Best Private Equity CRM Apps

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.

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.

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.

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.

Unanet CRM

Go Beyond a CRM

Free

This app is a mobile platform designed to manage the pre-sales process for AEC industry professionals. It helps business developers and field professionals manage contacts, track relationships, and record activities directly from their smartphones, streamlining project pursuits.

Insightly CRM

by Insightly

Free

Manage customer interactions, leads, and sales opportunities on the go. This cloud-based application helps businesses of all sizes track customer data, organize tasks, and update sales opportunities directly from a mobile device.

Freshsales

Sales CRM

Free

Manage your sales pipeline and customer relationships on the go with this cloud-based CRM. Access contact details, schedule appointments, make calls, send emails, and update deal stages directly from your mobile device. All changes sync automatically with the web application.

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.

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.

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.

PitchBook Mobile

VC, PE and M&A data

Free

Access comprehensive VC, PE, and M&A data on your mobile device. Stay informed with global capital markets insights, industry news, and collaboration tools. Track financial data, conduct due diligence, and connect with dealmakers from anywhere.

Veeva CRM

Leader in Life Sciences CRM

Free

This application provides an intelligent engagement solution for life sciences professionals interacting with healthcare providers. It offers customized experiences for various roles within sales and medical organizations, including specialized fields like animal health and consumer health.

Carta CRM

CRM for modern investors

Free

Manage investment deals and contacts efficiently with this relationship intelligence CRM. Access powerful features like deal tracking, contact organization, AI-powered search, and intelligent notifications on your mobile device. Securely safeguard your sensitive investment data anytime, anywhere.

Pipeline - A Simple CRM

The CRM people actually use

Free

This application helps sales teams manage their entire sales pipeline and client relationships with real-time data and powerful tools. It offers features for efficient task management, universal search, and geolocation to optimize field sales operations.

Bigin by Zoho CRM

Sales CRM for Small Businesses

Free

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.

Referral Maker® CRM

Live the Good Life!

Free

Manage your business relationships and daily activities from your mobile device. Organize contacts, schedule appointments, create to-do lists, and track transactions efficiently on the go.

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.