Best Deal Flow Management Tool Apps

Create custom digital signaturesUpload documents from cloud storageUnlimited free signing for all parties

Securely send and sign digital documents, contracts, and PDFs from any device. Create your own signature, upload files from various cloud services, and manage the signing process with ease. It's a legally binding and secure way to handle agreements.

(825K)

Cloze Relationship Management

Smart CRM, Inbox and Contacts

Unified contact managementAI-powered remindersEmail tracking and templates

This app acts as a personal assistant for professional relationships, consolidating all contact details and communication history from various apps into a single view. It uses AI to remind you to reach out to contacts and helps manage deals and projects.

(2.8K)

HoneyBook - Small Business CRM

Invoices, Contracts, Payments

Mobile invoicingOnline contractsSecure payment collection

Streamline your independent business operations with tools for invoicing, contracts, payments, project tracking, and client scheduling. Automate tasks and manage expenses to deliver exceptional client experiences and stay in control of your business.

(16K)

Flowchart & Diagram Maker

Lucidchart

Create and edit diagramsPre-built templatesDrag-and-drop functionality

Create and view diagrams like flowcharts, mind maps, and org charts on your mobile device. This visual workspace facilitates real-time collaboration and data visualization. Diagrams sync instantly to your account and can be exported in various formats.

(5.3K)

CamCard AI Business Assistant

Scan, Digital Card & AI Notes

AI business card recognitionReal-time voice-to-text transcriptionAI-generated conversation summaries

This app digitizes business cards and transcribes voice conversations with AI-powered summaries. It offers features for contact management, creating digital cards, and gaining business insights from scanned cards. It also provides secure data handling and global language support.

Signeasy: Sign PDF Documents

(90K)

freemium

eSign Contracts, Docs & Forms

Sign documents electronicallySend documents for signatureFill and edit PDF forms

Easily sign and send documents for electronic signatures from your mobile devices. All signatures are legally binding and include a digital audit trail for security and compliance. Works across multiple platforms and integrates with cloud storage.

(34K)

Intralinks DealCentre AI™

AI-powered dealmaking

AI-powered deal accelerationSecure document accessReal-time activity notifications

This business application provides mobile access to a deal management platform, leveraging AI for intelligent analysis and accelerated dealmaking. Users can securely access and track key deal files, and receive real-time updates on transaction activity, ensuring control over deals from any location.

(4)

Lead & prospect sales pipeline

Pipedrive – Sales CRM

Access contacts and to-do listsLog phone calls and meeting notesMap view for business exploration

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.

(672)

Billdu: Invoice Estimate Maker

Billing & Quote Generator

Customizable invoice templatesInstant estimates and invoicesOnline payment processing

Create professional invoices and estimates quickly for your small business. This app helps you get paid faster with online payment options, track expenses by scanning receipts, and manage clients and inventory. It's designed for freelancers and contractors to maintain a professional image and streamline billing.

(26K)

flow - AI Collaboration tool

All-in-one Collaboration Tool

Real-time task managementSecret message mode messengerLifetime file storage

This tool streamlines team collaboration with project rooms, real-time task management, and integrated communication features. It offers a secure messenger, video chat, and lifetime file storage to enhance project efficiency for teams of all sizes.

(7)

Clio for Law Firms and Lawyers

Work from anywhere.

Remote case and client information accessBillable and non-billable time trackingSecure client communication

This app allows legal professionals to manage cases, clients, and billing remotely. It offers features for time tracking, secure client communication, document scanning, and in-person payment processing. Stay productive and profitable from anywhere with secure cloud storage and AI-powered assistance.

Flowasis: Real-Time Options

(8.9K)

freemium

Real-Time Options Flow Tracker

AI Assistant for market insightsReal-time options flow trackingUnusual activity alerts

This AI-powered tool provides real-time options flow tracking, unusual activity alerts, and dark pool data. It offers an intelligent trading assistant for natural language queries about market fundamentals and institutional trades. Gain a competitive edge with institutional-grade data and AI analysis.

💰 Finance

(34)

eFront Deal Flow

Manage deals on the go

Syncs all actions with eFront InvestCreate and manage deals on the goAdd/edit/remove contacts

Manage your investment deals and contacts from anywhere. This app syncs all your data with the desktop platform, enabling seamless collaboration for remote teams. Create, update, and organize deals, tasks, and notes on the go.

💰 Finance

(1)

ClaimHunt – Claim Settlement

Class Actions: Make Them Pay

Discover settlement money you're owedMatch claims to purchase historySimplified claim filing process

Discover unclaimed settlement money you're owed from past purchases. This app simplifies the process of finding and filing claims, helping you get compensation without needing a lawyer. Stay informed with alerts for new class actions and track your refunds.

💰 Finance

(2.5K)

MindFlow - Struct Flow Diagram

simple struct and flow diagram

Quick diagram buildingEasy branch editingCustomizable branch shapes

Easily create structure and flow diagrams with a simple interface. Edit branches, change shapes and themes, and export your creations. Cloud backup and sync across devices are also supported.

(33)

Procurify

by Procurify

AI-enhanced procurementAccounts payable automationSpend control and budget discipline

This platform streamlines procurement and accounts payable processes for mid-sized businesses. It offers a comprehensive procure-to-pay system, integrating requests, approvals, expenses, and payments to enhance spend control and reduce costs.

Business Document Templates

Over 3,000 business document templatesBusiness plan kitFinancial statements

Access over 3,000 business and legal document templates to start, plan, organize, finance, and grow your venture. This tool helps increase productivity by providing ready-to-use documents and a cloud drive for file management.

(23)