Best Redtail CRM Apps

Streak - CRM for Gmail

by Rewardly Inc.

Free

Manage customer interactions and deals directly within your Gmail inbox. Organize emails, track customer status and notes, and filter for urgent deals. Streamline communication with team sharing and email templates.

Hey DAN (formerly Dial-A-Note)

Most Accurate Voice to CRM App

Free

This app allows sales professionals to dictate CRM updates, meeting notes, and expenses directly into their system, saving significant administrative time. It also features business card scanning to manage contacts, enhancing productivity and mobility.

Covve - Personal CRM

Lead Connector, Business Card

Free

Manage professional and personal contacts with ease. Scan business cards, set follow-up reminders, and keep notes. Stay updated on contact news and track your networking activity. Features on-device encryption and an AI assistant for data entry.

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.

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.

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.

Highrise - Simple CRM

by 37Signals LLC

Free

Manage leads and follow-ups efficiently with this straightforward CRM. Keep all client interactions in one place, set reminders, and streamline team sales efforts. Integrate with your email and other productivity tools for seamless workflow.

Dynamics 365 Sales

Sales CRM from Microsoft

Free

Manage your sales pipeline and customer interactions on the go. Access meeting details, contact information, and take notes directly within the app. Seamlessly integrate with Microsoft Teams for customer meetings and receive timely notifications to stay on top of your deals.

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.

Nutshell – Small Business CRM

by Nutshell

Free

This mobile CRM platform empowers sales teams to manage leads and close more deals. Access all your contact and lead information, initiate calls and emails, and scan business cards to create new leads on the go. Stay organized with meeting notes and map-based lead visualization.

CRM Analytics

Predict. Explore. Take Action.

Free

Access your Salesforce data and gain insights on the go. This app provides Einstein-powered predictions and actionable analytics for Sales Cloud and Service Cloud users, enhancing productivity and business growth.

LuxorCRM

by Next Gear Solutions LLC

Free

This online CRM tool helps businesses streamline sales, enhance marketing, and build stronger customer relationships. Its user-friendly interface offers top-tier functionality for B2B, B2C, and mixed-mode organizations.

Riser: Small Business CRM

Invoices, Payments, 2nd phone

Free

This app provides small business owners with tools to manage proposals, contracts, invoices, and payments. It also offers a second business phone number for calls and texts, shared inbox, task management, and call recording to boost productivity and client communication.

Pipedrive – Sales CRM

Lead & prospect sales pipeline

Free

Manage your sales pipeline effectively on the go. This app provides access to contacts, deal history, and to-dos, allowing you to create tasks and take notes instantly synced with the web application. It offers offline syncing for uninterrupted work.

vcita Mobile CRM

by vCita Inc.

Free

Manage your business operations on the go with this comprehensive tool. Schedule appointments, send invoices, manage clients, and run marketing campaigns from a single application. Stay connected to your business and clients 24/7.

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.