Firstep CRM

Productivity

Free · Designed for iPad. Not verified for macOS.

Your mobile CRM for client tracking, sales, compliance and business growth. This app provides business owners and their teams with a secure, centralized platform to manage client relationships, track communications, and stay organized while maintaining compliance with business requirements. Designed to streamline daily operations, the app integrates essential customer relationship management (CRM) and compliance tools into one accessible solution. Users can easily manage contacts, monitor pipelines, and track progress from initial lead to long-term client relationship. Key Features: Contact & Lead Management Store and organize client details, track interactions, and manage leads in one place. Pipeline & Opportunity Tracking Visualize and monitor sales pipelines, manage opportunities, and follow progress toward business goals. Calendars & Appointments Schedule, confirm, and manage appointments with clients. Sync calendars for team-wide visibility and avoid double-booking. Two-Way Communication Send and receive SMS, emails, and calls directly through the app. Maintain conversation history to ensure consistent communication with clients. Forms & Surveys Collect data, feedback, and client input through customizable forms and surveys. Task & Workflow Automation Create automated workflows to reduce repetitive tasks, standardize processes, and improve efficiency. Reputation & Review Management Monitor client feedback and reviews, respond promptly, and track performance over time. Compliance Support Access tools to help maintain good standing with state reporting requirements. Keep track of important deadlines and stay organized with compliance-related tasks. Dashboards & Reporting View analytics and performance metrics for communication, pipeline progress, and campaign outcomes. Mobile Accessibility Manage all of the above from your mobile device, ensuring you and your team stay connected and up to date whether in the office or on the go. Purpose: The app is designed to give business owners, entrepreneurs, and teams a reliable hub for managing both client relationships and essential compliance responsibilities. By combining CRM functionality with compliance support, it helps businesses reduce administrative complexity, improve communication with clients, and maintain long-term operational stability.

Ratings & Reviews

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Bug Fixes & performance Improvements

Version 4.15.0

The developer, New Business Filing LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • New Business Filing LLC
    Size
    • 330 MB
    Category
    • Productivity
    Compatibility
    Requires iOS 16.6 or later.
    • iPhone
      Requires iOS 16.6 or later.
    • iPad
      Requires iPadOS 16.6 or later.
    • Mac
      Requires macOS 13.5 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • Firstep CRM © 2026
  • Privacy Policy

    • Supports

    • Wallet

      The simplest way to get all your passes in one place.

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