Best Mobile CRM

Freshsales offers a mobile app available for Android and iOS devices. You can customize the app by switching languages and filtering lists and notifications, which allows you to stay on top of your to-do list. You’ll also get real-time notification cards at the top of your screen to help you monitor lead responses and activities and guide you to take necessary follow-up activities. It’s also easy to configure the Freshsales mobile app to send alerts for specific tasks so they don’t slip through.

This CRM app’s check-in feature lets you update team members or clients about your tasks and movements. Also, send emails, join meetings and add notes to the Freshsales mobile CRM from anywhere. You can even record voice notes and scan and upload documents with your phone’s recorder and camera.

Freshsales mobile CRM enables team collaboration, especially since it integrates with communication apps. These integrations also make it possible to communicate with customers via Facebook and WhatsApp or use Apple or Google Business chats on mobile devices. Also, store contact information and create new sales activities offline; they’ll sync with other devices whenever you go online. If tracking customer interaction or viewing key metrics is a crucial business need for you, you can download customer reports to gain actionable insights into your sales pipeline.

Learn more: Read our full Freshsales review.

Who should use it:

Freshsales CRM is suitable for businesses looking to use CRM on their mobile devices without missing out on comprehensive CRM features.

HubSpot’s mobile CRM builds right off its robust desktop version. Its interface is also clean, showing users upcoming tasks alongside the tools and data needed to achieve them. You can schedule meetings, make calls, manage customer information, deals and tasks and attend to service tickets on your phone. You can also create contacts by scanning business cards and follow up on assignments with simple taps within the HubSpot CRM app.

You’ll receive real-time notifications whenever a contact books a meeting or a team member assigns a task to you. HubSpot users can also deploy email campaigns and track social media activities anywhere. That way, can observe how your campaigns are performing in real time. You can also follow each customer’s progress via call recordings and transcript reading—all on your mobile device.

Learn more: Read our full HubSpot CRM review.

Who should use it:

HubSpot is best for those seeking a CRM platform that provides the capabilities available to desktop clients without overwhelming them.

Not only is monday.com one of the best free CRM systems, but it’s also a top mobile CRM, with an app that gives users access to leads, contacts, deals and accounts even when offline. Set up reminders and notification alerts so that you’re up to speed on important updates, meetings and tasks. You can also sync customer and sales data into a central hub by integrating with other communication and productivity tools you already use. That way, you can send emails and track data and processes away from the office.

The monday.com CRM app is fully customizable, making it easy to track leads, onboard customers or respond to customer queries. You’ll find that it’s simple to view and work on group and individual projects and arrange leads and deals in different orders, including alphabetical and chronological. You can also call or email contacts and team members from your app. After each call, you’ll get a call summary you can add notes to and share with relevant sales reps.

Learn more: Read our full monday.com review.

Who should use it:

If you’re looking for a mobile CRM that enables customization, you should use this CRM software.

Bitrix24 is one of the best mobile CRM tools because you’ll get the same comprehensive experience as its desktop app on a mobile-optimized interface. This mobile CRM app lets you communicate with your team members, customers and leads. It also allows you to create business processes, edit and share data and files, manage data, monitor marketing and sales performance and schedule appointments on your mobile device. You can reach other representatives via phone or video calls and chats and create and assign tasks, such as email marketing campaign launches.

Bitrix24 enables client invoicing. Also, its mobile users can organize events and automate recurring processes on the go. You’ll receive notifications to keep your team updated on each lead or contact stage in the sales pipeline. You can also monitor customer engagement and team progress on specific projects to ensure you’re offering a better customer experience, which boosts your business’s lead conversion rate and customer retention.

Learn more: Read our full Bitrix24 review.

Who should use it:

If you’re looking to collaborate with team members in a way that allows you to relate with your customers promptly, Bitrix24 CRM is a good CRM option.

Salesforce enables customization without coding, so even as a beginner, you can customize the CRM for better navigation. For instance, your dashboard can show specific contacts, accounts, tasks and events in your preferred view, all in Salesforce’s secure mobile app.

Salesforce lets you create CRM automation on your mobile device. For example, you can run email marketing campaigns and respond to customer tickets or queries away from your workstation. Also, this mobile CRM software’s users can utilize Salesforce’s artificial intelligence (AI) assistant, Einstein, to capture notes and create tasks or analytics from anywhere. Your team members can chat and update each other about projects and deals. You’ll also receive follow-up notifications, which help you stay on top of sales cycles.

Learn more: Read our full Salesforce CRM review.

Who should use it:

Salesforce is suitable for businesses that prefer an AI-enhanced CRM tool, especially those using a CRM for the first time.

Zendesk Sell CRM is one of the best marketing CRMs offering native CRM apps for Android and iOS devices. The Zendesk Sell mobile app has intuitive tools to help your sales and marketing reps manage leads, contacts and their tasks on the go. They can communicate, run marketing campaigns and track marketing progress. This mobile CRM will send you notification alerts, including data updates, which you can filter through various data lists. You can also make quick updates on such data.

Zendesk Sell allows you to create customer tickets on the fly and start chats with leads and customers on your phone or tablet. We love that it enables multiple chats so you get customers started quickly. You’ll also access email templates for quick and personalized communication.

Even as a mobile user, you’ll have access to Zendesk’s intelligent reports, which provide an overview of customer and task progress to keep you informed of performance metrics, help you analyze pipelines and forecast customer interaction.

Learn more: Read our full Zendesk Sell review.

Who should use it:

Consider choosing Zendesk Sell if you need an affordable CRM with mobile functionality and flexibility.

Microsoft Dynamics offers a mobile app for iOS and Android users. This mobile CRM software allows you to manage different aspects of customer relationships from anywhere. You can create and edit contact information and update sales records. This CRM also enables seamless integration with Microsoft products, including Power Apps and Power BI, providing more productivity. You can organize your leads, deals and contacts in one place.

At the start of each day, Microsoft Dynamics gives you an overview of pending tasks, scheduled meetings and events, newly assigned tasks and generated leads. That way, you have all the information you need to move in the next relevant direction for customer conversion or loyalty enhancement. This mobile CRM’s intuitive interface displays CRM data in a way that makes it easy to find contacts and reach out to them. Also, during meetings, you can add notes, update data and create new tasks quickly.

Learn more from our Microsoft Dynamics vs. Salesforce Comparison

Who should use it:

Microsoft Dynamics is most suitable for medium-sized businesses, especially those using other Microsoft services.

With Apptivo CRM, you’ll gain unlimited access to your leads, contacts, customers and tasks on your mobile devices. This mobile CRM provides users with a detailed view of customer data, call logs, assigned tasks, scheduled meetings and more, so you can stay on track with relevant CRM activities. For example, you can monitor customer activities, payments, meetings and other business information from your mobile app.

You can then take any necessary steps, including creating, viewing and editing contacts, reading and sending emails and following up on different processes involving potential and existing customers. You can also record notes and upload documents on the go. We love that this CRM enables custom views and layouts, allowing you to mold your CRM to your unique business requirements. Apptivo mobile CRM also syncs with your web app, so there is no need to worry about repeating activities when you return to your desk.

Who should use it:

Apptivo is an affordable CRM option for smaller businesses with limited budgets.

Learn more: Read our full Apptivo Review.

Zoho CRM is the best simple CRM that provides the most essential CRM tools without too many extra features. Zoho CRM’s mobile app organizes your events and tasks on your dashboard, giving you a bird’s-eye view of what you need to know and do to make more sales.

Zoho also features Zia, its AI tool, on its mobile app. You can command Zia via voice or text to pull data reports or create meetings. Zia can also add notes to sessions, assign tasks and carry out CRM activities, such as changing deal statuses.

You can look up customer information from wherever you are, using Zoho’s global search, and make a quick sales call. This CRM also allows you to connect with leads, add and update customer information and monitor how customers interact with your business.

The Zoho Card Scanner lets you take photos of business cards with your phone camera and immediately imports them into your CRM. Your marketing and sales reps can also collaborate with other team members to share sales insights or stay up-to-date with pipeline and project progress.

Learn more: Read our full Zoho CRM review.

Who should use it:

Zoho CRM is suitable for businesses that prefer to test a CRM tool’s mobile functionality before paying.

Agile CRM’s mobile app for iOS and Android devices has an intuitive dashboard, even though it packs marketing automation and contact management features. Mobile Agile CRM users have access to a complete contact list and can track deals and lead scores, thanks to the CRM’s CRM analytics feature, which guides you to the necessary steps for lead conversions and increased sales. You can configure your dashboard to make it easy to monitor pending tasks, mark them complete and create new tasks and events. Plus, Agile CRM’s easy, drag-and-drop visual designer makes it easy to build multistep marketing campaigns.

Agile CRM integrates with third-party apps, such as Google Calendar, to give you insight into your schedule and upcoming meetings from one screen. You can also schedule calls, meetings and sales demos with customers on the Agile CRM mobile app. Attaching relevant documents to emails and messages is another feature we enjoy about using this mobile CRM.

Who should use it:

Agile CRM suits businesses looking for a mobile CRM that automates marketing and enables marketing campaigns away from the desk.

Learn more: Read our full Agile CRM Review.