Best Navanta CRM Apps

Mate CRM

Teams, follow-ups, reminders

Free

Manage customer information, track follow-ups, and set reminders with this intuitive CRM tool. Organize orders, payments, and use tags for efficient customer segmentation. Facilitates team collaboration for streamlined customer management.

Affinity CRM

AI-first private capital CRM

Free

This platform provides dealmakers with automated insights and technology to manage relationships and close more deals. Its mobile app offers instant access to engagement history and company data, allowing users to manage their pipeline and network effectively.

PointClickCare CRM

by PointClickCare

Free

This application offers a unified view of potential residents, streamlining the pre-admission and move-in process. It helps manage referral pipelines, reduce manual efforts, and improve decision-making for marketing and resident placement.

Vault CRM

Leader in Life Sciences CRM

Free

This app provides an intelligent engagement solution for life sciences professionals interacting with healthcare providers. It offers customized experiences for sales and medical teams across various specialties. Access requires organizational authorization.

Blueworks CRM

Home Service D2D CRM

Free

This mobile companion app provides window cleaning businesses with on-the-go access to leads, schedules, and job details. It connects to the web platform, enabling teams to manage daily operations directly from their phones while in the field.

Slant CRM

AI-native CRM for advisors

Free

This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.

Momentum CRM Mobile

by Momentum CRM, LLC

Free

Manage customer interactions and dealership tasks on the go. This app offers tools to search customers and inventory, add new prospects, and complete daily activities efficiently from any location.

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.

Leader CRM Leads Sales Tracker

Customers, Tasks & Invoice

Free

This app helps businesses manage leads and customers to increase sales. It allows users to capture contact details, add notes and tasks, and track sales pipelines. Features include creating quotes, gaining customer insights, and team collaboration.

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.

Contacts by folk CRM

Capture and close anywhere

Free

Access contacts, conversations, and CRM context on the go. Capture notes, search your CRM, and track interactions instantly from your phone. Designed for sales teams and professionals in the field.

WebPresented CRM (WPCRM)

by WebPresented LLC

Free

This business application helps sales teams manage customer relationships, track sales pipelines, and gain insights with AI assistance. It offers a 360-degree view of customer activity and improves efficiency through task management and real-time notifications. Seamless integration with other business tools is also a key feature.

Mobile CRM Companion

by Act! LLC

Free

Access and manage your Act! CRM data on the go. View contacts, companies, calendar, and sales opportunities. Update information, track history, and gain insights from dashboards, all from your mobile device.

HubSpot

The AI-Powered CRM

Free

This app unifies customer-facing teams on an AI-powered platform, offering a comprehensive customer view and enabling quick actions from any location. It includes an AI assistant to provide insights, draft communications, and support deal closing while on the move.