
Free
Rating summary
About
MyProspects is a CRM for sales professionals, financial advisors, and organizations. Manage your daily prospecting and customer relationships from your iPhone or iPad.
Features:
- Daily call list with follow-up scheduling
- Track prospects from first contact to client
- Log call outcomes and notes
- Schedule meetings and edit saved meeting times
- Link family members while keeping individual contact details and history
- Performance charts and activity reporting
- Manager dashboard for team oversight
- Sync with your existing MyProspects web account
Available to sales professionals and organizations regardless of company affiliation. An existing MyProspects account is required.
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What's New in MyProspects CRM
3.4
November 2, 2026
This update fixes meeting times resetting when scheduling from a logged call. You can now edit and reschedule saved meetings and follow-ups. We also added linked-family tools, richer performance charts and reporting, and improvements to note editing and keyboard handling.
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