What Is Field Sales? The Ultimate Guide for Success in 2025 (Updated)
Samir Majumdar
April 12, 2025
Since 2015, we’ve grown field sales productivity by 200% for hundreds of sales teams. What’s our secret? True Field Enablement. We’ve been using this same field sales strategy for over nine years, and it hits and crushes quota every single quarter, every single EOY. What’s your newfound secret? This field sales guide. In our ultimate guide (the largest in the industry –
Did you know that using mobile CRM apps can boost sales productivity by 14.6%?
So that’s a no-brainer, right? It’s time for you and your sales team to embrace these apps! But what are your best options in 2025?
Today I’m breaking down my top recommendations for the best mobile customer relationship management apps. I’ll look into how these CRM for mobile tools can streamline your sales processes, enhance customer interactions, and ultimately drive higher sales efficiency.
Mobile CRM Apps
Mobile CRM apps are designed to help sales teams manage their customer relationships and sales processes on the go. These CRM mobile applications put the power of a traditional customer relationship management system right in your pocket. You and your team can access vital customer information, track interactions, and manage tasks from anywhere, whether you’re using a tablet or smartphone.
For field sales reps and outside sales reps, this mobility is crucial.
When choosing a CRM for use on your smartphone, several key features can make a significant difference in your sales team’s productivity and efficiency. First, let’s talk about the user interface.
I’m always a fan of simple and intuitive design. Your team needs to access information quickly without getting bogged down by complex menus or unnecessary features. A well-designed CRM app, whether for iPhone or Android, allows your reps to focus on what matters most: closing deals and building relationships.
Integration capabilities are another important factor. Your mobile CRM software should seamlessly connect with other tools you use daily. Whether it’s your email, calendar, or social media platforms, the CRM should bring all these tools together.
This integration helps keep all your customer data in one place, making it easier to manage interactions and track progress.
Remove Your Sales Limitations.
Other Things to Look For
Offline access is a feature you don’t want to overlook. Sales reps often work in areas with spotty internet connections.
A good mobile CRM system allows you to access and update data even when you’re offline. Once you’re back online, the app should sync all your information automatically. That way your data is always up-to-date, regardless of your internet connection.
Customization options are crucial for tailoring the CRM to fit your specific needs. We all know that every sales team works differently. So your CRM should adapt to your workflow.
Look for apps that offer customizable fields, dashboards, and reports. This flexibility allows you to create a system that works best for your team.
Security is another key feature to consider. You’re dealing with sensitive customer data, so your mobile CRM must have strong security measures in place. Look for apps that offer encryption, secure user authentication, and regular updates to protect your data.
Best Mobile CRM Apps in 2025
I get it… choosing the right CRM mobile application can be overwhelming. There are so many options, and each app offers unique features that cater to different needs and preferences.
So here are my top recommendations for the top mobile CRM solutions for 2025.
1. Veloxy
I’m gonna start off with Veloxy, my personal favorite of the bunch (and yes, I might be a bit partial).
Veloxy is a mobile sales CRM app designed to boost sales productivity through its intelligent features and seamless integration with Salesforce, and Gmail or Outlook. This app stands out for its ability to provide real-time information and automation, making sales processes smoother and more efficient.
I have to say, I love its user-friendly interface that allows your team to quickly access and update customer information, track sales activities, and manage tasks on the go.
And believe me, your team will really appreciate Veloxy’s predictive analytics, which can help them forecast sales trends and identify potential opportunities. This feature ensures that your team can focus on the most promising leads and make data-driven decisions.
As you can tell, we work diligently with field sales, outside sales, and door to door sales reps to design the app around their everyday needs.
Veloxy also excels in integration, connecting with popular email platforms, calendars, and other essential tools. This integration helps centralize all your sales data, making it easier to manage customer interactions and streamline workflows.
The app’s mobile capabilities are robust, providing offline access so you can continue working even without an internet connection. Once you’re back online, all your updates sync automatically.
Security is another strength of Veloxy, with features like encryption and secure login protecting your sensitive data.
Veloxy is particularly useful for sales teams looking to enhance their efficiency through automation and real-time insights. Its intuitive design, strong integration capabilities, and advanced analytics make it a valuable tool for managing sales activities and improving overall performance.
Whether you’re in the office or on the go, Veloxy ensures that you have the tools you need to succeed in today’s competitive sales environment.
2. Salesforce Mobile
Salesforce Mobile, part of the Salesforce Sales Cloud suite, stands out as a powerful tool for sales teams looking to enhance their productivity. This cloud-based mobile CRM app offers an array of features designed to help you manage customer relationships effectively.
With Salesforce Mobile, you can access all your CRM data from anywhere, ensuring you’re always informed and ready to make strategic decisions. The app’s interface is user-friendly, making it easy for your team to navigate and utilize its functions without a steep learning curve.
Customization is one of Salesforce Mobile’s strengths. You can tailor the app to fit your specific needs, from custom fields to personalized dashboards. This flexibility allows your team to work more efficiently, adapting the tool to your workflow rather than the other way around.
Integration is another key feature. Salesforce Mobile integrates seamlessly with a wide range of tools and platforms, including your email, calendar, and even social media channels.
This integration ensures that all your data is centralized, making it easier to track customer interactions and follow up on leads. The app also offers advanced analytics and reporting features.
It provides you with insights into your team’s sales performance and helps you identify areas for improvement. Security is robust, with encryption and secure user authentication to protect your data.
3. Zoho CRM
The Zoho CRM app is known for its affordability and extensive feature set, making it a popular choice for businesses of all sizes. The app is designed to be user-friendly, with an intuitive interface that simplifies managing customer relationships.
Zoho CRM offers a comprehensive suite of features, including lead and contact management, sales automation, and detailed analytics dashboards. These tools help you streamline your sales processes and improve your team’s efficiency.
One of the standout features of Zoho CRM Plus is its customization options. You can tailor the app to suit your specific needs, creating custom fields and workflows that match your sales process. This flexibility ensures that your team can work in a way that best supports your business objectives.
I like that Zoho CRM also excels in integration capabilities. It connects with a wide range of third-party applications, allowing you to centralize your data and streamline your operations.
Whether you’re using email marketing tools, social media platforms, or accounting software, Zoho CRM can bring all these elements together. This integration helps you maintain a cohesive view of your customer interactions, improving your ability to manage and nurture relationships.
The app’s mobile capabilities are strong, providing offline access so you can update and retrieve information even without an internet connection. Security is a priority, with features like encryption and secure login to protect your sensitive data.
4. HubSpot CRM
HubSpot CRM is a standout choice for businesses seeking a cost-effective yet powerful CRM solution. This app offers a range of features designed to help you manage customer relationships more efficiently.
HubSpot CRM is free, so it’s a great option for small to mid-sized businesses that want to enhance their sales processes without a significant financial investment. The app provides tools for contact management, email tracking, and sales pipeline management, all within an easy-to-use interface.
One of HubSpot CRM’s strengths is its seamless integration with other HubSpot tools, as well as various third-party applications. This integration helps centralize your data, making it easier to track customer interactions and manage your sales pipeline.
The app also offers robust analytics, giving you insights into your sales performance and helping you identify areas for improvement. With HubSpot CRM, you can easily track deals, monitor customer interactions, and manage your sales activities in one place.
HubSpot CRM is also known for its user-friendly design, which I love. The app is intuitive and easy to navigate, which means your team can quickly learn to use it without extensive training.
This ease of use helps your sales reps stay focused on their tasks rather than getting bogged down by complicated software. The app’s mobile capabilities are strong, allowing you to access and update your CRM data from anywhere. This mobility ensures that your sales team can stay productive, whether they’re in the office or on the go.
In terms of security, HubSpot CRM offers robust measures to protect your data. The app includes features like encryption and secure user authentication, ensuring that your sensitive information remains safe.
5. Pipedrive
Pipedrive is another top mobile CRM app that focuses on helping sales teams stay organized and efficient. The app is designed with a visual pipeline management feature that allows you to track deals at every stage.
This visual approach makes it easy to see where each deal stands and what actions are needed to move it forward. Pipedrive’s user-friendly interface ensures that your team can quickly get up to speed and start using the app to its full potential.
One of Pipedrive’s key features is its powerful automation tools. These tools help reduce manual tasks, freeing up more time for your sales reps to focus on selling.
With Pipedrive, you can automate follow-ups, reminders, and other routine tasks. And if you’re like me, you’ll really appreciate this automation help. It keeps your sales process running smoothly and efficiently, allowing your team to close more deals.
Pipedrive also offers strong integration capabilities. The app connects with a variety of third-party tools, such as email marketing platforms, social media channels, and accounting software.
This integration helps you centralize your data and streamline your operations, making it easier to manage customer interactions and track sales activities. Pipedrive’s mobile capabilities are robust, providing offline access so you can update and retrieve information even when you’re not connected to the internet.
Security is a priority for Pipedrive, with features like encryption and secure login to protect your data. The app’s analytics and reporting features are also impressive, offering insights into your sales performance and helping you identify areas for improvement.
With Pipedrive, you can track your sales activities, monitor your pipeline, and make data-driven decisions to enhance your sales strategy. This app is an excellent choice for sales teams looking to stay organized, reduce manual tasks, and improve their overall efficiency.
6. Insightly
Insightly combines CRM and project management features, making it a versatile choice for businesses that need both. This app helps you manage customer relationships and track projects simultaneously. So all aspects of your work are streamlined and organized.
Insightly offers a user-friendly interface that makes it easy to manage contacts, leads, and tasks without getting overwhelmed. The integration of project management tools means you can oversee project timelines, assign tasks, and track progress, all within the same platform.
One of the standout features of Insightly is its robust integration capabilities. It connects seamlessly with a variety of third-party applications, including email marketing tools, social media platforms, and accounting software.
This integration helps centralize your data and streamline your operations, making it easier to manage customer interactions and project timelines. Insightly also offers powerful analytics and reporting tools, giving you insights into your sales and project performance. These tools help you identify areas for improvement and make data-driven decisions to optimize your processes.
I think the mobile capabilities on this app are strong, providing access to your CRM and project data from anywhere. This mobility ensures that your team can stay productive, whether they’re in the office or on the go.
Insightly also offers offline access, and we all know the value of that perk. You can update and retrieve information even when you’re not connected to the internet. Security is a priority for Insightly, with features like encryption and secure login to protect your data.
The Top CRM Apps for Sales
Choosing the best mobile CRM apps can greatly enhance your sales team’s productivity and efficiency.
Veloxy was created by field sales professionals as a complete sales software solution. It simplifies your teams’ daily work, putting them in control. They can access their tasks, calendars, contacts, notes, and reports, all in one seamlessly integrated app.
Get in touch today to find out how we can help your team!
FAQ about Mobile CRM Apps
What are some other CRM mobile applications?
In addition to the apps mentioned above, there are other notable CRM solutions worth considering. ActiveCampaign offers a robust CRM with powerful automation features. Salesflare provides an intelligent CRM that automates data input and provides valuable sales insights. Freshworks CRM (formerly Freshsales) offers a comprehensive suite of tools for sales and marketing teams.
What else should I consider when selecting a mobile CRM?
When selecting a mobile CRM, consider features like push notifications, communication tools, and route planning capabilities. Look for apps that offer real-time information updates and automated data entry to save time and improve accuracy. Meeting tracking and a mobile-specific interface are also valuable features for sales teams on the go.
Remember, the best CRM for your team will depend on your specific needs, budget, and the devices you use (iPhone CRM app or Android CRM). Take advantage of free trials and demos to find the mobile CRM software that best fits your sales process and helps you achieve your KPIs.