Best CRM Investor Apps

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.

Forefront CRM

Real Estate Investor CRM

Free

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.

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.

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.

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.

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.

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.

Method CRM

by Alocet Incorporated

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.

Sure Send CRM

The CRM you'll actually use

Free

This mobile CRM keeps your contacts, conversations, and deals accessible on the go. Manage tasks, send messages, make calls, and leverage AI for pipeline insights. Automate follow-ups and track deals efficiently.

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.

Highrise - Simple CRM

by 37Signals LLC

Free

Manage leads and follow-ups efficiently with this straightforward CRM. Keep all client interactions in one place, set reminders, and streamline team sales efforts. Integrate with your email and other productivity tools for seamless workflow.