Best Mobile CRM Apps: Top Phone CRM Solutions

Do you know what the difference is between a good sales rep and an amazing sales rep? It’s mobile CRM.

And before you even think, “Wow, this is pure nonsense, I’m out of here,” just think about it. You won’t be as successful in making great deals and sales unless you:

• Have vital information available to you wherever you go,
• Receive real-time updates as they happen,
• Can adjust your sales strategies and business workflows with a few taps on the screen.

In today’s fast-paced business world, managing customer relationships on the go isn't just an advantage; it's a necessity. That’s why we prepared these top phone CRM solutions for you. Whether you are in the field or you often have to hop between meetings, these mobile CRM solutions ensure you never miss a beat.

Too busy to read everything? Here’s an overview of the top picks in our article:

• Pipedrive – Best mobile CRM app overall
• Salesforce – Top mobile CRM system for AI assistance
• Zoho CRM – Great mobile CRM for being user friendly
• HubSpot CRM – Best CRM app you can get for free
• Freshsales – Good mobile CRM app for task management
• Zendesk Sell – Good mobile phone CRM for lead management
• Insightly – Top iPhone mobile app for CRM
• Agile CRM – Best CRM app for Android
• Salesmate – Great mobile CRM system for team collaboration
• Google Contacts – Good phone CRM alternative

What is mobile CRM software, and why is it important?

Mobile CRM apps are essential for allowing sales reps to manage their customer and sales pipeline while away from their main computer or office. Some of the key CRM features of mobile CRM systems include:

• Contact information

• Lead management

• Team communication

• Scheduling and calendars

• Task management

• Simple workflow automation

• Real-time syncing

• Notifications and follow-up reminders

• Business card scanner

How Mobile CRM Helps You Drive Deals Anytime, Anywhere

What do you think, who is more likely to close a deal – a sales rep who is quick to respond and has all the information at their fingertips, or someone who takes their time to respond and who doesn’t have answers to your questions immediately? Exactly.

Mobile CRM systems are designed to empower sales professionals to excel by ensuring they have all the tools they need right in their pockets. Whether you’re waiting for a flight, grabbing a quick coffee, or walking into a client meeting, mobile CRM keeps you connected to your most crucial data and processes.

Here’s how you can drives deals anytime, anywhere, with mobile CRM software:

Real-Time Data Access:

Mobile CRM lets you view customer contact details, communication histories, and previous interactions as you head into a meeting or follow up on a lead. This immediate access not only prepares you better but also enables you to make informed decisions on the spot.

Streamlined Communication:

Mobile CRM integrates communication tools, allowing you to send emails, make calls, and even join video conferences without switching between devices. This seamless communication ensures that no time is wasted and every customer interaction is maximized. And, you don’t even have to take your bulky laptop with you.

Enhanced Productivity:

With features like task automation, reminder systems, and easy updates, mobile CRM applications help you manage your day-to-day activities efficiently. Automate follow-ups, log calls, and manage your pipeline without ever needing to sit down at a desk. Spend more time doing what matters –engaging with clients and instead of administrative tasks.

Improved Collaboration

You can share quick updates on deal status or customer feedback instantly, enabling better team collaboration and faster decision-making. This connectivity ensures that the entire team is aligned, helping to drive consistent and united customer engagement strategies.

Continuous Learning and Adaptation:

Analyze what strategies are working and which ones aren’t, and adjust your tactics accordingly as you walk from a meeting to meeting. This continuous loop of feedback and adaptation is crucial for refining your sales techniques and boosting your overall success rate.

By integrating mobile CRM into your daily sales routine, not only will you keep pace with the modern demands of your role but also set yourself apart as a proactive, agile, and highly effective sales professional. Close deals faster, respond quicker, and provide unparalleled customer service, all leading to improved sales outcomes and customer satisfaction.

CRM for mobile apps comparison chart (top 10 mobile CRM solutions)

Here is a table showcasing our best CRM for phone use. It lists the top ten customer and sales management systems you can get if you want CRM on mobile. 

What are the best mobile CRM apps? Here's our top 10 CRM for phones list:

Now, it is time to look at each of these CRM solutions for mobile phones, one at a time and in greater detail. This list guarantees to cover the best mobile CRM apps for any phone, so you're covered regardless of your device.

Remember, good CRM software should be accessible from many devices, so this article emphasizes the importance of mobile apps for managing customer relationships and sales.

1. Pipedrive (Best mobile CRM app overall)

Pipedrive is a pretty comprehensive CRM package with modules for sales teams and an email set of tools. It is our winner for having one of the best CRM mobile apps overall. Pipedrive is known for many things, like great automation and sales pipeline management.

Pros:

Beginning with Pipedrive's mobile CRM functionality, you get a very well-designed native app for iOS and Android. There is also a Chrome Extension for Gmail.

The Pipedrive mobile app offers web-to-mobile calling, automatic call logging, and the ability to link ongoing deals to caller IDs.

You can easily sync your contact information, calendar data, and calendar data to and from Google apps like Gmail and Microsoft apps like Outlook. 

The Pipedrive mobile app has a nearby contact location for better planning when salespeople hit the road.

Overall, Pipedrive is the number one choice for managing customer data and managing leads from a mobile phone.

Cons:

One of Pipedrive's only drawbacks regarding CRMs for mobile devices is that there is no free plan.

Pricing:

• Essential plan is $14 per user per month, billed annually

• Advanced plan is $34 per user per month, billed annually

• Professional plan is $49 per user per month, billed annually

• Power plan is $64 per user per month, billed annually

• Enterprise is $99 per user per month, billed annually

Pipedrive Review

Visit Pipedrive

2. Salesforce (Top mobile CRM system for AI assistance)

Salesforce is a leader in all things customer relationship management, sales processes, and automation. There are many Salesforce packages and a free mobile app that boosts the powers of your Salesforce subscriptions, including mobile CRM systems.

Pros:

Getting started, Salesforce has a top AI assistant tool called Einstein, and many of its features are available with the mobile app, like a voice assistant or analytics. You can also use the Salesforce mobile app to build new, simple workflows on your mobile device without knowing any code. You get your standard mobile CRM tools, like the ability for team members to communicate with messaging or send follow-up notifications, streamlining the syncing of your CRM data to other devices like a desktop version, and even running some of your email marketing campaigns.

Sales management teams can also use the mobile application to stay on top of the sales cycle, monitor open opportunities, and predict future outcomes intelligently.

Cons:

The main drawback of subscribing to a Salesforce plan is that there are many different packages and plans with other key features. The Salesforce mobile app is free to download, but depending on your plan, it will offer different functionality.

Pricing:

• There is a free Salesforce mobile app

• Subscription prices vary. Visit SalesSalesforce'site

Salesforce Review 

Visit Salesforce

3. Zoho CRM (Great mobile CRM for being user-friendly)

Zoho is a wonderful collection of business SaaS handling everything from being a CRM platform to an email marketing machine and a super cloud-based sales system. They also have a great CRM mobile app for ease of use.

Pros:

The Zoho mobile CRM is easy to use and, therefore, a favorite with startups and small businesses. You can simply log calls, add notes, or record voice notes.

Your sales reps can use this app’s CRM feapp'ss to manage deals and streamline their schedules and task management needs.

The Zoho mobile app for iPhone or Android includes a business card scanner, which uses automation to import CRM data into your Zoho customer information database. 

Cons:

If you plan on using a mobile app for more complicated business needs like running your marketing automation or advanced project management, then perhaps the Zoho CRM mobile tool is a bit too simplistic.

Pricing:

• Zoho CRM Free Edition is suitable for three users

• 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 

Zoho CRM review

Visit Zoho CRM

4. HubSpot CRM (Best CRM app you can get for free)

Many people know HubSpot as an excellent tool for email marketing and other inbound marketing campaign functionality, but HubSpot also has excellent sales and CRM tools, including CRM mobile apps.

Pros:

HubSpot offers free packages for many of its modules, including free plans for marketing, sales, and CRM, all of which can be run from the free mobile CRM app.

The HubSpot mobile app is suitable for iOS and Android. It includes a business card scanner and a detailed caller ID feature.

You can use it for advanced contact management, to create tasks, set reminders, receive real-time push notifications about messaging or follow-ups, and find new leads that are ripe for the funnel.

Finally, the free mobile apps can also be used for some rudimentary customer support purposes, though if you are on the free customer support plan, those will be limited.

Cons:

While few people ever want to complain about a free app, of course, the app is limited to the HubSpot CRM package you subscribe to. HubSpot has free plans, but you still have to pay for some of the more advanced features.

Pricing:

• HubSpot CRM has a free version

• CRM Suite Starter starts at $45 per month, billed annually

• CRM Suite Professional begins at $1,600 per month, billed annually

• Sales Hub starts at $45 for two users per month, billed annually

HubSpot CRM Review 

Visit HubSpot CRM

5. Freshsales (A good mobile CRM app for task management)

Freshsales is a customer relationship management software solution that aims to increase revenue as its main strong point. Task management functionality is among the many great tools in the Freshsales mobile CRM system.

Pros:

The Freshsales mobile app allows you to manage and schedule appointments, add tasks and to-do lists, create and share notes, and send real-time messaging to your team.

This app can be used for everything from writing and sending emails to creating voice notes and even booking Uber drivers for your trips.

Sales data gets updated in real-time as you work on your open deals and nudge them through your sales process, and you can access that data even when you are offline.

More advanced features include sales outcome predictions using key metrics and a simple filtering system. You can even get tips on the best time to contact a lead.

Cons:

While the user experience with the Freshsales mobile app is generally positive for essential sales pipeline management and team collaboration, you can’t use it as a tool for more complicated things like project management or running e-commerce operations.

Pricing:

• There is a free version of Freshsales for up to three users

• Growth plan is $9 per user per month, billed annually

• Pro plan is $39 per user per month, billed annually

• Enterprise plan is $59 per user per month, billed annually

Freshsales Review 

Visit Freshsales

6. Zendesk Sell (Good mobile phone CRM for lead management)

Zendesk began as a super customer support and help desk software solution, and since then, the brand has branched out to include sales and CRM functionality with their app Zendesk Sell.

Pros:

A native Zendesk CRM phone app is available from the Apple and Google Play App stores.

The Zendesk mobile app has a sleek user interface and intuitive tools, giving sales reps a great mobile user experience for optimized sales lead management.

Other fantastic Zendesk Sell mobile key features include offline mobile access and visit-tracking with geolocation functionality.

More useful Zendesk Sell tools include the template library, which has many useful templates for running mobile marketing campaigns.

Cons:

Like many similarly cheaply priced subscription plans for sales and CRM, many of the best features are add-ons, especially for customer support purposes.

Pricing:

• Zendesk Sell Team starts at $20 per user per month, billed annually

• Zendesk Sell Growth begins at $49 per user per month, billed annually

• Zendesk Sell Professional starts at $99 per user per month, billed annually

Zendesk Review 

Visit Zendesk

7. Insightly (Top iPhone mobile app for CRM)

Insightly is an all-in-one marketing, sales, CRM, customer support, and project management software solution. It is well-liked for its CRM mobile applications’ critical features applications and mobile apps, including a top CRM for iPads and iPhones.

Pros:

While Insightly also has mobile apps for Android, Apple mobile device users are really psyched about using the Insightly mobile app, which has great native screens for iPads and iPhones.

You can easily create and edit new contact information, scan business cards, and sync customer data to your desktop or web browser.

The Insightly mobile app is a detailed task management tool. It lets you set up follow-up tasks with notifications or arrange meetings and other scheduling.

Easily create notes to affix to contact data or add voice memos. Good integrations also allow you to get more use out of your mobile app, such as communicating via social media with potential leads.

Cons:

While downloading the Insightly mobile app is free, you still need to have an Insightly subscription to use it, and though it is not too expensive, it is also quite far from being the most economical plan. 

Pricing:

• Plus, the plan is $29 per user per month, billed annually

• Professional plan is $49 per user per month, billed annually

• Enterprise plan is $99 per user per month, billed annually

Insightly review

Visit Insightly

8. Agile CRM (Best CRM app for Android)

Agile CRM is another total software solution package with modules for marketing, sales, support, and other extra features. Small business sales teams really benefit from Agile, especially its good Android mobile CRM app.

Pros:

Like Insightly, Agile CRM has mobile apps for iOS and Android, but Android app users make it a leading choice for mobile CRM.

Excellent mobile marketing tools exist with Agile, such as special add-ons for SMS tools like Twilio and Plivo.

The Agile mobile CRM is a good choice for a clean and intuitive user dashboard experience, as well as awesome contact management and deal tracking.

You can also use this as an essential task management and event planning tool.

Finally, there is near-perfect real-time syncing with Google Calendar, which is ideal for Android users. 

Cons:

It is not intended to imply that Agile CRM’s mobile app is only gCRM'sor Android, as an iOS version will also do the job. Sadly, some tools, like social media monitoring, are not available with mobile apps.

Pricing:

• Agile CRM offers a free version

• Starter plan is $9.99 per user per month, billed annually

• Regular plan is $39.99 per user per month, billed annually

• Enterprise plan is $64.99 per user per month, billed annually

Agile CRM Review 

Visit Agile CRM

9. Salesmate (Great mobile CRM system for team collaboration)

Salesmate is a SaaS for salespeople who need to grow their contact database, open up more opportunities, close more deals, and earn more revenue. 

Pros:

There is an excellent Salesmate mobile app suitable for team communication and collaboration.

There are effective real-time push notifications to keep sales team members up to date with pipeline progress or other important deal information.

You get many ways for team members to exchange data and communicate with the tool, including messaging and note-sharing.

Sales reps can also communicate with potential leads via email, phone, chat, and even social media. There is some basic product management functionality, too.

Cons:

Salesmate has several different pricing tiers, so you might find that your favorite tools are more expensive than you expected.

Pricing:

• Starter plan is $12 per user per month, billed annually

• Growth plan is $24 per user per month, billed annually

• Boost plan is $40 per user per month, billed annually

Salesmate Review

Visit Salesmate

10. Google Contacts (Good phone CRM alternative)

Our final entry onto this list of the best mobile CRM systems is not precisely a CRM but a nifty alternative to the big brand CRM platforms. It’s Google Contacts.

Pros

You can use Google Contacts as a web browser or a mobile version, and the latter works well on Android systems and iPhones.

You get all the intuitiveness and simplicity of any Google App, which you can turn toward primary customer relationship management purposes.

Everything gets quickly and safely backed up to the Google Cloud for guaranteed data security.

Google can even make suggestions for adding new contacts or de-duplicating customer information.

Cons:

This is an excellent alternative to a more robust mobile CRM platform; however, you will sacrifice some more advanced sales features for the simplicity of Google Contacts.

Pricing:

• Google Contacts is a free mobile app

Visit Google Contacts

Which mobile CRM application is best for me? Our conclusion

Good luck!