Here is our list of best mobile crm apps that you can use on the go. Is a Mobile CRM for sales managers worth it? Absolutely. Most sales teams have sales pipeline management software, but how many are actually using it? When you ask reps about deal flows and their current progress, how many give you a blank stare? If your managers don’t know what your sales reps are doing, you are not alone.
Let’s look at the data.
Find more statistics at Statista
Research from Statista shows that mobile devices dominate our online time. Mobile usage grew from 27.4% in 2013 to 57.8% in 2023. That’s a 111% increase! The conclusion is pretty obvious. We spend more time on our mobile devices than on our desktops. What’s also unsurprising is the fact that this growth is expected to continue.
This tells us that a mobile CRM for sales managers and sales reps in your organization is an absolute necessity. If you want to use your CRM to close more deals, choose a CRM that’s designed for mobile and desktop applications.
How Mobile CRM Software Improves Sales Performance
The desktop plus mobile pairing comes with significant benefits.
- It encourages your team to use your CRM
- Your CRM enforces and supports your sales methodology
- CRMs give managers performance data, showing them how to coach their sales reps
- Consistent CRM usage improves your ability to predict wins (and losses)
- Success is reproducible across the organization
Mobile has already surpassed desktop devices, and that number continues to grow. Sales CRM software isn’t nice to have; it’s an essential component for success, whether you’re running an inside or outside sales team.
With that in mind, here are a few of the best mobile CRMs for managing sales team performance.
Pipeline CRM: Best Mobile CRM for Closing Deals
Why is a mobile CRM for sales managers so important?
- The obvious answer is performance management. As a sales manager, you need to track deals won/lost, leads in your pipeline, sales rep performance, etc.
- The hidden answer: your sales team struggles with specific steps in the sales process. Your reps are amazing presenters, but they need help transitioning from presenting to closing.
Pipeline CRM’s mobile app streamlines the sales process for both iOS and Android users. Managers and reps can easily manage contacts, access customer/deal information, and gain real-time insights to close deals efficiently. Managers can compare and contrast sales reps’ performance data, identifying gaps, bottlenecks, and training opportunities. Sales reps get the support they need to close more deals.
Is Pipeline a Worthwhile Mobile CRM for Sales Managers?
If you’re looking for a scalable, sales-driven, cloud-based CRM, Pipeline is an ideal fit.
The platform is built by salespeople, for salespeople, and it’s focused on one thing: closing deals. So, if you’re looking for an on-premise solution, Pipeline isn’t going to work. If customer support is an important detail, Pipeline offers best-in-class support. They’re available via phone or email and are willing to onboard your team. Other providers charge an arm and a leg for onboarding, and some providers don’t offer phone support at all.
Mobile Features
- Very affordable
- Use smart search to find contacts, companies, deals, and data
- Real-time phone alerts give you updates as they happen
- Mobile business card scanner instantly adds contacts to Pipeline
- Talk-to-text records
- Nearby geolocator to map contact location
- One-click activity notes (e.g., made a phone call, sent a proposal, signed contract)
- Sales-driven feature set that’s designed to help you close more deals
- Use AI-driven automation to create and assign the next steps automatically
- Integrates with a large list of software (e.g., Microsoft, QuickBooks, Google Apps, Zapier, Paycove, CallRail, etc.)
App Support
- Support: contact, email, or call at 866-702-7303
- Onboarding services: Personalized training and guidance to ensure a successful CRM implementation
- Knowledge base:
- Status updates: Consistent service uptime across platforms
Reviews
- 4.4/5 star rating on G2 (928 reviews total)
- 4.4/5 star rating on Capterra (623 reviews total)
- 9.8/10 score via TrustRadius
- 4.2/5 star rating via Gartner (41 reviews total)
Pipeline CRM Pricing
- Start plan: $29 per user per month
- Develop plan: $39 per user per month
- Grow plan: $59 per user per month
Sugar CRM: Best for On-Premise or Custom Mobile App Requirements
SugarCRM has matured from an open-source freemium application to a sophisticated, AI-driven, fully mature software application. Their motto, “Let the platform do the work,” exemplifies their focus on delivering meaningful results via automation.
SugarCRM offers the customization, control, deep reporting, security, and access to data that bigger players like Microsoft or Salesforce do for a fraction of the price. If you’re looking for a comprehensive solution and you have a team that’s willing to invest in the training needed, Sugar CRM is a good fit.
Is Sugarcrm a Worthwhile Mobile CRM for Sales Managers?
If you’re looking for a highly customizable, general-purpose CRM that offers on-premise and cloud-based options for your organization, SugarCRM is a perfect fit. Their AI-driven platform is built to handle the heavy lifting that most other CRMs dump on their users. The tool also scales well, handling small, medium, and enterprise customers. So, if you’re looking for a high degree of customization and are willing to pay for additional support, it’s perfect.
Mobile Features
- Schedule calls, create cases, or send quotes directly from your mobile device
- Streamline customer locations, routes, and planning
- Access modules and account information
- View KPIs at the individual and team level
- View detailed account information
- Work and sync offline
- AI-driven platform works with mobile apps
App Support
- Support: contact, email, or call at 877-842-7276
- Training services: training options available to SugarCRM users
- Knowledge base
- Status updates: Consistent service uptime across platforms
Reviews
- 3.8/5 star rating on G2 (904 reviews total)
- 3.8/5 star rating on Capterra (406 reviews total)
- 7.9/10 score via TrustRadius (245 reviews total)
- 4/5 star rating via Gartner (241 reviews total)
Sugar CRM Pricing
- Essentials: $49 per user per month (3 user minimum, 5 maximum, billed annually)
- Advanced: $85 per user per month (3 user minimum, billed annually)
- Premier: $135 per user per month (10 user minimum, billed annually)
- Add-ons are extra
Monday.com: Best Mobile CRM for Project Management
Monday.com is an all-in-one platform managing—work management, sales CRM, and project management. They call themselves the “Work OS.” According to their site, the Work OS platform provides users with no-code building blocks they can use to customize their workflows. Users can change every aspect of their work by layering industry-specific products on top of the Work OS. Combine building blocks, like apps and integrations, creating the productivity platform your company wants.
Is Monday.com a Worthwhile Mobile CRM for Sales Managers?
Monday.com works best for teams oriented around project management. While Monday.com can handle sales pipelines, it really shines at managing all of your organization’s day-to-day projects. Their Work OS platform is designed to eliminate IT as a requirement. Teams, departments, and organizations can jump in and get started on their projects immediately.
Mobile Features
- Create boards, groups, projects, and tasks in a few clicks
- Communicate and collaborate with your team
- Search through boards, projects, and contacts
- Toggle between standard and landscape views on your mobile device
- Add or remove modules (e.g., time tracking) on an as-needed basis
- Work across multiple workspaces and organizations via a single account
- Use triggers to activate automation and integrations
App Support
- Support: live chat, email, or request a callback
- Training services via a certified Monday.com partner
- Knowledge base
- Status updates: Consistent service uptime across platforms
Reviews
- 4.7/5 star rating on G2 (10,688 reviews total)
- 4.6/5 star rating on Capterra (4,740 reviews total)
- 8.4/10 score via TrustRadius (4,647 reviews total)
- 4.5/5 star rating via Gartner (260 reviews total)
Monday.com CRM Pricing
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- Basic: $12 per user per month (3 user minimum, 5 maximum, billed annually)
- Standard: $14 per user per month (3 user minimum, billed annually)
- Pro: $135 per user per month (10 user minimum, billed annually)
- Enterprise: Contact for a quote
ClickUp CRM: Best Mobile CRM for Team Collaboration
ClickUp bills itself as “productivity software.” Their About page says it was created “first [as] an internal tool, now as a way to fulfill our vision of making the world more productive.” While Microsoft Project and Salesforce require literal college courses to learn, ClickUp is an intuitive platform teams can use to get up and running in a few hours.
ClickUp is available via iOS, Android, Apple Watch, Voice Assistants, and email add-ons. Its CRM is designed for team collaboration.
Is ClickUp a Worthwhile Mobile CRM for Sales Managers?
ClickUp is a worthwhile investment if your organization or department is looking to implement ClickUp across the organization. If you’re looking for a collaborative CRM that you can use as a single source of truth, ClickUp is exactly what you need. Good to know: if you have the expectation that ClickUp will help drive sales, this is not going to work for you.
Mobile Features
- Prioritized and auto-sort to-dos
- Manage all work via mobile—tasks, reminders, collaborations, statuses,
- Set favorites, trending, and my work allows users to customize the app for their needs
- Switch between workspaces and different accounts (e.g., accounts for different departments)
- View breadcrumb and detailed account views
- Add views to customize your dashboard—list, board, calendar, doc, chat
- Filter notifications quickly
App Support
- Support: contact (24/7 support, phone support not available)
- ClickUp University: In-depth training options available to ClickUp users. Also available via training@clickup.com
- Knowledge base
- Status updates: ClickUp uptime/status updates
Reviews
- 4.7/5 star rating on G2 (9,428 reviews total)
- 4.7/5 star rating on Capterra (4,034 reviews total)
- 8.5/10 score via TrustRadius (1,194 reviews total)
- 4.3/5 star rating via Gartner (139 reviews total)
ClickUp CRM Pricing
- Free: $0
- Unlimited: $7 per user per month
- Business: $12 per user per month
- Enterprise: Call for a quote
VTiger CRM: Best Generalist Mobile CRM
VTiger is an all-in-one CRM designed for small businesses. It offers two options: an open-source version of its CRM platform and a paid version. The free plan on the paid tier of its platform has a limited feature set. The open-source version of its product is used by more than 300,000 businesses worldwide.
Is VTiger a Worthwhile Mobile CRM for Sales Managers?
If you’re a sales manager looking for a well-balanced, all-purpose CRM VTiger could be just what you’re looking for. VTiger is ideal for organizations that need sales, marketing, and support teams to work together. However, if you’re looking for a CRM for a specific department, VTiger may be more than you need.
Mobile Features
- Use Calculus AI + GPT to automate specific tasks
- Manage leads and contacts
- Update and manage your sales pipeline
- Manage sales forecasts and quotas
- Add documents and templates
- Configure, price, and quote deals
- View performance insights and reports
Reviews
- 4.3/5 star rating on G2 (409 reviews total)
- 4.4/5 star rating on Capterra (338 reviews total)
- 8.7/10 score via TrustRadius (31 reviews total)
- 4.2/5 star rating via Gartner (383 reviews total)
VTiger CRM Pricing
- Growth: $15 per user per month
- Professional: $42 per user per month
- Enterprise: $58 per user per month
Mobile CRM for Sales Managers is a Must-Have
By pairing your sales methodology with a native CRM app, you can create a sales-producing weapon. Choose the right sales CRM software, and you’ll gain insights into customer behavior and consistently boost sales performance.
Find out how Pipeline CRM can help your sales teams close deals on the go—or try it free for 14 days!
