20 Best Mobile Sales Software Reviewed For 2023
10 Best Mobile Sales Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
With so many different mobile sales software available, figuring out which is right for you is tough. You know you want to provide a mobile interface for your sales teams to access and manage sales-related data and tasks but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different mobile sales tools with various teams and accounts, with my picks of the best mobile sales software.
What Is Mobile Sales Software?
Mobile sales software is a digital tool that enables sales professionals to manage and conduct their sales activities through mobile devices. It encompasses functionalities for accessing customer data, managing sales pipelines, processing orders, and communicating with clients and team members, all optimized for use on smartphones and tablets. This software integrates key aspects of sales operations into a mobile-friendly format, allowing for effective sales management on the go.
The benefits of mobile sales software include increased flexibility and mobility for sales teams, enabling them to work efficiently from any location. It provides real-time access to essential sales and customer information, facilitating quick decision-making and responsiveness to customer needs. This leads to improved sales productivity, as tasks can be managed more efficiently without the need for a stationary setup. Additionally, the software enhances collaboration among team members and supports informed strategy planning through access to real-time analytics and reports, crucial for dynamic sales environments.
Overviews Of The 10 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.
HubSpot is a well-rounded platform with tools that support sales, marketing, and support teams, including its core CRM functionality. The mobile app provides teams with 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: 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 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.
Pros and cons
Pros:
- Hundreds of integrations available
- Feature-rich platform built for all revops domains
- Mobile apps available with all plans (including freemium)
Cons:
- Fewer customization options in mobile app
- Somewhat complex pricing model
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.
Pros and cons
Pros:
- Great customer support team
- Easy to integrate with other mobile apps
- User-friendly app with intuitive navigation
Cons:
- Has a little bit of a learning curve
- Calendar function offers limited customizability
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.
Pros and cons
Pros:
- Simple to set up and implement
- Paperless transition for traditionally paper-heavy industries
- Very user-friendly interface
Cons:
- Limited customizability for toolbars
- No mobile app — only portal accessibility
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.
Pros and cons
Pros:
- Simple to access client information
- Easy to push data to your CRM
- Intuitive navigation on the app
Cons:
- Limited customization for dashboards
- Can be difficult to bulk edit accounts
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.
Pros and cons
Pros:
- Focus on cross-team collaboration
- Award-winning mobile design
- Mobile app is available for free plans
Cons:
- Email updates can feel redundant
- Tasks must be assigned to show up on to-do lists
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.
Pros and cons
Pros:
- Great customer support team
- Free plan is available
- Robust self-service help tools and training
Cons:
- Setting up new employees takes some practice
- Android and Apple OS have slightly different performance
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.
Pros and cons
Pros:
- Simple to set up with an intuitive user interface
- Lower cost of ownership with no hidden fees for maintenance
- Unified platform for prospecting, engagement, lead gen, and communication
Cons:
- Occasional downtime for updates
- Some add-ons are only available for top tier plans
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.
Pros and cons
Pros:
- Versatile and flexible functionality
- Field sales-focused mobile app features
- Simple and easy interface on mobile
Cons:
- No offline functionality
- Lag time in geolocation tools
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.
Pros and cons
Pros:
- Searchable deal and client contact info in-app
- Simple and intuitive app navigation
- Customizable mobile dashboard and to-do list
Cons:
- Logs you out automatically after a short amount of time
- All-in-one subscription is expensive
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.
Pros and cons
Pros:
- Robust seminars and classes to learn advanced features
- Easy to learn and navigate
- Constantly innovating to meet your changing needs
Cons:
- Customer support can be hard to reach
- Frequent updates cause lag issues
| Tools | Price | |
|---|---|---|
| HubSpot | From $45/user/month | Website |
| Keap | From $249/month (billed annually) | Website |
| Fluix | Plans start from $10/user/month, with a 10-user minimum | Website |
| ZoomInfo | Pricing upon request | Website |
| Asana | From $10.99/user/month (billed annually) + free plan available | Website |
| SalesRabbit | From $39/user/month | Website |
| Zendesk Sell | From $19/user/month | Website |
| Spotio | From $39/user/month | Website |
| Insightly | From $29/user/month | Website |
| Prophet 21 | Pricing upon request | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareA 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.
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?
Having sales applications on your mobile device means you can continue to conduct business wherever you go and provides you with improved communication with remote team members, increased sales opportunities, better organization, and happier customers. With mobile access on Android and Apple devices, employees are no longer chained to their desks to close deals and follow up with clients.
Who uses mobile sales software?
Any sales team member that works outside of your office environment would benefit from having a mobile sales software. With remote access to templates, contact information, lead management, and their to-do list, remote and field sales reps have an easier time doing their job.
How do I choose a sales software?
Choosing a sales software is dependent on your needs as an organization and your budget. I would recommend exploring the list above and requesting demos and free trials from the ones that sound like they can accommodate your everyday sales activities. While the research phase may take several months, as you test each platform for a few weeks, finding the best sales software for optimizing your processes is worth it.
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.