Best Mobile Sales Software Shortlist
Check out my top recommendations of mobile sales software tools for remote work, along with what each tool does best.
- Zendesk Sell - Best for full functionality and geolocation
- Fluix - Best for medium to large field teams that handle utilities, construction, and pest control
- HubSpot Mobile App - Best for prioritizing customer outreach
- Keap Infusionsoft - Best for upgrading your small business with big tools
- Asana - Best for cross-functional work across your entire organization
- Insightly - Best for easy integration that supports growth
- ZoomInfo - Best for pushing profiles and data from your phone to your CRM
- Prophet 21 - Best for browser-based applications that work on all your devices
- SalesRabbit - Best for use by outside sales teams
- Mailshake - Best for improving your cold email outreach
- Trello - Best for creating custom fields on mobile
- Spotio - Best for keeping track of leads and reps in the field
Whether you have field salespeople traveling to meet clients or remote employees working from home, it’s important to ensure they have the accessibility and flexibility to work wherever they happen to be. Working out of the office means your digital platforms need to be available for download on multiple devices and that web-based platforms have responsive functionality for mobile phones and tablets.
You’ll also need to make sure your mobile sales software provides your sales team with essential tools on the go, like access to your central repository of customer data, auto-dialers, pipeline visibility, and consistent real-time updates for better accuracy and forecasting information.
What Is Mobile Sales Software?
Mobile sales software is designed to help your team members access the tools and information essential to their job on a mobile device. Sales apps can help your team communicate with leads and clients, log on to work software, take notes and document information, track metrics, or finish other work-related tasks through their smartphone or tablet.
Overviews Of The 12 Best Mobile Sales Software
Here, you’ll find my evaluation of the best mobile sales software options, as well as a glimpse of their inner workings, standout features and integrations, and a few pros and cons to narrow down your selection. You’ll also find some details on pricing and trials below.
1. Zendesk Sell - Best for full functionality and geolocation
As an all-in-one sales platform that targets rep adoption and automated data capture, Zendesk Sell also prioritized the development of a mobile app that allows your team to access their essential tools from anywhere. The app is available for download in iOS in the Apple store and for Androids in the Google Play store.
Why I picked Zendesk Sell: What really sold me on this mobile app was the route optimization feature. Your reps can plan out their day more strategically when they know which route will take them between clients fastest, especially when combined with Mapsly. Zendesk Sell route optimization uses geolocation and traffic patterns to deliver better navigation.
Zendesk Sell Standout Features and Integrations
Standout features include configurable check-in on mobile that allows reps to save visit notes and outcomes, location tracking for every member of your sales team, and real-time activity tracking.
Integrations include Active Campaign, Constant Contact, Gmail, Google Drive, HubSpot Marketing Hub, LiveChat, Mailchimp, Slack, Trello, and Zapier.
Pricing One-Liner: From $25/agent/month
Free Trial One-Liner: Free trial + free demo available
Pros
- Unified platform for prospecting, engagement, lead gen, and communication
- Lower cost of ownership with no hidden fees for maintenance
- Simple to set up with an intuitive user interface
Cons
- Some add-ons are only available for top tier plans
- Occasional downtime for updates
2. Fluix - Best for medium to large field teams that handle utilities, construction, and pest control
Designed for teams of over 10 people, Fluix is a communication and document management platform that streamlines the flow between your mobile workforce, back office, and customers. This platform was built to automate inspections, checklists, work orders, and audits while onsite.
Why I picked Fluix: The thing that caught my eye about Fluix was the client-tracking features they offer, like the ability to add photos, annotations, and geotags to a client profile when online or offline. The platform can also send out real-time alerts in case of emergencies to ensure home base is never disconnected from the field team.
Fluix Standout Features and Integrations
Standout features include centralized reports updated on a regular schedule that are accessible from anywhere and automated export of data to your analytics tools to merge field operations and inspections.
Integrations include Asana, Box, Dropbox Business, Google Drive, Google Workspace, Microsoft 365, Monday.com, OneDrive, Trello, and Zapier.
Pricing One-Liner: From $30/user/month
Free Trial One-Liner: Free trial + free demo available
Pros
- Very user-friendly interface
- Paperless transition for traditionally paper-heavy industries
- Simple to set up and implement
Cons
- No mobile app — only portal accessibility
- Limited customizability for toolbars
3. HubSpot Mobile App - Best for prioritizing customer outreach
HubSpot CRM has developed an app specifically to deliver the experience of a desktop CRM to your mobile phone or tablet. Any customer-facing team has access to the information they need in real-time and they can enter to update contact records, view historical customer timelines, and make phone calls directly from the app.
Why I picked HubSpot Mobile App: The most interesting feature from this platform is the way it allows you to prioritize outreach without switching between apps or tabs. You can send sales assets in any of your apps using the HubSpot keyboard, emailing and scheduling meetings that much faster. You also get detailed caller ID that provides data on the lead or customer that’s calling.
HubSpot Mobile App Standout Features and Integrations
Standout features include activity feed that monitors all your leads, live chat from anywhere, and voice dictation to take notes in the app.
Integrations include Canva, Gmail, Google Workspace, Microsoft 365, Microsoft Excel, Slack, Trello, Whatsapp, WordPress, and Zoom Meetings.
Pricing One-Liner: Free with HubSpot Sales Hub
Free Trial One-Liner: Free trial + free demo available
Pros
- Comes with your HubSpot subscription
- Easy to learn and navigate
- Comes with many other free tools
Cons
- Premium features only available at high tiers
- Must have HubSpot Sales Hub to use the app
4. Keap Infusionsoft - Best for upgrading your small business with big tools
Made specifically to accommodate small business budgets, Keap Infusionsoft focuses on helping your business grow through advanced tools that automate and streamline your workflow. You can access features like app alerts when a customer needs a follow-up, recommended responses, invoice notifications, and automated emails.
Why I picked Keap Infusionsoft: I chose this platform for my list because it’s geared towards smaller business owners. Many of the larger platforms price out small businesses and solo owners, but Keap ensures you have access to a variety of essential features for every aspect of your business while keeping their price point low.
Keap Infusionsoft Standout Features and Integrations
Standout features include a central repository of information with client data and sales notes, automated alerts for overdue invoices and customer follow-ups, and personalized email templates.
Integrations include Apple iCloud, DocuSign, Dropbox, Gmail, IMAP/SMTP Setup, Microsoft Exchange, Outlook, QuickBooks Online, Yahoo, and Zapier.
Pricing One-Liner: From $40/month
Free Trial One-Liner: 14-day free trial available
Pros
- User-friendly app with intuitive navigation
- Easy to integrate with other mobile apps
- Great customer support team
Cons
- Calendar function offers limited customizability
- Has a little bit of a learning curve
5. Asana - Best for cross-functional work across your entire organization
This work management platform is designed to coordinate your teams to ensure everything from strategic initiatives to daily tasks are aligned across the entire organization. With Asana, you have access to sales tools, marketing essentials, IT needs, and operations management. Asana also offers a phone app that has the exact same functionality as the web app.
Just like our web app, you can use it to create tasks and projects, have conversations about them, and get updates on their progress when you’re on and offline.
Why I picked Asana: This tool made my list because their Android mobile app is actually a winner of Google’s Material Design Award. Work on your device to create projects, manage tasks, collaborate on work, communicate with coworkers, and get updates right on your device – all in an intuitive, sleek app that’s engaging and exciting to use.
Asana Standout Features and Integrations
Standout features include milestone tracking to visualize the most important checkpoints in your sales process and time tracking so you can see exactly how much time employees are spending on each client or task.
Integrations include Box, Dropbox, GitHub, Google Drive, Harvest, Instagantt, Microsoft Teams, Okta, Slack, Splunk, and Tableau. Asana also offers a robust REST API.
Pricing One-Liner: From $13.49/month
Free Trial One-Liner: Free plan available
Pros
- Mobile app is available for free plans
- Award-winning mobile design
- Focus on cross-team collaboration
Cons
- Tasks must be assigned to show up on to-do lists
- Email updates can feel redundant
6. Insightly - Best for easy integration that supports growth
With a focus on modern design and intuitive use, Insightly offers a CRM that strives to resolve the most common pain points that a legacy CRM can’t. Insightly’s web and mobile options both offer pipeline building, sales automation, and SLA management that ensures your clients are happy.
Why I picked Insightly: I chose Insightly for my list because no matter how you configure your preferred features, the mobile app offers the exact same functionality. Choose from features that focus on CRM, marketing, or service — or combine all of them into a comprehensive tool to keep your team agile and mobile.
Insightly Standout Features and Integrations
Standout features include custom KPIs for dashboards that focus on your company goals, scanning feature to add new contacts from their business cards, and custom task management home page on the app that allows you to filter and organize your to-do list any way you want.
Integrations include Asana, BambooHR, Calendly, DocuSign, Drift, Gong, Microsoft Power BI, Okta, Sage, and WooCommerce.
Pricing One-Liner: From $29/user /month
Free Trial One-Liner: Free plan available
Pros
- Customizable mobile dashboard and to-do list
- Simple and intuitive app navigation
- Searchable deal and client contact info in-app
Cons
- All-in-one subscription is expensive
- Logs you out automatically after a short amount of time
7. ZoomInfo - Best for pushing profiles and data from your phone to your CRM
The ZoomInfo SalesOS mobile app is a comprehensive tool that offers the same functionality as a desktop app in your back pocket. This app ensures you have access to B2B intelligence, allows you to sync prospect insights to your calendar, and helps you push customer and business profiles from your mobile device to your cloud-based CRM.
Why I picked ZoomInfo: The mobile app from this platform deserves a spot on my list because you can get and share information with the rest of your CRM on-the-go. Build last-minute talking points from new analytics data, export customer phone numbers to and from your CRM, and call leads and customers right from the app.
ZoomInfo Standout Features and Integrations
Standout features include sync prospect data to your calendar app or to your CRM and overviews with profiles of every client available on your phone.
Integrations include Bullhorn, Dynamics 365, Google Analytics 360, HubSpot CRM, JobDiva, Marketo, Pipedrive, Salesforce Sales Cloud, Slack, and Zoho CRM.
Pricing One-Liner: Pricing available upon request
Free Trial One-Liner: Free demo available
Pros
- Intuitive navigation on the app
- Easy to push data to your CRM
- Simple to access client information
Cons
- Can be difficult to bulk edit accounts
- Limited customization for dashboards
8. Profit 21 - Best for browser-based applications that work on all your devices
Epicor designed a browser-based app that works on any device to ensure your team members can stay productive whether they’re on the road, in the warehouse, or out in the field. Prophet 21 provides functionality that allows your team to build sales pipelines, address warehouse operations, and communicate with customers.
Why I picked Prophet 21: I like this platform because it offers solutions for more than just sales needs. You can also enjoy access to essential warehouse management features, including accepting purchase orders, cross docking, printing orders, and completing inventory reviews.
Prophet 21 Standout Features and Integrations
Standout features include account access and sales order entry through mobile, warehouse management for distributors, and mobile proof of delivery for delivery drivers.
Integrations include 2W Technologies Inc, Algorithm Inc, Comtec Solutions, Datanational Corporation, EpiCenter, Laminin Solutions, Mayan Technologies, Microsoft Azure Cloud. Prophet 21 also offers RESTful API integrations.
Pricing One-Liner: Pricing available upon request
Free Trial One-Liner: Free demo available
Pros
- Constantly innovating to meet your changing needs
- Easy to learn and navigate
- Robust seminars and classes to learn advanced features
Cons
- Frequent updates cause lag issues
- Customer support can be hard to reach
9. SalesRabbit - Best for use by outside sales teams
SalesRabbit is a mobility-focused sales tracking and lead management platform that’s designed for door to door field sales, including HVAC, contractor services, pest control, roofing, and pool maintenance. Your reps will have mobile access to tools that assess and analyze key behaviors to enhance motivation and increase efficiency.
Why I picked SalesRabbit: This tool caught my eye because it offers home office more visibility into field team activity. With additional information on where and how reps are operating, you can more easily rate and assign territories, monitor service progress, map out customers, and review historical data.
SalesRabbit Standout Features and Integrations
Standout features include lead generation that uses neighborhood buyer scores and new mover data, automated lead routing through the mobile app, and legally binding e-signing on any device.
Integrations include AccuLynx, Evolve, JobNimbus, Kixie PowerCall, MarketSharp, PestPac, Salesforce Sales Cloud, Thryx, TopBuilder, and Zapier.
Pricing One-Liner: From $29/user/month
Free Trial One-Liner: Free plan available
Pros
- Robust self-service help tools and training
- Free plan is available
- Great customer support team
Cons
- Android and Apple OS have slightly different performance
- Setting up new employees takes some practice
10. Mailshake - Best for improving your cold email outreach
As a sales engagement platform that’s designed to be accessed through a web portal, Mailshake is available to your team on any device, including desktop, tablet, and mobile. Use this platform to send personalized emails at scale, dial clients directly from the platform, and engage with leads on social media through Facebook, LinkedIn, and Instagram integrations.
Why I picked Mailshake: I put this platform on my list because it can help you automate all types of cold outreach, but especially email. You can connect with prospects more easily and schedule more meetings through automated AI-supported email writing, use customizable templates to personalize messages, and list cleaning tools that enhance deliverability.
Mailshake Standout Features and Integrations
Standout features include email domain setup assistant, email warmup to enhance your domain reputation, and in-app copy analysis to remove spam-like writing.
Integrations include Agiled, Crowdcast, Gmail, HoneyBook, Microsoft Outlook, Paperform, Pipedrive, Salesforce Sales Cloud, UpLead, and Zapier.
Pricing One-Liner: From $58/user/month
Free Trial One-Liner: 30-minute free demo available
Pros
- Very easy to use and navigate
- Intuitive tool for desktop and mobile
- Easy to implement at scale
Cons
- No free admin account for managing users
- Pricing is a little more expensive than other tools
11. Trello - Best for creating custom fields on mobile
This work management platform is designed to provide your team with organizational and communication tools to enhance their work processes wherever they are. Trello has mobile solutions for remote workers and traveling teams to ensure no project gets left behind with daily to-do lists, progress tracking on dashboards, and team communication on mobile.
Why I picked Trello: The main reason I chose this platform is because of the frequent updates and support the team provides for their mobile app, the newest of which is a custom fields update. Now, you can create new fields or update, input, and edit any existing field all from your phone.
Trello Standout Features and Integrations
Standout features include 50 custom or preset fields available per board, board filtering that supports drop-down lists, text, and checkbox fields, and drag-and-drop functionality on mobile to reorder tasks, cards, and fields.
Integrations include Costello, EasyQA, Focus|Project, GLIDR, Newton Mail, Slack, Toggl, WebWork Time Tracker, and YoCo Board.
Pricing One-Liner: From $6/user/month
Free Trial One-Liner: Free plan available
Pros
- Impressive ease of use
- Intuitive dashboards for better visualizations
- Low barrier for entry
Cons
- Limited built-in reporting and analytics
- Designed only for simple workflow management
12. Spotio - Best for keeping track of leads and reps in the field
As a field service and sales management platform, Spotio is designed to help businesses across a variety of industries organize, manage, and track their operations through lead visit tracking, route optimization, territory assignment, and customer communication. They also have a mobile app that’s built to be simple and easy to use so sales reps actually want to engage with it.
Why I picked Spotio: Because the mobile app can automatically capture and record visit and service details, SMS messages with customers, client calls, and email communications, your sales reps have to do less to keep managers up to date on their everyday tasks. The app provides easy tools for your team to use in the field with automated updates that enhance visibility at the home office.
Spotio Standout Features and Integrations
Standout features include responsive design for phone and tablets that allows for landscape and portrait views and leaderboards that engage sales reps through custom KPI metric tracking.
Integrations include AccuLynx, Gmail, Google Calendar, HubSpot CRM, Microsoft Outlook, NetSuite, Pipedrive, Salesforce Sales Cloud, Zapier, and Zoho CRM.
Pricing One-Liner: From $39/user/month
Free Trial One-Liner: Free demo available
Pros
- Simple and easy interface on mobile
- Field sales-focused mobile app features
- Versatile and flexible functionality
Cons
- Lag time in geolocation tools
- No offline functionality
A Few Other Options
I couldn’t finish off this list without adding a couple of other mobile CRM apps that could be the right fit for your company. Check out these solutions and what they do best.
- Pipedrive - Best for pipeline and deal visibility on mobile phones and tablets
- Basecamp - Best for regular notifications and check-ins on any device
- ClickUp - Best for mobile project management to connect with the entire team
- monday sales CRM - Best lead capture and management on a mobile app
- Salesforce - Best mobile sales software with cloud accessibility for small businesses
- NetSuite - Best for remote management of financials, CRM, and sales
- Capsule - Best online CRM with responsive design for readability on any device
- Nutshell - Best all-in-one mobile CRM for B2B marketing and sales
Selection Criteria For Mobile Sales Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best mobile sales software for this article:
Core Functionality
While your mobile sales software may be the same as your regular sales software, it should have a few unique functionalities that you don’t need when working in the office, including:
- Accessible and functional on all devices
- Provide great security features
- Scalability and customizability
Key Features
There are a number of features that could provide the functionality listed above. You’ll see that each mobile sales solution may have slightly different options to address each concern. Here are some of the most common features you can expect when browsing for mobile sales or CRM software:
- Offline access: You don’t want work to stop just because your sales rep doesn’t have access to data or wifi. Make sure your mobile sales app provides functionality when they’re not connected to the internet.
- Web-based portal: Some sales and CRM solutions are designed to provide accessibility through a web-based portal instead of a mobile app. With responsive design, it doesn’t matter what device you use to log on, as the site adjusts to whatever you’re using.
- Data protection: There are many security features that can enhance your data protection, especially if your sales solution is cloud-based. Look for SOC 2 Type II, ISO 27001:2013, ISO 27018:2014, ISO 27701:2019, and FedRAMP LI-SaaS. Each of these provides a different type of industry-accepted security and privacy. You may also see that some platforms provide industry-based compliance and protections, like HIPAA for healthcare.
- Custom dashboards: Each of your sales reps has a unique workflow and advanced preferences for streamlining their processes. Make sure your mobile sales tools offer custom dashboards and profiles that allow each rep to personalize their experience.
- Geolocation: This last feature is one that isn’t necessary in office environments, but can be crucial while traveling. It helps sales reps find their clients, provides a better understanding of how much reps are traveling each day, and helps them manage routes better.
Usability
User-friendly interfaces and versatile functionality ensures your sales reps can adopt and learn how to use a mobile app quickly and easily. I prioritized those tools that were interactive, engaging, and intuitive to use, as well as those that offered support throughout onboarding and implementation.
Software Integrations
Your in-office mobile sales software probably integrates with all your other digital tools, but the mobile app needs to have that same functionality as well. All the data that you share between platforms must be readily available, syncing with email, calling, SMS, and navigation as needed to save time and enhance task management.
Pricing
When you choose a sales software, you’re buying a comprehensive series of services designed to address all of your needs in and out of the office, so a mobile tool is usually an add-on or feature.
Keeping in mind that these are comprehensive sales management solutions, you’ll find that they have a user-based subscription model. However, depending on feature preferences, add-ons, and customizability, you can expect these platforms to range between $20/user/month to $120/user/month. You may also be able to find some free plans that offer mobile access.
People Also Ask
Still have more questions about finding the best mobile CRM and sales tools? Check out this FAQ for answers.
What are the benefits of mobile sales software?
Who uses mobile sales software?
How do I choose a sales software?
Other Revenue Operations Software
If mobile sales software isn’t the only digital tool on your to-buy list, I would recommend exploring these other essentials to round out your tech stack:
- Sales Dialer Software
- Field Sales Software
- Sales Forecasting Software
- Sales Automation Software
- Sales Pipeline Management Software
- Sales Engagement Software
- Marketing Automation Software
What’s Next
If you’ve already chosen the best mobile sales options for your organization and signed up for free trials and demos, you’re well on your way to finding the right fit. Now, it’s time to focus on other areas where you can improve. Wondering where to start? Sign up for The RevOps Team Newsletter for those essential insights straight to your inbox.