Are CRMs and sales apps the same?

CRMs and sales apps aren’t exactly the same, although the two do overlap. The best CRMs ( customer relationship management apps) are advanced sales apps and platforms that help users with all aspects of sales management, including: Lead generation Lead management Sales data storage Sales tracking Sales forecasting Customer support Task management (e.g., scheduling sales activities) Sales automation , including workflow automation A more basic sales app may focus on one smaller area of selling, like document management.

Can I use a sales app for marketing?

Most sales apps only focus on supporting sales teams. However, Pipedrive’s web app also has lead generation and email campaign features that many marketing pros and small business owners find useful. For example, Campaigns is Pipedrive’s email marketing software. It helps you craft professional email campaigns and monitor engagement in real time so you know if your strategy is working.

Can I use a spreadsheet instead of a sales app?

Spreadsheets are free, basic tools for storing contact data, sales records, sales metrics and other information. However, as your business collects more data, spreadsheets can get confusing, especially when different teams keep their own versions offline. A dedicated sales app, like a CRM system, is a more intuitive, scalable way to organize the customer data your field sales reps need.

Intuitive sales app

Build relationships and close deals from anywhere with an intuitive sales app

The right sales app helps your team maximize selling time in the office, in the field, at sales meetings and everywhere in between.

Help sales reps make better business decisions by equipping them with centralized data they can access from anywhere.

Learn how Pipedrive’s sales app keeps your team productive, pipeline full and customers happy.

Call tracking and caller ID
Easy search for fast follow-ups
User-friendly day organizer
Quick notes for meeting prep
Push notifications
Sales data at your fingertips

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Pipedrive’s sales app features

Nurture leads on the go

Plan the day and build relationships from your mobile device with iOS and Android CRM apps

Organize your contact data

Gain valuable insights on contacts and deals with a single tap for better decision-making

Build the perfect sales app

Your mobile sales app reflects the changes you make in our fully customizable CRM

Keep your team engaged

Use push notifications and notes to encourage your reps to prioritize activities and drive sales results

Centralize communication

Unify email, CRM messaging and other comms to streamline workflows

Protect your contact data

Depend on a sales app with multiple security certificates, world-class infrastructure and privacy features

Join 100,000+ happy mobile users

What to look for in a sales app

When choosing a sales app to grow your productivity and revenue, ensure it has these key features:

User-friendliness. Get straight to work with a simple CRM that’s easy to use from day one.
Reliable support. Find expert tips, answers and solutions anytime from a comprehensive knowledge base.
Flexible pricing. Find the perfect plan and scale up or down as your business evolves.
Offline functionality. Access your data while offline and make updates that are reflected in your CRM once you’re online again.

Plan sales meetings on the move

When you don’t fully prepare for field sales meetings, you risk disappointing leads or even losing deals – and being on the move shouldn’t stop you.

A mobile sales app gives you travel-friendly access to contact and deal insights so you can impress buyers with personalized insights and tailored solutions.

Pipedrive’s Android and iPhone apps put a single source of customer truth in your pocket. Easily find lead, deal and contact data when you need it and stay up to date with push notifications.

Learn more about Pipedrive’s mobile CRM.

Tailor your sales app with easy customization

Using a rigid, one-size-fits-all CRM forces you to change the trusted sales process you’ve worked hard to refine.

A customizable sales app adapts to your workflows, not the other way around. It complements your unique sales strategy perfectly so you can work to your team’s strengths.

Pipedrive offers custom sales pipelines, fields and reports so you can build a CRM for your salespeople to use in the best sales app for their needs.

Learn more about Pipedrive’s custom CRM.

Record contact data and notes from anywhere

Unless you record regular updates on contacts and deals, great ideas could go to waste and you’ll lose sight of follow-up opportunities.

A sales app that lets you log information on the move helps you stay organized, build detailed customer profiles and collaborate effectively with your team.

Using Pipedrive, you can store notes and attachments as soon as you think of them. Type in or add voice-to-text updates using your microphone. Android users can even turn handwritten notes into CRM-friendly text.

Learn more about Pipedrive’s audio notes.

Supercharge your favorite marketing and sales apps

The best sales apps have a desktop version, which you can connect to marketing, productivity and project management solutions, ensuring information accuracy among your team members. Pipedrive’s marketplace can help expand your CRM’s functionality and add features as your business needs change.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

How Planet42 uses Pipedrive to manage its sales and equity pipelines

As Planet42 grew, having sales and equity leads in a single pipeline became too confusing for company founder Eerik Oja and his sales force.

Setting up separate Pipedrive pipelines helped the company prioritize its lead-gen efforts. Thanks to extra support from email templates and the call tracking app, Planet42 gained over 700 equity leads and over 1,500 sales leads.

“The setup for Pipedrive is great! It’s simple and customizable. It allows us to see the information we need to see and the sales flow at any given moment.”

Read the case study

Sales app FAQs

CRMs and sales apps aren’t exactly the same, although the two do overlap.

The best CRMs (customer relationship management apps) are advanced sales apps and platforms that help users with all aspects of sales management, including:
- Lead generation
- Lead management
- Sales data storage
- Sales tracking
- Sales forecasting
- Customer support
- Task management (e.g., scheduling sales activities)
- Sales automation, including workflow automation
A more basic sales app may focus on one smaller area of selling, like document management.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments