Best Formalister Apps

Jump AI

AI for wealth managers

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

Less Annoying CRM

Simple CRM for small business

Free

Manage your business contacts, notes, and tasks from anywhere. Add new leads, schedule follow-ups, and access full contact profiles on the go. Stay organized and connected with your business, even when you're away from your desk.

Airtable

by Formagrid

Free

Build custom apps and organize your life with a flexible database solution. Create checklists, manage contacts, catalog collections, and track projects with customizable templates or from scratch. Collaborate in real-time with others on your iOS device.

ClickUp: Tasks, Chat, Docs, AI

#1 AI Workspace & Agents

Free

This platform consolidates all your work software, team communication, and AI tools into a single, flexible workspace. It helps you manage projects, track time, collaborate, and leverage AI for enhanced productivity and efficiency.

Avaya Cloud Office

by RingCentral, Inc

Free

This app unifies business communication, allowing users to call, message, and meet from a single interface. It supports team messaging, video conferencing with screen sharing, and HD calling. Integrations with other business apps streamline workflows.

Zulip

Organized team chat

Free

This app provides organized team chat for groups of any size, enabling users to read and respond to messages in context. It helps maintain focus by allowing users to catch up on topics of interest at their own pace. The application is open-source and available as a cloud service or self-hosted solution.

Dubsado

Contracts Invoices Automations

Free

Manage your business operations from anywhere with this mobile app. It allows you to send invoices, accept payments, track projects, and communicate with clients. Stay organized and productive on the go with essential business management tools.

OurPeople

Work Simple

Free

Streamline team communication and task management with instant chat, targeted updates, and digital forms. Easily share files, manage shifts, and access important information from any device, eliminating paper chaos and improving workflow efficiency.

Teamsconnect

by Mobilesson Ltd

Free

This business application aims to enhance user professionalism by keeping them updated and connected. It provides essential tools for success in a professional environment.

Skype for Business

Formerly Lync 2013

Free

This app enables voice and video calls, instant messaging, and conferencing on your mobile device. It allows you to join meetings, manage participants, and access recent conversations. It requires a Skype for Business or Lync account to function fully.

Pronto Team Communication

Group Text & Video Chat

Free

This app facilitates efficient team communication with real-time messaging, video chat, and task management. It offers secure private channels, instant language translation, and read receipts to ensure messages are seen and understood. It also includes features like announcements and GIF support for enhanced team interaction.

Dialpad

A modern phone system

Free

This business communication platform unifies calls, contacts, and messages into a single application. It offers features like automatic call transcription, rich contact profiles integrated with CRMs, and the ability to switch devices seamlessly during calls. Teams can also monitor and coach calls remotely.

AnswerConnect

by Anywhereworks, Inc.

Free

Manage your live reception account on your iOS device. This app provides access to a 24/7 customer service team, allowing you to view messages, customer contact information, and collaborate with your team. Stay updated on all customer interactions and ensure no message is missed.

Pumble

Business Communication

Free

This team messaging app facilitates organized communication through chat, channels, and video meetings. It offers unlimited message history and allows for easy file sharing and searching. Work from anywhere with cross-platform compatibility.

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.

Repfabric

by Repfabric LLC

Free

This business app integrates CRM, sales, and commission data with your email inbox. It offers tools for streamlined customer communication, sales reporting, and fast commission tracking, reducing administrative tasks to maximize selling time.