Sales Intelligence & Automation Blog

11 Best Mobile CRM Apps To Add To Your Sales Arsenal

Written by Amy Green | Nov 7, 2019 5:33:09 AM

Mobile CRM Apps For Sales On The Go

When telemarketing burst onto the sales scene, it completely changed how we do business. For the first time in history, you could reach out to people, disseminate information, and make a sale without ever meeting the customer face-to-face.

Phones are still incredibly revolutionary today, albeit in a different way. Using your mobile device, you can access contacts, send and receive emails, schedule appointments on your calendar, manage your daily tasks, and call anyone, anytime, from anywhere in the world.

If you’re in the sales industry, you know how important a mobile phone is to sales success. But what you might not know is that there are mobile CRMs that tie all of these functionalities together in one easy and convenient app. These apps even add a few capabilities that can transform your phone into a superpowered sales tool that you can use on the go.

Sales reps and team managers, this guide is for you! Take a look at our no-fail guide to choosing the right mobile CRM for your business, or scroll down for our top 10 apps. Let’s get started!

What Does A CRM Supposed To Be?

“CRM” stands for customer or content relationship management. A CRM is usually a system, tool, or technology that helps you manage your clients. Most if not all CRMs have a contact database and some kind of phone, email, or chat functionality that lets you reach out to your customers.

The promise of a CRM is to help salespeople sell more and better, yet the real life experience with most CRM’s, however, leaves a lot to be desired. Although feature rich, they have monstruos interfaces and demand enormous time keying data in with little in return for salespeople on the field. Many CRMs failed promise resides in the fact that they are practically inaccessible from mobile devices.

Some CRMs, like the ones on this list, take it a bit further with additional features. CRMs that are designed for sales professionals or teams can also integrate meeting scheduling, email tracking, data reporting & analytics, and marketing campaigns into the system.

How To Choose The Best Mobile CRM For You

App Supported Devices

Most people have either an Android device or an iPhone, so finding a CRM app that is compatible with your smartphone shouldn’t be too much of an issue. But if you’re using a phone with an older operating system, or if you’re using a different system like Windows, then your choice of mobile CRM apps might be more limited.

CRM Functionality & Features

CRMs generally have the same capabilities: you can make phone calls, schedule meetings, organize tasks, and update your client’s information from the app. There are also CRMs that can do more or focus on one particular part of the sales process, like lead generation. No matter what it is you need, you’re sure to find a CRM that provides most or all of it

CRM Program Integrations & Add-Ons

Sometimes, a CRM doesn’t need to do it all—it just needs to integrate with something that does. Lots of CRMs such as Salesforce support integration with the most common sales tools like Gmail, Outlook, and more, both native and via apps like Cirrus Insight. By integrating your programs, you don’t have to open multiple apps and manually update each of them; you’ll be able to access data, edit information, and do so much more from one app.

Customer & Tech Support

Even the highest-rated apps on the app store aren’t exempt from the occasional downtime or glitch. While you can’t avoid problems with the app completely, you can minimize its impact on your team by choosing an app with a good customer service reputation. You’ll be able to contact their support team when things go wrong and get it fixed before it starts hurting your numbers.

App Pricing

The apps we’ve listed below are mostly free to download, but you won’t be able to actually access all the features unless you sign up for the CRM itself. The price can range from a few bucks per user to hundreds of dollars every month, depending on the features you want.

Even though it might sound a bit steep, most of these CRMs will increase your productivity and boost your sales, making them a great investment.

The Best Mobile CRM Apps

1. Cirrus Insight

Available on both Android and iOS

Cirrus Insight plugs into Salesforce to bring all of its power to your mobile, along with many other workflow automation features that will simplify your life.

Price: Free*

Features:

  • Bring the full power of Salesforce, and more, to your mobile
  • Automate Salesforce updating
  • Share your calendar with customers and sync up meetings with Salesforce
  • Track customer email opens, attachment downloads, website clicks, and more
  • Manage all of your customer data, contacts, and opportunities right from your mobile
  • Organize tasks and reminders in one place
  • Log calls into Salesforce right from your cell phone

Check out Cirrus Insight here.

*While the mobile app itself is free, you need to sign up with Cirrus Insight to access advanced functionalities. Paid plans with Cirrus Insight go for as low as $14 per month per user.

2. HubSpot

Available on both Android and iOS

Price: Free*

Features:

  • Create email campaign sequences
  • Design and share email templates
  • Set up task reminders and notifications
  • Automate data entry and activity logging
  • Schedule meetings with one click

Check out HubSpot CRM here.

*While the mobile app itself is free, you need to sign up with HubSpot to access its functionalities. HubSpot offers a basic package for free, and their paid plans go for as low as $50 per month per user.

3. Salesforce

Available on both Android and iOS

Price: Free*

Features:

  • Get recommendations about sales strategy
  • Track clients as they move through the customer journey
  • Customize the sales process for each client
  • Enhance functionality with additional apps

Check out Salesforce here.

*While the mobile app itself is free, you need to sign up with Salesforce to access its functionalities. Pricing for Salesforce differs based on your organization or team’s needs and is available upon request.

4. Zendesk

Available on both Android and iOS

Price: Free*

Features:

  • See your pipeline at a glance
  • Create Smart Lists to group customers
  • Receive over 30+ reports
  • Integrate with other sales and automation tools

Check out Zendesk here.

*While the mobile app itself is free, you need to sign up with Zendesk to access its functionalities. Zendesk Sell, the brand’s sales-focused platform, has paid plans for as low as $19 per month for up to three users. They also have other CRM solutions and a Zendesk Suite for added functionality.

5. Salesflare

Available on both Android and iOS (mobile & tablet size)Price: Free*Features:
  • Access 100% of your CRM's features from your phone
  • Keep a to-do list and track your sales pipeline
  • Receive live notifications to stay up to date on your customers
  • Track email opens, link clicks and website visits
  • Send, analyze and optimize email campaigns/sequences
  • Automate all your data input
Check out Salesflare here.*While the mobile app itself is free, you need to sign up with Salesflare after the trial to access its functionalities. You can subscribe to Salesflare for as low as $29 per month per user.

6. Freshsales

Available on both Android and iOS

Price: Free*

Features:

  • Contact clients via the app
  • Prospect for new leads
  • Track email opens, link clicks, and more
  • See deals as they progress through the pipeline

Check out Freshsales here.

*While the mobile app itself is free, you need to sign up with Freshsales to access its functionalities. Freshsales prices their CRM starting at $12 per month per user.

7. Insightly

Available on both Android and iOS

Price: Free*

Features:

  • Route leads to the right sales rep
  • Automate workflow and daily tasks
  • Monitor emails after they’ve been sent
  • Capture different kinds of client information
  • Design a custom dashboard for your team

Check out Insightly here.

*While the mobile app itself is free, you need to sign up with Insightly to access its functionalities. Insightly CRM has three pricing plans, with the cheapest starting at $29 per month per user, billed annually.

8. Zoho CRM

Available on both Android and iOS

Price: Free*

Features:

  • Pull client information via an AI-powered sales assistant
  • Open up multiple sales channels (email, chat, social media, etc.)
  • Set up a notification system for client interactions
  • Streamline sales processes
  • Integrate with other tools and apps

Check out Zoho CRM here.

*While the mobile app itself is free, you need to sign up with Zoho CRM to access its functionalities. Zoho’s paid plans start at $12 per month per user, but they also have a limited free plan for up to three users.

9. Pipedrive

Available on both Android and iOS

Price: Free*

Features:

  • Manage and track sales through the pipeline
  • Prioritize leads, emails, and activities
  • Identify opportunities in lost deals
  • Forecast revenue
  • Send and receive emails inside the app
  • Customize your dashboard

Check out Pipedrive here.

*While the mobile app itself is free, you need to sign up with Pipedrive to access its functionalities. You can subscribe to Pipedrive for as low as $12.50 per month per user.

10. Capsule

Available on both Android and iOS

Price: Free*

Features:

  • Add and edit client information
  • View other team members’ activity
  • Make phone calls, emails, and chats via the app
  • Manage tasks and meetings
  • Find sales opportunities

Check out Capsule here.

*While the mobile app itself is free, you need to sign up with Capsule to access its functionalities. There’s a simple free version for up to two users, and paid plans start at $18 per month per user.

11. Agile

Available on both Android and iOS

Price: Free*

Features:

  • Access all contact information on a single page
  • Track deals and milestones throughout the sales process
  • Set up call scripts and one-click calling
  • Share your calendar and book meetings
  • Manage your projects via the drag-and-drop interface
  • Encourage sales reps with a “gamification” system

Check out Agile here.

*While the mobile app itself is free, you need to sign up with Agile to access its functionalities. Agile offers a basic free plan for up to ten users, or you can choose from their paid plans starting at $8.99 per month per user.

Best CRM Apps: Final Thoughts

What if you could have the full functionality of your CRM even when you’re not at your desk? Mobile CRM apps give you the ability to filter through prospects, reach out to clients, and convert customers, any place, any time! For effective sales on the go, sign up for Cirrus Insight—and get the power of Salesforce, Outlook, and Gmail in one single tool. With Cirrus Insight you have a mobile inbox embedded with insights, optimized for workflow efficiency. Try Cirrus Insight free.