Best CRM Investor Apps

Visual lead and deal managementReal-time data synchronizationSearch leads by address, phone, or name

Manage real estate investment leads and deals with a visual, mobile-first approach. Access and update all lead and property information, track tasks, and view appointments on the go. Syncs in real-time with your desktop account for seamless team collaboration.

Sales CRM for Small Businesses

Customer and prospect data managementCustomizable sales pipelinesMulti-channel communication (calls, email, SMS, social)

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.

(908)

Manage Customers and Clients

Contacts Journal CRM

Track last interaction with contactsManage follow-ups and remindersOrganize contacts with tags and filters

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.

(2.3K)

Sales, Customers and Expenses

Narvata: Sales Tracker

Track sales and expensesManage customer profiles and historyOrganize products and services

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.

(778)

HubSpot

The AI-Powered CRM

AI-powered CRM platformUnified customer viewActionable insights

This app unifies customer-facing teams on an AI-powered platform, offering a comprehensive customer view and enabling quick actions from any location. It includes an AI assistant to provide insights, draft communications, and support deal closing while on the move.

CRM for Google Workspace

Google Workspace Integration (Gmail, Calendar, Drive)Visual Sales PipelinesAutomated Workflows

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.

The CRM built for growth

Direct communication with leadsAI-powered call transcriptionLead and contact detail access

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.

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

OnePageCRM - Simple CRM System

(290)

free

CRM for those who take action

Contact follow-up remindersOne-click callingEmail integration

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.

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

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

(78)

by Redtail Technology, Inc.

Redtail CRM

Access client contact informationManage calendar and schedule activitiesView and edit contact details

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.

(675)

IRIS CRM

Merchant Services CRM

Power dialer for efficient client callsContact database accessible anywhereUpdate client notes and deals on the go

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.

(17)

free

Streak - CRM for Gmail

by Streak Inc

Manage customers and deals in GmailOrganize emails by customer/dealTrack customer status and notes

Manage customer interactions and deals directly within your Gmail inbox. Organize emails, track customer status and notes, and filter for urgent deals. Streamline communication with team sharing and email templates.

📊 Productivity

(123)

freemium

Pipeline - A Simple CRM

The CRM people actually use

Sales pipeline managementReal-time updates and notificationsMobile access to leads and deals

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.

(61)

CRM for Real Estate Investors

FreedomSoft

Lead generation and follow-up automation2-way texting and call managementLead, property, and contact management

This CRM streamlines lead generation and follow-up for real estate investors. Manage leads, contacts, properties, and team tasks efficiently. Automate workflows and close deals on the go with its comprehensive mobile features.

Relationship Intelligence

Automated relationship intelligence insightsDeal management and closing toolsMobile access to engagement history

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.