If you're looking for the best apps for client records on mobile, look no further. We've compiled a list of the top 14 apps that will help you manage your client data, track their progress, and close more deals.
Whether you're a small business owner, a sales professional, or a healthcare provider, there's an app on this list that will meet your needs. From HubSpot CRM and CRM Mobile to Medical Records, we've got you covered.
| App | Logo | Available On | Reviews | Downloads | Features |
|---|---|---|---|---|---|
| 1. HubSpot CRM |  | Android, iOS | 4.7/5 | 2M+ | Caller ID, Real-time notifications, Cross-platform functionality |
| 2. CRM Mobile |  | Android | 4/5 | 533K+ | Access anywhere, anytime, Manage sales on the go, Boost team collaboration |
| 3. Medical Records |  | Android, iOS | 3.9/5 | 445K+ | Secure cloud storage, Multiple screen support, Data export to Excel |
| 4. LEADer CRM Leads Sales Tracker |  | Android, iOS | 5/5 | 436K+ | Automatic call tracking, Smart business calendar, Customer database management |
| 5. Client Record |  | Android | 4/5 | 274K+ | Customizable database, Offline functionality, Push notifications |
| 6. SimplePractice Client Portal |  | Android, iOS | 4.7/5 | 163K+ | Passwordless login, Personalized notifications, Secure data storage |
| 7. ClientiApp |  | Android, iOS | 4.3/5 | 162K+ | Customer registry, GPS navigation, Activity logs |
| Load more |
1. HubSpot CRM
Real-time notifications, Cross-app functionality, Automated call logging
Cost: Free (Free), Starter (Starts at $50/month)
Manage your client records on the go with HubSpot CRM, a powerful mobile app that seamlessly captures emails, calls, texts, and messages, automatically adding them to each customer's activity log and profile. Despite its impressive features, the app's reliability issues, particularly on Android devices, can hinder its usefulness.
HubSpot CRM offers a comprehensive suite of tools for adding, managing, and interacting with clients and contacts. Its scalability makes it suitable for both independent consultants and corporate teams. While the app's functionality is limited compared to the desktop version, it excels in logging communication, making it a valuable tool for staying connected with clients.
Download:
Application information:
| Downloads | Over 1 million downloads |
| Features | Contact management, email tracking, meeting scheduling, deal tracking, reporting and analytics, and integrations with other tools. |
| Pros | Easy to use, free plan available, good customer support. |
| Cons | Limited customization options on free plan, can be expensive for larger teams, some users report occasional glitches. |
- Tags:
- Powerful sales tools
- Easy-to-use interface
- Real-time notifications
✨ Read more: app for database management
2. CRM Mobile
Access anywhere, anytime, Manage leads and customers, Track sales pipeline
Cost: Free (Free), Essential ($14.90 per user per month billed annually)
CRM Mobile is the sales tracker and CRM mobile app that helps you stay organized and turn pipeline leads into customers. With CRM Mobile, you can easily manage your client records, track your sales pipeline, and close more deals.
CRM Mobile is user-friendly and helps you stay organized, so you can focus on what matters most: growing your business. With CRM Mobile, you can easily add and manage your contacts, track your sales pipeline, and create and send invoices. You can also use CRM Mobile to generate reports, so you can track your progress and make informed decisions.
Download:
Application information:
| Downloads | Over 500,000 downloads |
| Features | Manage leads and deals, track communications, schedule appointments, collaborate with team members, and access real-time insights on the go. |
| Pros | User-friendly interface, seamless mobile access, and efficient pipeline management. |
| Cons | Limited offline functionality, occasional sync issues, and some users report difficulty with customization. |
- Tags:
- All-in-one CRM
- Sales pipeline management
- Lead tracking on the go
✨ Read more: app for data management
3. Medical Records
Secure cloud storage, Multiple screens support, Data export to Excel
Cost: Basic (Free), Pro ($9.99/month)
Medical Records is the ultimate client records app for your mobile device, designed to provide you with a secure and comprehensive way to manage your health information. With its user-friendly interface and customizable features, Medical Records makes it easy for you to keep track of your medical history, including allergies, procedures, immunizations, and conditions.
The app's comprehensive clinical history section allows you to separate anamnesis, physical exams, diagnoses, and treatments into different tabs for easy reference. You can also track your vital signs, such as blood sugar, blood pressure, and cholesterol levels, and record medication doses. Whether you're using the app to manage chronic conditions or simply keep a record of your personal health data, Medical Records bietet everything you need to stay organized and informed about your health.
Download:
Application information:
| Downloads | Over 444,000 downloads |
| Features | Offers EHR, EMR, patient history tracking, appointment scheduling, and medical billing features for doctors' private practices. |
| Pros | User-friendly interface, comprehensive features for practice management. |
| Cons | Limited functionality for larger clinics or hospitals, some users report occasional glitches. |
- Tags:
- Secure data storage
- Multiple screen support
- Data export options
✨ Read more: app for business organization
4. LEADer CRM Leads Sales Tracker
Track incoming phone calls, Manage customer databases, Increase sales
Manage your client records with ease using LEADer CRM Leads Sales Tracker. This customizable app empowers you to tailor labels to suit your business needs, ensuring seamless tracking of your clients' progress. Its intuitive design and simple aesthetics provide a user-friendly experience, boosting your productivity and efficiency.
Backed by exceptional customer support, LEADer CRM is committed to your success. They promptly respond to each email and go above and beyond to resolve any issues. The app's ongoing improvements and regular updates demonstrate their dedication to providing a top-notch client relationship management solution.
Download:
Application information:
| Downloads | 436,350+ Downloads |
| Features | LEADer CRM is a mobile-first CRM solution designed to help small businesses manage leads, track sales, organize contacts, schedule appointments, and more—all in one centralized platform. |
| Pros | User-friendly interface, affordable pricing, excellent customer support. |
| Cons | Limited third-party integrations, some reporting features can be improved, primarily designed for small to medium businesses. |
- Tags:
- Lead tracking
- Sales tracking
- CRM for Small Businesses
✨ Read more: app for business management
5. Client Record
Customizable database, Offline access, Push notifications
Cost: Free Plan (Free), Premium Plan ($4.99/month)
Stay organized and connected with Client Record, your go-to app for managing client relationships. Its intuitive interface makes it easy to track every detail, ensuring seamless operations.
Experience the power of customization and flexibility. Client Record allows you to tailor the app to your specific business needs. Plus, its seamless syncing with Google Calendar and messaging automation streamlines communication, empowering you to deliver exceptional customer experiences.
Download:
Application information:
| Downloads | Over 274,000 downloads |
| Features | Manage and track contacts, sales leads, tasks, appointments, notes, bills, and generate insightful reports. |
| Pros | User-friendly interface, comprehensive features, and effective for business growth. |
| Cons | Limited customization options, occasional performance issues, and basic reporting functionality. |
- Tags:
- Offline Functionality
- Customizable database
- Push notifications
✨ Read more: app for balance sheet
6. SimplePractice Client Portal
Passwordless login, Personalized notifications, Secure messaging
Cost: SimplePractice Client Portal (Free)
Meet SimplePractice Client Portal, a groundbreaking app that empowers individuals to manage their care seamlessly. With its user-friendly interface, you can effortlessly access your client records, complete intake paperwork, and make payments, all from the convenience of your mobile device.
Although initially experiencing technical difficulties, the app has since resolved these issues, allowing users to fully utilize its functionality. The app allows clients to view their entire message history, providing a comprehensive record of communications. While enhancements like dark mode and improved notification settings are still in development, the app remains a valuable tool for managing client records, offering convenience, efficiency, and peace of mind.
Download:
Application information:
| Downloads | Over 100,000 downloads |
| Features | Allows clients to schedule appointments, attend telehealth sessions, complete paperwork, communicate with their therapist, and manage payments, all in one place. |
| Pros | Convenient, user-friendly, and improves communication with therapists. |
| Cons | Occasional technical issues, limited functionality compared to the full website, and requires a SimplePractice therapist. |
- Tags:
- Secure, Passwordless Login
- Personalized notifications
- Convenient Appointment Scheduling
7. ClientiApp
Customizable customer fields, GPS navigation to clients, Activity log for each client
Cost: Free (Free), Premium ($4.99 per month)
Introducing ClientiApp, the ultimate solution for managing client records on the go! Unlike other CRMs that lock you into costly monthly subscriptions, ClientiApp provides seamless functionality without registration. Its intuitive user interface and wealth of tools empower you to organize and track your client information with ease.
ClientiApp prioritizes data security, ensuring that your sensitive client information remains safe. It allows you to import data via a secure CSV file upload, giving you complete control over your data. With its responsive developer who swiftly addresses any queries, ClientiApp offers exceptional support. Its well-designed app meets all your client management needs, streamlining your workflow and boosting your productivity.
Download:
Application information:
| Downloads | 100,000+ |
| Features | Manage client details, schedule appointments, track payments, send invoices, and generate reports all in one app. |
| Pros | Easy to use, affordable, and excellent customer support. |
| Cons | Limited integrations with other apps, some users report occasional bugs, and the interface could be more visually appealing. |
- Tags:
- Easy customer management
- Powerful activity logging
- Integrated GPS navigation
8. HelloLeads CRM
Lead capture from phone calls, Easy-to-use interface, Affordable pricing
Cost: Free Plan (Free), Growth (₹1499/month/user billed annually)
HelloLeads CRM is the perfect app for managing your client records on the go. With its user-friendly interface and comprehensive features, HelloLeads makes it easy to stay organized and on top of your client relationships. Whether you're a small business owner or a sales professional, HelloLeads can help you streamline your workflow and boost your productivity.
HelloLeads offers a variety of features to help you manage your client records effectively. You can easily track your leads, set targets, and monitor your performance. The app also provides a clear overview of your weekly performance, so you can identify areas for improvement. Plus, with its convenient reminder system, you'll never forget to follow up with a client again.
Download:
Application information:
| Downloads | Over 100,000 downloads |
| Features | Mobile-first CRM designed for capturing leads from Facebook, WhatsApp, calls, and website inquiries, with built-in automation and team management features. |
| Pros | Easy to use, affordable, and integrates well with existing workflows. |
| Cons | Limited third-party integrations, primarily focused on small businesses, and some users report occasional bugs. |
- Tags:
- Lead Management
- Sales tracking
- Mobile CRM
9. Pocket CRM
360-degree contact view, Customizable invoices, Offline access
Cost: Free Plan (Free), Premium Plan (₹ 499.00 /month/user)
Introducing Pocket CRM, the client records app that's making waves in the business world. Designed with simplicity in mind, Pocket CRM allows you to effortlessly manage your leads and contacts, ensuring that you never miss a beat in nurturing those valuable relationships.
With Pocket CRM, you can easily organize your clients, set reminders, and record notes for each interaction. This intuitive app keeps all your client information at your fingertips, empowering you to stay organized and provide exceptional service. And the best part? It's completely free! Try Pocket CRM today and experience the difference it can make in your business.
Download:
Application information:
| Downloads | Over 60,000 downloads |
| Features | Contact management, lead tracking, sales pipeline visualization, task scheduling, and team collaboration tools. |
| Pros | Simple, affordable, and easy to use for managing small businesses. |
| Cons | Limited functionality compared to full-featured CRM systems, and occasional performance issues reported. |
- Tags:
- 360-Degree Contacts
- Customizable Invoices
- Offline accessibility
10. Clients — your client database
Effortless client management, Organize client communication, Remote client interaction
Cost: Free (Free), Premium ($4.99 per month)
Introducing Clients — your client database, the intuitive and easy-to-use mobile app that helps you stay organized and on top of your client relationships. With Clients, you can easily manage your client database, create and assign tasks, and track your progress all in one place.
Whether you're a beginner just starting out or a seasoned pro looking for a more efficient way to manage your clients, Clients has everything you need. The app is simple to use, with a clean and intuitive interface that makes it easy to find the information you need. Plus, Clients is packed with features that make it a breeze to stay organized and productive.
Download:
Application information:
| Downloads | 50 Thousand+ |
| Features | Manage customer data, schedule appointments, track interactions, send reminders, and generate reports. |
| Pros | User-friendly interface, efficient organization, customizable options. |
| Cons | Limited third-party integrations, occasional performance issues with large datasets, mobile app lacks some features. |
- Tags:
- Easy to use
- Beautiful Interface
- Remote access
11. Calendar Clients
No registration, Free up your time, Reliable storage
Cost: Free (Free), Pro ($5 per month)
Introducing Calendar Clients, the mobile app that revolutionizes client record management. With its intuitive interface and user-friendly features, you can effortlessly organize your client data, track appointments, and manage your business effectively.
Calendar Clients empowers you to collaborate seamlessly with your team. Multiple users can share the same agenda, ensuring everyone stays on the same page and tasks are completed efficiently. Its high usability and comprehensive features make it the perfect choice for businesses of all sizes, helping you streamline your operations and provide exceptional customer service.
Download:
Application information:
| Downloads | Over 23,000 |
| Features | Client management, appointment scheduling, automated reminders, financial tracking, reporting and analytics, customizable calendar views. |
| Pros | User-friendly, efficient scheduling, good customer support. |
| Cons | Limited integrations, mobile app functionality could be improved, some reporting features are basic. |
- Tags:
- Quick client entry
- Automatic accounting
- No registration needed
12. Customer Accounting My Clients
Client records management, Income and expense tracking, Data analysis with charts
Cost: Free (Free), Paid ($3.99 per item)
Customer Accounting My Clients is a mobile app that helps you keep track of your clients' information, income, and expenses. It's a great way to stay organized and on top of your business.
One of the best things about Customer Accounting My Clients is that it's easy to use. The interface is simple and straightforward, so you can get started right away. You can add clients, track their contact information, and create invoices in just a few taps. The app will not only enhance your convenience but also improve your productivity with its various features. The developers have been responsive to feedback and have quickly resolved issues raised by users, making it a reliable choice for managing client records on the go.
Download:
Application information:
| Downloads | Over 10,000 downloads |
| Features | Tracks customer interactions, manages appointments, logs income and expenses, and provides basic financial reporting. |
| Pros | Simple, easy to use, good for basic customer and financial tracking. |
| Cons | Limited functionality, lacks advanced features, no cloud sync, only available on Android. |
- Tags:
- Client Management
- Service Tracking
- Expense Monitoring
13. Records Management
Manage client records, Track interactions, Generate reports
Cost: Records Management (Free)
Records Management is the indispensable mobile app for streamlining client records management. Designed specifically for professionals, this app empowers you to effortlessly organize, track, and retrieve client information anytime, anywhere. With its intuitive interface and robust features, Records Management helps you maintain accurate and up-to-date client records, ensuring efficient and compliant operations.
Records Management understands the importance of data security and privacy. Rest assured that your client records are safeguarded with the highest level of encryption and protection. The app's user-friendly interface allows you to easily access and manage records, while its seamless integration with other apps enhances productivity and collaboration. Whether you're on the go or working from your desk, Records Management provides the peace of mind that your client information is secure and readily available.
Download:
Application information:
| Downloads | Over 9,000 |
| Features | Provides interactive training on Navy recordkeeping methods, covering topics like document classification, handling, storage, and destruction. |
| Pros | Accessible offline, user-friendly interface, and relevant for Navy personnel. |
| Cons | Limited to Navy recordkeeping, potentially outdated information, and requires periodic updates. |
- Tags:
- Mobile accessibility
- Compliance Guidance
- Interactive Training
14. Cloud CRM Client Records App
Offline functionality, Customizable fields, SMS and email reminders
Cost: Free (Free), Paid (Contact Us)
Introducing Cloud CRM Client Records App, the ultimate solution for managing your client records on the go. With its user-friendly interface and comprehensive features, this app empowers you to stay organized and on top of your customer relationships. Manage tasks, appointments, inventory, bills, and notes with ease, ensuring you have all the necessary information at your fingertips.
Say goodbye to scattered records and missed appointments with Cloud CRM Client Records App. Its real-time syncing ensures your data is always up-to-date, while its customizable groups and email/SMS capabilities allow you to segment and communicate with your clients effectively. Plus, with its excellent sales after service, you can rest assured that you'll have the support you need to make the most of this powerful app.
Download:
Application information:
| Downloads | Over 6,000 |
| Features | Manages customers, tasks, appointments, inventory, bills, notes, leads, groups, email, and SMS communication. |
| Pros | Affordable, user-friendly interface, good for basic CRM needs. |
| Cons | Limited functionality compared to full CRM suites, potential for slow performance with large datasets, some users report bugs and occasional crashes. |
- Tags:
- Offline Functionality
- Customizable database
- Easy billing options