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Mobile CRM apps are essential for every modern salesperson to stay informed and efficient. And if you’re an iPhone or iPad user, you’ll want to download the best CRM app for your iOS device.
But where should you begin? And what should you look for to ensure you’re getting the ideal CRM app for your needs?
We’ve got the answers to these questions and more in this guide. Read on to discover the benefits of a dedicated iOS CRM app, the essential features of a great app, and the 10 best CRM iOS apps for iPhone.
While no smartphone app can replicate the full experience of using a desktop CRM, there are several essential features you should keep in mind. Here’s a breakdown of what to look for:
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In addition to the key features mentioned above, using a CRM app dedicated to iOS offers several benefits:
If you’re a salesperson who won’t leave the house without your iPhone, here are 10 mobile CRM apps that you need to consider:
CRM name | Key features |
Nutshell | Map visualization features, business card scanner, one-click calling and emailing, meeting and call note logging |
Freshsales | Key metrics dashboard, calendar view, ability to book an Uber, voice recording feature |
Pipedrive | Mapping feature using Google Maps API, calendar view, refreshingly crisp iOS app |
Salesforce | Partnership with Einstein Analytics, all apps on Salesforce’s AppExchange are accessible from mobile, some features—such as mobile mapping—cost extra |
Zendesk Sell | Communication tracking, email templates with view notifications, geolocation, mobile reporting, customizable notifications for salespeople and managers |
Zoho | Map functionality, activity feeds, Zoho’s personal assistant |
HubSpot | Manage calls, receive real-time notifications, and access task management tools from your iPhone. |
Daylite | Has a visually appealing iPhone app with sales opportunity boards and automated notifications for streamlined sales management. |
Copper | Sync data in real-time and enjoy integration with Google apps, all accessible through their app. |
Monday | Features task management and customizable templates for efficient CRM usage. |
Nutshell’s iPhone app was relaunched in early 2020 and now includes the best map visualization features of any mobile CRM on the market. Perfect for planning client visits or just keeping an eye on where your hottest leads are, the Nutshell iOS app lets you view your saved lead lists on a smooth-scrolling, zoomable map, or quickly segment your leads by any attribute, such as status, open date, product, or custom tags.
Nutshell’s iPhone CRM app also comes equipped with an easy-to-use business card scanner so you can scan contacts on the go, as well as all the time-saving mobile features you’d expect, such as the ability to start new calls and emails in one click, quickly log meetings and call notes, and receive alerts for anything that needs your attention. Available to subscribers of any Nutshell package at no additional charge, Nutshell’s iPhone app helps you do important things fast, no matter where you are.
Already have a Nutshell subscription? Download the free iPhone app here.
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Freshsales’ iPhone app offers an impressive array of desktop features. The “key metrics” screen acts as a useful dashboard, giving you relevant information on your assigned deals, and the calendar view shows you your upcoming appointments and lets you easily schedule new ones. You can also create and log activities in the Freshsales iPhone app, and track their outcomes.
But what makes this a top iPhone CRM are the little extras. The ability to book an Uber from the Freshsales app is a nice touch, and the voice recording feature is a big help for summarizing meetings when you don’t have the time to type everything out on your iPhone keyboard.
See how Nutshell compares to Freshsales and other competing CRMs.
Pipedrive offers a refreshingly crisp iOS app full of useful CRM features designed for use on the go. Its mapping feature uses the Google Maps API to visualize any deals or contacts with a physical address. The calendar view is a cool way of displaying all CRM activities for each salesperson right on their iPhone, saving tons of time (and sticky notes).
Pipedrive’s iOS app boasts an impressive 4.1 out of 5 stars in the iTunes App Store, as fans of the desktop CRM enjoy having a fully functional mobile CRM for their iPhones or iPads as well: “Easy and simple enough to understand what’s happening with a Deal,” says a 5-star iOS app reviewer.
⚠ Bummer alert: Users report delays with processing activities through the mobile app interface.
Try Nutshell free for 14 days or let us show you around before you dive in.
The Salesforce mobile app boasts an impressive 4.7 out of 5 stars rating in the App Store. Customers already using Salesforce’s desktop application are fans of the simple mobile version.
The Salesforce app also features a partnership with Einstein Analytics, allowing its mobile app users to leverage AI insights to make informed decisions about how to manage pipelines.
All the apps on Salesforce’s AppExchange are accessible from mobile, but due to the mobile CRM experience, they have varying degrees of functionality constraints.
The key drawback with the Salesforce iPhone app—and Salesforce in general—is that every feature is piecemeal, and every piece costs extra. For example, Salesforce’s mobile mapping features are only available with a Salesforce Maps subscription, which starts at an additional $75/user/month!
There are also a plethora of third-party business card scanners—most are bundled with unnecessary features, some rely solely on Outlook sync, and even the lowest-rated one costs $7.99 a month.
Related: Salesforce contracts, explained: 7 things you didn’t know were in your Salesforce user agreement
Zendesk Sell’s iPhone app couples a usable interface with robust functionality. The iOS app provides sales teams with communication tracking, email templates with view notifications, geolocation, and mobile reporting.
Another great mobile CRM feature in Zendesk Sell is that the iPhone notifications can be customized differently for salespeople and sales managers alike. Sales managers also enjoy visibility into how their sales reps use the CRM app on their iPhones, including on-the-go reporting and real-time iOS notifications.
Zoho CRM offers a mobile version for iOS devices with many of the features of the desktop version. The Zoho ecosystem features over 40+ integrated applications, which is fine for desktop CRM users but creates a user experience that is impossible to replicate as a mobile CRM application. “Limited functionality,” says a customer on the iOS App Store.
On a brighter note, the iOS CRM app is highly rated by users who are not interested in replicating their desktop experience. Plus, the CRM app is not entirely dysfunctional—there are still plenty of features for Zoho users to enjoy, including map functionality and activity feeds.
The undisputed coolest Zoho mobile feature is Zoho’s personal assistant, Zia. CRM users on iPhone, iPad, or Android devices can speak or text with Zia to execute commands the same way an iOS user would talk to Siri.
Known for its user-friendly interface and comprehensive features, HubSpot offers a free CRM app for iPhone that allows you to make calls, manage tasks, and track customer interactions on the go. With HubSpot’s CRM app, you can leverage features like caller ID and real-time notifications to stay informed and engaged with your contacts.
Additionally, HubSpot’s task management tools and ticketing system enable seamless communication and collaboration with your team, ensuring that no customer query or issue goes unresolved.
Designed specifically for Apple devices, Daylite offers a sleek and professional CRM app for iPhone users. With Daylite’s CRM app, you can enjoy a visually appealing interface and intuitive features that streamline sales and customer management tasks.
The app’s sales opportunity boards and automated notifications make it easy to track leads and follow up with prospects, while its collaboration and communication tools facilitate teamwork and coordination on deals and projects.
Ideal for Google Workspace users, Copper offers an intuitive and visually appealing CRM platform with native screens for iPhones. With Copper’s CRM app, you can access all your CRM data and tools directly from your iOS device, ensuring you stay connected and productive on the go.
The app’s real-time data syncing and workflow automation features make it easy to manage sales activities and customer interactions from anywhere. Its integration with Google apps enhances efficiency and collaboration across your organization.
Monday.com offers a project management platform with robust CRM features. Its mobile app, optimized for iOS, allows users to stay productive and organized on the go, with tools for team collaboration, task management, and more.
Monday.com’s iOS app provides access to a wide range of features, including chats, mentions, and automated notifications, enabling you to stay connected and informed wherever you are.
Besides the core features you need in an iPhone CRM app, consider how the app will integrate with your business. What may be the best iOS CRM for one company may not be the ideal solution for yours.
Here are a few essential elements to consider before you pick the perfect iOS CRM for your company:
No two iPhone CRM apps offer the same functionality and features. Selecting the ideal CRM iPhone app depends on finding the perfect balance of functionality and features tailored to your needs. However, the highest-rated and most useful iOS apps have the same few features in common.
As we wrap up our guide to the best CRMs for iPhones, we’ve provided insights into the most effective apps available, each with its standout attributes. If you’re ready to try the best of the best, we recommend starting a 14-day trial of Nutshell. Immerse yourself in our iPhone app’s intuitive interface and robust functionality, and discover the difference firsthand.
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