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
The app allows users to fill out PDF form fields, add signatures, and send documents from their iPhone or iPad. It supports opening documents from various cloud services and email, with no account or monthly fees required.
Capture customer information by scanning VIN barcodes. Automatically update audit logs and populate CRM data. Log test drive activity and ensure compliance with audit records.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Record audio notes hands-free with the . Transcribe meetings and conversations into text automatically. Edit and organize notes without manual input. Share notes directly or export in various formats.
Manage customer relationships with contact tracking, deal management, and task automation. Schedule follow-ups, send emails, and access sales reports. Sync data across devices and integrate with calendar apps.
Access data offline and sync when online. View and update records, manage events and tasks, and access documents from content libraries. Support custom objects and Visualforce pages.
Inspect, track, and document fire safety equipment
Create and customize inspection reports using drag-and-drop templates. Integrate with CRM to auto-fill client details. Use dropdown menus and checkboxes for data entry. nd share reports digitally. Track inspection history and compliance status.
Manage customer interactions across WhatsApp, Instagram, Messenger, SMS, website live chat, and more. Respond to messages, track conversations, and integrate with e-commerce, payments, calendars, and CRM systems.
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Create and manage sales with drag-and-drop builders. Automate email sequences and lead nurturing. Track conversions and analytics. Integrate with payment gateways and CRM tools. Customize templates for branding.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Make and receive calls while tracking call details. Dial contacts directly from CRM systems like Salesforce or Chrome. Intuitive interface with fast response for efficient call management.
Manage contacts with unlimited entries and custom fields. Track phone calls and text messages. Use email and marketing automation tools. Build sales funnels and monitor analytics. Sync with web for on-the-go patient pipeline management.
Manage contacts, track deals, and organize workflows
Manage contacts, track leads, and organize client information. Schedule follow-ups and send reminders. Collaborate with team members through shared dashboards and task assignments. Generate reports and analyze sales performance.