Best Financial Sales Tools Apps

sales-i

by sales-i Inc.

Free

This business intelligence tool helps sales teams identify new opportunities and improve customer retention by analyzing back-office data. It provides automated meeting preparation, customer insights, and campaign management, all accessible from your Apple device.

ParmisaK PFM

Personal Financial Manager

Free

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Sales Tracker

by Marimar Cabrero

Free

This app helps you track sales, calculate commissions automatically, and set financial goals. It provides insights into your performance, helps you remember client details, and allows for easy comparison with your paycheck to ensure you're paid accurately.

Lighthouse Finance Solutions

by VENTURETECH SOLUTIONS LLC

Free

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

ETA+

Elite Training Academy

Free

Enhance your sales skills with this comprehensive training companion. It offers real-time guidance, expert strategies, and techniques to overcome objections and close deals effectively. Boost your confidence and achieve greater success in any sales environment.

TerriTool: AI Field Sales

Find leads, contacts & routes

Free

This app optimizes routes for field sales agents in real-time. It uses self-learning technology to find the most efficient paths. Designed for businesses to improve productivity and reduce travel time.

FunWork Sales Tool

Sales tool that's easy to use.

Free

This sales tool helps manage leads, follow up on prospects, and close deals. It offers instant lead capture, interactive mapping of sales opportunities, and real-time alerts to keep users informed. Organize your leads and prioritize your day with this pocket-sized sales assistant.

SalesPro, formerly Leap

Digital In-Home Sales Solution

Free

This app digitizes the entire in-home sales process, from initial estimates and proposals to contract signing and payment. It offers a unified platform to manage customer interactions and automate sales workflows, helping users close more deals.

Salestrekker

Adviser CRM platform

Free

This finance CRM organizes leads and deals, facilitating client connections and team collaboration. It automates workflows, manages tasks, and offers integrated communication tools like video conferencing and VOIP.

TVM:Financial Planning Toolkit

BA FV, PV, savings,Time Value

$0.99

Calculate present and future values, periodic payments, compounding periods, and interest rates using efficient financial formulas. Includes built-in documentation and the ability to share or export calculations.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

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.

Branch: A Better Payday

Your money—fast

Free

Access your earned wages instantly with flexible payout options. This app provides a free digital bank account and debit card, along with financial wellness tools to help you save, spend, and manage your money effectively.

FranklinCovey Sales Cards

by Franklin Covey Co

Free

Practice essential sales skills with role-playing scenarios designed to improve client interactions and boost performance. Customize examples for your specific industry and products to become a trusted business advisor.