Best Fincom CRM Apps

217+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

Whether you're new to fincom crm or looking for an upgrade, our curated collection of 217+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Fincom CRM

Cloze Relationship Management#2

Cloze Relationship Management by Cloze, Inc.

Smart CRM, Inbox and Contacts
Strong Contender
📊 Productivity
4.6😐(2.7K ratings)
FreeAdsIn-App Purchases
Cloze Relationship Management screenshot 1
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Cloze Relationship Management screenshot 3
Cloze Relationship Management screenshot 4
Cloze Relationship Management screenshot 5

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.

What We Love

  • 🚀 Powerful CRM features
  • 🔍 Comprehensive contact management
  • 🔗 Seamless integrations
  • 🕰️ Helpful reminders and follow-ups

Room to Improve

  • 🐛 Buggy and unstable performance
  • 🕰️ Slow sync and refresh times
  • 🤔 Confusing onboarding and setup
Bigin by Zoho CRM#3

Bigin by Zoho CRM by Zoho Corporation

Sales CRM for Small Businesses
Worth Considering
💼 Business
4.7😊(884 ratings)
FreeIn-App Purchases
Bigin by Zoho CRM screenshot 1
Bigin by Zoho CRM screenshot 2
Bigin by Zoho CRM screenshot 3
Bigin by Zoho CRM screenshot 4
Bigin by Zoho CRM screenshot 5
Bigin by Zoho CRM screenshot 6

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.

What We Love

  • 👍 Easy to use
  • 🚀 Intuitive interface
  • 💡 Powerful features for small businesses
  • 🔒 Seamless integrations

Room to Improve

  • 🐛 Occasional sync issues
  • ⏱️ Slow response times for customer support
  • 🔍 Limited customization options

More Fincom CRM apps to explore

4
Contacts Journal CRM
Contacts Journal CRM
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.

Track last interaction with contactsManage follow-ups and remindersOrganize contacts with tags and filters
💼 Business
(2.3K)
free with in-app purchases
5
smrtPhone
smrtPhone
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.

CRM contact list syncSMS/MMS messaging with CRM loggingCall logging and recording
💼 Business
(1.4K)
free with in-app purchases
6
PocketSuite - Schedule Clients
PocketSuite - Schedule Clients
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.

Online booking and schedulingClient messaging and automated remindersCredit card payments and invoicing
💼 Business
(1.8K)
free with in-app purchases
7
Quo (formerly OpenPhone)
Quo (formerly OpenPhone)
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.

Unified calls, texts, and customer infoShared inboxes and internal notesMini CRM with custom contact properties
💼 Business
(11K)
free with in-app purchases
8
Copper CRM
Copper CRM
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.

Google Workspace Integration (Gmail, Calendar, Drive)Visual Sales PipelinesAutomated Workflows
💼 Business
(448)
freemium
9
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
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.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(11K)
free with in-app purchases
10
Redtail CRM
Redtail CRM
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.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
11
Wave: Small Business Software
Wave: Small Business Software
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.

Send customized invoices and estimatesScan receipts with OCR for expense trackingMonitor business insights on a dashboard
💼 Business
(6.6K)
free with in-app purchases
12
Square Point of Sale (POS)
Square Point of Sale (POS)
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.

Accept all major payment typesIndustry-specific business modesInventory management
💼 Business
(601K)
free with in-app purchases
13
PhonePe: Secure Payments App
PhonePe: Secure Payments App
PhonePe: Secure Payments App
UPI, Recharges, Bills Payments
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.

BHIM UPI money transfersMobile and DTH rechargesUtility bill payments
💰 Finance
(162K)
free with in-app purchases
14
Housecall Pro: Field Service
Housecall Pro: Field Service
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.

Scheduling and dispatchingCustomer communication toolsOnline booking capabilities
💼 Business
(27K)
subscription
15
OnePageCRM - Simple CRM System
OnePageCRM - Simple CRM System
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.

Contact follow-up remindersOne-click callingEmail integration
💼 Business
(319)
free
16
TaxDome Client Portal
TaxDome Client Portal
TaxDome Client Portal
Client interactions made easy
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.

Review and approve documentsScan and upload documentsSecure chat with accounting professional
💰 Finance
(38K)
free
17
Resco Mobile CRM
Resco Mobile CRM
Resco Mobile CRM
by Resco s.r.o.
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.

Offline and online CRM data accessConnects to Salesforce, Oracle CX, MS Dynamics CRMPhoto, signature, barcode, and QR code capture
💼 Business
(77)
free with in-app purchases
18
Kloser CRM
Kloser CRM
Kloser CRM
Field CRM for sales teams
Free
💼 Business
(3)
19
Smart Receipts: Expenses & Tax
Smart Receipts: Expenses & Tax
Smart Receipts: Expenses & Tax
Receipt Scanner, Tracker
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.

Scan and organize receiptsTrack mileage for deductionsGenerate customizable reports (PDF, CSV, ZIP)
💰 Finance
(13K)
free with in-app purchases
20
IRIS CRM
IRIS CRM
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.

Power dialer for efficient client callsContact database accessible anywhereUpdate client notes and deals on the go
💼 Business
(17)
free