Best Financial CRM Apps for iPhone of 2025

CRM Customer Lifecycle Management CRM, From cold prospects to happy customers for life. All customer information and activities in one place. With powerful automation and easy-to-customize sales processes, you can sell smarter and close more deals faster. Boost your ROI by launching effective marketing campaigns, finding more customers interested in your products, and increasing your customer base. Agents can deliver a delightful customer experience and create long-lasting relationships with customers by giving them 360-degree views. Track products and services, create custom invoices and send them easily, manage discounts, track payments, and grow your business. From cold prospects to loyal customers over time to brand advocates and beyond. All customer information and activities can be managed from one place. One platform allows you to manage sales, marketing, customer services, and billing. You can get a 360-degree view of your customers and avoid duplicate data entry.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

Essentials is a sales and customer support app. You can think of us as an extra pair - multiplied by 1000. All your customer data can be organized in one app. All your sales processes, from initial contact to closing, can be tracked in one place. You can support your customers via phone, email, and web chat. You can manage your business from your smartphone. To visualize key business metrics, create dashboards and real-time reports. Sync with tools like Dropbox and DocuSign.

Aidium is a powerful CRM tool that helps mortgage professionals streamline their processes, increase their ROI and scale operations. Aidium's Lead Conversion Software will help you streamline your loan origination with its ability to nurture leads, increase the number of successful mortgage deals, and convert more leads. Aidium's Mortgage Automation CRM automates your processes and improves client relationships. It also improves lead conversion through intelligent workflows, data-driven strategy, and data-driven workflows. Aidium's Marketing Software includes a comprehensive set of tools to maximize lead generation, improve client engagement and grow your loan portfolio. You can share your pipeline with your team and have them follow up on leads as needed. Do you have multiple team members contacting prospects? You can now see all their activity in a single, easy-to-use location.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Finaeo, a cloud-based digital assistant platform that is specifically designed for financial advisors, is available in the cloud. Finaeo Inc., a Toronto company, developed Finaeo. This AI-enabled digital assistant helps financial advisors streamline their processes and systems. Finaeo is equipped with enterprise-grade features that allow financial service organizations to have complete control over their back office administration, product mix, data, and client relationships.

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

platform provides a digital core which supports smart automation, innovation and transformation. Modules such as client records, messaging and deal management, payments and accounting, allow you to manage important business processes. Cloud hosted, open-source agile architecture allows you to deliver efficient operations. platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core is a fully integrated front-to back infrastructure that allows financial services to be delivered. Your business will be able to adapt and scale without sacrificing reliability thanks to cutting-edge technology. Financial Services are changing rapidly. From client requirements to market forces and technology, the speed and scale for change is immense. Providers that rely on legacy systems are in danger of losing their competitive edge, while those who are digitally-advanced gain a competitive edge by providing long-term and immediate benefits.

Satuit Technologies was acquired by Tier1 Financial Solutions 2021. It is the premier provider CRM, reporting and portal software solutions for Buy-Side, Hedge Fund, Wealth Management, Private Equity, and Real Estate Markets. The company has offices in Canada and the United States and serves clients in over thirty-five countries.

BrightOffice supports all types of lending businesses, regardless of whether you are a broker or lender. We offer systems for all types of brokers and lenders, as well as retail brokers and consumer lenders. Cloud CRM platforms allow users to add new products (asset financing, short term lending, invoice factoring ), Diversify into new markets. You can manage all your tasks within your Broker-Lender Cloud CRM, from credit checks and fact finding to application capture and invoicing. BrightOffice understands that cash flow is the heart of any business. Our software tracks all money entering and leaving individual lending cases. All your data is stored securely and backed up on our UK servers.

FPS GOLD has been providing core and mobile banking, online banking, wire transfer software and a content management system for financial institutions for more than 55 years. FPS GOLD's mission is to help financial institutions succeed, profit, and thrive through flexible, robust software that's paired up with unmatched customer support. FPS Gold is more than just software. We actually care. We don't want you to doubt us. It's possible to test it yourself.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

CRM Software for Mortgage Professionals. Use a wide range of original marketing materials. Pre-built drip campaigns that are ready to use. Two monthly newsletters will help you reach out to clients and referral partners. Use two-way texts to communicate with your contacts. Cimmaron offers a wide range of ready-to-use eCards, from birthdays and milestones through to major holidays. Create and send videos with your eMail marketing. Marketing with co-branding made simple. Track and measure performance by using open rates, conversions, click-throughs etc. One user can manage marketing for an entire branch or organization. Integration with all major lead providers, predictive dialers and other tools. Create custom business rules for lead distribution. Automated lead delivery via notifications on your desktop or mobile app. Create shark tanks to automatically redistribute lead based on response times.

IQProspects is a simple-to-use, sales and service CRM engine for credit unions and banks. The best commercial bankers spend a lot of time talking to customers and prospects. There is now a tool that will help you build relationships even while you're on the go. Quest Analytics mobile apps allow you to be more productive even when you're not in the office. IQProspects tracks every step of the process, from the opportunity stage to underwriting and through closing. Is it taking too long for loans to process? IQProspects customizable workflow automates this process and ensures loans are completed quickly and accurately. All it takes is a prospect. Quest tracks every step of the process, from the opportunity stage to underwriting, through closing. IQProspect's new marketing event management capabilities can help your institution manage every golf outing, charity event or other relationship-building marketing opportunity.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

This CRM tool is specifically designed for finance. It allows you to acquire, convert and retain clients, as well as monetize them. You can easily track leads and onboard clients. A thorough client overview is essential for effective communication. Your KYC checks will be quick and easy. Native integration is available for the most prominent eKYC providers. BrokerIQ's KYC-based client statuses make it easy to manage and keep track of your clients. Access all documents and KYC information via exportable, designated reports. BrokerIQ allows integration with all major PSPs. You can choose who will process your payments. BrokerIQ records all transactions, both internal and external. This gives you a complete picture about your business. Automated bonuses are based on flexible client segment configurations. Bonus amounts can be fixed or percentage-based with limits. BrokerIQ integrates with industry-leading trading platforms. You can keep the platforms you already have and easily add new ones.

SeedRM is the most intuitive CRM tool for Institutional Investors, allowing them to manage relationships with Investment Managers. SeedRM is accessible from anywhere with internet access. The partnership leverages the expertise of Investment Manager Due Diligence Advisory Partners and partners with deep knowledge in Financial Markets. An unlimited number of licensed users can access and contribute to Investment Manager information, reports and attachments, thanks to the Salesforce.com platform. SeedRM allows users to manage relationships easily from any device they have access to, whether it is a desktop in the office or a mobile device.