CRM with mobile apps empowers businesses to manage customer relationships effectively while on the go. Designed to provide flexibility and real-time insights, these tools cater to professionals who prioritize mobility and efficiency.
This article highlights the best mobile CRM solutions, detailing their features, pros, cons, and pricing to help you make an informed decision.
9 Best CRM With Mobile App
1. GoHighLevel: Overall Best Mobile CRM
GoHighLevel is a top-tier mobile CRM tailored for small businesses, agencies, and entrepreneurs looking for an all-encompassing solution.
Its mobile capabilities ensure seamless management of leads, marketing campaigns, and customer relationships from anywhere.
GoHighLevel’s ability to consolidate tools like appointment scheduling, SMS marketing, and reputation management in one app solidifies its position as a leader in mobile CRM solutions.
- Easy-to-use Mobile App: The GoHighLevel mobile app boasts a clean, user-friendly interface that even beginners can navigate effortlessly.
- Seamless Integration Across Devices: GoHighLevel ensures a synchronized experience by integrating seamlessly.
- Conversational Interface: With a conversational user interface, the app simplifies customer communication by consolidating SMS, emails, and social media messaging into a single platform.
- Personalized Scalability: GoHighLevel supports growing businesses by allowing users to customize their app experience. Add new team members, configure workflows, and scale your CRM functionality without disruptions or technical complexities.
- Customizable Dashboards: The app features highly customizable dashboards, enabling users to display the metrics and tasks most relevant to their needs. Visual cues such as charts and progress bars help monitor KPIs at a glance.
- Streamlining Automation: The mobile CRM app integrates GoHighLevel’s robust automation features, such as automated follow-ups, drip campaigns, and appointment scheduling.
- End-to-End Business Management: Beyond CRM, GoHighLevel incorporates features such as payment processing, funnel building, and reputation management. These additions make it more than a CRM—it’s a complete business tool available on mobile.
- Efficiency for On-the-Go Teams: Field teams and remote workers benefit from GoHighLevel’s offline capabilities. The app allows users to input data and manage tasks offline, syncing automatically once reconnected.
- Combines marketing, sales, and automation tools in one platform.
- Excellent for businesses managing multiple marketing channels.
- User-friendly mobile interface with customizable dashboards.
- Ideal for agencies handling multiple client accounts.
- Regular feature updates and responsive customer support.
- It doesn't have a free plan, however, it offers a generous 30-day free trial.
- Limited native integrations compared to niche tools.
- Starter Plan: $97/month
- Agency Unlimited Plan: $297/month
2. Keap – Best for Small Businesses
Keap provides an intuitive approach to CRM and marketing automation, perfect for small businesses looking to save time and enhance client relationships.
Its mobile functionality ensures users can manage tasks, follow-ups, and invoices while away from the office.
- Automated Follow-Ups: Automate reminders, follow-up emails, and SMS to keep leads engaged.
- Mobile Payment Processing: Send and track invoices, accept payments, and manage billing directly.
- Appointment Scheduling: Simplifies meeting arrangements with an intuitive calendar system.
- Lead Capture Forms: Easily create forms to gather customer information from any device.
- Customizable Pipelines: Visualize sales progress with flexible drag-and-drop functionality.
- Contact Management: Centralize client details and communication history for better interactions.
- Campaign Management: Launch and monitor marketing campaigns directly from the app.
- Excellent for small businesses with limited resources.
- Intuitive design with a focus on automation and lead nurturing.
- Mobile invoicing and payment features boost convenience.
- Syncs seamlessly with QuickBooks and other tools.
- Strong customer support and training resources.
- Limited scalability for larger enterprises.
- Advanced features can be expensive for small teams.
3. Salesflare – Best for Small Teams with a Focus on Lead Management
Salesflare offers a smart CRM with a mobile app tailored for small businesses and startups looking for a lightweight yet powerful tool.
Its mobile app emphasizes ease of use, automatically gathering and organizing customer data from emails, calendars, and social media interactions. It also integrates well with other platforms, ensuring smooth operations.
Salesflare’s AI-driven features and mobile-first design make it a favorite among sales teams aiming to stay productive on the go.
- Contact Data Enrichment: Automatically pulls contact details from emails and other sources.
- Pipeline Management: Tracks deals visually with an easy-to-navigate drag-and-drop board.
- Email Tracking: Monitors email open rates and link clicks to gauge customer engagement.
- Task Automation: Automatically sets reminders and tasks based on sales activity.
- Integration with Third-Party Apps: Syncs with tools like Gmail, Outlook, and Slack for streamlined operations.
- Real-Time Notifications: Get updates on leads and deal activity instantly.
- Offline Mode: Access essential CRM features even without an internet connection.
- Automatic data entry saves time and reduces errors.
- AI-driven insights improve sales efficiency.
- Simple, user-friendly interface with a focus on usability.
- Strong integrations with popular sales and communication tools.
- Affordable pricing for startups and small teams.
- Limited advanced features for enterprise needs.
- Customization options are somewhat restricted.
- Growth Plan: $29/user/month
- Pro Plan: $49/user/month
4. HubSpot – Best Free Mobile CRM
HubSpot’s mobile app delivers a robust CRM experience at no cost, making it a favorite for startups and small businesses.
It offers essential tools for sales, marketing, and service teams to manage customer interactions efficiently.
- Deal Tracking: Visualize sales progress with a detailed deal board and updates.
- Email and Call Logging: Automatically record customer communications for future reference.
- Mobile Marketing Automation: Create and manage campaigns directly from your smartphone.
- In-App Notifications: Stay updated on task deadlines, meetings, and sales activities.
- Team Collaboration: Share notes, updates, and deal information in real-time.
- Contact Management: Access and update client details while offline.
- Seamless Integration: Connect with tools like Slack, Gmail, and QuickBooks to enhance functionality.
- Free plan includes a wide range of tools for small teams.
- Scalable solution suitable for growing businesses.
- Comprehensive analytics and reporting features.
- Intuitive mobile interface with offline capabilities.
- Extensive marketplace of integrations for customization.
- Some advanced features locked behind premium plans.
- Can be overwhelming for beginners due to its extensive toolset.
- Free Plan: $0/month
- Starter Plan: $50/month
- Professional Plan: $800/month
- Enterprise Plan: $3,200/month
5. Monday CRM – Best Mobile CRM for Collaborative Project Management
Monday CRM stands out for its strong collaboration features, tailored workflows, and project management tools. It helps teams visualize sales progress and coordinate effectively across departments.
Its mobile CRM supports seamless task updates, notifications, and workflow automation, making it a go-to for businesses focused on transparency and real-time collaboration.
Monday CRM’s visual boards and custom automations simplify tracking and managing customer relationships alongside ongoing projects.
- Custom Workflows: Build unique processes for sales, marketing, and customer service.
- Visual Project Tracking: Track tasks and milestones using intuitive boards.
- Mobile-Friendly Dashboards: Manage sales pipelines and projects on the go.
- Time-Tracking Tools: Monitor task completion and optimize team productivity.
- Team Collaboration: Share updates, attach files, and comment in real-time.
- Integration Options: Connect with tools like Slack, Google Workspace, and Outlook.
- Automation: Automate repetitive tasks to save time and reduce errors.
- Highly customizable for diverse business needs.
- Strong focus on team collaboration and transparency.
- Offers project management and CRM in a single platform.
- Intuitive interface for non-technical users.
- Free trial available for testing.
- Limited CRM-specific features in lower-tier plans.
- Complex setups may require initial learning.
- Basic Plan: $8/seat/month
- Standard Plan: $10/seat/month
- Pro Plan: $16/seat/month
- Enterprise Plan: Custom pricing.
6. Thryv – Best for Service-Based Businesses
Thryv focuses on helping service-oriented businesses streamline customer interactions and daily operations.
It offers a mobile app that provides access to essential CRM features, appointment scheduling, and customer communication tools.
Thryv’s strength lies in its ability to simplify workflows, automate tasks, and integrate customer data with invoicing and marketing tools.
- Automated Reminders: Keep clients updated with appointment reminders.
- Customer Portal: Provide clients with access to their account details and history.
- Centralized Communication: Manage texts, emails, and calls in one app.
- Customizable Invoices: Create and track invoices directly.
- Online Scheduling: Enable customers to book appointments seamlessly.
- Mobile Payments: Accept payments on the go via secure channels.
- Reputation Management: Monitor and respond to customer reviews.
- Comprehensive solution for service-based businesses.
- Excellent automation features for repetitive tasks.
- Integrates CRM, invoicing, and marketing tools.
- User-friendly interface for mobile devices.
- 24/7 customer support.
- Price may be high for small businesses.
- Limited scalability for larger teams.
- Basic Plan: $199/month
- Plus Plan: $299/month
- Premium Plan: Custom pricing.
7. ClickUp – Best for Managing Projects Alongside CRM Tasks
ClickUp is a versatile platform designed for businesses seeking a unified solution for CRM and project management.
ClickUp's customizable dashboards and integrations make it a top choice for businesses aiming to consolidate operations without compromising functionality.
- Task Management: Organize and prioritize tasks within customizable views.
- Sales Pipelines: Manage leads and customer journeys effectively.
- Mobile Optimized Dashboards: Access sales and project updates in real-time.
- Automation Tools: Automate routine CRM tasks to save time.
- Time Tracking: Monitor time spent on projects or customer interactions.
- Integration Suite: Connect with over 1,000 apps, including Slack and Google Workspace.
- Collaboration Tools: Communicate with team members through in-app chat and comment features.
- Combines CRM and project management seamlessly.
- Extremely customizable to fit any business workflow.
- Affordable pricing structure for small to large teams.
- Intuitive mobile app interface.
- Free plan offers robust features for startups.
- May feel overwhelming for first-time users due to its many features.
- Advanced tools require higher-tier subscriptions.
- Free Plan: $0 (Basic Features)
- Unlimited Plan: $5/user/month
- Business Plan: $12/user/month
- Enterprise Plan: Custom pricing.
8. ActiveCampaign – Best for Automation-Focused CRM
ActiveCampaign excels as a CRM solution for businesses that rely heavily on marketing automation and customer engagement.
Known for its ease of integration with existing systems and an intuitive user interface, ActiveCampaign is ideal for businesses focused on enhancing customer experiences.
- Marketing Automation: Automate customer journeys with advanced workflows.
- Pipeline Management: Monitor and manage leads through a visual sales pipeline.
- Customer Analytics: Track interactions and campaign performance in real-time.
- Mobile Email Campaigns: Design and execute campaigns directly from the app.
- CRM Syncing: Seamlessly integrate contacts and communication histories.
- Automated Follow-Ups: Schedule automatic reminders and customer responses.
- Third-Party Integrations: Works with Shopify, WordPress, and more.
- Excellent for businesses focused on automation.
- User-friendly for non-technical users.
- Provides actionable insights with advanced analytics.
- Mobile app ensures campaigns and workflows stay on track.
- Stellar customer support team.
- Limited CRM capabilities compared to dedicated solutions.
- Pricing scales quickly with larger contact lists.
- Lite Plan: $29/month
- Plus Plan: $49/month
- Professional Plan: $149/month
- Enterprise Plan: Custom pricing.
9. Bitrix24 – Best for Small Teams with Collaborative Needs
Bitrix24 is a feature-rich CRM tailored for small teams needing collaboration and client management tools.
Its mobile app enables businesses to manage projects, track sales pipelines, and facilitate communication from a single platform.
With a focus on teamwork, Bitrix24 also offers robust tools for internal collaboration, document sharing, and task management, making it a holistic solution for SMEs.
- Team Collaboration Tools: Manage team discussions, share files, and assign tasks.
- Custom Sales Pipelines: Track leads from prospecting to closing deals.
- Mobile CRM Access: Stay connected with real-time project updates.
- Task Automation: Streamline recurring tasks with smart workflows.
- Time Management: Optimize schedules with integrated calendars.
- Video Conferencing: Host client and team meetings directly from the app.
- Integration Ecosystem: Connect with tools like Zapier, Microsoft Teams, and more.
- Generous free plan with extensive features.
- Combines CRM and project management effectively.
- Great for collaboration within small to mid-sized teams.
- Mobile app is comprehensive and easy to use.
- Highly affordable for startups.
- Interface can be overwhelming for new users.
- Advanced features may require a steep learning curve.
- Free Plan: $0
- Basic Plan: $39/month
- Standard Plan: $79/month
- Professional Plan: $159/month
