Send text messages to update CRM records. Automatically parse data and populate fields in Salesforce or SAP Cloud for Customers. Streamline data entry by replacing manual form filling with text-based input.
by Rollio, Inc.★ 5.04 ratingsBusinessFreeData updated 2026-09-10
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Upload and edit with signature fields, initials, dates, and text. forms with contact info or images. Send signature requests and track completion status. Save and share signed securely.
Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.
Create a personalized link-in-bio website with embedded signup forms. Send text and email campaigns. Manage customer messages in a unified inbox. Track key metrics with visual dashboards.
Record and update field using custom survey forms created in a user-friendly form builder. Submit online or offline and access it instantly from the office. Digitize workflows to reduce errors and eliminate paperwork.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
Create and manage marketing campaigns using automation tools. Generate leads through text and email. Schedule appointments and track interactions. Integrate with CRM for lead management and analytics.
Manage leads and customer data with customizable fields and contact tracking. Schedule follow-ups and set reminders. Generate reports and export data in multiple formats.
Learn and practice six wellness skills from TRM® and CRM® to manage stress and trauma-related sensations. Track progress through guided sessions and breathing exercises. Set reminders and adjust session length.
Allows users to write notes quickly without creating new entries. It supports typing text, solving simple math problems, and syncing across devices via iCloud. Notes are stored in a single document.
The app connects to the LeadPerfection CRM database for sales representatives. Users can view upcoming appointments, enter appointment results, and view personal sales statistics.
Access CRM data, manage leads, and track sales activities offline. Sync contacts and update deals remotely. View dashboards and receive notifications for important updates. Share files and collaborate with team members in real time.
Create structured notes using customizable form fields. Store information in organized notebooks. Define specific data fields for each entry. Search and filter entries based on defined criteria. Export data in various formats.
Text between languages with high accuracy. Use voice input to speak and naturally. Save translated texts for later reference. Share translations via text or email. Support multiple languages for global communication.
Provides AI-powered text generation, translation, and editing. It fixes spelling and grammar, adjusts tone, and answers questions. It works across apps, supports over 50 languages, and streamlines communication without switching apps.