Best mobile CRM solutions for on-the-go sales teams

A mobile CRM is like having your desktop CRM in your pocket at all times. It’s a sales application designed for mobile devices to enable the use of your CRM platform wherever you are.

Here’s what it does:

1. Streamlines sales pipeline: Manage leads, deals, and opportunities seamlessly while you’re away from your desk.
2. Keeps contacts handy: Access customer information, communication history, and notes from your phone.
3. Boosts customer relationship management: Whether commuting at client meetings or sipping coffee at a cafe, your mobile CRM ensures you’re always connected.

Let’s dive into the main features of mobile CRM solutions. These features empower sales teams to manage customer interactions while on the move.

1. Contact information: Access essential lead and customer details, including names, phone numbers, email addresses, and company affiliations.
2. Lead management: Manage leads, opportunities, and deals. Update lead statuses, assign tasks, and monitor progress from your mobile device.
3. Team communication: Collaborate seamlessly with team members. Share notes, discuss strategies, and stay connected, even when away from the office.
4. Scheduling and calendars: View and manage your appointments, meetings, and follow-ups. Set reminders to never miss important interactions.
5. Task management: Create, assign, and track tasks related to sales activities. Prioritize your to-do-list and ensure timely follow-through.
6. Sales pipelines: Visualize your sales process. Understand where each deal stands, identify bottlenecks, and take informed actions.
7. Native interface: Enjoy a user-friendly experience tailored for mobile devices with intuitive and responsive navigation to enhance productivity.
8. Real-time information: Access up-to-date data on the go. Whether it’s lead status changes or customer updates, stay informed instantly.

Building strong customer relationships is essential for business growth and sales success. However, many sales teams overlook the benefits of mobile CRM apps. This missed opportunity can impact productivity and efficiency.

Let’s explore specific use cases to understand why your team should fully embrace these mobile apps!

Salespeople spend significant time in the field, making calls and meeting clients. Tracking negotiations and vital information is crucial for selling products, services, or real estate.

• On-the-go access: Real estate agents can access customer data and tasks anywhere.
• Key details: During sales visits, users can track objections, price negotiations, and other critical information.
• Real-time updates: Stay coordinated with your team by optimizing schedules and receiving real-time updates.

Networking is essential for sales professionals. A mobile CRM solution enables you to grab all the networking opportunities.

• Instant notes: Add new contacts and record interaction history without waiting to get to your computer.
• Follow-up efficiency: Review past interactions and create meaningful connections at conferences or meetings.
• Quick follow-ups: Add notes on how to contact prospects or reminders on LinkedIn. Connections like this can make or break a sale.

Mobile CRM software solutions are great allies in planning your day. Use this software to manage on the go.

• Plan efficiently: Log follow-up actions and meeting outcomes from anywhere, freeing you from your desk.
• Offline sync: No Wi-Fi needed—changes will auto sync once you’re back online, preserving important notes.

Kommo is a dynamic and intuitive mobile CRM solution revolutionizing how businesses interact with customers. This platform goes beyond traditional CRM functionalities by infusing warmth and personal touches into every customer interaction, making it feel like a friendly chat.

Whether you're managing leads, sending emails, or chatting in real time,Kommo ensures that every conversation is an opportunity for growth and connection.

The user-friendly interface and powerful automation features simplify your work, allowing for better focus on what truly matters—building relationships and growing your business.

From chatbots that provide 24/7 customer support to robust lead generation tools, Kommo is designed to meet the needs of businesses of all sizes. Its seamless integration with popular email and chat apps, combined with comprehensive mobile accessibility, means you can manage and interact with your customers anywhere, anytime.

Kommo’s mobile CRM solution enhances your sales and marketing efforts and ensures each customer feels valued. It's a versatile tool that adapts to your business needs, providing the flexibility and power to scale as you grow.

Kommo pros:

• Friendly and intuitive interface: The interface was designed to be easy to use, ensuring users without technical expertise can navigate and utilize its features effortlessly.
• Smart automation: Automates tasks such as lead management, email sending, and follow-ups, freeing your time for more strategic activities.
• Comprehensive mobile app: Its mobile app is available for iOS and Android, ensuring you're always connected to your business.
• 24/7 customer support with chatbots: Chatbots provide round-the-clock support, answering customer queries and capturing leads while you’re offline.
• Seamless integration: Easily integrate Kommo with popular email service providers and chat apps, enhancing existing workflows and tools.
• Customizable sales pipelines: Use the drag-and-drop feature to create a clear, visual sales pipeline tailored to your business processes.
• Advanced lead scoring: Identify and prioritize high-potential leads with sophisticated lead-scoring mechanisms.
• Unified customer profiles: All customer interactions and data are consolidated in a single profile, providing a comprehensive view of each customer.
• Targeted communication: Utilize smart grouping and segmentation to send personalized messages to specific audiences to improve engagement and conversion rates.
• In-depth analytics and reporting: Generate detailed reports and analytics to track performance, understand customer behavior, and refine your marketing strategies.
• User-friendly setup: Use the quick and simple setup process with extensive free support to get you started without hassle.
• Multi-channel communication: Engage with customers across various channels, including chat, email, and calls, ensuring a cohesive and responsive communication strategy.
• Customizable workflows: Tailor workflows to match your unique business needs and enhance efficiency and productivity.
• Affordable pricing: Offers competitive pricing plans that provide great value for money for businesses of all sizes, from startups to large enterprises.

Kommo cons:

• Limited advanced features on the basic plan: Some advanced features require higher-tier plans.
• Learning curve for customization: Initial setup for custom integrations might be complex for beginners.

• Chatbots: Provide 24/7 customer support, ensuring you never miss a question or lead.
• Lead generation: Effortlessly generate new leads through chats, calls, or emails, with all conversations tracked and managed.
• Automated task management: Automate daily tasks such as lead management and email sending, allowing you to focus on strategic activities.
• User-friendly setup: Quick and easy setup with extensive free support to get you started.
• Mobile accessibility: The mobile app, available for iOS and Android, ensures you can manage your business from anywhere.
• Customizable pipelines: Use drag-and-drop features to create clear and efficient sales pipelines tailored to your business.
• Lead scoring: Know and prioritize the most promising leads with built-in scoring systems.
• Unified customer profiles: Access comprehensive profiles that consolidate all customer interactions and information in one place.
• Targeted communication: Smart grouping allows you to send personalized messages to specific audiences.
• Detailed reporting: Generate custom reports to gain insights and track performance metrics.

• Base plan: $15/user/month. This plan is ideal for small businesses and covers all the essential features.
• Advanced plan: $25/user/month. Adds more automation capabilities for growing teams.
• Enterprise plan: $45/user/month. Offers advanced features and customization for large businesses.

HubSpot’s mobile CRM solution is renowned for its powerful email marketing automation tools, designed to help businesses personalize emails and achieve higher clickthrough rates. With various goal-based email templates, you can personalize your campaigns and ensure they resonate with your audience.

The platform features a drag-and-drop editor, allowing easy customization of email layouts, branding, and call-to-action buttons. You can schedule drip email campaigns to reach your audiences at optimal times.

HubSpot is celebrated for its robust outreach capabilities, optimized through A/B testing and detailed analytics. These features provide valuable insights into engagement, effective subject lines, and more, making it a comprehensive tool for any sales team on the go.

HubSpot pros:

• An unlimited number of email templates: Access various templates to suit different campaign goals.
• Easy-to-use and customizable marketing automation software: The intuitive design allows users to set up and customize campaigns easily.
• Robust A/B testing and analytics: Optimize emails and gain insights into the performance and engagement of Email and subject line content.
• Personalized emails for higher engagement: Tailor emails to individual recipients for better engagement rates.
• Drag-and-drop email editor: Simplify the process of designing and customizing email layouts.

HubSpot cons:

• A limited number of bulk marketing templates: Fewer templates are available for large-scale marketing campaigns.
• No SMS feature: Cannot send an SMS directly from the platform.

• Goal-based email templates: Personalize emails using a variety of templates tailored to specific goals.
• Drag-and-drop editor: Customize email layouts, branding, and call-to-action buttons.
• Drip campaign scheduling: Schedule emails to reach the right people at the right time.
• A/B testing: Optimize emails through robust A/B testing.
• Analytics: Gain insights into email engagement, subject line performance, and more.
• Live chat support: Access email and in-chat app support.
• Omnichannel marketing automation (Professional plan and above): Manage campaigns across multiple channels.
• Multi-language content (Professional plan and above): Create content in multiple languages.
• Salesforce integration (Professional plan and above): Integrate with Salesforce for seamless CRM management.
• Advanced customization (Enterprise plan): Utilize features like frequency cap of email sending, adaptive testing, and object customization.

• Starter plan: $15 per month per seat. Includes email marketing, landing pages, live chat, and email/in-chat app support.
• Professional plan: This plan starts at $800 monthly and features omnichannel marketing automation, multi-language content, contact and company scoring, website traffic analysis, and Salesforce integration.
• Enterprise plan: Priced at $3,600 per month. Adds advanced features like email send frequency cap, adaptive testing, behavioral event triggers and reporting, and object customization.

Agile CRM is an all-in-one mobile CRM software solution that offers a comprehensive suite of sales, marketing, and service automation features. It is designed to help small—to mid-sized businesses streamline their operations and enhances customer engagement. Its robust features and affordable pricing plans make it an attractive option for businesses seeking to effectively integrate their sales and marketing efforts.

Agile CRM pros:

• Unified platform: Combines sales, marketing, and service automation in a single platform, providing a holistic view of customer interactions.
• Sales automation: Automates tasks such as lead scoring, appointment scheduling, and deal tracking, allowing sales teams to focus on closing deals.
• Marketing automation: Agile CRM includes features that enhance marketing campaigns, such as email marketing, social media integration, and web engagement tools.
• Service automation: This company offers a helpdesk with a ticketing feature, live chat, and knowledge base to improve customer support.
• Affordable pricing: Free for up to 10 users, making it a cost-effective solution for small businesses.

Agile CRM cons:

• Learning curve: The wide range of features can overwhelm new users, requiring a learning period to utilize the platform fully.
• Limited customization: Some users may find the customization options limited compared to more expensive CRM solutions.

• 360-degree contact view: Consolidates contact data from various sources, providing a comprehensive view of customer interactions and activities.
• Lead scoring: Automatically scores leads based on their interactions and behavior, helping prioritize follow-ups.
• Marketing automation: Features include email campaigns, social media integrations, web engagement tools, and A/B testing.
• Sales automation: Manages and tracks deals, schedules appointments, integrates with telephony systems, and provides detailed analytics.
• Service automation: Includes helpdesk features, a live chat, canned responses, and customer support analytics.
• Project management: Offers drag-and-drop project management capabilities, integrating tasks and timelines within the CRM.

• Free plan: This is available for up to 10 users and includes basic sales, marketing, and service automation features.
• Starter plan: Costs $8.99 per user per month and offers additional features like social monitoring, marketing automation, and form builders.
• Regular plan: $29.99/user/month, includes advanced features such as a landing page builder, marketing workflows, and custom reporting.
• Enterprise plan: $47.99/user/month, provides full access to all features, including premium support, advanced integrations, and API access.

SugarCRM is a powerful CRM platform designed to provide businesses with a comprehensive view of customer interactions, streamline sales processes, and enhance marketing efforts. Its mobile CRM capabilities ensure that sales teams can stay productive and connected while on the go, making it a top choice for mobile CRM solutions.

SugarCRM pros:

• Unified customer view: SugarCRM offers a detailed view of customer data, allowing businesses to rewind past interactions, understand current engagements, and predict future trends.
• Sales automation: Automates complex sales processes, such as lead routing and quote approvals, enabling sales teams to focus on closing deals.
• Marketing automation: Features include campaign management, email marketing, and social media CRM tools to enhance marketing efforts across multiple channels.
• Service automation: Provides robust tools for case management, live chat, and a self-service portal, improving customer support.
• Customization and integration: SugarCRM is highly customizable and integrates seamlessly with many tools like G Suite, DocuSign, and Slack.

SugarCRM cons:

• Complexity: The wide range of features can overwhelm new users, requiring a learning period to utilize the platform fully.
• Pricing: While powerful, SugarCRM's comprehensive features and customization options make it a pricier solution than its competitors.

• Sales automation: Manages leads, opportunities, and sales pipelines with advanced tools for forecasting and analytics.
• Marketing automation: Includes email marketing, social media integrations, and campaign management tools.
• Service automation: Features robust case management, live chat, and a self-service portal for enhanced customer support.
• Mobile CRM app: Optimized for mobile devices, ensuring productivity and connectivity for on-the-go sales teams.
• Custom reports and dashboards: Provides in-depth analytics and reporting tools to track performance and gain insights.

• Essentials plan: $49/user/month – Ideal for small teams, includes core CRM features.
• Advanced plan: $85/user/month – Adds advanced automation and integration capabilities.
• Premier plan: $135/user/month – Comprehensive plan with premium support and extensive customization options.

Zoho CRM is a comprehensive mobile CRM solution for businesses of all sizes. It offers a range of features to enhance sales, marketing, and customer support operations. Its flexibility and extensive customization options make it a versatile tool in many industries.

Zoho CRM pros:

• Multi-channel communication: From a single platform, connect with customers via email, social media, live chat, and telephony.
• Advanced automation: Automate repetitive tasks with workflows, macros, and the CommandCenter, allowing sales reps to focus on building relationships and closing deals.
• In-depth analytics: Use advanced analytics to monitor sales cycles, generate custom reports, and create dashboards with actionable insights.
• Customization: Tailor the CRM to your business needs with low-code and no-code customization options.
• Scalability: Scale the CRM with ease to accommodate the growth of your business’s needs. This makes it a great choice for SMBs and large enterprises.

Zoho CRM cons:

• Complexity: The wide array of features may require a learning curve for new users.
• Limited free features: Some advanced features are only available in higher-tier plans.

• 360-degree view: Comprehensive view of customer interactions and data across all touchpoints.
• Sales force automation: Automate lead management, contact management, and deal tracking.
• Marketing automation: Features include email marketing, social media, and campaign management.
• Customer support tools: An integrated helpdesk and live chat with customer support features.
• Remote work capabilities: Conduct sales presentations, manage tasks, and collaborate with teams remotely.

• Free plan: Includes basic CRM functionalities for up to 3 users.
• Standard plan: $14/user/month. Adds features like scoring rules, custom dashboards, and more.
• Professional plan: $23/user/month. Includes advanced features such as process management and inventory management.
• Enterprise plan: $40/user/month. Offers AI predictions, multi-user portals, and advanced customization options.
• Ultimate plan: $52/user/month. Provides advanced BI capabilities and enhanced feature sets for large enterprises.

Freshsales, part of the Freshworks suite, is a comprehensive CRM solution designed to increase revenue and enhance sales processes for businesses of all sizes. It offers a robust mobile CRM platform, ideal for sales teams needing to manage tasks and customer interactions on the go.

Freshsales pros:

• Task management: The Freshsales mobile app excels in task management, allowing users to schedule appointments, add tasks, and create to-do lists.
• Real-time data: Sales data is updated in real-time, providing accurate and timely insights while offline.
• AI-driven lead scoring: Freshsales uses AI to score leads which helps prioritize customers with high conversion potential.
• Multichannel communication: The app supports email, phone, chat, and social media interactions, all accessible via the mobile interface.

Freshsales cons:

• Limited advanced features: While excellent for basic CRM needs, it may not support more complex project management or e-commerce functions.
• Customer support: Some users need faster response times from customer support.

• 360-degree customer view: Consolidates customer data, providing a comprehensive view of interactions.
• Lead scoring and management: Automatically score leads based on their interactions and behavior.
• Task automation: Automates repetitive tasks, freeing time for strategic activities.
• Multichannel support: Engages customers across various channels, including phone, email, and chat.

• Free plan: A free plan is Available for up to 3 users, offering basic CRM features.
• Growth plan: $9/user/month, billed annually, includes additional features like sales pipelines and advanced reporting.
• Pro plan: $39/user/month, billed annually, with more advanced automation and integration capabilities.
• Enterprise plan: $59/user/month, billed annually, offering full-feature access and premium support.

Insightly is a powerful CRM platform designed to streamline sales, marketing, and project management for businesses of all sizes. Insightly offers a comprehensive suite of features accessible via a robust mobile application which are especially beneficial to on-the-go sales teams.

Insightly pros:

1. 360-degree customer view: Insightly consolidates customer data from various sources, providing a complete view of customer interactions and activities.
2. Lead management: Effective lead tracking and management, including lead assignments, automated lead routing, and lead scoring.
3. Marketing automation:Tools for email campaigns, automated workflows, and social media integrations to enhance marketing efforts.
4. Project management: Built-in project management features allow sales teams to manage tasks, timelines, and milestones efficiently.
5. Mobile app: A feature-rich mobile app ensures that sales teams can access and update information in real time from anywhere.
6. Integrations: Seamless integration with popular business tools like G Suite, Microsoft Office 365, MailChimp, and more to enhance productivity.

Insightly cons:

1. Complex for new users: The wide array of features can overwhelm beginners and create a longer learning period.
2. Customization limitations: Some users may find the customization options limited compared to more expensive CRM solutions.

• Contact management: Centralized storage of contact information, communication history, and customer interactions.
• Pipeline management: Visualize and manage sales pipelines, track opportunities, and easily forecast sales.
• Workflow automation: Automate repetitive tasks and workflows to increase efficiency and reduce manual effort.
• Email marketing: Create, send, and track email campaigns directly from the CRM.
• Reporting and analytics: Generate detailed reports and gain insights into sales performance, customer behavior, and campaign effectiveness.

• Plus plan: $29/user/month, includes basic CRM features suitable for small businesses.
• Professional plan: $49/user/month, offers advanced CRM functionalities and customization options.
• Enterprise plan: $99/user/month, provides full access to all features, including premium support and advanced integrations.

Salesforce CRM is a comprehensive cloud-based solution that supports businesses of all sizes in managing customer relationships and driving sales performance. Its robust features including flexible customization options and scalable infrastructure, make it an ideal choice in mobile CRM solutions for businesses.

Salesforce pros:

1. Comprehensive functionality: Salesforce offers a wide range of tools for sales, marketing, customer service, and more, all within a single platform.
2. Customizability: Highly customizable to meet the specific needs of different industries and business sizes.
3. Scalability: Thanks to its scalable architecture, it’s suitable for small startups and large enterprises alike.
4. Integration capabilities: Integrates seamlessly with various third-party applications, enhancing its functionality.
5. Mobile accessibility: The Salesforce mobile app ensures sales teams can access essential CRM features on the go.

Salesforce cons:

1. Complexity: The extensive features can be overwhelming and require a learning curve.
2. Cost: Higher pricing tiers can be too expensive for small businesses.

1. Sales Cloud: Provides tools for contact management, opportunity management, lead management, and sales forecasting.
2. Service Cloud: Offers case management, a knowledge base, and customer service automation.
3. Marketing Cloud: Includes email marketing, social media marketing, and customer journey management.
4. Analytics Cloud: Delivers advanced analytics and reporting capabilities.
5. Customization and AppExchange: Allows extensive customization and access to over 3,000 third-party applications via the AppExchange.

1. Starter plan: $24/user/month, suitable for small businesses needing basic CRM features.
2. Professional plan: $80/user/month, offers complete CRM for any size team.
3. Enterprise plan: $165/user/month, provides advanced CRM customization for large businesses.
4. Unlimited plan: $330/user/month, includes unlimited CRM power and support.

Bitrix24 is a comprehensive CRM platform designed for businesses of all sizes. It offers many features that streamline sales, marketing, and communication processes. Known for its extensive toolset, Bitrix24 is particularly suited for on-the-go sales teams, providing robust mobile CRM solutions that ensure seamless business operations from anywhere.

Bitrix24 pros:

1. Comprehensive CRM tools: Bitrix24 offers tools for sales pipeline management, lead tracking, and web forms, ensuring efficient lead management and conversion tracking.
2. Multichannel communication: Facilitates internal and external communication channels through live chat, task comment boxes, and built-in telephony services.
3. Marketing automation: Features automated email campaigns, task templates, and scheduling tools to enhance marketing efforts and ensure consistent outreach.
4. AI and bots: Utilizes AI and chatbots to provide customer support, answer common queries, and free up employees for other tasks.
5. Analytics: Provides detailed sales analytics to help teams track performance, optimize strategies, and make informed decisions.

Bitrix24 cons:

1. Complexity: The wide range of features may overwhelm new users, requiring a learning period to utilize the platform fully.
2. Customization limitations: Some users may find the customization options less flexible than other high-end CRM solutions.

1. Customer contact center: Supports social media management and client interactions across multiple platforms.
2. Detailed reports: Centralized information allows for quick and advanced report creation.
3. Sales pipeline management: Tracks potential customer progress and manages deals effectively.
4. Invoicing: Facilitates invoice creation and management within the CRM.
5. Lead tracking and web forms: Enhances lead capture and management through integrated web forms and tracking tools.
6. Mobile app: Provides a mobile application for iOS and Android, ensuring business operations can be managed on the go.

• Free plan: Available for up to 5 users, includes basic features across collaboration, CRM, and project management.
• Basic plan: $39/month for up to 5 users. This plan offers additional features like task automation and online documents.
• Standard plan: $99/month for up to 50 users, includes advanced features such as sales intelligence and marketing tools.
• Professional plan: $199/month for up to 100 users, provides full access to all features, including HR, automation, and enhanced customer support.

Zendesk is a powerful mobile CRM solution designed to enhance productivity and improve customer relationships for on-the-go sales teams. With its user-friendly interface and robust features, Zendesk helps sales professionals manage their tasks efficiently, no matter where they are.

Zendesk pros:

• User-friendly interface: Easy to navigate and use, even for those new to CRM software.
• Seamless integration: Integrates well with other Zendesk products and various third-party applications.
• Mobile app: The mobile app provides full functionality, allowing sales teams to manage leads, track activities, and close deals on the go.
• Automation: Streamlines repetitive tasks such as data entry and follow-ups, freeing time for more strategic activities.
• Advanced analytics: Offers insightful analytics and reporting features to help sales teams track performance and make data-driven decisions.

Zendesk cons:

• Pricing: Higher-tier plans can be costly for small businesses.
• Customization limits: Some users may need more customization options than other CRM solutions.

• Lead management: Efficiently manage and track leads from initial contact to closing the deal.
• Email integration: Integrates with email platforms to ensure all communications are logged and tracked.
• Task management: Allows sales teams to set and track tasks to ensure no follow-up is missed.
• Reporting and analytics: Provide detailed reports and analytics to help monitor sales performance and forecast future sales.
• Mobile access: Full-featured mobile app for iOS and Android, enabling sales teams to work from anywhere.

• Sell Team plan: $19 per user/month. This option is ideal for small teams and includes basic CRM features.
• Sell Growth plan: $55 per user/month. Offers advanced CRM functionalities.
• Sell Professional plan: $115 per user/month. Includes advanced analytics and reporting.
• Sell Enterprise plan: Starts at $169 per user/month. Comprehensive CRM features with premium support.

Sales is a tireless endeavor, and having the right mobile CRM features can significantly enhance efficiency. Let’s explore the essential features to consider:

Visualize your performance metrics, reports, and goals in one place. An interactive dashboard provides quick insights, allowing you to make informed decisions on the fly.

Organize your sales process with clear visuals. Track your leads in their sales journey, spot bottlenecks, and optimize your daily tasks accordingly.

Manage leads, contacts, and account information seamlessly. Integration with your service app ensures a detailed view to enhance customer interactions.

Connect your mobile CRM with essential tools like calendars, email, and social media. Integrated calling recognizes contacts from your CRM database.

Stay organized, manage daily tasks, and update contact records while on the move.

Tailor your CRM layout to focus on relevant data. Customize views, lists, and pipeline organization for quick access.

Access key metrics wherever you are. Understand your performance and identify areas for improvement.

Plot effective routes, visualize leads and customers on a map, and let geotargeting automations guide your sales efforts.

Consider the complexity of your data. Choose a clean, user-friendly interface that suits your business needs.

Reliable and efficient mobile CRM solutions are crucial in the fast-paced sales world. Kommo is an ideal solution for on-the-go sales teams, offering a friendly and intuitive interface, robust automation features, and seamless mobile accessibility.

Its comprehensive tools, including 24/7 chatbot support, customizable sales pipelines, and advanced lead scoring, empower sales professionals to stay connected and productive anywhere, anytime.

With Kommo, sales teams can enhance customer interactions, streamline workflows, and drive business growth, making it the perfect mobile CRM solution.

Explore how Kommo can enhance your email marketing automation and boost your business revenue. Start your 2-week complimentary trial today—no credit card required.