Best CRM Financial Apps

Lilypad CRM

by Financial-Information-Technologies LLC

Free

This CRM is designed for the alcohol industry to help sales representatives increase product placements and sales. It offers features like a social wall, activity tracking, task management, and a map view of accounts, all within a user-friendly interface.

Excelerator CRM

by Excelerator CRM

Free

This all-in-one platform helps financial services professionals manage leads, engage clients, and grow their business. It offers tools for lead capture, website creation, automated follow-ups, and pipeline management, all within a supportive community.

Toolkit CRM

by Blue Square Apps Inc.

Free

Manage your calendar, tasks, contacts, and accounts with this mobile solution designed for financial professionals. Streamline your workflow, enhance client relationships, and improve business efficiency.

CRM by DealerSocket

by SOLERA HOLDINGS, INC

Free

Manage customer relationships and sales tasks on the go. This mobile CRM allows you to search and add customers, scan VINs, find inventory, and send follow-up messages, all from your smartphone.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

IRIS CRM

Merchant Services CRM

Free

Streamline your merchant services business with this mobile CRM. Features include a power dialer for efficient client outreach, contact management, and tools to board accounts, calculate residuals, and monitor your portfolio.

Affinity CRM

AI-first private capital CRM

Free

This platform provides dealmakers with automated insights and technology to manage relationships and close more deals. Its mobile app offers instant access to engagement history and company data, allowing users to manage their pipeline and network effectively.

DP360 CRM

DP360CRM

Free

This dealership management tool provides a comprehensive 360-degree view of operations for various retail industries. It offers user-friendly CRM features and boasts extensive integrations with industry partners and major brands.

Swivel Connect

Companion app for Swivel CRM

Free

Access your CRM data and manage client relationships on the go. This app synchronizes in real-time with your web-based CRM, allowing you to view client information, schedule appointments, and complete tasks from your mobile device.

Redtail Speak

by Redtail Technology, Inc.

Free

This app provides a secure and compliant platform for financial advisors to text message clients and collaborate with staff. It offers real-time communication, automatic archiving, and integration with CRM systems for enhanced client relationships and team efficiency.

Zoho CRM - Sales & Marketing

CRM for Every Business

Free

This app helps businesses engage with customers, convert leads, and grow revenue by closing more deals. It offers mobile sales productivity features like search, calling, emailing, and location-based services. Ideal for field sales, it provides offline access and automatic data syncing across devices.