Best Data Management Apps for iPhone

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent. For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight. DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail.

Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

Airtable is an AI-powered workflow platform that helps teams unify data, build apps, automate processes, and collaborate in one connected workspace. The platform enables users to create production-ready applications with no-code components and conversational AI app building. Airtable agents can work across large sets of records, reason over operational data, and orchestrate actions across workflows. The platform supports teams in product, marketing, project management, operations, sales, design, and creative work. Enterprise capabilities include scalable infrastructure, advanced permissions, RBAC, AI controls, provisioning, audit logs, data loss prevention, e-discovery, and data residency. Built for organizations of all sizes, Airtable helps teams connect workflows, embed AI into operations, and build business applications faster.

Kintone is a customizable digital workplace platform that lets you manage your data, tasks, and communication in one central place. Over 25,000 customers use Kintone’s no-code platform with more than 1.5 million database and workflow applications custom built for their businesses. Kintone is provided by Cybozu Inc., a Tokyo-based public company founded in 1997. Use our no-code drag-and-drop interface to create your own custom database applications that track all the data you want. Whether it’s sales leads, customer quotes, or inventory management, you can organize it in Kintone and view it all from our centralized workplace platform. Maximize Kintone’s functionality with APIs or integrations with the third-party services you rely on for other parts of your business. Browse our library of 100+ integrations to find what you need. Trusted by the largest F500 companies, Kintone's no-code platform with granular governance empowers 'citizen developers' in SMBs and team leaders i

At Mixpanel, our mission is to increase the rate of innovation. Not only as a company, but for the businesses we serve. Through our analytics and engagement product, companies can analyze how and why their users engage, convert, and retain in real-time across web, mobile, and smart devices. Then they can use that data to improve their business and products. Mixpanel serves over 26,000 companies from different industries around the world, including Samsung, Twitter, and BMW. Headquartered in San Francisco, Mixpanel has offices in New York, Seattle, Austin, London, Barcelona, Paris, and Singapore. Great products are built by teams who know their users. Go beneath the surface to learn which features are popular, who your power users are, and the behaviors tied to long-term retention. See which features are popular and how many power users you have.

ZoomInfo helps companies achieve their most important objective: profitable growth. Our platform puts sales and marketing professionals in position to identify, connect, and engage with qualified prospects by giving you: - Verified Emails & Direct Dials - Intent Data & Business Scoops - Technographic Information - Company Organization Charts Integrate with the apps that matters to you. Start your free trial today.

Discuss.io is a smart video platform that helps global brands and agencies plan, execute and share qualitative research conversations at scale. We help enterprise market researchers, UX researchers, product managers, sales professionals, brand managers and CX departments ramp consumer conversations and streamline the workflow. Built by market researchers, key features include live video interviews, mobile screen share, interactive whiteboards, built-in auto translation (100+ languages), powerful tagging and the Respondent Management Hub. Easily create clips of important moments and build a highlight reel that tells a story, without pouring through hours of video. In addition to a world-class technology platform, we can provide a range of market research services such as moderation, human translation, recruiting and program management through our marketplace.

Ninox is your solution for organizing and managing complex data in a structured and efficient way. With its highly flexible user interface, you can analyze, process, and evaluate any type of data. Additionally, the Ninox API enables seamless integration with services like Google for enhanced functionality. Designed to work across all platforms, Ninox is available via native apps for macOS, iOS, and Android, as well as through any web browser. The platform empowers users to build custom applications using templates, drag-and-drop formulas, and scripting tools. Its intuitive visual editor simplifies the creation of triggers, fields, and custom forms. With real-time syncing, Ninox ensures a smooth and consistent experience, whether you're working on a single device or switching between multiple devices.

Deliver workflows and real-time visibility across your operations so your teams can outpace change. Extend and connect data, processes, and workflows to drive deeper insight and automation across complex processes and disparate systems. Adapt your operations faster to respond to opportunities and risks. Tailor workflows to support the unique, ever-changing ways your people work. Create new workflows to respond to emerging challenges and support new ways of working in days, not weeks. Create, connect, govern  and continually improve  an ecosystem of  custom digital solutions on a secure platform for your most critical data and processes. Transform the way your data is used and safely empower your people to deliver real-time insights from one unified platform. Unlock your team's potential. Get started with Quickbase today.

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

Medallia allows you to thoughtfully and systematically engage your users with targeted, in-the-moment surveys across digital and traditional touchpoints. Our easily implemented survey solutions ensure you're gathering relevant, actionable data to make measurable customer impact. Once the customer survey data is collected, Medallia's AI technology uses machine learning to analyze structured and unstructured data to uncover sentiment, find commonalities, predict behavior, anticipate needs and prescribe actions to improve experiences. Build the most effective surveys for your customer journeys. Rapidly manage change and innovation to every aspect of your experience management program—from design to emails, questions and translations—with sophisticated targeting logic, flexible conditioning and distribution. Medallia surveys allow you to

Let Evercontact keep your address book up-to-date, magically creating new contacts and updating existing ones. More than 40% of the average address book changes within 3 months. Evercontact ensures you always have the latest contact info. Evercontact extracts contact info from the email signatures in your incoming email. Our service creates new contacts for you and also auto-updates any changes to your existing contacts. Our subscription plans allow for unlimited contact updates, multiple email accounts, centralized address books, CSV downloads and CRM integration. Your personal information belongs to you and you alone. Evercontact is GDPR compliant when it comes to user security and data privacy. Our service is available for Gmail, Outlook and Office 365.

Simitless lets you build an information system that fits you without a line of code. You'll be able to collaborate on your database and information system in real-time and simply configure what you need when you need it. If starting from scratch seems too daunting, start from one of our hundreds of application templates and tune it your way. No more will you need to change the way you want to work to suit a software you have to use. Simitless is a software platform, enables professionals to build their own information systems. They are databases intended to inform decisions and help work management. We empower small companies by letting them build the information system that suits them, worthy of the tools available only for large conglomerates. Save your time and money by consolidating your information into one centralized and secure collaboration application.

Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.

Rethink Workflow is a free, simple, powerful, and secure business process automation tool that allows NGOs, businesses, and enterprises to create forms and design workflows online.

Sidetrade’s unique AI-powered Order-to-Cash platform helps companies improve revenue, grow profitability and optimize working capital. This fully SaaS-native solution uses Intelligent automation to: – Grow orders from customers – Accelerate cash through smarter collection – Support quicker dispute resolution – Deliver greater control and visibility of the O2C process. In difficult times when securing cash is critical to corporate survival, Sidetrade’s dedicated Artificial Intelligence, Aimie, delivers predictive analytics and automation proven to deliver better results than purely manual or ERP-driven solutions. Available is 8 languages and with customers across more than 85 countries it is a global application used by multinationals and enterprises of all sizes.

We help entrepreneurs to improve their sales with great client management. We offer a powerful tool with a unique pricing plan "Pay as you want". Collect all the client data you need. Add custom fields, groups, and tags, import and export documents. Make your account management easy and simple. Increase the number of your appointments and improve their quality. Use reminders to help you keep track of your clients and appointments. Share the calendar with your peers. Improve your account management by adding contracts, offers, files, tasks, and assets. Feel free to use the customer support system if your clients' have issues.

Life.ioEngage™ replaces tired customer transactions by creating meaningful and ongoing customer interactions. At each stage of the customer relationship, we educate, engage, reward, and delight your customers. These thoughtful interactions reveal important data and insights that help you move the needle on your most important metrics: Conversion, lead generation, placement, wallet share generation, persistency, NPS. Available as a desktop or mobile app, the Engage platform can stand on its own or seamlessly integrate with Life.ioGrow™ and Life.ioEmpower™ as well as your existing technology. Successful engagement revolves around offering real value to the user. Built around the framework of holistic well-being, Engage: Offers classes, real-life stories, and short articles on personal finance, health, fitness and emotional well-being, encourages positive change through dynamic, original content, fun programs, and quizzes.

The Clarabridge Platform aggregates all VoC data, customer interactions and feedback, into a single platform. We use AI-powered speech and text analytics, with the industry’s best Natural Language Understanding (NLU), to evaluate the conversations your customers and employees are having every day in phone calls, live chats, private messages and on social media. Clarabridge gives you timely answers about ease of doing business (Effort), customer loyalty and emotions, root cause of NPS change, churn or high contact volume and much more. Clarabridge insights help you make decisions, act fast, and track results. Partner with Clarabridge, whose solutions are purpose-built for customer experience and backed by an AI-powered best-in-class text analytics engine, to transcend from complexity to clarity and truly understand every customer interaction. Clarabridge is the only platform that provides a highly effective means of capturing what customers are saying.

Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!