Best Client Relations Apps

205+ iOS apps curated and reviewed

4.3 avg rating
20 free apps
Updated June 2026

Looking for free client relations apps? 20 of our 205+ tracked titles are free to download โ€” no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Client Relations

HoneyBook - Small Business CRM#1

HoneyBook - Small Business CRM by HoneyBook, Inc.

Invoices, Contracts, Payments
Editor's Choice
๐Ÿ’ผ Business
4.8๐Ÿ˜(16K ratings)
FreeAdsIn-App Purchases
#41in Business
HoneyBook - Small Business CRM screenshot 1
HoneyBook - Small Business CRM screenshot 2
HoneyBook - Small Business CRM screenshot 3
HoneyBook - Small Business CRM screenshot 4

Create contracts, send invoices, collect payments, and track projects seamlessly in one place with this small business CRM. Join over 100,000 users transforming client experiences. Start streamlining your business processes today!

What We Love

  • ๐Ÿš€ Streamlined workflow
  • ๐Ÿ”’ Secure payment processing
  • ๐Ÿ‘ Intuitive and user-friendly
  • ๐Ÿš€ Efficient client management

Room to Improve

  • ๐Ÿ› Buggy mobile app
  • ๐Ÿ’ฐ Expensive fees and subscription
  • ๐Ÿ” Limited customization options
Cloze Relationship Management#2

Cloze Relationship Management by Cloze, Inc.

Smart CRM, Inbox and Contacts
Strong Contender
๐Ÿ“Š Productivity
4.6๐Ÿ˜(2.7K ratings)
FreeAdsIn-App Purchases
Cloze Relationship Management screenshot 1
Cloze Relationship Management screenshot 2
Cloze Relationship Management screenshot 3
Cloze Relationship Management screenshot 4
Cloze Relationship Management screenshot 5

A productivity app that serves as a smart CRM and inbox manager, consolidating all contact details, communication history, and tasks in one place. It uses AI to prompt actions, prioritize important contacts, and streamline email management. Organize your professional relationships effortlessly.

What We Love

  • ๐Ÿš€ Powerful CRM features
  • ๐Ÿ” Comprehensive contact management
  • ๐Ÿ”— Seamless integrations
  • ๐Ÿ•ฐ๏ธ Helpful reminders and follow-ups

Room to Improve

  • ๐Ÿ› Buggy and unstable performance
  • ๐Ÿ•ฐ๏ธ Slow sync and refresh times
  • ๐Ÿค” Confusing onboarding and setup
Canopy Client Portal#3

Canopy Client Portal by Canopy Tax, Inc.

Secure client interactions
Worth Considering
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(23K ratings)
Free
Canopy Client Portal screenshot 1
Canopy Client Portal screenshot 2
Canopy Client Portal screenshot 3
Canopy Client Portal screenshot 4
Canopy Client Portal screenshot 5
Canopy Client Portal screenshot 6

This application provides a secure platform for clients to interact with their accountants, enabling easy file sharing, task management, file uploads, and direct communication with accountants. Streamlining client-accountant interactions for a more efficient process.

What We Love

  • ๐Ÿ‘ Easy to use and navigate
  • ๐Ÿš€ Convenient and efficient document upload
  • ๐Ÿ”’ Secure and reliable
  • ๐Ÿ’ก Helpful and patient customer service

Room to Improve

  • ๐Ÿ› Camera feature needs improvement for cropping and centering
  • ๐Ÿ› Occasional issues with scanning documents

More Client Relations apps to explore

4
Clio for Clients
Clio for Clients
Clio for Clients
Stay connected to your lawyer.
Free

Stay connected to your lawyer with an app that lets you securely communicate, share documents, receive updates, and access case information from a centralized portal. Send documents, communicate privately, stay organized, pay invoices, and more. Your lawyer must be using the app to grant you access.

๐Ÿ“Š Productivity
(11K)
5
Clients: Your Client Book, CRM
Clients: Your Client Book, CRM
Clients: Your Client Book, CRM
Manage Your Customer Database
Free

Effortlessly store and manage client data with this simple and efficient personal CRM app. Stay connected with your clients, take notes, import contacts, set reminders, and more from anywhere. Visit the website to learn more: https://clients.is/terms/

๐Ÿ’ผ Business
(398)
6
Clientbook Retail
Clientbook Retail
Clientbook Retail
clienteling, messaging, crm
Free

Clientbook is a clienteling and CRM solution for retail stores, allowing sales associates to efficiently track and communicate with clients. It streamlines client management by consolidating follow-ups, message history, preferences, and more in one place, enabling smooth client transitions between associates and providing management with valuable performance insights. Take your client relationships to the next level with Clientbook.

๐Ÿ’ผ Business
(1.2K)
7
Karbon for Clients
Karbon for Clients
Karbon for Clients
Accounting firm client portal
Free

This client portal app allows you to securely share files, exchange information, and stay connected with your accounting firm in one place, streamlining communication and task management. By using this app, you can easily collaborate, track project progress, and ask questions, reducing back-and-forth and keeping your information safe with industry-standard security.

๐Ÿ“Š Productivity
(3)
8
Client Note Tracker - Easy CRM
Client Note Tracker - Easy CRM
Client Note Tracker - Easy CRM
Customers, Records, Journal
Free

Remember client interactions with ease using this app that allows you to track client details and notes, with the ability to add custom information for each client. Access your data across multiple devices and enjoy a simple, ad-free interface. Perfect for professionals in various industries and small business owners. Download now to stay organized!

๐Ÿ’ผ Business
(90)
9
Client Hub
Client Hub
Client Hub
by Client Hub Inc.
Free

This mobile app helps accounting firms streamline client interactions by collecting information and documents, shifting conversations out of email, and enabling clients to self-serve file access. By using this app, firms can prioritize client experience and improve workflow efficiency.

๐Ÿ’ผ Business
(10)
10
Logics Client Portal
Logics Client Portal
Logics Client Portal
by Intellirose LLC
Free

This client portal app provides a comprehensive solution for managing cases, activities, and finances in one centralized platform, offering features such as case tracking, billing summary, payment management, and live chat support. Download the app to streamline your interactions, stay informed, and take control of your client management experience.

๐Ÿ“Š Productivity
(41)
11
Moxo
Moxo
Moxo
by Moxtra, Inc.
Free

Modernize your client interactions with a one-stop digital hub that streamlines client management processes through automation, secure messaging, and document exchange. Manage client interactions efficiently from onboarding to servicing and exception handling, and control the chaos of client management with digital workflows and tools.

๐Ÿ’ผ Business
(46)
12
vcita Mobile CRM
vcita Mobile CRM
vcita Mobile CRM
by vCita Inc.
Free

Access vcita Mobile CRM to enhance your on-the-go business management. Efficiently schedule appointments, handle billing, and boost productivity with this essential app.

๐Ÿ’ผ Business
(111)
13
OnePageCRM - Simple CRM System
OnePageCRM - Simple CRM System
OnePageCRM - Simple CRM System
CRM for those who take action
Free

This CRM application helps consulting and professional services businesses nurture relationships with clients, prospects, and partners by organizing client information, setting reminders, and streamlining communication. It enables users to manage sales pipelines, collaborate with teams, and integrate with other business apps to grow sales proactively.

๐Ÿ’ผ Business
(319)
14
Qount Client Portal
Qount Client Portal
Qount Client Portal
by Qount Team
Free

This client portal app enables seamless collaboration between clients and their accounting firms, providing real-time updates and secure communication through messaging, information requests, and mobile notifications. To get started, request an invitation from your firm to access the portal's features with a secure login.

๐Ÿ“Š Productivity
(10)
15
Pipedrive โ€“ Sales CRM
Pipedrive โ€“ Sales CRM
Pipedrive โ€“ Sales CRM
Lead & prospect sales pipeline
Free

Track and manage sales leads efficiently with this advanced CRM sales tracker. Organize customer data, track interactions, and optimize sales processes for better results. Start boosting your sales performance today!

๐Ÿ’ผ Business
(652)
16
Integrity for Agents
Integrity for Agents
Integrity for Agents
by Integrity Marketing Group, LLC
Free

Integrity for Agents empowers Medicare and Life Insurance Agents to streamline their workflow, manage contacts, create personalized quotes, submit applications, review policies, and purchase leads all in one place. It also offers tools for better client connection like personalized websites, compliant call recording, cross-sell recommendations, and real-time lead availability. Boost your business efficiency and client relationships with Integrity for Agents!

๐Ÿ’ผ Business
(44)
17
eCOS Legal
eCOS Legal
eCOS Legal
Digital Onboarding
Free

The eCOS Legal app streamlines client onboarding for law firms by securely collecting important information and verifying identities, ensuring compliance and efficiency. Developed by InfoTrack UK, it aids in completing legal forms, conducting identity checks, and submitting financial details for legal matters. Download now for a seamless onboarding experience with your chosen legal services provider.

๐Ÿ’ผ Business
(0)
18
Referral Makerยฎ CRM
Referral Makerยฎ CRM
Referral Makerยฎ CRM
Live the Good Life!
Free

This mobile app provides on-the-go access to manage relationships, schedule appointments, and track activities, helping users efficiently work their referral systems. With this app, users can access and update their business and relationship information anywhere, anytime, to generate more business.

๐Ÿ’ผ Business
(87)
19
Platinum CRM by HAR
Platinum CRM by HAR
Platinum CRM by HAR
by Houston Association of Realtors
Free

This application helps businesses manage customer relationships by organizing contact information, tracking client history, and facilitating team collaboration. It also enables seamless integration with other business software solutions to streamline workflows and enhance productivity.

๐Ÿ’ผ Business
(3)
20
Customer List: Client Records
Customer List: Client Records
Customer List: Client Records
Customer Database, Client list
Free

This customer management system helps you organize client records, tasks, and notes, ensuring exceptional service and business growth. Try it for free to build better relationships with your customers, stay organized, and provide better services with features like client planning, time tracking, and contact management.

๐Ÿ’ผ Business
(4)