Best CRM Investor Apps

Sure Send CRM

The CRM you'll actually use

Free

Manage contacts, conversations, and deals on the go. Send messages, make calls, and track progress with an AI assistant and automated follow-ups. Designed for sales teams and professionals who work primarily from their phones.

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.

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.

Juniper Square

Investor management for GPs

Free

Manage investor relationships and fundraising activities on the go. This app allows for real-time contact management, quick access to investor profiles, and efficient logging of communications. Streamline your business development and fundraising efforts from your 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.

Relate - Sales CRM

Ai Powered CRM In Your Palm

Free

This app helps sales professionals manage contacts and follow-ups from in-person interactions. It uses AI to scan business cards and email signatures, automatically extracts contact details, and drafts personalized follow-up emails. Track your sales pipeline and generate performance reports.

Zoho CRM - Sales & Marketing

CRM for Every Business

Free

This app helps businesses manage customer relationships, track sales leads, and boost revenue. It offers mobile access to CRM functionalities, enabling efficient sales operations on the go with features like task management, search, and offline access.

LeedsApp: Client Follow-Up CRM

Leads, Calls & Reminders

Free

This CRM helps businesses manage leads, customers, calls, tasks, and payments in one place. It ensures you never miss important follow-ups, track conversations, and streamline team collaboration for better business operations.

Webasyst CRM

Mobile CRM for small business

Free

Manage clients, deals, and messages efficiently for your small business. Track sales progress, issue invoices, and set reminders for important tasks. Streamline your customer interactions and team collaboration directly from your mobile device.

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.

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.