer relationship management.
Zoho CRM has mobile apps, including some of the best CRM for iPads, as well as iPhones, and other Mac products.
The Zoho CRM software for iOS is free, to begin with, and then there are in-app purchases, which is quite common.
It has a great user interface and very intuitive CRM tools and features. You can use it to see all your contact information and make edits to customer data in real-time.
You can stay on top of lead management, log calls, set follow-up notifications, and use it as a day planner and to-do task management list.
The app for Zoho CRM for iPad is native, which means it’s designed for that screen size.
There is a map feature to find leads near you. You can make calls with it via Skype, scan business cards, and even work offline.
While there is some basic automation functionality with the Zoho CRM iPad app, it is a bit limited. When used with the standard web browser version, you get all the necessary automation workflows.
Zoho CRM for mobile is free with in-app purchases
Standard plan is $14 per user per month billed annually
Professional plan is $23 per user per month billed annually
Enterprise plan is $40 per user per month billed annually
Ultimate plan is $52 per user per month billed annually
2. Salesforce (Best CRM for iPhone overall)
Salesforce is one of the most prominent players in contact management. The brand also offers a wide range of business modules ranging from sales management to marketing automation to project management.
As a CRM solution, Salesforce has always been a leader, and they also have one of the best CRM apps for iPhones and iPads.
The Salesforce iPhone CRM has a great number of sales automation tools. You can use the AI tool called Einstein Voice Assistant for real-time insights using natural language.
Sales teams will benefit from Salesforce’s Einstein Analytics which is one of the main tools on the mobile CRM app.
As a sales CRM, the CRM for iPhone for Salesforce can be quite customizable so that salespeople can tailor their app experience to their needs or preferences.
All data gets instantly synced between the Salesforce mobile app and the desktop version to optimize the experience.
Finally, the Salesforce mobile app for an Apple mobile device like an iPhone lets sales reps build simple sales process applications without having to know any coding.
Salesforce may win a lot of awards for the sheer breadth of its CRM features and capabilities. However, one of the drawbacks is that it might seem overwhelming at first and will require a bit of a learning curve.
Salesforce CRM for mobile is free with in-app purchases
Essentials plan is $25 per user per month billed annually
Professional plan is $75 per user per month billed annually
Enterprise plan is $150 per user per month billed annually
Unlimited plan is $300 per user per month billed annually
3. Pipedrive (Best free CRM for iPad)
Pipedrive is a CRM application that specializes in sales pipeline management. The entire platform was designed by salespeople for sales reps to maximize their selling potential and make big returns for business owners.
There are Pipedrive mobile apps including a great free CRM module for iPads, alongside standard Mac tools, making Pipedrive one of, if not the best CRM app for iPad.
Make phone calls directly from the iPad app and log all your calls for better contact data management.
There is a very good meeting scheduler included with the Pipedrive iOS tool, which also has a map feature.
You can create notes by text or voice recording, which can be automatically synced up with the main web browser app.
Overall, the Pipedrive mobile app is a great way to manage all open opportunities in the sales pipeline and be a personal organizer for sales reps to handle task management.
Like almost all of the CRM platforms we will discuss here today, while there is a free mobile version, and even though it is very good, you will still need a Pipedrive account to get the most out of it.
Pipedrive CRM for mobile is free with in-app purchases
Essentials plan is $14.90 per user per month billed annually
Advanced plan is $24.90 per user per month billed annually
Professional plan is $49.90 per user per month billed annually
Enterprise plan is $99 per user per month billed annually
4. HubSpot (best CRM app for iPhone with comprehensive features)
HubSpot is truly a great name in the world of business software, having helped make inbound marketing just as important as traditional outbound advertising. They have free CRM apps, including their CRM iPhone app, which definitely stands for one of the best CRMs for iOS devices.
The HubSpot CRM for iPhone lets you make calls from the app with a HubSpot number. You also get caller ID and real-time notifications when an email is open, for example, within an email marketing campaign.
You can use this user-friendly CRM as a task management tool with a simple to-do list feature.
HubSpot can also be used as a help desk tool with a ticketing system to help your customers resolve any issues they have, no matter where you are.
The app has a business card scanner, which also scans QR codes.
Finally, you can plan and schedule social media posts on Facebook, LinkedIn, Instagram and Twitter.
Some of the better HubSpot CRM features that you get with the web browser or desktop version are not available with the free version for iOS, including the email marketing campaign builder with templates and landing pages.
There is a free version of HubSpot CRM which you can use with iPhones
CRM Suite Starter starts at $45 per month billed annually
Sales Hub starts at $45 for two users per month billed annually
Marketing Hub starts at $45 per month billed annually
Service Hub starts at $45 for two users per month billed annually
5. Zendesk (Great iOS CRM for messaging)
Zendesk specializes in help desk software and everything for customer support.
Now there are many products, including Zendesk Sell, which acts like a sales CRM. There is a great iOS app that is amazing for communication and messaging.
Beginning with Zendesk Sell for mobile messaging, you can use this tool to manage in-app communications between team members, clients, contacts, and managers.
There is a full set of mobile sales pipeline management features, which helps pinpoint areas of open sales opportunities that need attention, so you have less churn.
A decent set of Zendesk integrations if you need to use this alongside other tools like Gmail or Microsoft Outlook.
Overall, it’s a nice user-friendly experience that Zendesk Sell mobile CRM provides its users. This is one great mobile device tool for individuals, startups, and small businesses.
Zendesk Sell has decent workflow automation features. However, when it comes to the Apple iOS version, whether for iPad or iPhone, you do not get the full automation experience.
iOS app is free with in-app purchases
Zendesk Sell starts at $19 per user per month billed annually
Zendesk Support starts at $19 per user per month billed annually
Zendesk Suite starts at $49 per user per month billed annually
6. Nutshell (Top small business CRM for iOS)
If you are a startup or small business looking for a CRM system with great mobile device functionality, then Nutshell is a solid option.
Nutshell has a great design. The look and feel are easy on the eye and very intuitive. This app won’t require a lot of your time to learn.
You can very easily and quickly create new contacts, update customer information, view up-to-date sales stats, and sync all your data to other apps.
Use the iOS app to create email templates or start new calls with minimal mouse clicking. Easy to log meetings too.
Nutshell for iPhone or iPad has useful notification and follow-up features to help sales teams stay on top of their ongoing deals.
While Nutshell is a great little piece of SaaS for many basic CRM and sales pipeline purposes. It can seem a bit lightweight to larger organizations, not having as robust a toolkit with features like billing and invoicing tools.
The app is free with in-app purchases
Nutshell is $16 per user per month billed annually
Nutshell Pro is $42 per user per month billed annually
7. Daylite (best CRM for iOS if you need Apple integrations)
For all things Apple and Mac, Daylite is a CRM that has great apps for iPads and iPhones to help with sales and customer management. In addition, it also ranks as (one of) the best free CRM app for iPhone. However, do keep in mind that there are paid in-app purchases.
It is also ideal if you need a lot of Apple integrations, such as Apple Mail, Apple Calendar, Facetime, Siri, Pages, Numbers, and Keynote.
CRM iOS app with a really slick design, especially for its iPad and iPhone apps. This is a very professional interface that goes beyond what any basic spreadsheet can do.
The sales opportunity board is a fantastic visual drag-and-drop tool to manage all your pipeline and funnel needs.
Daylite’s CRM software makes it easy to set up follow-up reminders and other automatic notifications.
This is also a fine sales team collaboration and communication module. You can text, email, sync data, and mention team members on deals.
The fact that this is built specifically for Mac means that maybe if anyone on your team uses an Android device, they will be left out of the Daylite clique and won’t be able to collaborate as smoothly.
The Daylite iOS app is free, but there are in-app purchases
A Daylite subscription starts at $42 per user per month billed annually
8. Freshsales (Best iPhone CRM for sales pipeline management)
Freshsales, by Freshworks, is a sales-based CRM solution with great mobile apps for iPads, iPhones and Androids too.
With its focus on getting new customers and driving up revenue, it is up there with the best iPhone CRM for managing the sales pipeline.
The mobile app comes with messaging, telephony, email, and even event tracking tools.
Get a better idea of each opportunity’s chance of conversion with the Freshsales contact scoring feature.
Unlike many other mobile CRMs, you get a decent amount of automation functionality with the Freshsales app.
For sales reps who hit the road a lot, there is a convenient Google Maps integration directly inside the app.
There is a free Freshsales CRM plan, but to get the most out of the mobile app, you’ll want to be on one of the paid plans.
There is a free Freshsales plan
Growth plan is $15 per user per month billed annually
Pro plan is $39 per user per month billed annually
Enterprise plan is $69 per user per month billed annually
9. Copper (Best iPad CRM if you use Google Workspace)
Copper is a nice and clean CRM platform and ideal for Google Workspace users who want to run their CRM on iPads. This includes users of Google Docs, Google Sheets, Google Calendar, and other Google apps.
Really good-looking interfaces with Copper. You could stare at this app all day and not get tired of the layout and design choices.
Native screens for both iPhones and iPads make Copper an ideal iPad CRM.
You can use Copper, like many CRMs, to track all sales activity in your funnel and update the status of each sales prospect, letting Copper sync the data in real time.
There is enough automation to reduce a bunch of the redundant manual entries normally required to keep a CRM database up to date.
You also can set up more complicated workflows with Copper, for example, with follow-up tasks, sending invites, or turning work proposals into invoices.
Not very many disadvantages to Copper CRM except for the obvious, which is, if you are not a big fan of Google’s tools, then this one won’t be useful to you.
The Copper iOS app is free, but you need a Copper subscription
Basic plan is $23 per user per month billed annually
Pro plan is $49 per user per month billed annually
Business plan is $99 per user per month billed annually
10. Monday (Great iOS CRM app for project management)
Monday.com, sometimes referred to simply as Monday, is a project management platform that includes tools for marketing, sales, and CRM as well. With this in mind, it is a top CRM for project management if you want to do it all on iPads and iPhones.
Monday has the total package, with extra tools for creative and design departments, task management, HR, and operations. But the sales CRM features are, on their own, pretty useful.
Using the Monday.com mobile app for iOS is a great way to become a productivity, organization, and efficiency machine.
Good team collaboration tools like chats, mentions, and team syncing.
You can automate repetitive tasks with Monday’s mobile platform. It is also a snap to set up things like priorities and deadlines with automated notifications.
Finally, Monday has a nice template library, and all of the templates are quite customizable.
While Monday does have a nice collection of integrations, with apps like Microsoft Outlook, Dropbox, Slack, and Zoom, not all of these work so perfectly with the iOS mobile version.
Monday.com has a free mobile app as part of a subscription
Basic plan is $8 per user per month billed annually
Standard plan is $10 per user per month billed annually
Pro plan is $16 per user per month billed annually
For Enterprise plan, contact Monday.com
Which CRM iPad and iPhone iOS is best for me? Our final takeaways
And so our journey through the wide world of CRM apps for iPad and iPhone has come to a conclusion. Remember, it is not always the case that the best CRM for Mac will also be perfect for iOS devices, although in most cases, you can rest assured that there will be great compatibility between your Apple tools.
The key to finding the best CRM iPad and iPhone app for your business is all about understanding what you need from a mobile CRM platform. There are many great apps out there, each with different features and capabilities.
Whether you're looking for an all-in-one CRM system or something more specialized like marketing automation or project management, there's an app that can meet your needs. If you're unsure of what to look for, we recommend researching different apps and carefully evaluating the features they offer.
Additionally, consider how much time you're willing to dedicate to learning a new app and if it will be compatible with your existing system. By considering all of these factors, you'll be able to make an informed decision and find the best CRM app for your business.