Who this guide is for

As an iPad user in a team of 20-50 people managing customer relationships, tracking sales, and staying organized while on the go is crucial for your business success. A CRM designed for iPad can help streamline these tasks for your entire sales team, offering a mobile-friendly interface that allows you to manage contacts, automate follow-ups, and monitor your sales pipeline right from your device. For mid-size sales teams, having a CRM that scales efficiently without overwhelming complexity is essential.

👉🏼 Try folk now to manage contact-based reminders with your sales team on iPad

What you'll learn

In this blog post, we'll explore the best CRM options for iPad users like you, focusing on tools that offer seamless functionality, intuitive design, and powerful mobile features perfectly suited for teams of 20-50 professionals.

Buying checklist: iPad CRM essentials

What features you should look for as an iPad user

There's a lot of CRMs on the market, but not all of them are compatible with iOS devices or scale effectively for teams of 20-50 people. As an iPad user managing a growing sales team, making sure the CRM app you want in your tech stack offers a seamless mobile experience, intuitive interface, and offline capabilities is key. Tailoring your requirements to iPad-specific features that support team collaboration will help you find a CRM that boosts productivity and efficiency across your entire sales organization. Start with looking for the following key features of any CRM you consider.

Key features of a CRM for iPad

• Responsive layout: A visually engaging and responsive design that takes full advantage of the iPad's larger display and provides a desktop-like experience for your entire team.
• Find contacts in moments:Search for any contact in your workspace, essential when managing hundreds of prospects across your sales team.
• View and take notes on your contacts directly on your iPad:Open any contact profile to edit information (fields), and add Notes or Reminders while on the go, crucial for field sales teams.
• Add new contacts and move contacts into pipelines:So your sales reps don't have to wait until they're back at the office to update deal progress.

The 5 best CRMs for iPad

1. folk

folk is a modern CRM platform perfect for teams of 20-50 people, offering customizable pipelines, AI-driven tools, and integrations specifically designed to enhance deal management and prospecting for growing sales organizations without the complexity of enterprise solutions.

Key features

• Contact enrichment: Automatically enriches contact details by finding emails and LinkedIn URLs, enabling efficient outreach across your sales team without manual data entry or additional costs for email services.
• Social media integration Seamlessly import contacts from LinkedIn, Sales Navigator, Instagram, X, and more to bring all contacts within folk, perfect for teams doing high-volume prospecting.
• Mail merge and email sequences: Full email sync compatible with Gmail and Outlook, access to templates, and tracking features, enabling your entire sales team to manage communications directly from the CRM.
• AI-powered features: AI tools assist in managing contacts and relationships, automating routine tasks, and suggesting actions to improve productivity across your growing team.
• Fully responsive on tablet device: A visually engaging and responsive design that takes full advantage of the iPad's larger display and provides a desktop-like experience for sales teams on the go.
• Find contacts in moments:Search for any contact in your workspace, essential when your team manages hundreds of prospects.
• View and take notes on your contacts directly on your iPad:Open any contact profile to edit information (fields), and add Notes or Reminders while on the go, perfect for field sales activities.
• Add new contacts and move contacts into pipelines:So your sales reps don't have to wait until they're back at the office to update deal progress and maintain momentum.

Pros

• Perfect for mid-size teams: folk is specifically designed for teams of 20-50 people, offering the right balance of features without enterprise complexity, making it accessible for sales managers and reps alike.
• All-in-one solution for sales teams: folk streamlines your team's workflow by allowing reps to import contacts from LinkedIn, automatically find their emails, reach out through customizable email sequences, and track interactions in a pipeline, eliminating the need for multiple tools and saving significant budget.
• LinkedIn Integration for B2B sales: Seamlessly import contacts from LinkedIn and Sales Navigator, track conversations within folk, and use templates for quicker, streamlined communication - essential for modern B2B sales teams.
• Team collaboration features: Custom fields, pipelines, and workflows that can be standardized across your sales team for consistent processes and better management oversight.
• Cost-effective scalability: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing your growing team to centralize workflow and reduce manual data entry without breaking the budget.

Cons

• Reporting: folk CRM includes advanced analytics such as pipeline and deal stage reporting, revenue forecasting with weighted probabilities, and performance breakdowns by owner, channel, industry, region, or any custom field.

Price and plans

You can try folk for free with a 14-day free trial. After that, a monthly or annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium:$40 per user, per month.
• Custom: Starts from $60 per user, per month.

2. Capsule CRM

Capsule CRM is a user-friendly customer relationship management platform designed for small and medium-sized businesses. While it offers a clean interface for iPad users, it may lack some advanced features that growing sales teams of 20-50 people typically need for complex deal management.

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Key features

• 1 sales pipeline,
• 50 custom fields,
• 30,000 contacts,
• Task management,
• Workflow automation,
• Install their iOS mobile app to your iPad.

Pros

• User-friendly interface: Capsule CRM offers a clean and intuitive design, making it easy for sales teams to navigate on an iPad, though it may be too simplistic for complex B2B sales processes.
• Contact and sales management: The platform provides basic tools for managing leads and customers, though teams of 20-50 people may find the single pipeline limitation restrictive.
• Customization options: Capsule CRM allows users to customize fields, tags, and pipelines, but with fewer options than what growing sales teams typically require.
• Integration capabilities: Capsule integrates with various popular third-party applications, though the selection is more limited compared to comprehensive solutions.
• Affordability: Capsule CRM offers competitive pricing, but costs can escalate quickly when adding features needed by larger teams.

Cons

• Limited scalability for growing teams: The single pipeline restriction and basic feature set may not meet the needs of sales teams managing multiple product lines or complex deal structures.
• Basic automation capabilities: Limited workflow automation compared to what 20-50 person sales teams typically need for efficiency.
• Restricted reporting: Basic reporting capabilities that may not provide the insights sales managers need to optimize team performance.
• No built-in prospecting tools: Lacks integrated LinkedIn prospecting and contact enrichment features that modern sales teams rely on.
• Limited customer support: Email-only support can be problematic for teams that need quick resolution of technical issues affecting multiple users.

Price and Plans

• Starter plan:Starts from $21 per user, per month.
• Growth plan:Starts from $38 per user, per month.
• Advanced plan:Starts from $60 per user, per month.
• Ultimate plan:Starts from $75 per user, per month.

3. Zoho

Zoho is a comprehensive CRM system with strong sales focus and extensive features. However, for teams of 20-50 people using iPads, its complexity and learning curve can be overwhelming, making it less ideal than more streamlined solutions designed for mid-size sales teams.

Key features

• Sales automation: Comprehensive automation features that may be overwhelming for mid-size teams looking for straightforward functionality on iPad.

• Multi-channel communication: Integrates with email, phone, social media, and live chat, though the complexity can hinder quick adoption by sales teams on mobile devices.
• Lead and contact management: Robust contact management with extensive customization options that require significant setup time for teams of 20-50 people.
• Mobile CRM: Offers a mobile app for iPad, though some desktop features aren't fully optimized for tablet use.
• Customizable dashboards and reports: Extensive reporting capabilities that require training to utilize effectively on iPad.

Pros

• Comprehensive feature set: Extensive functionality that covers most business needs, though may be excessive for focused sales teams.
• Customization: Deep customization options allow businesses to tailor the CRM, but require significant time investment that mid-size teams may not have.
• AI-Powered Features: Zia AI assistant provides insights, though the complexity may not suit teams looking for simple, effective iPad usage.
• Integration with Zoho Suite: Works well with other Zoho products, but may lock teams into a specific ecosystem.

Cons

• Overwhelming complexity: The extensive customization options can be too complex for sales teams of 20-50 people who need quick deployment and ease of use on iPad.
• Time-intensive setup: Initial configuration requires significant technical expertise and time investment that growing sales teams may not have available.
• Performance issues on mobile: Reports of slow performance with large datasets can hinder productivity for active sales teams using iPads in the field.
• Steep learning curve: Requires extensive training for team adoption, which can slow down implementation for mid-size sales organizations.
• Limited third-party integrations: While integrating well within Zoho ecosystem, connecting with preferred sales tools used by teams can be challenging.

Price and plans

Zoho's free plan is limited to three users. After that, an annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Professional: $35 per user, per month.
• Enterprise:$50 per user, per month.

4. Pipedrive

Pipedrive is a web-based CRM focused on sales pipeline management. While it offers good iPad functionality, it lacks the integrated prospecting and contact enrichment features that modern sales teams of 20-50 people need for efficient lead generation and relationship building.

Key features

• Mobile app: Functional iPad app that provides access to core CRM features, though lacks some advanced functionality available on desktop.
• Lead and deal management: Strong pipeline visualization and deal tracking, suitable for teams focused primarily on closing existing opportunities.
• Sales automation: Basic workflow automation for routine tasks, though more limited than comprehensive solutions designed for growing teams.
• Email integration: Email sync and templates, but lacks integrated prospecting tools that teams need for lead generation.
• Reporting and analytics: Standard reporting tools, though advanced analytics require higher-tier plans that can become expensive for mid-size teams.
• Customization: Pipeline and field customization, but with fewer options than what growing sales organizations typically require.

Pros

• Clean interface: Intuitive design that works well on iPad, making it accessible for sales teams without extensive training requirements.
• Pipeline focus: Strong visual pipeline management that helps sales teams track deal progress effectively on mobile devices.
• Deal tracking: Effective tools for managing existing opportunities and monitoring sales activities across the team.
• Reasonable learning curve: Easier to adopt than complex enterprise solutions, suitable for teams wanting quick implementation.

Cons

• No integrated prospecting: Lacks built-in LinkedIn integration and contact enrichment, forcing teams to use multiple tools for complete sales workflow.
• Limited automation: Basic automation capabilities may not meet the efficiency needs of growing sales teams managing high-volume activities.
• Expensive add-ons: Core features require higher-tier plans, making total cost of ownership high for teams of 20-50 people.
• Basic contact management: Contact organization and enrichment features are limited compared to modern CRM solutions designed for B2B sales.
• No built-in email marketing: Requires third-party integrations for email sequences and marketing automation that sales teams typically need.

Price and plans

An annual subscription plan basis is as follows.

• Essential plan:Starts from $24 per user, per month.
• Advanced plan: Starts from $44 per user, per month.
• Power plan:Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

5. Salesforce

Salesforce is a robust CRM platform designed for large enterprises. While powerful, it's typically overkill and too expensive for teams of 20-50 people, requiring extensive customization and training that can overwhelm mid-size sales organizations looking for efficient iPad solutions.

Key features

• Enterprise-grade ecosystem: Comprehensive platform with extensive capabilities that exceed the needs of most 20-50 person teams.
• Advanced customization: Deep customization options that require dedicated administrators and extensive setup time.
• Salesforce Einstein AI: Advanced AI features that come with complexity and additional costs that may not justify ROI for mid-size teams.
• Extensive integration capabilities: Connects with numerous third-party apps, but requires technical expertise to implement effectively.
• Mobile accessibility: iPad app available, but the complexity of the platform can make mobile usage challenging for field sales teams.

Pros

• Comprehensive functionality: Extensive feature set that can handle complex enterprise requirements, though excessive for most mid-size teams.
• Highly customizable: Deep customization capabilities, but requires significant investment in training and setup for effective utilization.
• Strong integration ecosystem: Connects with virtually any business tool, but complexity can overwhelm teams looking for streamlined operations.
• Enterprise scalability: Built to handle massive organizations, making it over-engineered for teams of 20-50 people.

Cons

• Prohibitive cost: Extremely expensive for mid-size teams, with licensing fees often exceeding the entire software budget for 20-50 person organizations.
• Complex implementation: Requires months of setup, dedicated administrators, and extensive training, making it impractical for growing sales teams.
• Overwhelming interface: Complex user interface that can confuse sales reps, reducing productivity rather than enhancing it on iPad.
• Over-engineering: Feature complexity far exceeds what most sales teams need, leading to poor user adoption and wasted investment.
• Hidden costs: Additional fees for features, storage, and add-ons can quickly multiply the total cost of ownership beyond budget.

Price and plans

• Starter Suite: $25/user/month provides basic CRM features for small businesses.
• Pro Suite: $100/user/month includes advanced tools for growing businesses.
• Enterprise Plan: $165/user/month offers extensive customization and automation for large companies.
• Unlimited Plan: $330/user/month provides comprehensive features for large enterprises.
• Einstein 1 Sales: $500/user/month provides AI-driven insights and advanced features for large enterprises.

Conclusion

Choosing the right CRM for your iPad can significantly enhance your sales team's efficiency while on the go. For teams of 20-50 people, folk CRM emerges as the clear winner, offering the perfect balance of powerful features, ease of use, and cost-effectiveness. While other platforms like Capsule CRM, Zoho, Pipedrive, and Salesforce each have their merits, folk CRM specifically addresses the unique needs of mid-size sales teams with integrated prospecting, automated contact enrichment, and intuitive mobile functionality that doesn't require extensive training or setup. To experience how folk CRM can transform your team's productivity, get started by trying folk for free here.

👉🏼 Try folk now to never miss a follow-up while working from your iPad

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FAQ

What is the best CRM system for small businesses?

For 20–50 person teams on iPad, folk is a strong option with pipelines, email sequences, and contact enrichment. Capsule, Pipedrive, Zoho, or Salesforce may suit different needs, budgets, or complexity.

Which CRM works best on iPad?

Choose a CRM with a responsive UI and full mobile parity. folk is optimized for tablet use with pipelines, notes, reminders, and email sync. Pipedrive and Capsule offer iPad apps with lighter feature sets.

How much does an iPad-friendly CRM cost?

Typical ranges: folk $20–$40/user/month (Custom from $60), Capsule $21–$75, Pipedrive $24–$129, Zoho $20–$50, Salesforce $25–$330+. Annual billing often lowers per-seat cost.

What features should a CRM for iPad include?

Responsive layout, fast contact search, note-taking and reminders, pipeline and deal tracking, email sync and templates, LinkedIn/contact enrichment, team collaboration, and optional offline access.