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7 Mobile CRM Apps Users Love
Check out seven CRM apps that users rate the highest to manage customer interactions and relationships on the go.
Managing relationships, sales processes, and customer interactions require constant accessibility to important business metrics and real-time communication. By providing on-the-go access to CRM systems, mobile apps empower professionals to stay connected, update information instantly, and respond quickly to customer inquiries or business opportunities.
While these apps offer convenience, it is important to assess various mobile CRM apps to understand which one best fits your needs. To help you pick the right mobile CRM application, we looked at 2M+ unique user reviews to see what users had to say and highlighted the top seven mobile CRM apps based on sentiment analysis of reviews, arranged in order of percentage of positive reviews. Read how we selected these products at the bottom of the page.
All of the listed mobile CRM apps offer core CRM features, including contact management, interaction tracking, and lead management.
We selected products for this article based on their average ratings between December 2021 - December 2023, which may differ from their current overall average ratings.
1. Salesforce Sales Cloud
Salesforce Sales Cloud is a customer relationship management platform designed to support sales, marketing, and customer support processes. The software features a mobile app that enables sales professionals to create, update, and access sales lead and opportunity details, including notes, tasks, and call logs on the go. Salesforce’s mobile app offers several AI-based functionalities, including activity capture, personalized search results, and conversational AI assistance for the benefit of professionals.
Customer support: Phone, chat, and knowledge base
Mobile starting price: Available with the paid plan, starting at $25 per user, per month
Who should consider Salesforce Sales Cloud mobile app?
Field service representatives can leverage Salesforce’s mobile app with AI capabilities to automatically log events and tasks from their calendar and email, saving time and ensuring all interactions are captured accurately. Sales professionals can also use the app to access and visualize important sales data, such as lead conversion rate and sales performing trends directly on their phones, enabling informed decision-making on the go.
Example of a review excerpt from users who have used Salesforce Sales Cloud’s mobile app:
"My experience with Salesforce app has been awesome. Salesforce has so many useful features and it's very reliable.”
Read all Salesforce Sales Cloud reviews here.
2. Zoho CRM
Zoho CRM is another customer relationship management tool with a mobile app that enables sales teams to stay in touch with their leads on the move. Zoho’s mobile app allows sales professionals to convert business cards into CRM contacts by clicking a picture of the card from their mobile phones and importing it as contacts directly into Zoho CRM. With Zoho, users can scan business cards in 17 languages, including English, French, and Spanish.
Customer support: Phone, email, and chat
Mobile starting price: Available with the paid plan, starting at $14 per user, per month
Who should consider Zoho CRM mobile app?
Sales professionals dealing with global clients can use Zoho CRM’s mobile app to scan contacts in diverse languages. The scanner’s support for multiple languages eliminates language barriers and facilitates accurate capture of contact information. Zoho’s mobile app also supports intelligent routing, allowing sales professionals to visualize contacts on an interactive map and plan sales routes accordingly.
Example of a review excerpt from a user who has used Zoho CRM’s mobile app:
'We love that the offline mobile capability is still fully functional and syncs when back online.'
Read all Zoho CRM reviews here.
Pro tip
Consider an app that allows you to capture leads from various sources, such as website forms and social media channels, and import them from external sources, such as spreadsheets or contact databases.
3. Mailchimp
Mailchimp is a marketing platform with a mobile app that allows users to view and track their customer journeys via customer journey reports on their mobile phones. The report displays data on important metrics, such as click rate, open rate, purchases, and average order revenue to help sales and marketing teams identify patterns in contact engagement. Mailchimp’s mobile app also enables the sharing of customer journey reports with teammates or specific individuals outside the team.
Customer support: Phone, email, and chat
Mobile starting price: Free
Who should consider Mailchimp mobile app?
Sales and marketing professionals can use the Mailchimp mobile app to gain real-time insights into prospect engagement with various marketing touchpoints, such as emails and landing pages within their customer journey. Mailchimp’s customer journey reports offer professionals valuable insights to understand customer behavior and improve conversion rates. Other than this, Mailchimp’s mobile app allows users to access email, surveys, automation, landing pages, and other reports to stay informed about their campaigns, regardless of their location.
Example of a review excerpt from a user who has used Mailchimp’s mobile app:
“I was able to send emails to a mass number of people, the emails looked great on desktop and mobile, and it really helped bring my brand to the top-of-mind of my clients regularly.”
Read all Mailchimp reviews here.
4. Smartsheet
Smartsheet is a work management system with CRM capabilities to help sales teams manage the sales pipeline. The software’s mobile app offers real-time work updates via sheets, reports, and dashboards. It also provides an offline forms feature that allows users to capture and submit data through forms even without an internet connection. The data collected via offline forms is stored securely on the mobile device and is automatically uploaded and synced with the Smartsheet sheet once an internet connection is established.
Customer support: Phone, chat, and knowledge base
Mobile starting price: Free
Who should consider Smartsheet mobile app?
Sales professionals looking to capture leads, including contact information and interests even without internet access can use Smartsheet’s mobile app. With an offline feature, Smartsheet enables sales representatives to log meeting notes, competitor information, prospect details, and customer feedback during field visits, even without an internet connection. This ensures they do not miss potential leads due to connectivity issues.
Example of a review excerpt from a user who has used Smartsheet’s mobile app:
“Very good app to use especially is you trying to set up a task to do or work assignments to do.”
Read all Smartsheet reviews here.
Pro tip
Shortlist an app that allows you to create, assign, and track tasks related to leads, opportunities, and customer interactions. Also, consider automated reminders in a mobile CRM tool to ensure timely follow-up actions and improved customer experience.
5. HubSpot CRM
HubSpot CRM is a CRM tool that allows sales, marketing, and customer service professionals to connect with customers, obtain insights, and close deals. It also offers real-time notifications to alert users about due tasks, new bookings, ongoing live chat conversations, mentions, and more. This helps professionals stay informed, prioritize tasks, and respond to customers even when away from their desks.
Customer support: Phone, chat, and email
Mobile starting price: Free
Who should consider HubSpot CRM mobile app?
Customer service representatives looking to enhance customer satisfaction through increased responsiveness can choose the HubSpot CRM mobile app. With real-time notifications about new support tickets, urgent ticket mentions, and live chat messages, the software enables customer support teams to address issues promptly. Sales professionals looking for increased lead conversion can also pick this tool as it notifies them when qualified leads interact with emails, visit a website, or show signs of interest.
Example of a review excerpt from a user who has used HubSpot CRM’s mobile app:
'My business is strongly organized because of the app.', 'They even guide you on how to use different features and how to get the most out of the app.'
Read all HubSpot CRM reviews here.
6. Dynamics 365
Dynamics 365 is a suite of business tools for sales, marketing, finance, customer service, and supply chain management. The software also comes with a mobile app to access and edit business data even with intermittent network connectivity. Users can leverage the app to view assigned cases, deep-dive into individual cases, and update the status of a case to reflect progress.
Customer support: Phone, chat, and online request form
Mobile starting price: Available with the paid plan, starting at $70 per user, per month
Who should consider Dynamics 365 mobile app?
CRM professionals looking to address and prioritize customer queries can use Dynamic 365’s mobile app to view individual customer cases, including their descriptions, communication history, and activities. Additionally, they can filter cases by status, urgency, and keywords, which helps them prioritize critical issues first.
Example of a review excerpt from a user who has used Dynamic 365’s mobile app:
“The app integrates seamlessly with other products, such as Office 365, Power BI, and Azure, making it easy to access and analyze your data.”
Read all Dynamic 365 reviews here.
Pro tip
Opt for a mobile customer relationship management app that allows you to generate a wide range of reports based on different criteria, such as pipeline analysis, sales performance, lead conversion rates, and customer segmentation. Additionally, consider the capability of the app to drill down into reports using specific filters for detailed insights.
7. ClickUp
ClickUp is a project management solution with a mobile app that allows users to access tasks, calendars, documents, and dashboards. The app supports six different views to visualize sales pipeline, customer engagement, and orders. These views include list, board, calendar, doc, chat, and table views. Users can create and access all these views from their mobile apps, and even group and filter views to check their most important tasks.
Customer support: Email, chat, and knowledge base
Mobile starting price: Free
Who should consider ClickUp mobile app?
Sales and customer service representatives looking to visualize workflows, identify bottlenecks in their processes, and view tasks at a glance can consider ClickUp’s mobile app. With six different customizable views, the app enables professionals to manage project workflows and adjust strategies based on real-time insights. It also offers three different dashboard categories—favorites, my dashboards, and shared dashboards to enhance the mobile experience for CRM professionals, enabling quick information access and collaboration.
Example of a review excerpt from a user who has used ClickUp’s mobile app:
"The app is also easy to use and it made integrationg to our current business processes easier.", "Our team just started using this app and we do not see any cons at all."
Read all ClickUp reviews here.
Mobile features of interest*
Here are some common features that you can expect in mobile CRM apps.
| Feature | Description |
|---|---|
| Calendar management | Enables CRM professionals to organize and track their schedules, appointments, and tasks. Users can leverage this feature to access, schedule, and reschedule appointments in a day, week, or month. Changes made to a calendar on the mobile app are synced across all devices, such as computers and tablets. |
| Alerts/notifications | Provides users with timely reminders, updates, and notifications about important events and activities. These may include upcoming tasks, deadlines, follow-ups, and changes in the sales pipeline. The feature helps professionals stay informed, organized, and proactive in managing their relationships and activities. |
| Task management | Allows users to create, assign, track, and prioritize tasks directly from their mobile phones. Users can create tasks directly within the CRM app, monitor their progress, prioritize them based on urgency, and set dependencies between tasks. |
| Dashboard | Offers a visual overview of key metrics, such as sales revenue, conversion rates, customer satisfaction scores, and pipeline value. Users can also customize their dashboard views to display specific data and metrics that are most relevant to them. |
| Reporting and analytics | Analyzes large volumes of data, including customer interactions and sales transactions stored within the CRM database to offer actionable insights. Users can generate customizable reports tailored to their specific CRM requirements and visualize them using different visualization options, such as charts, graphs, and tables. |
What are the benefits of a mobile CRM app over a desktop version?
Mobile apps have become increasingly popular because they offer several advantages over the desktop version. Here is why you should consider a mobile CRM app.
| Benefit | Description |
|---|---|
| Facilitates instant upload | Mobile CRM apps enable users to capture and upload photos, business cards, and documents directly from their mobile devices. This functionality allows sales representatives to quickly capture information during client meetings. |
| Offers offline access | Several mobile CRM apps offer offline functionality, allowing users to view customer profiles, access contact information, and review interactions even when they are not connected to the internet. Data modified offline is automatically synced with the system once the connection is restored. |
| Improves collaboration | Mobile CRM apps allow team members to communicate in real-time via instant messaging, regardless of their location. The apps offer instant push notifications to alert users about important updates or tasks, ensuring that team members stay connected even when away from their seats. |
| Enhances engagement and accessibility | Mobile CRM apps offer a more engaging and accessible user experience optimized for touchscreen interfaces. Features, such as interactive dashboards and mobile meetings enhance engagement and productivity for users, even on the go. |
Frequently asked questions when selecting mobile CRM apps
Here are some common questions you can ask your vendors while looking for the best mobile CRM app.
Does the app leverage geolocation technology?
Mobile CRM apps often leverage geolocation technology to provide location-based insights, such as nearby leads and customer sites. Inquiring about this feature will help sales representatives prioritize their activities, plan routes, and target sales efforts on the basis of geographical proximity.
What are the security measures to protect sensitive customer data?
Securing confidential customer information is important for businesses to maintain trust and comply with data protection regulations. Features, such as data encryption, user authentication, role-based access, and security audit in the best CRM apps can help safeguard customer data from unauthorized access, data breaches, and other security threats.
What are the available customization options?
While customization options depend on the specific app and its provider, many mobile CRM apps offer a range of customization options to tailor to the unique needs of the business. These may include the option to customize dashboards, create custom data views, generate custom reports, use specific filters, and customize the layout of the mobile CRM application to align with specific workflows.
Methodology
To be considered for this list, products had to:
Have at least 20 unique product reviews published within the past two years that mention mobile-specific capabilities (based on text analysis), with an average rating of 3.0 or higher as of February 16, 2024.
Meet our definition for CRM software: “Customer relationship management (CRM) software enables customer interaction, support, and relationship management. The purpose of a CRM application is to enable organizations to better manage their customers through the introduction of reliable systems, processes, and procedures. It integrates organizational processes across marketing, sales, and customer services. CRM software is related to Contract Management software and Online CRM software.”
Have the highest percentage of positive sentiment (versus neutral or negative sentiment). We calculated the sentiment score by identifying the positive and negative user sentiment specifically around mobile app usage.
Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score.
Excerpts represent user opinion and do not represent the views of, nor constitute, an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar.
*Mobile features of interest were identified from vendor websites. Our research team selected the features considering what we know users expect or find important in a mobile experience.
Editorial independence: We select and rank products based on an objective methodology developed by our research team. While some vendors may pay us when they receive web traffic or leads, this has no influence on our methodology.
Shephalii Kapoor
mentioned in this article
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