Sales reps need these 16 apps on their phones
Salespeople are constantly on the move, meeting with clients, giving presentations, or running to training sessions. The best sales apps are, therefore, necessary for the modern salesperson to stay connected.
Aside from company software, salespeople can use productivity tools, educational tools, travel tools, sales tools, and just plain useful apps for work to maximize their time away from their desks.
Our top picks are listed below.
CRM and Sales Productivity Apps
For any sales rep, keeping track of deals and staying on top of follow-up communication is paramount. Here are a few apps to help you do both.
Take a look at this video before reading on to learn about some of the best mobile sales apps.
5 Best Mobile CRM Apps (in 2023)
HubSpot is an industry-leading CRM platform with a sleek and easy-to-use mobile app. Oh, and it's free! The HubSpot mobile CRM makes recording contacts and calls easy, as well as keeping track of deals.
HubSpot CRM is easy to use and keeps your team in the loop. With features like document sharing, meeting scheduling, and live chat, you'll always be in touch with prospects.
The all-in-one productivity platform lets you keep track of tasks, collaborate with prospects, annotate PDFs, and more. With its deep set of productivity features, ClickUp can be your business' central hub of software.
Also, ClickUp can be used as a CRM, project management tool, or remote team communication tool.
Pricing
- Basic: Free
- Unlimited: $5 per user a month
- Business: $12 per user a month
- Business Plus: $19 per user a month
- Enterprise pricing upon request
Trello is a project management solution that uses Kanban boards to visualize work and maximize productivity. Create sales workflows that everyone can follow, from nurturing leads to closing deals, using Trello.
Pro tip: Trello offers 11 template sales boards so you can hit the ground running.
Pricing
- Standard: $5.00 per user a month
- Premium: $10.00 per user a month
- Enterprise pricing upon request
Sales Rep Communication Apps
A salesperson must be an expert communicator. Keeping in touch with your team and prospects is made easier with these apps.
You'll never have to worry about misplacing a business card again. By taking a photo, the HubSpot Mobile Card Scanner digitizes cards and saves the information to your phone's contact list.
Pricing: Free
Apple's Keynote presentation software is the company's flagship product. Its user-friendly mobile app lets you stay on top of your slide decks wherever you are, without a laptop.
What we like: The interface is intuitive and attractive, making updates to your decks just a little better.
Pricing: Free
File Storage and Document Signing Apps for Sales
Selling involves a lot of paperwork. There are contracts to sign, term sheets to sign; the list goes on. Organize and secure your documents in the cloud with these file storage and document signing apps.
A high-quality document-scanning app with text recognition (OCR) and intelligent auto-cropping capabilities. With CamScanner, you can also edit PDFs on the go and sync them across all your devices.
Pro tip: CamScanner also allows you to sign PDFs to close deals on the go.
Pricing
- Basic: Free
- Premium: $4.99 per month
- Business: $6.99 a user per month
A rep will get a prospect to sign, come hell or high water, when they are ready. Install the corresponding mobile app for your eSignature system, such as DocuSign, so prospects can sign anywhere, anytime.
What we like: DocuSign makes it easy to get signatures and close deals. The prospect won't have to hand-sign a document, scan it, and send it back to you. The process is handled by DocuSign without either party having to leave the browser.
Pricing:
- Basic: Free
- Personal: $10 monthly
- Standard: $25 per user a month
- Business Pro $40 per user a month
- Enterprise pricing upon request
Note-Taking Apps for Salespeople
Among other things, Evernote is a top-of-the-line note-taking app. With features like tasks, calendars, document scanning, and multi-device sync, Evernote can be the productivity hub for your entire team.
Pricing:
Basic: Free
Personal: $8.99 monthly
Professional: $10.99 monthly
Teams: $14.99 a user per month
Not a fan of written notes? It automatically transcribes your spoken words to text using professional-grade dictation and transcription software.
What we like: When writing emails or notes, Dragon boasts 99% accuracy, so you won't have to worry about awkward mistakes.
Pricing:
$15/month or $150/year
Enterprise pricing upon request
Knowledge-Based Apps for Salespeople
Education is a lifelong process. To stay on top of industry trends and optimize development, salespeople should check out these apps.
It is important to continue your education throughout your life. These apps can assist salespeople in staying current with industry trends and optimizing their development.
What we like: With Feedly's AI engine, you can create a custom feed based on your interests and industry.
Pricing:
Basic: Free
Pro: $6 monthly
Pro+: $8.25 monthly
Enterprise pricing upon request
You can level up in your professional life with MindTools' on-demand career and management learning platform. With MindTools' sales training resources, salespeople can advance their careers, regardless of their profession.
What we like: The experts at MindTools have conducted 200+ interviews, so you can be confident you are learning from the best.
Pricing: $27 a month or $270 a year
Sales Apps for Travel
Some reps have to travel a lot for their jobs, and it's not always easy. Here are some sales apps that can handle travel logistics so you don't have to worry about it.
You can lose a lot of energy when you travel. Keep your mental health in check and stay focused with headspace. Over 70 million people have downloaded Headspace's guided meditations and mindfulness workshops.
Pro tip: You can empower your entire team with mindfulness and reduce stress and burnout with Headspace for Work.
Pricing: $12.99 monthly or $69.99 yearly
Uber rides, client dinners, and hotel rooms - salespeople on the road incur a lot of expenses. In addition to tracking expenses, scanning receipts, paying bills, tracking mileage, and booking travel, Expensify also lets you scan receipts.
Pro tip: Get 4% cashback on all purchases with Expensify's business credit card, making expense reports even simpler.
Pricing:
Basic: Free
Collect: $5 a user per month with Expensify Card — $10 without
Control: $9 a user per month with Expensify Card — $18 without
Not only do sales reps need to eat, but taking prospects out to good restaurants can also be an important part of their job. Using Resy, you can find the best restaurants around and make reservations in a few clicks.
Pro tip: Check out Resy's curated selection of restaurants based on dietary restrictions or atmosphere. Among the experiences you can book are private dining rooms and cooking classes.
Door-to-Door Sales Apps
There are some sales reps who specialize in canvassing, which entails going door-to-door to find potential customers. The logistics of this type of selling include managing rep territories and tracking field performance.
When you're selling products on the ground, these apps are essential.
With this mobile app, you can assign territories, communicate with your team, and track leads. To share your data quickly, SalesRabbit connects to other web services.
Pro tip: SalesRabbit offers many add-ons for an additional fee. You should study their features and decide which add-ons are most appropriate for your business.
Pricing: $39 a user per month
Spotio is a field sales software that enables reps to canvas efficiently. Tracking software, territory management, sales intelligence, a leaderboard, and an appointment calendar are all included.
The appointment setting capability makes it easy for canvassers to set meetings and add notes so closers can finish the deal.
Pricing:
Team: $39 a user per month
Business: $69 a user per month
Pro: $129 a user per month
Enterprise pricing upon request