Best Trader Pro CRM Apps

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Free

Contacts by folk CRM by folk, inc

Capture and close anywhere

Worth Considering

5.0(2 ratings)

FreeIn-App Purchases

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.

More Trader Pro CRM apps to explore

Copper CRM

CRM for Google Workspace

Google Workspace Integration (Gmail, Calendar, Drive)Visual Sales PipelinesAutomated Workflows

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.

Merchant Services CRM

Power dialer for efficient client callsContact database accessible anywhereUpdate client notes and deals on the go

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.

Intelligent CRM for B2B

Mail management with real-time syncAI-powered customer recommendationsMobile CRM for on-the-go access

This business platform streamlines foreign trade operations with intelligent CRM features. Manage emails, track sales processes, and monitor team performance on the go. It offers efficient tools for lead conversion and subordinate management.

by Alocet Incorporated

Lead assignment and nurturingOpportunity managementSales and purchase transaction creation

Manage leads, streamline sales processes, and enhance customer service for growing businesses. This CRM integrates with QuickBooks to help you close deals faster and drive repeat business.

Zoho CRM - Sales & Marketing

(23)

free

CRM for Every Business

Task and meeting management with remindersGlobal search functionalityLocation-based customer and opportunity finding

This app helps businesses engage with customers, convert leads, and grow revenue by closing more deals. It offers mobile sales productivity features like search, calling, emailing, and location-based services. Ideal for field sales, it provides offline access and automatic data syncing across devices.

(2.7K)

Highrise - Simple CRM

by 37Signals LLC

Track leads and manage follow-upsCentralized record of all lead interactionsEasy follow-up reminders

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.

Ai Powered CRM In Your Palm

The CRM built for growth

Direct communication with leadsAI-powered call transcriptionLead and contact detail access

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.

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.

AI-powered CRM platformUnified customer viewActionable insights

Sales CRM for Small Businesses

Customer and prospect data managementCustomizable sales pipelinesMulti-channel communication (calls, email, SMS, social)

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.

(939)

AI-native CRM for advisors

Slant CRM

AI-native CRMRecord meetingsTalk-to-text notes

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.

OnePageCRM - Simple CRM System

(60)

free

CRM for those who take action

Contact follow-up remindersOne-click callingEmail integration

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.

Leader in Life Sciences CRM

Intelligent engagement solutionRole-based experiencesTailored for sales and medical organizations

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.

by Redtail Technology, Inc.

Access client contact informationManage calendar and schedule activitiesView and edit contact details

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.

(675)

Manage Customers and Clients

Contacts Journal CRM

Track last interaction with contactsManage follow-ups and remindersOrganize contacts with tags and filters

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.

(2.4K)

The CRM you'll actually use

Sure Send CRM

Home screen task and appointment overviewSMS and email messagingHD voice calls

This mobile CRM keeps your contacts, conversations, and deals accessible on the go. Manage tasks, send messages, make calls, and leverage AI for pipeline insights. Automate follow-ups and track deals efficiently.

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

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