- Freshsales: Best for robust features
- HubSpot: Best for sales automation
- monday sales CRM: Best for customization
- Bitrix24: Best for team collaboration
- Salesforce CRM: Best for beginners
- Zendesk Sell: Best for flexibility
- Microsoft Dynamics: Best for medium-sized businesses
- Apptivo: Best for smaller businesses
- Zoho CRM: Best for extended money-back guarantee
- Agile CRM: Best for marketing automation
Updated: Apr 29, 2024, 10:38am
Customer relationship management (CRM) software will help you optimize customer engagement and overall experience, which will grow your business. However, you can miss out on deals easily or leave customers unhappy if your marketing or sales reps respond slowly to customer interactions with your business. You need mobile CRM software to enable customer management on the go.
After evaluating the best CRM software features, pricing and user friendliness, we’ve compiled the best CRM for mobile devices. These customer relationship management tools offer functionality nearly equivalent to their web CRM apps, including capabilities for viewing and editing data, communicating with customers and collaborating with team members.
The Best Mobile CRM of 2024
Forbes Advisor Ratings
Company | Forbes Advisor Rating | Starting price | Free trial | Pipeline management | LEARN MORE | ||||
---|---|---|---|---|---|---|---|---|---|
Freshsales | ![]() |
4.9 | ![]() |
Free; $15 per user, per month (billed annually) | 21 days | Yes | Learn More | Via partner site | |
HubSpot | ![]() |
4.8 | ![]() |
Free; $30 per month (billed annually) | 30 days | Yes | Learn More | On HubSpot's Website | |
monday sales CRM | ![]() |
4.7 | ![]() |
$10 per user, per month (billed annually) | 14 days | Yes | Learn More | On monday.com's Website | |
Bitrix24 | ![]() |
4.6 | ![]() |
Free; $43 per month for five users (annual billing) | 30 days | Yes | Learn More | Via partner site | |
Salesforce | ![]() |
4.6 | ![]() |
$25 per user, per month (annual billing) | 30 days | Yes | Learn More | On Salesforce's Website | |
Zendesk Sell | ![]() |
4.5 | ![]() |
$55 per month for five users (billed annually) | 14 days | Yes | Learn More | On Zendesk Sell's Website | |
Microsoft Dynamics | ![]() |
4.5 | ![]() |
$70 per user, per month | 30 days | Yes | Learn More | Via partner site | |
Apptivo | ![]() |
4.4 | ![]() |
Free version for up to three users; $8 per user, per month (billed annually) | 30 days | Yes | Learn More | Via partner site | |
Zoho CRM | ![]() |
4.4 | ![]() |
Free for up to three users; $14 per user, per month (billed annually) | 15 days | Yes | Learn More | On Zoho's Website | |
Agile CRM | ![]() |
3.6 | ![]() |
Free: $8.99 per user, per month (two-year plan) | Generous free version available | Yes | Learn More | Via partner site |
How To Choose the Best CRM for Mobile Devices
When choosing the best mobile CRM, consider basics, such as CRM functionality, mobile capability, pricing, ease of use and available support.
Essential Mobile CRM Features
Every mobile CRM service should make CRM features available for you on the go. The ones to look out for:
- Mobile accessibility: A mobile CRM should provide access to important customer data and insights on Android and iOS devices, with rеsponsivе dеsigns for different scrееn sizеs.
- Collaboration features: Ensure your chosen CRM enables team collaboration on your mobile device. A mobile CRM should make data and updates available to other reps and allow you to interact with customers on the go.
- CRM integrations: A mobile CRM needs to enable seamless integration with other tools, such as email marketing platforms, marketing software and calendar apps. That will allow you to access and edit data from one place.
- Customization options: Choose a mobile CRM app that supports customization. Being able to customize your CRM, such as creating custom fields and workflows tailored to your business operations, will make the CRM easy to use and help you achieve goals faster.
Ease of Use
Your mobilе CRM app needs to be intuitive to make accessing and updating information easy for team members. So, choose a mobile CRM with user-friendly layouts, tailored push notifications and features, such as voice note-taking and business card scanning, which make it easier to find clients and complete tasks.
Customer Support
Even the best apps experience occasional glitches. Choose a CRM app with a reliable customer service reputation to maximize downtime impact on your business. Ensure they offer comprehensive support, such as email, live chat and phone support. Even better if they provide resources, such as a knowledge base, tutorials and webinars to help you make the most of their mobile CRM app.
Cost
CRM pricing ranges from a few dollars per user to hundreds per month. It all depends on your needs. Still, consider factors, such as the per user, per month, rates; discounts available for bulk subscriptions; necessary add-ons; and requirements for long-term contracts when choosing a mobile CRM.
Methodology
To determine the best mobile CRM, Forbes Advisor compared 24 CRM services. Find out what contributed to our final scores:
- Pricing and fees: We gave more stars to CRMs with publicly available pricing information, especially those with straightforward plans. We also considered their month-to-month cost per user, discounts available for annual subscribers and the number of users allowed by mobile CRMs that don’t charge per seat. Mobile CRMs with longer free trials and money-back guarantees also got our attention. Pricing accounts for 10% of a CRM’s final score.
- General features: Since you’re getting a mobile CRM because you want to manage customers from anywhere, we considered each CRM’s mobile functionality. We also checked for the availability of features, such as pipeline management, analytics and reporting, document management, communication and collaboration on the CRM mobile apps. Other features contributing to our weighted scoring of 40% include customization and integration with third-party apps, such as email marketing software and voice-over-internet-protocol (VoIP) services.
- Additional features: To ensure you get the most from using mobile CRMs, we considered other features, such as the capability to generate quotes and invoices for customers, look up their locations and create and manage tasks from your mobile device. We also took note of features, such as business card scanning, direct import and export of customer data, sales forecasting from reports and a few more unique marketing and sales automation features. This one accounts for 30% of the weighted final score.
- Service and support: To ensure you can fix app or navigation issues before they start hurting your numbers, we examined each CRM’s support services. We sent queries, spoke with support agents and observed how quickly they responded to us and whether we received quality help. We also considered how many support channels, such as live chat, phone support and knowledge base each provider offers mobile CRM users. We weighted service and support at 10% of the total score.
- Expert score: Our expert panel also considered additional criteria, including CRM popularity, their standout features, how easy they are to use and the value users will get for their money. Our expert analysis forms 10% of the total score.
Frequently Asked Questions (FAQs)
What is a mobile CRM?
A mobile CRM is a sales and marketing software for your mobile device. It provides customer relationship management capabilities you’d get from a desktop CRM client without being tethered to a desk.
What are the benefits of mobile CRM?
A mobile CRM helps businesses stay engaged with their customers and team members from their offices and on the go. Mobile CRM benefits include organizing and completing tasks and attending to customers promptly even when sales and marketing reps are on the move.
Which mobile CRM is best for you?
Generally, a mobile CRM is good when it provides users with robust functionality that is not too different from its other clients and is easy to navigate and customize. However, the best mobile CRM for you depends on your business needs and which CRMs cater to them, so consider your business’s unique customer interactions and budget.