Best CRM Financial Apps

212+ iOS apps curated and reviewed

4.2 avg rating
20 free apps
Updated May 2026

Finding the right crm financial app can be overwhelming with so many options. We've analyzed 212+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for CRM Financial

Zoho CRM - Sales & Marketing#2

Zoho CRM - Sales & Marketing by Zoho Corporation

CRM for Every Business
Strong Contender
💼 Business
4.4😐(2.7K ratings)
FreeIn-App Purchases
Zoho CRM - Sales & Marketing screenshot 1
Zoho CRM - Sales & Marketing screenshot 2
Zoho CRM - Sales & Marketing screenshot 3
Zoho CRM - Sales & Marketing screenshot 4
Zoho CRM - Sales & Marketing screenshot 5
Zoho CRM - Sales & Marketing screenshot 6

A powerful sales management application that streamlines customer relationship management, tracks sales activities, and enhances team collaboration for increased productivity and efficiency. Try it now to supercharge your sales processes and boost your business growth.

What We Love

  • 🚀 Powerful CRM features
  • 🔒 Robust security
  • 👍 Intuitive mobile app
  • 💡 Customizable modules

Room to Improve

  • 🐛 Frequent crashes and bugs
  • 🔍 Limited search functionality
  • 📊 Lacking advanced reporting and analytics
QuoteIQ: Contractor CRM#3

QuoteIQ: Contractor CRM by QuoteIQ LLC

Field Service CRM & Invoicing
Worth Considering
💼 Business
4.4😊(23 ratings)
FreeIn-App Purchases
QuoteIQ: Contractor CRM screenshot 1
QuoteIQ: Contractor CRM screenshot 2
QuoteIQ: Contractor CRM screenshot 3
QuoteIQ: Contractor CRM screenshot 4
QuoteIQ: Contractor CRM screenshot 5
QuoteIQ: Contractor CRM screenshot 6

QuoteIQ is the ultimate business management app tailored for home service industry professionals, offering a comprehensive solution for all business needs. Developed by service providers, this app aims to enhance organization and foster growth. Experience streamlined CRM features and efficient estimating tools in one convenient platform.

What We Love

  • 🚀 User-friendly interface
  • 🔒 Robust customer management
  • 💡 Comprehensive quoting and invoicing features
  • 👍 Excellent customer support

Room to Improve

  • 🐛 Occasional app freezes and crashes
  • 🐛 Inconsistent performance on tablets
  • 🔒 Concerns about continued billing after cancellation

More CRM Financial apps to explore

4
Lilypad CRM
Lilypad CRM
Lilypad CRM
by Financial-Information-Technologies LLC
Free

This mobile CRM application is specifically designed for the alcohol industry to help sales teams increase their sales and streamline their operations. It offers customizable features, a user-friendly interface, and tools such as a social wall, task management, and account mapping to help sales reps get more placements in less time.

💼 Business
(8)
5
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

💼 Business
(675)
6
CRM by DealerSocket
CRM by DealerSocket
CRM by DealerSocket
by SOLERA HOLDINGS, INC
Free

This application offers a Mobile CRM solution that allows users to manage customer data, scan driver's licenses, find inventory, send follow-up messages, and complete tasks on the go up to 50% faster than on desktop. Experience the power and convenience of DealerSocket's Mobile CRM in your pocket today!

💼 Business
(2.6K)
7
Wealthbox
Wealthbox
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.

💼 Business
(1.5K)
8
Contacts Journal CRM
Contacts Journal CRM
Contacts Journal CRM
Manage Customers and Clients
Free

Transform your business and personal relationships with an intuitive CRM system. Keep track of conversations, set reminders, attach files, categorize contacts, and more with Contacts Journal. Boost productivity and foster connections with ease.

💼 Business
(2.3K)
9
Slant CRM
Slant CRM
Slant CRM
AI-native CRM for advisors
Free
💼 Business
(25)
10
Bigin by Zoho CRM
Bigin by Zoho CRM
Bigin by Zoho CRM
Sales CRM for Small Businesses
Free

This application is a sales CRM designed for small businesses, combining the power of a pipeline-centric CRM with the simplicity of spreadsheets. It helps users manage contacts, track sales pipelines, schedule tasks, and get notifications for follow-ups, all with easy-to-use features like widgets and Siri shortcuts. Upgrade to Bigin Express for additional features like multiple pipelines and custom dashboards. Explore the app now for better sales management.

💼 Business
(874)
11
Narvata: Sales Tracker
Narvata: Sales Tracker
Narvata: Sales Tracker
Sales, Customers and Expenses
Free

An easy-to-use CRM app for small businesses, perfect for sales tracking and customer management across various industries. Track sales, customers, products, and expenses, generating insightful reports to optimize your business. Access your data seamlessly on all your iOS devices for a streamlined experience.

💼 Business
(774)
12
TWG CRM
TWG CRM
TWG CRM
by Independent Financial Solutions LLC
Free
📊 Productivity
(0)
13
Copper CRM
Copper CRM
Copper CRM
CRM for Google Workspace
Free

Copper is a CRM designed for G Suite users to streamline sales processes with visual pipelines accessible on iPhone. Seamlessly integrating with G Suite apps, it automates tasks, boosts productivity, and offers a 14-day free trial. Try it now to enhance your sales efficiency!

💼 Business
(449)
14
Close CRM
Close CRM
Close CRM
The CRM built for growth
Free

This application is a CRM designed for sales teams, offering fast onboarding, free migrations, and strong support. Its mobile app allows users to communicate easily with prospects, keep leads warm, and access AI-powered call summaries on-the-go.

💼 Business
(44)
15
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.

💼 Business
(303)
16
Resco Mobile CRM
Resco Mobile CRM
Resco Mobile CRM
by Resco s.r.o.
Free

This mobile application allows users to access their CRM data on-the-go, boosting productivity for sales representatives, field technicians, and managers. It offers offline and online capabilities, interactive maps, multimedia support, and various features to help users manage their data, track activities, and stay connected with clients.

💼 Business
(77)
17
Insightly CRM
Insightly CRM
Insightly CRM
by Insightly Inc
Free

Unlock business growth with a leading cloud-based Customer Relationship Management (CRM) and project management application trusted by over 1.5 million users worldwide. Accessible via web browser and mobile app, it helps manage customer interactions, leads, sales opportunities, and projects seamlessly. Join the ranks of businesses benefiting from its flexibility and customization.

💼 Business
(288)
18
IRIS CRM
IRIS CRM
IRIS CRM
Merchant Services CRM
Free

This application helps streamline merchant services businesses with a powerful CRM, enabling users to efficiently manage contacts, make automated calls, and track sales performance on-the-go. By utilizing this tool, businesses can increase productivity, monitor their portfolio, and ultimately achieve a lean and successful operation.

💼 Business
(16)
19
Unanet CRM
Unanet CRM
Unanet CRM
Go Beyond a CRM
Free

This app is a comprehensive growth platform designed for market leaders in the AEC industry, streamlining pre-sales processes and team collaboration. With Unanet CRM for Mobile, users can manage contacts, track milestones, link insights, and access critical data on-the-go. For busy professionals looking to boost productivity and efficiency, Unanet CRM for Mobile is the go-to solution.

📊 Productivity
(222)
20
Pipeline - A Simple CRM
Pipeline - A Simple CRM
Pipeline - A Simple CRM
The CRM people actually use
Free

This sales-focused CRM application helps teams manage their sales pipeline efficiently, providing real-time data and insights to close more deals with less effort. With its mobile app, users can access and update their sales activities on-the-go, utilizing features such as sales pipeline management, task management, and geolocation features to enhance mobility and collaboration.

💼 Business
(61)