CRM Mobile App for Field Sales Teams
I’m looking for a CRM with a solid mobile app for a small B2B field sales team. We have five reps who spend most of their time visiting prospects, following up on leads, and managing existing client relationships, so desktop access isn’t always practical.
The main priority is being able to quickly pull up customer details, contact information, previous conversations, notes, and upcoming follow-ups directly from a phone. Basic account management, email capabilities, and an easy way to update deals while on the road would also be useful.
I’ve looked at options like Pipedrive and Zoho CRM, but I’m open to alternatives, especially if the mobile experience is better. Ideally, I’d like to stay below $80 per user per month without getting hit with expensive setup or implementation fees.
For anyone using a CRM mobile app for field sales, what are you using and how well does it actually work when your team is on the road?