The 6 Best Mobile CRM Apps for 2022

Many businesses, large and small alike, rely on the power of CRM tools to track their clients. From sales leads to customer service inquiries, it is essential that these apps be available and functional so your company can reach its full potential in this competitive market.

The “crm for mobile apps” is a software that allows users to manage their customer relationships on the go. The 6 best mobile CRM apps for 2022 are: Salesforce, Freshsales, Hubspot, Microsoft Dynamics 365, Zoho CRM, and Oracle Customer Relationship Management.

Even if you don’t have access to a computer, the finest customer relationship management (CRM) mobile applications allow you to handle leads, monitor deals, update sales funnels, connect with prospects and customers, and accomplish tasks. We reviewed many of the finest mobile CRM applications on the market to come up with the top six solutions, as the need for remote access to deal information and customer data has grown.

Check out the greatest use cases for each of the remote-friendly CRMs listed below:

• Freshsales: The best mobile CRM overall, with outstanding options for handling leads and deals on the move.
• HubSpot CRM (Customer Relationship Management): A free CRM application that can be used from a mobile device is ideal for organizations with modest finances.
• Zoho CRM is a great option for consumers who want a mobile CRM with AI and predictive features.
• Sell with Zendesk is an excellent alternative for users that want mobile access to their sales KPI dashboard at all times.
• Pipedrive: For individuals who want a visual pipeline management experience, Pipedrive is the easiest-to-use mobile CRM software.
• Essentials of Salesforce is an excellent choice for those that want quick access to complex analytics.

Comparison of the Best CRM Apps

*Based on a yearly billing cycle Table in fullscreen mode

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If this list of mobile-friendly CRMs isn’t quite right for you, check out our guide to the top CRMs for small companies to discover a better fit.

Freshsales: Best Overall Mobile CRM With Excellent Lead & Deal Management Tools

Freshsales

4.40 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• The app provides access to all relevant lead information, such as the lead’s profile and linked agreements.
• Customer communication channels are numerous, including mobile and social messaging.
• Integrations with a variety of third-party services

What Isn’t There

• The function of automatic customer profile enrichment is only available in the most costly plan.
• Storage is not included in the free plan.

Summary of Costs*

• Free: Supports an infinite number of users.
• $15 per month per user growth
• Pro: $39 per month, per user
• Enterprise: $69 per month for each user
• 21-day free trial

*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.

Freshsales’ mobile app allows you quick access to all of your important CRM information, including as contacts, deals, sales funnels, and team communication capabilities. With the app’s activity chronology and 360-degree customer profile views, you can build and maintain lists of qualifying contacts, as well as acquire entire contexts of offers. For each lead or client, you may also establish tasks, appointments, and notes.

You may also manage the information of firms you work with directly from your mobile phone by creating account hierarchies (if you’re dealing with various departments from the same company) and getting a 360-degree view of linked contacts and associated transactions.

Freshsales’ Storage is not included in the free plan., and its auto-customer profile enrichment is also only available on the most expensive plan. Users who need access to both can consider Zoho CRM instead. Zoho CRM provides free users with up to 1GB storage and all of its plans, except the free plan, have profile enrichment capabilities.

Mobile Features of Freshsales

Freshsales is a simple-to-use CRM that comes with a variety of features to help you engage prospects and complete more sales. Here are a few of its top mobile features:

• Mobile filters: To arrange your contacts, accounts, or deals on the mobile app, use the preset filters or build your own.
• When travelling to client meetings, book Uber trips directly from the mobile app.
• Check-in via mobile device: Confirm your attendance for any sales activity, such as face-to-face meetings and lunch meetings, and update your colleagues through the app.
• Conversations with leads or contacts may be recorded and saved as voice notes on the mobile app for future reference.
• Google Maps integration: When your CRM calendar is connected with Google Maps, you may navigate to your meeting location using Google Maps.

Freshsales’ mobile app’s lead management screen displays all information on a lead, including notes, tasks, meetings, and call logs. (Image courtesy of Freshsales)

Freshsales is a robust and scalable sales CRM that includes tools for managing contacts, accounts, sales pipelines, and deals. Read our Freshsales review to learn more about what this program can achieve.

Freshsales is a great place to start.

HubSpot CRM (Customer Relationship Management) is the best free mobile CRM available.

HubSpot CRM (Customer Relationship Management)

4.38 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Deal pipelines, email scheduling, and email tracking are among the free features available.
• It’s ready to use straight away.
• Has a contact allotment of one million people.

What Isn’t There

• There are no sales automation options in the free plan.
• Upgrades to a plan might soon add up.

Summary of Costs*

• User allotment is unlimited for free.
• $45 a month for two paid customers on the Starter Sales Plan
• $450 per month for 5 paying customers on the Professional Sales Plan
• $1,200 a month for ten paid customers on the Enterprise Sales Plan
• 14-day free trial

*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.

HubSpot provides free CRM software with an unlimited user allocation that includes a complete range of sales, marketing, and customer care functionalities not often seen in other free CRM systems. Deal pipelines, email monitoring and alerts, an in-app dialer, and meeting scheduling are just a few of the free services available via the mobile app. You can also access client contact data, set tasks and reminders, and update customer information without having to sit in front of a computer.

However, HubSpot CRM (Customer Relationship Management)’s free plan lacks sales automation features for leads, deals, contacts, and accounts—something that Zoho CRM offers without charge. Furthermore, plan upgrades can be costly with HubSpot CRM (Customer Relationship Management), which makes it a disadvantage for users who are planning to scale their business. For users who want more affordable pricing plans, Freshsales is a solid alternative.

HubSpot CRM (Customer Relationship Management)’s Mobile Features

HubSpot CRM (Customer Relationship Management) offers extensive sales, marketing, and service tools—making it a well-rounded tool to manage customer relationships and grow your business. Check out some of its standout features below:

• Email tracking: Easily monitor your customers’ responses to your emails, including whether they were read, acted on, or just ignored in their inbox.
• Meeting notes: Use the dictation tool to add transcribed notes instantaneously, eliminating the need to use the keyboard and allowing you to speak via the microphone.
• Real-time notifications: Notifies you of any developments to your deals and leads through real-time alerts delivered straight to your mobile app, keeping you informed even while you’re not at your desk.
• Live chat: Provides a live chat capability that can be accessed from anywhere through its mobile app, allowing you to engage with your website visitors.
• Email campaigns: You may use the mobile app to start email campaigns by simply initiating the campaign and sending it to your distribution list.

HubSpot’s mobile CRM has a “HubSpot keyboard” that suggests message copies, making it quick and easy for agents to respond to clients when they are on the go. (Source: HubSpot CRM (Customer Relationship Management))

HubSpot CRM (Customer Relationship Management) features a simple, intuitive interface to manage leads and customers, understand their behavior, and improve their marketing strategies. It is ideal for those who need basic, reliable CRM functionalities, as well as robust email marketing tools. Check out our HubSpot CRM (Customer Relationship Management) review to discover if it suits your business needs.

Go to HubSpot CRM’s website. (Customer Relationship Management)

Zoho CRM: Best Mobile CRM With AI & Predictive Capabilities

Zoho CRM

4.34 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Through the mobile microphone, users can effortlessly query AI assistant for any sales or client information they need.
• Has extensive analytics and reporting capabilities
• It’s intuitive and simple to use, making it excellent for newcomers.

What Isn’t There

• Three users are allowed on the free plan.
• Only the top-tier plans provide advanced analytics features.

Summary of Costs*

• Free for up to three users
• Standard: $14 per month per user
• Professional: $23 per month for each user
• Enterprise: $40 per month for each user
• Ultimate: $52 per month per user
• 15-day free trial

*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.

Zoho CRM is an all-in-one CRM system with advanced AI and sales forecasting capabilities. Its AI assistant, Zia, is similar to Apple’s Siri and can be contacted on the move by texting or contacting the bot to ask inquiries or get lead or sales information. Zia can assist users with almost anything, from taking notes and delivering sales data to assessing prospects and suggesting tasks depending on the stage of a transaction.

However, Zoho CRM’s free plan is limited to only three users, and its advanced analytics features are only accessible to subscribers of the more expensive plans. For users who prefer unlimited user allocation in a free plan, HubSpot CRM (Customer Relationship Management) and Freshsales are the best alternatives. Meanwhile, those who want access to more affordable advanced reporting and analytics tools should subscribe to Essentials of Salesforce.

Mobile Features in Zoho CRM

Apart from the AI features that are readily available through mobile, Zoho CRM customers may collaborate with their team and update deal details while away from their desktop. The following are the functionalities that consumers may utilize while on the move:

• Prospect geographic scanning: A built-in map allows users to find prospects nearby, examine their organization’s position on the map, access website connections, and gather all required information before contacting them. It also enables them to determine the most effective path to their customer’s location.
• Sales forecasting: Examines both current and past forecasting and performance data to provide the most appropriate objectives for your company.
• Data-driven reports provide insights into a wide range of variables, including sales performance, trends, marketing initiatives, and activity reports.
• Task reminders and management: Displays all forthcoming tasks such as following up on a lead, sending an email, meeting with your team, or pushing a transaction along the pipeline.

Zia is a conversational AI that provides users with critical CRM information while on the go. (Image courtesy of Zoho CRM)

When users are outdoors and have time to meet with a prospective client, they may utilize Zoho CRM’s built-in map to find leads near them. (Image courtesy of Zoho CRM)

Zoho CRM is a powerful piece of software that helps you manage sales processes, workflows, CRM reporting, and lead outreach. It’s also user-friendly, with an easy-to-use layout that’s ideal for novices. Read our Zoho CRM review to see whether it’s right for your company.

Go to the Zoho CRM website.

Sell with Zendesk: The Best Mobile CRM With Dashboards for Sales KPIs

Sell with Zendesk

4.30 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• In a single dashboard, the mobile app displays all sales KPIs.
• The mobile app has excellent text messaging and phone functionality.
• Customer service analytics and reporting technologies that are robust

What Isn’t There

• There is no free plan available.
• It is lacking in marketing instruments.

Summary of Costs*

• Sell Team for $19 per month per user
• Sell Professional for $49 per month per user
• Sell Enterprise for $99 per month per user.
• 30 day free trial

*An yearly contract is the only option.

Sell with Zendesk’s mobile app helps agents access the most crucial sales and CRM data within their reach—especially if they are on-site and meeting with their clients face to face. Sell with Zendesk’s mobile app arms them with a mobile-friendly view of their sales KPI dashboard, where they can view charts that track activity, metrics, reports, and goals.

Some of the dashboards in the app are fully interactive. Users may rapidly bring up all relevant information and data for more insights into the data and figures they’re viewing with a few clicks, allowing them to deliver valuable insights and information to customers and work more effectively with team members.

Sell with Zendesk There is no free plan available.—unlike some of the platforms included in this list, such as Zoho CRM. It also It is lacking in marketing instruments., which users can get by subscribing to HubSpot CRM (Customer Relationship Management).

Sell with Zendesk’s Mobile Features

Sell with Zendesk gives businesses access to integrated sales tools that provide the full context of their projects and accounts in a single place. Some of its features that can be conveniently accessed via the mobile app include:

• Note-taking: Allows users to make notes to related contacts and sync the information with your desktop software, allowing you to keep on top of your contacts and leads.
• Integrations: Allows you to link your mobile CRM software to other applications like as calendars, email, and social networking.
• Mobile app customization: Allows you to customize how you want to see your app’s features so that you only see the information you need on a daily basis.
• In-app messaging allows you to stay in touch with customers, supervisors, and team members by sharing and storing crucial information regarding meetings, deals, and tasks.

Sell with Zendesk’s mobile app gives users access to all sales data, including deals, pipelines, revenue, and leads. (Source: Sell with Zendesk)

Sell with Zendesk empowers businesses to manage and optimize their sales processes through its excellent lead management capabilities, mobile app, and communication tools. To learn more about its features and functionalities, read our Sell with Zendesk review.

Visit Sell with Zendesk

Pipedrive is the most user-friendly mobile CRM with visual sales pipelines.

Pipedrive

3.88 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Interface that is sleek, straightforward, and easy to use.
• Customizations made in the online app are easily reflected in the mobile app.
• Visual pipelines are available for better deal and lead management.

What Isn’t There

• There is no free plan available.
• Only the more costly options provide basic features like a meeting planner and an in-app phone.

Summary of Costs*

• $12.50 per month per user is required.
• Advanced: $24.90 per month for each user
• Professional: $49.90 per month for each user
• Enterprise: $99 per month for each user
• 14-day free trial full access

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

Pipedrive’s mobile app is meant to look and feel like the desktop version, making it one of the most user-friendly mobile tools for agents on the move. You can view and update all of your CRM data on your smartphone even while you’re offline. Update leads and tasks, move transactions through the pipeline, record conversations, manage emails, and access sales reports are just a few of the things you can do.

While Pipedrive is one of the easiest CRM systems to use, it has its share of limitations. For instance, there are fundamental features, such as contact activity history and email scheduling, that can only be used by top-tier plan subscribers—features that Zoho CRM or HubSpot CRM (Customer Relationship Management) offer in their free or lower-priced plans. Pipedrive also doesn’t have a free plan, and a good alternative for this is Freshsales.

The Mobile Features of Pipedrive

Pipedrive has a number of automation capabilities that help customers concentrate on completing sales and collaborating with leads by minimizing tedious and administrative activities. The following are some of the platform’s best features:

• Customize pipelines to match your company’s specific business procedures and workflows.
• Sales reporting templates that indicate sales trends, objectives vs revenue, continuing leads, and active prospects may be found in prebuilt or configurable sales reporting templates.
• Accounting and invoicing integration: Connect your Pipedrive account to your current accounting software, such as QuickBooks and Xero.
• Set up triggers and actions when specific circumstances are satisfied, such as sending a follow-up email to a lead after a particular amount of time has passed or archiving a transaction that hasn’t progressed.

Pipedrive’s mobile app, like its desktop software, allows users to quickly examine sales funnels. With a few taps on their cellphones, users can also access active offers, activities, and contacts. (Image courtesy of Pipedrive)

Pipedrive is a straightforward CRM that provides visual sales pipelines as well as features for tracking leads, contacts, transactions, and activities. Other notable features include an automated sales assistant, workflow automation, and transaction reporting, in addition to lead and deal management. Do you want to learn more? See our Pipedrive review for more information.

Go to Pipedrive.com.

The Best Mobile CRM With Advanced Analytics is Essentials of Salesforce.

Essentials of Salesforce

3.71 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• The mobile app makes it simple to see analytics information.
• Salesforce’s technological stack is available to you.
• Exceptionally adaptable

What Isn’t There

• There is no free plan available.; can be budget-prohibitive for startups and small businesses
• Not recommended for people who have no prior CRM expertise.

Summary of Costs*

• Essentials: $25 per month for each user
• 14-day free trial

*Based on a yearly billing cycle. A somewhat higher monthly subscription is also offered.

Essentials of Salesforce’ mobile app lets users access all of their CRM data from their smartphone so they can transition from desktop to mobile whenever needed. Its analytics tools allow you to translate various business metrics into actionable sales plans, strategies, and business reports. The analytics tools let you see how much revenue your deals are worth, which deals need attention and close follow-ups, or what your recurring customer support issues are.

While Essentials of Salesforce offers advanced analytics, its interface could be challenging to navigate for novice users—unlike more user-friendly providers such as HubSpot CRM (Customer Relationship Management) or Pipedrive, which are easy to operate right out of the box.

The Mobile Features of Salesforce

Essentials of Salesforce is equipped with extensive tools to help users sell and market efficiently, as well as provide reliable support to their customers. Below are some tools that help users grow their business and improve their relationships with their customers.

• With the support of an in-mobile assistant, you can store notes, bring up relevant CRM data, and create and finish tasks while conversing.
• To quickly identify hot leads, define scoring metrics and criteria, such as geography or purchase history.
• Sales forecasting: Examines both current and past forecasting and performance data to provide the most appropriate objectives for your company.
• Create several tasks under an opportunity or project to ensure that no steps are missing and that follow-up activities are done on time.

Essentials of Salesforce’ predictive and analytics reports can be easily accessed through the mobile app. (Source: Essentials of Salesforce)

Essentials of Salesforce is an advanced CRM tool that integrates with the overall ecosystem of Salesforce apps. Its many features, such as sales pipelines, marketing automation, and customer service tools, are Exceptionally adaptable and can be tailored to your business needs. However, due to its sophisticated interface, previous experience with using a CRM tool is a must. To learn more about the software, read our Essentials of Salesforce review.

Visit Essentials of Salesforce

How Did We Pick the Best Mobile CRM Apps?

As our world gets more digital, it’s critical to have a CRM system that’s mobile, simple to use, cost-effective, and has a wide range of CRM connectors. We were looking for CRM with mobile applications that would help sales and marketing teams on the go, as well as customer care teams on the go.

Freshsales was chosen as the best overall mobile CRM. Freshsales has an infinite number of users assigned to it, and its mobile app is powerful, allowing users to accomplish nearly everything on the app as if they were in front of their laptop. Contact, account, and transaction management, as well as call logs, filters, voice notes, and bulk emails, are all part of the package. Furthermore, Freshsales provides a variety of cost-effective pricing choices that are appropriate for a variety of team sizes.

Freshsales is a great place to start.

More information about our selection method for the top mobile CRM may be found in the sections below:

40% of the overall score

CRM price was the most strongly weighted while analyzing our top selections since cost is usually a significant issue. We also looked at whether or not there was a free plan, entry-level pricing, yearly prepayment discounts, and whether or not monthly paying choices were available.

20% of the overall score

We looked at the whole collection of CRM features as well as their mobile accessibility, such as customized pipelines, reporting, and analytics. We also looked at the possibility of third-party connectors with the mobile app.

15% of the overall score

It’s critical that mobile CRMs be simple to use, particularly in the field, and that they can appeal to people with a variety of technical backgrounds.

15% of the overall score

Assistance is an essential component of any CRM system, particularly for small organizations without in-house technical support. We looked at the many methods of help available from these companies through live chat, email, and phone.

10% of the overall score

We looked at existing customer evaluations on reputable websites to see how satisfied current customers are and what difficulties they often face. Our ideas and expert opinions on essential features, value for money, and popularity were also included.

*Percentages based on total score

The “best free crm app for android” is a mobile CRM app that allows users to keep track of their business and personal contacts. This app is available on both the Google Play Store and the Apple App Store. The 6 best mobile CRM apps are listed below.

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