10 Best Mobile CRM Apps for 2024

Pros

• Free mobile app with calling, email, and live chat engagement tools
• Unique features available for finding contacts on Google Maps and booking Ubers from Freshsales
• Offline access available on the app to create new records, add sales activities, and more

Cons

• Lacks project management and mobile project tracking features
• Marketing capabilities limited to just mass email outreach
• Profile enrichment only available in the Enterprise plan at $59 per user

• You want to make calls while away from the office: The primary value of Freshsales mobile is its built-in telephone. Available for free for up to three users, teams can place, receive, record, and log calls while on the go. Users can make calls directly from contact records and see caller IDs for inbound calls.
• You do a lot of in-person sales: Despite many of today’s sales meetings taking place over the phone or Zoom, some businesses still leverage in-person connections to enhance relationships. The unique mobile capabilities of Freshsales make it particularly useful for these types of teams. Through CRM integrations with Uber and Google Maps, reps can navigate to lead locations and book Uber rides from the CRM app.
• You want to manage tasks while on the go: With Freshsales, users can access relevant information anytime from the CRM mobile application online or offline. Sales reps can create new records, download and store contact-related information, add sales activities, and sync them when they’re back online.

• You want to manage marketing campaigns remotely: Freshsales, unfortunately, is limited in its marketing tools for sending and tracking mass email campaigns. It lacks any web or mobile features for managing social media content and website pages.
  • Alternative:  HubSpot CRM has the best mobile CRM solutions for developing and overseeing marketing campaigns on mobile devices.
• You need a project management mobile CRM app: Freshsales lacks project management and mobile project tracking features. This can be a downside for businesses handling multiple projects, such as construction firms and marketing agencies.
  • Alternative: Users can easily integrate monday sales CRM with other apps for managing projects better. Meanwhile, EngageBay provides simple and smart drag-and-drop project management tools to create, assign, and track tasks from a centralized dashboard.

Cost:

• $0 up to 3 users

Key Features:

• Contact, deal, and account management
• Built-in phone with inbound caller ID
• Live chat widgets
• Mobile apps
• Email templates
• Tasks, appointments, and notes for every contact profile
• Customization like renaming CRM modules and unique fields
• AI chatbot builder to book meetings and  auto-engage website visitors from chat widget
• Website activity contact tracking
• Data import, export, and migration
• Role-based access
• Basic dashboard showing incoming conversations, team inbox, and response speed
• 24/5 support via email, live chat, and phone

Cost:

• $9 per user

Key Features:

• Contact, deal, and account management software with mobile data record management
• Built-in telephone, live chat, text, and email engagement with ability to communicate with leads and customers through these channels on the mobile app
• Mobile activity tracking, contact lifecycle monitoring, record tagging, and notes in CRM records
• Mapping tools to find contact locations on mobile Google Maps and book Uber from Freshsales mobile
• Access to third-party CRM integrations
• Extended communications through Facebook Messenger, WhatsApp, Apple Business Chat, and Google Business Messages
• Task management with mobile task tracking
• Appointment scheduling with mobile capabilities
• Product catalog
• Quotes and invoices generation
• Automated CRM workflows
• Artificial intelligence (AI) for lead scoring and as a chatbot builder for engaging prospects on your website, identifying intent, answering questions, and generating leads

Cost:

• $39 per user

Key Features:

• Everything in Growth
• Multiple sales pipelines
• Automated workflows using time-based triggers
• Automated contact, account, and deal assignment to users
• Quota management and sales forecasting
• Sales teams management
• Smart Matches data deduplication, deal insights, next-best-action recommendations powered by Freddy AI

Cost:

• $59 per seat

Key Features:

• Everything in Pro
• Freddy AI forecasting insights that predict deals that can be committed to a forecast
• Automated profile enrichment
• Customizable modules or applications within the CRM
• Deal teams

Pros

• Free mobile CRM with record management, task tracking, and AI-powered communication tools
• Clean mobile interface and that’s easy to navigate and operate
• Unique marketing tools that let you send email campaigns and track performance on mobile app

Cons

• Paid plans get expensive, especially on the higher tiers
• Mobile calling not included for free
• Does not offer robust project management features on mobile app or web

• You need an intuitive mobile app: Like HubSpot CRM’s web application, the interface is clean and modern, using a simple navigation system of minimal buttons for users to move module-to-module. While on a phone or tablet, users can access their CRM system to manage records, tasks, deals, and service tickets, as well as engage customers via email, phone, and chat (via ChatSpot AI), and schedule meetings.
• You want to manage marketing campaigns on the go: One of the unique aspects of HubSpot mobile is its marketing capabilities. Teams can publish and monitor social media posts and deploy mass email campaigns all on the go. Users can conveniently run campaigns from their mobile phones and evaluate activity and engagement metrics to see how their campaigns are performing.

• You need free mobile calling: HubSpot Customer Platform does offer calling capabilities both from the web and mobile apps. Unfortunately, however, this capability is not offered on the free-forever plan.
  • Alternative: Freshsales is our favorite free CRM with a built-in phone system available through the mobile app.
• You want to manage projects in your mobile CRM: Unfortunately, HubSpot’s project management capabilities are limited to just tracking tasks in a list view. This downside affects construction, marketing, field service project managers, and business owners who need to track project completion time within budget.
  • Alternative: EngageBay is one of the best mobile CRM software in terms of offering project management while on the go, allowing you to plan and track all sales projects and tasks quickly.

Cost:

• $15 per user

Key Features:

• Everything in the Free plan
• Telephone usage from the CRM for up to 500 minutes per account, per month with mobile calling and caller ID
• Expanded task management with recurring tasks and automated task queues
• Payment processing from quotes or invoices through automated clearing house (ACH) and Stripe integration for credit cards
• Multiple ticketing and deal pipelines
• Simple automation like user notifications and task assignment for deal changes
• Call-to-action (CTA) designer tools

Cost:

• $1,080 for five users included

Key Features:

• Everything in Starter Customer Platform
• A/B testing on email and landing page content
• Data duplicate detection
• E-signatures on quotes
• Products library
• Automatic lead rotation
• Multiple sales teams
• Deal and company scoring
• Unlimited automations on email campaigns and omnichannel automation to engage leads across other channels like social media, chat, and ads
• Social media integrations to manage up to 50 social accounts and publish up to 10,000 posts per month on LinkedIn, Facebook, Instagram, or Twitter
• SEO analytics for web pages
• Multi-blog management plus video library hosting
• Custom reports with sales forecasting and goal tracking

Pros

• Zia AI tool available in the mobile CRM
• Unique analytics and dashboard tools available through the mobile app
• Free and affordable plans available with free access to the mobile CRM

Cons

• Mobile interface is clunky in certain modules and tough to navigate
• AI tools require Enterprise plan at $40 per user
• Mobile emailing not included in the CRM; users must subscribe to and download the Zoho Mail app for an added cost starting at $1 per user

• You want artificial intelligence (AI) in your mobile app: Zoho is already known as one of the best AI CRM systems available because of its broad capabilities. Zia, the AI tool built into Zoho, comes with the mobile CRM. Users can make voice and text commands to Zia for fetching records, creating meetings, and pulling data reports. Additionally, the mobile AI will add notes, assign tasks, and change deal statuses for users.
• You need solid reporting and analytics on mobile: Starting on Zoho’s Standard plan, users can access the mobile edition of the Zoho CRM Analytics for in-depth, on-the-go reporting and insights. Within this module, users can create custom charts and monitor dashboard data on pipeline and funnel conversions, user sales activity inputs, goal progress, and revenue numbers of lead sources or regions.

• You need email included in your mobile CRM: One issue with Zoho CRM mobile is it does not include email features to send emails on its mobile app. Users must subscribe to the Zoho Mail native software and download that app separately on an iOS or Android device.
  • Alternative: HubSpot CRM, Freshsales, and Pipedrive are all popular alternatives that include communication capabilities, including email, on their CRM for mobile apps equivalent.
• You want a less clunky mobile interface: Zoho CRM brings many tools, including lead management, contact management, the integrated calendar, and notification feeds, into its mobile app. That said, the interface appears clunky on the home page and on certain modules.
  • Alternative: HubSpot CRM and Capsule CRM are two of the best mobile apps for simple system navigation. With HubSpot, you can easily view contact activity feeds and sales forecasts, and the interface is clean and modern with minimal buttons. Capsule CRM’s mobile app, on the other hand, has offline access, allowing you to access contact information even during poor internet connectivity.

Cost:

• $0 for three users

Key Features:

• Lead, account, and contact management with document storage and activity tracking; accessible through mobile CRM
• Deal tracking for one sales pipeline with viewing from a mobile app
• Standard CRM reporting, including mobile dashboards and metrics
• Custom email templates
• Workflow automation

Cost:

• $14 per user

Key Features:

• Everything in Free
• Up to three users
• Zoho CRM Analytics Mobile edition for tracking revenue, funnel, conversion, quota progress, and activity data on custom visual graphics on a phone or tablet
• Third-party integration for using a telephone system from the CRM plus mobile call logging
• Zoho marketplace for third-party integrations
• Custom data fields
• Sales forecasting
• Meeting scheduler
• Contact and lead scoring
• Multiple sales pipelines
• Mass and direct email

Cost:

• $23 per seat

Key Features:

• Everything in Standard
• Automated duplicate detection
• Mass email scheduling
• Customer support module for case management
• Inventory management module
• Built-in sales gamification through Zoho Motivator
• Unlimited reports
• Macro automations that trigger automated workflows using user commands

Cost:

• $40 per user

Key Features:

Everything in Professional

• Mobile Zia AI tool for getting predictions, receiving notifications, and making commands such as fetching records or adding notes from a phone or tablet
• Custom CRM modules
• Multiple scoring rules on lead scores
• Territory-based forecasting

Cost:

• $52 per seat

Key Features:

• Everything in Enterprise
• Zia Scores tool that uses AI analytics for automated lead scoring
• 50 sales pipelines
• Unlimited application programming interfaces (APIs)

Pros

• Great deal management features including mobile tracking, deal searching, and history monitoring
• Solid intelligent tools like Smart Docs for auto-generating proposals and Smart Contact to auto-enrich contact data
• Goal tracking and activity reporting is available on the mobile CRM software

Cons

• No free plan
• Project management tools are expensive and are not included in the mobile app
• Email sync and mobile email tools are relatively expensive

• You want to track quotas anytime, anywhere: One of the unique mobile capabilities for Pipedrive is sales quota management. Both managers and users can see their activity input, total deal and revenue production, and progress toward their goals or quotas in the Pipedrive mobile CRM to see if they’re on track toward growth objectives.
• You need robust mobile deal monitoring: Pipedrive is already well-known for its sales proposal and deal management capabilities. These features, especially deal tracking, expand to mobile users, where you can view opportunities on a pipeline and get insights on deal history and timelines remotely. There’s even a mobile search bar to find deals or contacts based on the data record name or notes within the record.

• You need free mobile emailing: Pipedrive has no free-forever plan. Additionally, the emailing tools to send and track emails in the CRM and mobile app require the Advanced plan for $29 per user, per month.
  • Alternative: HubSpot CRM and Freshsales are great alternatives with free mobile emailing.
• You want to track projects on your phone: While Pipedrive now offers project management tools to track client deliverables and tasks on a Kanban board, this capability does not extend to the mobile app.
  • Alternative: monday sales CRM is one of our top recommendations for a mobile CRM with project management features.

Cost:

• $14 per user

Key Features:

• Lead and contact management with activity tracking on mobile app
• Web-to-mobile phone calling
• Contact location discovery, which uses mobile app maps tool to spot contacts and deals in your area
• Deal management with rotting indicator and mobile tracking
• CRM mobile search bar to find contact and deal records on your phone or tablet
• Mobile collaboration through comments and user mentions on CRM records
• Activity reporting with sales goals tracking on CRM mobile application
• Document storage in CRM records
• Product catalog
• Apps marketplace for third-party integrations
• Custom data fields and pipelines
• AI sales assistant that gives task updates, reminders, progress notifications, performance-enhancing tips, and forecast assistance

Cost:

• $29 per seat

Key Features:

• Everything in Essential
• Two-way email sync for using Gmail or Outlook in the mobile CRM and accessing custom email templates
• Built-in meeting and video call scheduler with mobile scheduling capabilities
• Workflow automation
• Smart contact data that auto-enriches contact data using online information
• Expanded sales reports with recurring revenue tracking

Cost:

• $49 per user

Key Features:

• Everything in Advanced
• Contacts timeline in CRM records for visual activity tracking, which is also included on mobile app
• E-signature tools on documents plus Smart Docs for auto-populating contact data on proposals for sending and tracking
• Sales team management
• Expanded reporting for tracking custom data fields on sales reports and monitoring subscription-based revenue
• Automated deal and lead assignment
• Revenue forecasting

Cost:

• $64 per seat

Key Features:

• Everything in Professional
• Built-in project management with Kanban boards, tasks and subtask tracking, and custom project data fields
• Phone support and an implementation program for CRM users

Cost:

• $99 per user

Key Features:

• Everything in Power
• Security rules and permission settings
• Unlimited reports and sales dashboards
• 100 active workflow automations
• Unlimited teams management

Pipedrive Pricing Add-ons:

• Projects Project management tools, free with Power and Enterprise plans : Starts at $6.70 per user, monthly
• Campaigns Customizable email campaigns : Starts at $13.33 per company, monthly
• LeadBooster Lead generation tool set (chatbot, live chat, prospector, web forms, and appointment scheduler) : Starts at $32.50 per company, monthly
• Smart Docs Trackable quotes, proposals, and contracts; free with Professional, Power, and Enterprise plans : Starts at $32.50 per company, monthly
• Web Visitors Web tracking and lead ranking : Starts at $41 per company, monthly

Pros

• Mobile app contains all of Salesforce’s features
• AI app capabilities include CRM Analytics, Einstein Search, and Einstein Voice Assistant
• Users can personalize navigation and add menu favorites on the app

Cons

• No free plan or forever-free tools and no monthly payment scheme (annual billing only)
• Full offline mobile functionality not available on the Starter plan at $25 per user
• Limited marketing and project management tools in the app

• You want a mobile CRM software with complete features: Salesforce Sales Cloud has sales automation, profile enrichment, and deal management features in the app. Sales teams can access all of Salesforce’s features, personalize navigation, and add menu favorites using their mobile device. You can view real-time forecasting on any device and customize the app to complement your branding by deploying prebuilt, mobile-ready components without coding required.
• You want to try an AI-powered mobile CRM: Salesforce Sales Cloud is powered by their artificial intelligence tool, Einstein AI. This AI-powered app runs robust CRM analytics viewable in a centralized dashboard, helping sales teams predict outcomes and spot opportunities. It is also equipped with Einstein Voice Assistant that opens dashboards by voice activation through Siri, Alexa, or Google

• You want a free plan or monthly subscription for a mobile CRM: Salesforce Sales Cloud doesn’t have a free plan and doesn’t offer a monthly payment scheme. Also, the full offline mobile functionality is not available on the starting plan. Therefore, some startup teams might find the provider expensive.
  • Alternative: Zoho, HubSpot CRM, and Freshsales are our top recommendations for a free plan. Freshsales, HubSpot, and Capsule CRM have monthly billing available for a higher cost than their annual rates.
• You need more marketing and project management mobile features: Salesforce Sales Cloud’s majority of features are sales-focused. It has limited marketing tools, like campaign management to track campaigns across all channels, which aims to see sales pipeline impact. Some small businesses, like retail and field service businesses, need more marketing and project management tools in a mobile CRM.
  • Alternative: monday Sales CRM is an excellent project management system itself with sales enablement tools. This software is easy to integrate with other apps like Slack, Zoom, and Mailchimp to handle your team’s tasks and customer projects better.

Cost:

• $25 per user

Key Features:

• Simplified setup & onboarding
• Lead, account, contact & opportunity management
• Email integration & automated activity capture
• Salesforce mobile app
• Customizable sales process
• Task management, activity feed
• Salesforce meetings
• Case management
• Lightning app builder
• File sharing
• Mass email

Cost:

• $80 per user

Key Features:

• Everything in Starter
• Forecasting mobile app
• Customizable reports & dashboards
• Quoting & contracting
• Salesforce mobile app
• Full offline mobile functionality (users can work with frequently accessed objects and records while offline)
• Customizable sales process
• Task management, activity feed
• Sales Cloud everywhere
• Case management
• Lightning app builder
• File sharing
• Mass email
• Create and track quotes and orders

Cost:

• $165 per user

Key Features:

• Everything in Professional plus 
• Advanced pipeline management and deal insights
• Territory management and planning
• Workflow and approvals automation
• Sales Teams lets users specify collaborators assigned to each deal

Cost:

• $330 per user

Key Features:

• Everything in Enterprise plus predictive AI
• Conversation intelligence and sales engagement
• Premier Success Plan (premier’s expert guidance, 24/7 global support) and full sandbox (test and code in different environments)

Cost:

• $500 per user

Key Features:

• Everything in Unlimited plus Einstein Copilot powered by generative AI
• Performance management, sales programs, and team collaboration with Slack
• Connect and unify all data with data cloud and revenue intelligence

Pros

• Collaboration tools like document sharing and email broadcasting
• Mobile CRM includes sales automation and reporting capabilities
• Responsive mobile dashboard with a single-view interface.

Cons

• Custom reporting and analytics only available in the Pro plan at $101.99 per user
• Custom domain for landing pages and marketing automation starting from the Growth plan at $55.24
• Limited AI features on both app and website

• You need a CRM with excellent collaboration tools: EngageBay allows sales reps, most especially in remote teams, to share documents via the app. They can use this CRM’s Call Broadcast feature to eliminate manual dialing because it automatically dials the selected contacts’ phone numbers on behalf of the agents. This capability avoids misdialing, call drops, and excessive wait times.
• You need a CRM with robust sales analytics and reporting features: EngageBay keeps sales reps connected with the team through a cloud-enabled system. You can access daily sales reports and performance reports on the mobile CRM software.

• You need a less expensive plan with marketing automation: Some teams need marketing automation with comprehensive analytics and reporting features in a mobile CRM. However, startups and bootstrapping businesses may not be able to afford EngageBay’s Growth plan at $59.79 per user that includes this feature.
  • Alternative: Startups can try HubSpot CRM and Zoho CRM because these CRMs offer marketing automation at more affordable plans. HubSpot offers automated campaign deployment on its free plan. On the other hand, Zoho CRM offers mobile-accessible activity tracking, custom email templates, and workflow automation to launch email marketing and other campaigns smoothly.
• You need a mobile CRM with robust features and AI capabilities: While EngageBay provides tools to manage sales, customer support, and marketing, this mobile CRM software doesn’t have a lot of AI-powered features.
  • Alternative: You can go with Salesforce Sales Cloud if you’re looking for a mobile app with full-packed features found in its desktop version. This AI-powered CRM app is equipped with an AI CRM analytics tool, Einstein Search, and Einstein Voice Assistant. Zoho CRM also has Zia AI with excellent analytics to predict the outcome of sales activities while on the go.

Cost:

• $0 per user

Key Features:

• 250 contacts
• Email marketing
• Autoresponders
• Email broadcast
• Sequences
• Lead grabbers
• Landing pages
• CRM
• Helpdesk
• Live chat

Cost:

• $12.74 per user

Key Features:

• 500 contacts
• Email templates
• Web pop-ups
• Landing page builder
• Lead scoring
• SMS Marketing
• 3rd party integrations
• Social suite
• Tag manager

Cost:

• $55.24 per user

Key Features:

• 5000 contacts
• Marketing automation
• Push notifications
• Site messages
• Broadcast A/B testing
• Landing page A/B testing
• Custom domain
• Call records
• Service automation
• Products
• Proposals

Cost:

• $101.99 per user

Key Features:

• Unlimited contacts
• Marketing automation
• Web analytics
• Proposal analytics
• Single Sign-On (SSO)
• Role management
• Goals
• Custom reporting
• Dedicated account manager
• Uptime service level agreement (SLA)
• Phone support

Pros

• Sales enablement tools such as emails, activities, deals, and account management available on the mobile app
• Comes with project management and sales features like reporting, lead management, workflow automation tools, and file storage
• Excellent customer support with 24/7 customer service hours, chat, email, and phone support

Cons

• Customizable pipelines, profile enrichment, reporting, and analytics has a steep learning curve to set up
• Collaboration tools, like document sharing and reporting not available on the app
• Sales analytics not available on the mobile view

• You need a CRM app with sales enablement tools: With monday sales CRM, users can access the four core boards: the contacts, leads, deals, and account boards to track sales performance. Also, the mobile version of emails and activities enables users to send emails, add a note, schedule a meeting, take calls, and include a call summary, which helps nurture leads, identify sales opportunities, and close more deals.
• You need a CRM with project management: monday sales CRM has communication, collaboration, lead management, and task assignment tools. This mobile CRM generates real-time data and it’s easy to integrate with the apps and tools you need. The web version also gives you access to customer feedback management, reporting, workflow automation tools, and file storage—all important in project management.

• You need sales analytics on mobile CRM: monday sales CRM lacks sales analytics features on the mobile app. With the absence of sales analytics for this mobile CRM, teams can’t view key metrics to know the latest contacts assigned to them or new generated leads and track their performance.
  • Alternative: Freshsales provides a mobile view key metrics, such as open deals, new contacts, and deals closed per week, including offline CRM data access on mobile. With HubSpot’s mobile app, you can manage leads, visualize your sales pipeline, and collaborate with your team anytime, anywhere.
• You need collaboration tools on the app: Collaboration tools, like document sharing and reporting, are not available on the monday sales CRM app. This feature and other work management tools are important for distributed or remote sales team members. You need to share documents directly from within monday.com.
  • Alternative: EngageBay’s mobile app allows sales team members to communicate across verticals. They can share documents, reports, and other relevant information about contacts and deals using the app, promoting good team collaboration.

Cost:

• $12 per user (priced for three-user minimum)

Key Features: 

• Unlimited customizable pipelines
• Unlimited contacts
• Unlimited boards
• Templates for lead, contact & deal management
• iOS & Android apps
• Unlimited free viewers
• Create a dashboard based on one board

Cost:

• $17 per user (priced for three-user minimum)

Key Features: 

• Advanced account, contact, & deal management
• Two-way email integration with Gmail and Outlook
• AI email generator
• Activity management
• Quotes & invoices
• Merge duplicate data
• Custom CRM automations (250 actions per month)
• Custom CRM integrations (250 actions per month)
• Create a dashboard that combines five boards

Cost:

• $28 per user (priced for three-user minimum)

Key Features: 

• Sales forecasting
• Email templates with custom parameters
• Email tracking & automations
• Mass emails
• HTML editor for mass email
• Mass email tracking
• Google Calendar sync
• Sales analytics
• Customizable email signatures
• Custom CRM automations (25,000 actions per month)
• Custom CRM integrations (25,000 actions per month)
• Create a dashboard that combines 10 boards

Cost:

• Contact for pricing

Key Features: 

• Lead scoring
• Team goals
• Advanced analytics (dashboards up to 50 boards)
• Account management
• Documents for sales
• Enterprise-scale automations & integrations
• Enterprise-grade security & governance
• Multi-level permissions
• HIPAA Compliance

Pros

• Flexible product that can be customized to meet any business need
• Cost-friendly plans with free-forever option that includes the mobile app
• Robust task management, including mobile tracking, included on Free plan

Cons

• Not a traditional CRM; users must design their boards from scratch or through templates before operating the web or mobile app
• Tough for mobile and web navigation with many modules and tools
• Mobile capabilities are for quick actions only, such as viewing records, managing tasks, and creating notes

• You need a versatile mobile app for various business needs: ClickUp is a CRM alternative in that it’s a work management tool that can be designed for sales and marketing needs. The platform uses a system of boards and items to organize data records, such as project tasks, leads, and customers. Because it’s highly customizable, you can use the mobile app to view records and manage tasks for any business need.
• You need a solid free mobile CRM: ClickUp is not only robust in that you can tailor it for any business need, but also very cost-friendly. The provider offers a free-forever plan for unlimited users and up to five different workspaces to oversee sales, marketing, logistics, finance, human resources, and any other function you need to manage. Additionally, the mobile app is included for free for task tracking and record viewing.

• You prefer a traditional mobile CRM: Some users may not like the idea of using a non-traditional CRM and mobile app because it requires lots of customization prior to being able to use the features.
  • Alternative: HubSpot, Freshsales, and Pipedrive are our highest-scoring mobile CRMs that are traditional products with modules already created for users.
• You need a mobile CRM with sales analytics and reporting features: Some businesses, such as those in retail, e-commerce, and creative industries, have fast-paced and rapidly-changing sales activities. Thus, you might want a mobile CRM with work management, sales analytics, and reporting capabilities all in one platform.
  • Alternative: With EngageBay, sales managers can access daily sales reports and performance reports on the mobile CRM software. Meanwhile, Salesforce Sales Cloud offers automated activity capture and case management that automatically recommends agent’s next best actions to win more deals. On the other hand, monday sales CRM offers sales forecasting in its basic plan.

Cost:

• $0 for unlimited users

Key Features:

• 100MB storage
• Unlimited tasks
• Unlimited free plan members
• Two-factor authentication
• Collaborative docs
• Whiteboards
• Everything view
• Real-time chat
• Kanban boards
• Sprint management
• Calendar view
• Custom field manager basic
• In-app video recording
• 24/7 support

Cost:

• $7 per user

Key Features:

• Everything in free
• Unlimited storage
• Unlimited integrations
• Unlimited dashboards
• Guests with permissions
• Unlimited Gantt charts
• Unlimited custom fields
• Column calculations
• Email in ClickUp
• Teams (user groups)
• Native time tracking
• Goals & portfolios
• Form view
• Resource management
• Agile reporting
• AI compatible (ClickUp AI summarizes comment threads in tasks and inbox on mobile app)

Cost:

• $12 per user

Key Features:

• Everything in Unlimited
• Google Single Sign-On (SSO)
• Unlimited teams
• Custom exporting
• Advanced public sharing
• Advanced automations
• Advanced dashboard features
• Advanced time tracking
• Granular time estimates
• Timesheets
• Workload management
• Timelines & mind maps
• Goal folders

Cost:

• Custom pricing

Key Features:

• Everything in Business
• White labeling
• Advanced permissions
• Enterprise API
• Unlimited custom roles
• Team sharing for spaces
• Universal search
• Default personal views
• Medical Savings Accounts (MSA) & Health Insurance Portability and Accountability Act (HIPAA) available
• SSO
• Live onboarding training
• Customer success manager
• Access to managed services
• U.S., Europe, & Asia Pacific data residency

Pros

• Free plan includes mobile emailing and task tracking
• Great features for tracking a calendar on the go with tasks, events, and meetings viewable on a clean mobile interface
• Users can place calls, text, and send emails directly in a mobile contact profile plus view the lead’s location on a map

Cons

• Free plan doesn’t have email templates; starts in the Starter plan at $18 per user
• Workflow automation requires the Growth plan at $36 per user
• Bare-bones free plan that only allows 250 stored contacts

• You want to manage your sales calendar on mobile devices: Capsule CRM comes with a super-clean interface and a dedicated module in the mobile app specifically for monitoring a schedule. Reps spending most of their day on the road can get value with a calendar that stores events, tasks, and sales meetings and translates them into a task list.
• You need a simple mobile communications tool: Capsule CRM, overall, is a highly intuitive CRM system in terms of navigating, operating, and setting up. For its mobile equivalent, the provider makes it easy for users to quickly engage leads on mobile. Once integrated with the third-party tools, users can either email text, or place calls using their phone directly from contact records. AI Content Assistant can be used to quickly generate email content and summarize the minutes of the meeting or call.

• You want a more robust free plan: While it has a free-forever option, it is by no means the best free mobile CRM. Users are capped at just 250 stored contacts and primarily can only do task management and email engagement activity on mobile.
  • Alternative: HubSpot CRM includes a more advanced mobile app on its Free plan, which offers 1,000,000 contact records, email features, campaign management, and deal tracking. EngageBay is another good option if you specifically need mobile project management.
• You need less expensive automation tools: CRM workflow automation is useful for saving time on mundane tasks by automating lead or task assignment, data record updates, and email follow-ups based on preset triggers like deal status changes or web form submissions. Capsule CRM doesn’t offer these capabilities until the Growth plan for $36 per user, per month.
  • Alternative: Freshsales begins offering workflow automation on the Growth plan for $15 per user, per month. Examples of workflow automation in Freshsales include auto-profile enrichment and automated sales sequences.

Cost:

• $0 per user

Key Features: 

• Access for two users
• Up to 250 contacts
• 50MB storage per user
• Unlimited customization to contact data
• A fully customizable sales pipeline
• Sales dashboard and activity reports
• Unlimited bespoke workflows for opportunities or projects
• Data segmentation tools such as lists, filters and tags
• Basic project management tools with projects, tasks and calendar
• Ability to sync your Capsule calendar with your own
• Integration with Gmail and Mailchimp
• Unlimited Zapier integrations

Cost:

• $18 per user

Key Features:

• Everything in Free
• Up to two users
• 30,000 contacts
• One sales pipeline
• One project board
• 50 custom fields
• Five email templates
• One shared mailbox
• 10 AI content assists
• Activity reporting
• Key integrations

Cost:

• $36 per user

Key Features:

• Everything in Starter
• 60,000 contacts
• Five sales pipelines
• Five project boards
• 150 custom fields
• 50 email templates
• Three shared mailboxes
• 1000 AI content assists
• Important fields
• Workflow automation
• Custom activity types
• Advanced sales reporting
• User roles & permissions

Cost:

• $54 per user

Key Features:

• Everything in Growth
• 120,000 contacts
• 50 sales pipelines
• 50 project boards
• 300 custom fields
• 500 email templates
• Five shared mailboxes
• 1000 AI content assists

Cost:

• $72 per user

Key Features:

• Everything in Advanced
• 240,000 contacts
• 100 sales pipelines
• 100 project boards
• Unlimited custom fields
• 1000 email templates
• 10 shared mailboxes
• 1000 AI content assists
• Implementation support
• Import assistance
• Custom training
• Dedicated account manager
• Ongoing priority support

Pros

• Smart call assistant on mobile app with transcription, multi-language support, and cross-platform
• Sales automation and deal management features available on mobile app
• Intuitive and easy-to-navigate CRM system with outbound VoIP calling feature

Cons

• Mobile app available on iOS only
• Limited marketing automation features
• Phone customer support is not available; limited to email and screenshare support

• You want to use a smart call assistant cross-platform: Your team can use the smart Call Assistant on the Close mobile app or desktop. Close’s Call Assistant has transcription capability, multiple-language support, and summarizes phone calls, allowing your sales reps to focus on customer conversation.
• You want to easily communicate with leads and customers, and manage tasks: Easily communicate with leads and customers with the outbound VoIP calling feature. Quickly add new data and notes, update opportunities, and handle tasks from your mobile device in the dedicated section. Also, catch up on recent interactions on the Lead Activity Feed before meeting with a prospect.

• You want a CRM mobile app compatible with both iOS and Android devices: The Close mobile app is only available for iOS downloading. Sales teams using both operating systems need a mobile solution that is compatible with both iOS and Android.
  • Alternative: HubSpot, Salesforce, and Freshsales are all available both on Android and iOS. They also have advanced CRM on mobile features, allowing sales teams to contact leads, manage pipelines, and view sales metrics using their mobile devices.
• You need an app with marketing automation capabilities and free calls: Some teams need marketing automation with comprehensive analytics and reporting features in their mobile CRM. Close CRM requires integration with other apps, like Facebook and Mailchimp, for email marketing, lead ads, and other marketing capabilities. Also, Close charges call usage on a per-minute basis based on Twilio Voice’s pricing.
  • Alternative: HubSpot, Freshsales, and Zoho CRM offer marketing automation features such as advanced analytics and reporting features in a CRM mobile app. HubSpot offers free email marketing tools, like reply tracking, email templates, and social media post scheduling. Freshsales has a free 2000 local incoming call minutes that expire at the end of each month in its starting plan.

Cost:

• $49 per user

Key Features: 

• Store leads, contacts, and opportunities
• Five Workflows
• Mobile app
• Make & receive calls worldwide
• Send & receive text messages
• Call forwarding and recording
• API access
• Email and calendar sync
• Zapier integration
• Power dialer
• Activity reports and dashboards
• Opportunity funnel reports
• Custom fields

Cost:

• $99 per user

Key Features: 

• All Startup features, plus:
• Increased leads, contacts, custom fields, and email templates
• Multiple pipelines
• 25 workflows
• Custom activities

Cost:

• $139 per user

Key Features: 

• All Professional features, plus:
• Custom objects (beta)
• 100 workflows
• Call coaching
• Predictive dialer
• Custom roles & visibility permissions

25%

Niche/Advanced Features

25% of Overall Score

20% of Overall Score

25% of Overall Score

15% of Overall Score

15% of Overall Score