Best Client Relationship Management Apps

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.

Melon CRM Customer Management

Client Relationship System

Free

This cloud-based client relationship system helps business owners track communications with clients, featuring tools like automated reminders, appointment calendars, and financial reports. By using this system, business owners can efficiently manage client relationships and stay organized, whether in the office or on the go.

Wealthbox

CRM for Financial Advisors

Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

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/

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.

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.

Dex - Rolodex and Personal CRM

Build stronger relationships

Free

Manage and strengthen your relationships effortlessly with Dex - Rolodex and Personal CRM. Stay connected, remember important details, and become a superconnector by organizing your network with ease. Try Dex now and level up your relationship management game. Note: Terms of Use and Privacy Policy can be found at the specified links.

GTCFX Portal

Business Management App

Free

Streamline your Forex business with our comprehensive management app. Customize your client area, track transactions, and enhance client interactions with ease. Unlock the power of an all-in-one platform designed to revolutionize your Forex operations. Download now and experience unparalleled convenience, customization, and security.

Quo (formerly OpenPhone)

Business calling and texting

Free

This application provides teams with a comprehensive phone system, offering features like unlimited calling and texting, a lightweight CRM, integration with various platforms, and exceptional customer support. Users can easily manage business communications, keep personal and business numbers separate, and try it for free for 7 days. Get started in minutes with no long-term commitment.

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.

Daylite - Mail, Calendar, CRM

Track contacts, follow up, win

Free

Daylite is a CRM and productivity app for Mac, iPhone, and iPad that helps teams manage client communication, deals, and projects efficiently. Close more deals and achieve greater productivity with Daylite!

Affinity CRM

Relationship Intelligence

Free

This relationship intelligence platform empowers private capital dealmakers to find, manage, and close more deals by providing automated insights and technology to drive deals and manage relationships. With its mobile app, users can access critical meeting data, manage their pipeline, and network with purpose, all from their mobile device.

Pipedrive – 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!

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!

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.

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.