Best Fincom CRM Apps

Contacts Journal CRM

Manage Customers and Clients

Free

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.

smrtPhone

Your CRM Phone System

Free

This mobile app integrates your cloud-based phone system with your CRM, enabling seamless calling, texting, and contact management from your device. It logs all communication, allows for call notes, and offers advanced sales features to accelerate your sales cycle and enhance customer relationships.

PocketSuite - Schedule Clients

Bookings, Payments & Messages

Free

This app streamlines client management for service professionals. It offers online booking, secure payments, automated reminders, and marketing tools to attract new business and retain existing clients. Manage your team, track sales, and simplify business operations all in one place.

Quo (formerly OpenPhone)

Business calling and texting

Free

This app provides a unified platform for business calls, texts, and customer information, enabling personalized customer relationships at scale. It features AI-powered call answering, flexible routing, and a mini CRM to ensure no customer is missed and to facilitate business growth.

Copper CRM

CRM for Google Workspace

Free

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.

Quicken: Budget & Track Money

Investing, Spending, Net Worth

Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Redtail CRM

by Redtail Technology, Inc.

Free

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.

Wave: Small Business Software

Invoice, scan receipts & more

Free

Manage your small business finances on the go. Send professional invoices, track expenses with receipt scanning, and monitor your business insights. Get paid faster with integrated online payment options.

Square Point of Sale (POS)

Payments & Business Dashboard

Free

This all-in-one payments processing app helps businesses of all types manage operations, accept payments, and boost profits. It offers industry-specific modes for retail, restaurants, services, and beauty businesses, with features like inventory management, online booking, and invoicing.

PhonePe UPI, Payment, Recharge

FASTag, Credit Card, Gold SIP

Free

This app facilitates secure digital payments, including UPI transfers, mobile and utility bill recharges, and online/offline purchases. It also offers investment options in mutual funds and insurance policies.

Housecall Pro: Field Service

Quote, Estimate, Invoice App

Free

Manage your home services business efficiently with this field service management platform. Streamline scheduling, customer communication, invoicing, and payments to save time and grow your business.

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.

TaxDome Client Portal

Safe accounting client portal

Free

Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.

Resco Mobile CRM

by RESCO, sro.

Free

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.

Kloser CRM

Field CRM for sales teams

Free

This mobile CRM is designed for field sales teams to manage leads, optimize routes, and track visits with GPS verification. It offers features like on-site lead capture, territory mapping, and quick activity logging for efficient sales operations.

Smart Receipts: Expenses & Tax

Finance Tracking & Scanner

Free

This app transforms your smartphone into an expense management tool. Scan receipts, track mileage, and generate detailed reports to simplify tax filings and financial organization. It offers automatic backups and AI-powered OCR for secure and efficient data handling.

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.