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.

Redtail CRM

by Redtail Technology, Inc.

Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

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.

Contacts Journal CRM

Manage Customers and Clients

Free

This app helps you manage customer relationships by tracking conversations, organizing contacts, and scheduling follow-ups. It allows you to store notes, files, and documents, and offers features like contact mapping and email templates to build stronger connections and never miss opportunities.

Slant CRM

AI-native CRM for advisors

Free

This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.

Bigin by Zoho CRM

Sales CRM for Small Businesses

Free

Manage customer interactions, sales pipelines, and daily operations from any device. Streamline your business processes with a simple yet powerful CRM designed for small businesses. Offers multi-channel communication, task management, and business reporting.

Narvata: Sales Tracker

Sales, Customers and Expenses

Free

Manage customers, track sales and expenses, and organize products with this intuitive business tool. Designed for independent creators, it offers a clear overview of business performance with visual dashboards and exportable reports.

Copper CRM

CRM for Google Workspace

Free

This app streamlines your sales process and project management by integrating directly with Google Workspace. It automatically pulls in contact information and email conversations, allowing you to manage leads, track deals, and deliver projects visually from your mobile device.

Close CRM

The CRM built for growth

Free

Manage your sales pipeline and communicate with leads on the go. This app allows you to make calls, send texts, and emails directly from your device, with AI-powered call transcription and summarization. Stay organized with quick note-taking and task management.

OnePageCRM - Simple CRM System

CRM for those who take action

Free

This app combines CRM functionality with productivity tools, offering follow-up reminders for every contact. It helps manage client relationships, track sales, and facilitates team collaboration. Users can store contact information, log interactions, and initiate calls directly from the app.

Resco Mobile CRM

by Resco s.r.o.

Free

Access your CRM data from anywhere, online or offline. This app enhances productivity for sales, field service, and management by providing mobile access to critical business information. Features include data capture, route planning, and reporting.

Insightly CRM

by Insightly Inc

Free

Manage customer interactions, leads, and sales opportunities on the go. This cloud-based application helps businesses of all sizes track customer data, organize tasks, and update sales opportunities directly from a mobile device.

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.

Unanet CRM

Go Beyond a CRM

Free

This app is a mobile platform designed to manage the pre-sales process for AEC industry professionals. It helps business developers and field professionals manage contacts, track relationships, and record activities directly from their smartphones, streamlining project pursuits.

Pipeline - A Simple CRM

The CRM people actually use

Free

This application helps sales teams manage their entire sales pipeline and client relationships with real-time data and powerful tools. It offers features for efficient task management, universal search, and geolocation to optimize field sales operations.