With a smartphone and the right app, a mobile entrepreneur can now develop sales and manage customers, from an initial lead to the deal close and beyond, all on the go.
Here is a list of mobile apps for customer relationship management. Some of the apps are dedicated CRM platforms. Others are CRM components of larger business apps. Several have free plans, though all offer premium subscriptions.
Highrise lets you track leads and manage follow-ups. With the Highrise mobile app, you can search your contacts, edit existing contacts, and add new contacts. Add notes and share comments with your team. Create, assign, and complete tasks. View and scroll through the latest activity of your team. See upcoming tasks when viewing a contact. Available on Android and iOS. Price: App is free with a Highrise plan, which ranges from free to $24 per month and higher.
The Insightly CRM app works in tandem with the Insightly CRM web application, so that your team has all key customer information on the go. Find that contact or opportunity you need for a successful meeting just by searching on your phone. Let your voice and the Insightly app do all the work for you. With the Insightly app, easily add voice memos to leads, contacts, opportunities, and organizations so everyone is up to date on the opportunity. Available on Android and iOS. Price: App is free with an Insightly plan, which starts at $29 per month.
With Zoho CRM, get real-time access to customer information, receive sales notifications, find nearby customers, create tasks, and more. Engage with peers and collaborate with them in real-time. Access or modify customer information offline and automatically sync when you go online. Get insights into key sales metrics and trends with dashboards. Get instantly notified as you receive emails from customers. Collaborate with your team in real-time using feeds by posting comments, mentioning peers, and more. Available on Android and iOS. Price: App is free with paid plan, which starts at $12 per month.
Pipedrive is a CRM platform built around activity-based selling. The primary view is the pipeline, a visual interface that prompts you to take action, remain organized, and stay in control of a complex sales process. With the mobile app, quickly manage your to-do list and contacts with a simple search of the name or organization. Access your contacts, deal history, and to-dos. Create tasks and take meeting notes wherever you are. All changes are instantly synced to Pipedrive web app. Available on Android and iOS. Price: Plans start at $12.50 per month.
With Capsule, get a complete view of your business. Store all your contacts (not just customers) in one place. Manage leads, customers, vendors, and more. With Capsule’s mobile app, you can view, add, or update your data even when you’re offline. Start calls, messages, and emails directly from contact profiles. Available on Android and iOS. Price: Free for up to two users. Premium plans start at $12 per month.
Freshsales is customer relationship management software with built-in phone and email, event tracking, lead scoring, automation, and more. The Freshsales mobile app lets you access your customer data and track your sales pipeline. Add leads, contacts, accounts, and deals. Make phone calls, send emails, and change deal stages even when you are away from your desk. The changes are synced with your Freshsales web app so your customer data is always up-to-date. Available on Android and iOS. Price: Free for 30 days. Plans start at $12 per month.
The HubSpot mobile app gives you the deals in your funnel and the contacts in your queue. Access the performance of your sales team and inbound marketing campaign. Manage your full HubSpot stack in one app. Available on iOS. Price: HubSpot offers a free plan. Paid plans start at $50 per month.
Apptivo offers an integrated suite of apps for businesses of all sizes. It features more than 50 integrated apps covering CRM, project management, supply chain, financials, communications, and more. Its mobile app captures most of Apptivo’s solutions in a single interface. Manage leads, provide customer support, send invoices, and more from your smartphone. Available on Android and iOS. Price: Free for up to three users. Premium plans start at $8 per month.
Base is an enterprise-level CRM app to enhance your sales team’s processes, productivity, and pipeline visibility. Know exactly what’s happening in your business no matter where you are. From pipeline analysis to forecasting reports, Base provides insights into your sales. Access all your data offline and continue working without disruption. When you reconnect, your activity will automatically sync to the cloud. Available on Android and iOS. Price: Plans start at $45 per month.
Agile is an all-in-one CRM platform to automate your sales, marketing, and customer service. With Agile’s mobile app, track deals, move relevant milestones, and get a real-time picture of your business process. Check pending tasks, mark tasks as complete, and create new tasks and events. Send email campaigns, respond to social mentions, place calls to your customers, take notes after a meeting, and more, wherever you are. Available on Android and iOS. Price: Free for up to 10 users. Premium plans start at $8.99 per month.
Salesforce is the world’s largest CRM platform. Extend Salesforce’s functionality with a mobile app. Easily assemble custom apps from ready-made components and build custom features to fit your requirements and your customers’ needs. Access all your CRM data, customizations, and productivity tools from anywhere. Log calls, create and update opportunities, and complete sales tasks. Reports and dashboards are available when you need them so you can make informed decisions from anywhere. Available on Android and iOS. Price: Plans start at $25 per month.