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.
3.4(17 ratings)
Free
Top Picks for CRM Integration
Method CRM by Alocet Incorporated
Strong Contender
💼 Business
2.3(23 ratings)
Free
Manage leads, streamline sales processes, and enhance customer service for growing businesses. This CRM integrates with QuickBooks to help you close deals faster and drive repeat business.
4.4😐(2.7K ratings)
FreeIn-App Purchases
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.
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
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4
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CRMDialer
Power Dialer | SMS | Sales CRM
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Boost your sales performance by making significantly more calls and staying organized. Manage leads, tasks, and appointments efficiently with a unified platform for your sales team, accessible on desktop and mobile.
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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.
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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.
Google Workspace Integration (Gmail, Calendar, Drive)Visual Sales PipelinesAutomated Workflows
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(448)
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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.
Track last interaction with contactsManage follow-ups and remindersOrganize contacts with tags and filters
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OnePageCRM - Simple CRM System
CRM for those who take action
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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.
Contact follow-up remindersOne-click callingEmail integration
💼 Business
(319)
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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.
Add and import contactsManage task listsUpdate sales opportunities
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(290)
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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.
Direct communication with leadsAI-powered call transcriptionLead and contact detail access
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(44)
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Integrity for Agents
by Integrity Marketing Group, LLC
Free
This CRM application helps insurance agents work more efficiently by providing integrated quoting and e-application tools for various health and life carriers. It offers quick quotes, client management features, and communication tools to build stronger client relationships.
Integrated Quote & eAppQuick Quote in 10 secondsSingle Sign-on
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(45)
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Salesmate – Sales CRM
Advanced CRM for sales teams
Free
Manage your sales pipeline, connect with your team, and close deals on the go. This app offers real-time syncing, automated tasks, and detailed reporting to optimize sales processes and drive growth.
Sales Pipeline ManagementEmail AutomationLead Generation & Tracking
💼 Business
(606)
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ActiveCampaign
Sales CRM, Marketing, Reports
Free
Manage your sales pipeline, marketing campaigns, and customer data from anywhere. Track key performance metrics, update deals, and communicate with contacts on the go. This app provides essential business insights and tools for sales and marketing professionals.
Marketing reports and analyticsCRM and sales automationContact and lead management
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Unanet CRM
Go Beyond a CRM
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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.
Contact management on-the-goLink strategic insights to contactsAutomatic call log recording
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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.
Offline and online CRM data accessConnects to Salesforce, Oracle CX, MS Dynamics CRMPhoto, signature, barcode, and QR code capture
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(77)
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Pipedrive – Sales CRM
Lead & prospect sales pipeline
Free
Manage your sales pipeline effectively on the go. This app provides access to contacts, deal history, and to-dos, allowing you to create tasks and take notes instantly synced with the web application. It offers offline syncing for uninterrupted work.
Access contacts and to-do listsLog phone calls and meeting notesMap view for business exploration
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(660)
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CRM Gkist
by Gk integration smart technology
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(0)
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Pipeline - A Simple CRM
The CRM people actually use
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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.
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(61)
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Capsule CRM
by Zestia Ltd
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Manage your business contacts, tasks, and sales opportunities on the go. This mobile CRM allows you to update your data offline, track communications, and view contact details with ease. It's designed for professionals who need to stay organized and productive outside the office.
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