Best Views Investments CRM Apps

226+ iOS apps curated and reviewed

4.5 avg rating

20 free apps

Updated May 2026

Looking for free views investments crm apps? 20 of our 226+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Views Investments CRM

#1

Views Investments CRM by Mahmoud Helmy

Manage Leads, Sales & Team

Editor's Choice

💼 Business

0.0(0 ratings)

Free

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#2

QuoteIQ: Contractor CRM by QuoteIQ LLC

Field Service CRM & Invoicing

Strong Contender

💼 Business

4.7😊(3.2K ratings)

FreeIn-App Purchases

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This app provides field service management tools for contractors, including CRM, invoicing, scheduling, and quoting features. It helps streamline operations, manage clients, and improve business insights for home service trades.

What We Love

🚀 User-friendly interface
🔒 Robust customer management
💡 Comprehensive quoting and invoicing features
👍 Excellent customer support

Room to Improve

🐛 Occasional app freezes and crashes
🐛 Inconsistent performance on tablets
🔒 Concerns about continued billing after cancellation

#3

Constant Contact by Constant Contact Inc.

Email, Social, SMS, CRM

Worth Considering

💼 Business

4.8😞(10K ratings)

Free

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This app is an all-in-one marketing platform for small businesses. It allows users to create and manage email, social media, and SMS campaigns, track performance, and streamline contact management with a built-in CRM. Get started quickly with intuitive tools and AI assistance for content generation.

What We Love

👍 Convenient mobile experience
🚀 Efficient email scheduling
💯 Exceptional customer service

Room to Improve

🐛 Buggy and unstable app
🚫 Limited functionality compared to desktop
💰 Expensive with questionable value

More Views Investments CRM apps to explore

Cloze Relationship Management

Cloze Relationship Management

Smart CRM, Inbox and Contacts

This app acts as a personal assistant for professional relationships, consolidating all contact details and communication history from various apps into a single view. It uses AI to remind you to reach out to contacts and helps manage deals and projects.

Unified contact managementAI-powered remindersEmail tracking and templates

📊 Productivity

free with in-app purchases

CRM for Google Workspace

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.

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

CRM by DealerSocket

CRM by DealerSocket

by SOLERA HOLDINGS, INC

Manage customer relationships and sales tasks on the go. This mobile CRM allows you to search and add customers, scan VINs, find inventory, and send follow-up messages, all from your smartphone.

Search and add customersScan driver's license or VINFind inventory

Where real estate teams work

This real estate CRM streamlines lead management and follow-up for sales teams. It automatically distributes leads from over 200 sources and provides mobile access to contacts, calendars, and deals. The app facilitates communication, task management, and lead assignment to enhance agent productivity.

Automatic lead distributionLead follow-up automationContact and calendar access

Republic: Private Investing

Republic: Private Investing

Venture, funds, crypto

Invest in startups, real estate, and video games with this platform. It offers access to curated deals previously unavailable to most individuals, allowing for portfolio diversification and participation in company growth. Join a global community of investors.

Invest in startups, real estate, and video gamesAccess curated investment dealsInvest regardless of experience level

free with in-app purchases

by Redtail Technology, Inc.

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.

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

free with in-app purchases

Sales CRM, Marketing, Reports

Manage your sales pipeline, marketing campaigns, and customer data from anywhere. Track key performance metrics, update deals, and communicate with contacts on the go. This app provides essential business insights and tools for sales and marketing professionals.

Marketing reports and analyticsCRM and sales automationContact and lead management

free with in-app purchases

Bigin by Zoho CRM

Bigin by Zoho CRM

Sales CRM for Small Businesses

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.

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

free with in-app purchases

OnePageCRM - Simple CRM System

OnePageCRM - Simple CRM System

CRM for those who take action

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.

Contact follow-up remindersOne-click callingEmail integration

Dynamics 365 Sales

Dynamics 365 Sales

Sales CRM from Microsoft

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.

Access meeting info and contact detailsJoin customer meetings with Microsoft TeamsTake notes and connect to records

Fundrise: Invest in Alts

Fundrise: Invest in Alts

Venture, Real estate, Income

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Invest in private real estateInvest in venture capitalInvest in private credit

by Keller Williams Realty, Inc. Mobile

Manage your real estate business from lead generation to client retention with an integrated suite of tools. This app provides cutting-edge technology to control your database and client relationships on the go.

Lead managementClient relationship managementBusiness control on-the-go

Contacts Journal CRM

Contacts Journal CRM

Manage Customers and Clients

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.

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

free with in-app purchases

Go Beyond a CRM

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.

Contact management on-the-goLink strategic insights to contactsAutomatic call log recording

📊 Productivity

Pipeline - A Simple CRM

Pipeline - A Simple CRM

The CRM people actually use

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.

Sales pipeline managementReal-time updates and notificationsMobile access to leads and deals

free with in-app purchases

Merchant Services CRM

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.

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

SPOTIO | #1 Field Sales App

SPOTIO | #1 Field Sales App

Outside Sales Management

This app empowers outside sales teams to optimize their field activities, from prospecting to closing deals. It provides real-time visibility into sales performance, territory management, and team productivity, helping to eliminate guesswork and focus on high-impact tasks.

Intelligent pipeline generationCalendar managementSales activity tracking

free with in-app purchases