June 5, 2024

5 Best CRM Apps in 2024

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At TechnologyAdvice, we assess a wide range of factors before selecting our top choices for a given category. We rely on our extensive research, product information, vendor websites, competitor research, and first-hand experience to make our selections. We then consider what makes a solution best for customer-specific needs. 

By defining business needs, we can determine the essential features organizations in various sectors require and select platforms covering all bases. Reputable providers known for their ease of use and customer satisfaction are added to our compilation list for further analysis. 

We then evaluate each solution based on its features, considering the platform’s usability, integration capabilities, customization options, mobile access, and other relevant functionalities. The selection process also assesses price plans, hidden fees, customer reviews, and customer support. 

Technology Advice writers often use free trials and demos to get a first-hand user experience of available software. Finally, we curate a comprehensive list based on the previously stated factors, ensuring readers have the tools to make informed decisions.

Customer relationship management doesn’t stop at the desk. In fact, a mobile CRM app can be a crucial tool when navigating trade shows or while on the move preparing for the next sales pitch. Mobile functionality is necessary for modern CRM software as it increases efficiency and convenience by leaps and bounds. This convenience makes it a powerful weapon in any sales team’s arsenal

Not all CRM apps offer the same level of functionality, however. Cloud-based CRM software allows features to be more seamless across devices, but some apps lack the full might of a desktop application. 

We curated a list of the top CRM apps, ensuring you never skip a beat whether you’re on the road, in the office, or anywhere in between. 

Our choices for the best mobile CRM apps

HubSpot: Best for intuitive navigation


Pros

  • Syncs with HubSpot account
  • Manages contacts, tasks, deals
  • Change app settings on the go
  • Free core CRM 

Cons

  • Lacks full functionality of desktop app
  • Limited free version and costly add-ons

HubSpot business card scanner: Leverages the phone’s camera to help with data entry and lead generation

HubSpot keyboard: Allows you to send sales assets in any app quickly.

HubSpot caller ID: Understand who’s calling you with a detailed caller ID screen.

Real-time notifications: Be responsive with real-time notifications about important events13.

Team collaboration: All mobile activity automatically syncs with your HubSpot account, so your team always knows what’s happening and what to do next.

HubSpot Mobile CRM App

Price: Free

HubSpot Starter Plan

Price for two users: $20/month (when paid annually)

Additional users: $10/user/month

HubSpot Sales Hub & Service Hub

Price for two users: $18/month

Additional users: Contact HubSpot for specific pricing

HubSpot’s interface is a masterclass in user-centric design, reflecting the precision and clarity discerning professionals demand. The adaptive design guarantees consistent device functionality, showcasing its commitment to future-ready solutions. With guided onboarding, users are seamlessly introduced to its features.

HubSpot’s mobile app, an extension of its comprehensive inbound marketing platform, offers users on-the-go access to their sales, marketing, and customer service data. Since its inception, the app has undergone numerous updates to enhance user experience and functionality. Its latest additions showcase AI-powered insights, intuitive contact management, real-time notifications, and seamless integration with the main HubSpot platform.

Also read: Best CRM Software 2023

Pipedrive: Best for deal monitoring


Pros

  • Real-time syncing
  • Offline access
  • Customizable views
  • Call and email integration

Cons

  • Limited features compared to desktop
  • Limited integrations compared to desktop

Deal management: Manage and track deal progress through the sales pipeline on the go.

Activities and reminders: Schedule, view, and set reminders for upcoming sales activities.

Contact management: Access and update client details, histories, and communication logs anytime.

Email integration: Send, receive, and sync emails directly within the app.

Reporting and analytics: Get real-time insights on sales metrics and performance data.

Customization: Personalize fields, stages, and pipelines to fit individual sales processes.

Mobile app: Free

Essential: $14/user/month

Advanced: $29/user/month

Professional: $49/user/month

Power: $64/user/month

Enterprise: $99/user/month

Pipedrive’s mobile CRM stands out for its user-centric design ensures effortless navigation, making deal tracking a breeze. The app’s visual sales pipelines provide a lucid snapshot of deal stages, enabling quick decision-making. Real-time notifications keep users in the loop, ensuring no deal goes unnoticed. Its robust integration capabilities mean it plays well with other tools, amplifying its efficiency.

Pipedrive is a highly intuitive CRM software designed specifically for sales teams aiming to streamline their sales processes and close deals more efficiently. Known for its user-friendly interface and robust feature set, Pipedrive offers a visually appealing pipeline management system that helps sales professionals track their interactions and progress with leads. Its customizable pipelines and stages make it easy to tailor the CRM to fit the specific needs of various sales workflows. Additionally, Pipedrive integrates seamlessly with a wide range of third-party applications, enabling businesses to create a cohesive sales ecosystem. Its powerful automation capabilities reduce manual tasks, allowing sales teams to focus on selling and nurturing relationships.

One of the standout features of Pipedrive is its advanced reporting and analytics tools, which provide in-depth insights into sales performance and trends. These tools help businesses make data-driven decisions, optimize their sales strategies, and forecast future sales more accurately. The mobile app ensures that sales teams can stay connected and manage their pipelines on the go, enhancing productivity and responsiveness. With its commitment to continuous improvement and customer support, Pipedrive remains a top choice for businesses seeking a scalable and effective CRM solution in 2024. Whether for small startups or large enterprises, Pipedrive offers the flexibility and functionality needed to drive sales success.

Zoho CRM: Best for sales analytics


Pros

  • Changes made in the mobile app are instantly reflected in the web version
  • Geolocation features
  • Offline access and data modifying capability
  • Real-time notifications of events 

Cons

  • Limited features compared to desktop version
  • Syncing delays reported
  • Lags and crashes reported

Quick response: Enables the sales team to actively engage with potential customers and access crucial lead information from anywhere.

Deal management: Manage deals, contacts, and tasks.

Sales analytics: Provides sales representatives and managers access to sales analytics dashboards, helping them monitor Key Performance Indicators (KPIs).

Business card conversion: Convert business cards into CRM contacts by capturing them using the mobile device’s camera.

Sales tracking: Track sales visits, share sales information with the team, and maintain a record of all customer communications in one place.

Mobile app: Free

Standard: $14 user/month, billed annually 

Professional: $23 user/month billed annually 

Enterprise: $40 user/month billed annually 

Ultimate: $40 user/month billed annually

Our endorsement of Zoho CRM hinges on its analytical dashboards, which empower sales representatives with real-time data, ensuring nimble decision-making on the go. The app’s intuitive interface and capability to seamlessly track Key Performance Indicators (KPIs) sets it apart.

The Zoho CRM mobile app is a dynamic tool tailored for on-the-go business professionals. It emphasizes swift engagement, allowing sales teams to interact with leads, access crucial data, and make informed decisions anywhere. Standout features include the ability to manage deals and tasks, access to sales analytics dashboards for real-time KPI monitoring, and a unique business card scanner that converts physical cards into digital contacts seamlessly.

Freshsales: Best for on-the-go calls


Pros

  • User-friendly and customizable interface
  • Voice note feature
  • AI for forecasting and insights
  • Integration with other Freshworks apps like Freshcaller and Freshdesk
  • Offline functionality

Cons

  • Feature limitations for mobile
  • Inaccuracies with report graphs and underlying tables reported

Lead management: Capture, track, and nurture leads.

Contact management: Store and manage contact details and interactions.

Sales pipeline: Visualize and manage sales processes and stages.

Email integration: Send and receive emails directly within the app.

Activity tracking: Monitor interactions, tasks, and appointments.

Real-time notifications: Receive instant alerts for lead activities and updates.

Free CRM plan available for up to 3 users

Mobile app: Free

Growth: $9/user/month billed annually or $11/user/month billed monthly

Pro: $39/user/month billed annually or $47/user/month billed monthly

Enterprise: $59/user/month billed annually or $71/user/month billed monthly

Freshsales takes the top spot for its seamless integration of telephony features directly into the CRM ensures that sales representatives can make, receive, and log calls without switching apps. The app’s intuitive interface and real-time notifications ensure users are always informed and prepared before making a call. Additionally, the built-in AI offers insights and context about the contact, enhancing the quality of interactions.

The Freshsales mobile CRM app, developed by Freshworks, is designed for sales professionals who need to manage their tasks on the move. It lets users connect with prospects, record information, and handle contacts and deals directly from their smartphones. A notable feature is its offline mode, which lets users access data without an internet connection. The app also provides tools for scheduling follow-ups, making calls, and logging detailed interactions. Additionally, it’s compatible with various Freshsales web versions, ensuring a cohesive user experience across platforms.

ClickUp: Best for business task monitoring


Pros

  • Offline mode
  • Activity updates
  • Extensive engagement tools
  • Detailed interaction logging

Cons

  • iPad interface issues reported
  • Limited integration with other calendars

Task management: Create, view, and update tasks on-the-go.

Notifications: Receive real-time alerts for task updates, comments, and mentions.

Offline mode: Work without an internet connection and sync changes when back online.

Time tracking: Monitor the time spent on tasks directly from the mobile app.

Collaboration: Comment on tasks, mention teammates, and share task links.

Custom views: Access List, Board, and Calendar views tailored for mobile screens.

Mobile app: Free

Free plan available

Unlimited: $7 (billed monthly)

Business: $12 (billed monthly)

Key Features: Everything in Unlimited, Google SSO, Unlimited Teams, Custom Exporting, Advanced Public Sharing, Advanced Automations, Advanced Dashboard Features, Advanced Time Tracking, Granular Time Estimates, Workload Management, Timelines & Mind Maps, Goal Folders.

Enterprise: Contact ClickUp for a customized quote

ClickUp has a comprehensive suite of features, from real-time notifications to offline mode, ensuring businesses can monitor tasks seamlessly, even on the move. 

The app’s intuitive interface allows for easy navigation, while its integration capabilities ensure that tasks sync across devices and platforms. The inclusion of detailed interaction logging, collaborative tools, and custom views further enhances its monitoring capabilities. Moreover, ClickUp’s commitment to continuous improvement and user feedback ensures that the app remains at the forefront of task management solutions, making it an invaluable tool for businesses.

ClickUp, initially launched as a task management tool, has evolved into a comprehensive work management platform. The ClickUp mobile CRM app is an extension of this platform, tailored for professionals in the field. 

It offers a suite of features designed for seamless task and project management. Users can create, view, and update tasks, receive real-time notifications, and work offline. A standout feature is its detailed interaction logging, which captures every detail of meetings and interactions. Recently, ClickUp has emphasized integrations, allowing users to connect with various tools enhancing its utility as a centralized hub for business operations.

Why is mobile CRM software important for businesses?

Gone are the days when customer relationship management was confined to desktop computers in office cubicles. Today, with the ubiquity of smartphones and the rise of remote work, CRM apps have emerged as a game-changer for businesses worldwide. But why is mobile CRM so crucial for businesses

Real-time access to data

Mobile CRM allows sales representatives and other employees to access customer data on the go. Whether they’re in a meeting, at a conference, or even on vacation, vital information is just a tap away. This real-time access ensures that businesses can make informed decisions promptly, capitalizing on opportunities or mitigating potential issues.

Enhanced customer engagement

With CRM apps, businesses can engage with their customers anytime, anywhere. Immediate responses to customer queries, instant updates on offers, or quick resolution of issues can significantly enhance customer satisfaction. In an era where customer loyalty is hard to come by, this instantaneity can be a competitive edge.

Streamlined workflow

Mobile CRM integrates seamlessly with other business tools and apps, ensuring that employees don’t have to juggle between multiple platforms. This integration streamlines the workflow, reduces the chances of errors, and boosts productivity.

Empowered field teams

For businesses with teams that operate in the field – be it sales, service, or delivery – mobile CRM is nothing short of a boon. It provides field teams with the tools they need to close deals, service requests, or deliver products efficiently, without the need to return to the office.

Insightful analytics

Modern mobile CRM solutions come equipped with powerful analytics tools. These tools provide businesses with insights into customer behavior, sales trends, and more, all in real time. Such insights can be pivotal in shaping business strategies and ensuring sustained growth.

Scalability and flexibility

Mobile CRM solutions are inherently scalable. As a business grows, so can its CRM capabilities, without significant overhauls or disruptions. Moreover, the flexibility offered by mobile CRM ensures that businesses can adapt to changing market dynamics swiftly.

Also read: Everything You Need to Know About CRM Data Entry

Finding the right CRM app for you

The key to choosing the right CRM app lies in understanding your unique business needs, the challenges you face, and the goals you aim to achieve. 

Not every CRM app will be a perfect fit, and that’s okay. It’s essential to prioritize features that align with your business model, ensure data security, and offer scalability for future growth. Additionally, user-friendliness and integration capabilities with other business tools can significantly enhance operational efficiency. Remember, the right mobile CRM app is not just about managing customer relationships; it’s about optimizing them to drive business success. As you embark on this journey of selection, let your business’s core values and objectives be your compass, guiding you to the perfect CRM apps.

Featured Partners: CRM

1 monday CRM

Visit website

monday CRM is the customizable, no-code CRM that allows you to control your entire sales funnel and close more deals, while simplifying communication and collaboration. Automate manual work, capture and import leads, and centralize deal and contact info, all in one place.

Learn more about monday CRM

2 Pipedrive

Visit website

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. It visualizes your sales pipeline and helps to make sure important activities and conversations won’t get dropped. It also sports built-in forecasting, integrations with other software such as Google Apps, MailChimp and Zapier and an API for those who like to “roll their own” software solutions.

Learn more about Pipedrive

3 HubSpot CRM

Visit website

HubSpot is an intuitive CRM that makes managing your sales pipeline a breeze. Everything you need to track important metrics, set up time-saving flows and automations, manage clients seamlessly, and grow your business is available in one tidy dashboard. Plans are available for businesses at every stage of growth, starting at 100% free. Start taking the guesswork out of business management today with HubSpot CRM.

Learn more about HubSpot CRM

CRM FAQs

A mobile CRM app is a software tool designed for smartphones and tablets that allows businesses to manage customer relationships and access related data on the go.

When choosing a CRM app for mobile, consider its features, user-friendliness, integration capabilities, data security, and scalability.


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