Apps Like Proximity Clienteling for iPhone and iPad
Engage customers in real time
Manage customer interactions with real-time data and communication tools. Track customer history, send personalized messages, and process transactions directly. Integrate with business systems for unified customer views and sales management.
by Proximity Insight LLC★ 5.02 ratingsBusinessFreeData updated 2026-09-10
Record and analyze customer conversations to identify key insights and improve communication. Automatically generate notes from calls. Provide feedback on speaking patterns to enhance service quality and sales effectiveness.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Manage customer interactions with task lists and communication tools. Track sales performance and team progress. Access resources for customer service and business management. Organize schedules and streamline administrative tasks.
Accept payments via Card Reader™ or secure payment links. Process transactions, track sales, and manage customer accounts. View real-time reports and send receipts directly. Sync with for Business® account for instant access.
Manage sales, track inventory, and engage customers
Manage retail operations with real-time inventory tracking, customer lookups, and sales processing. Process payments, view sales reports, and access product information. Sync with point-of-sale systems and enable mobile check-out capabilities.
Schedule and manage customer conversations across multiple platforms. Create and deploy custom chatbots. Monitor interactions and analytics. Integrate with business systems for seamless data flow.
Manage customer interactions by chatting live with prospects and leads anytime, anywhere. Record and share personalized videos remotely. Receive instant notifications for website visits or views. Automatically schedule follow-ups.
Schedule and manage sales conversations across WhatsApp, Instagram, and Facebook Messenger. Track customer interactions, set follow-up reminders, and integrate with CRM tools to streamline lead management and improve conversion rates.
Process payments and manage business operations with real-time transaction tracking and fund transfers. Integrate with existing systems for streamlined operations. Access cloud-based tools for business growth and daily management.
Access load details, send and receive messages, and view notifications. Scan and submit paperwork. Track driver performance with scorecards. Use integrated MyPilot for location-based alerts. Manage account settings through the driver portal.
Capture qualitative and quantitative data during customer interactions. Conduct structured on-site audits. Assign tasks to internal or external research associates. Analyze findings to enhance customer experience.
Manage team performance with gamified challenges like marathons and tournaments. Track KPIs and reward employees with points, badges, and gift cards. Set goals, monitor progress, and boost engagement through competitive incentives.
Send appreciation messages via email or text without requiring an address. Browse curated product categories or search the catalog for gifts. Track campaigns and manage recipient preferences.
Manage customer carts from an iPad. Process transactions quickly and efficiently. Compatible with ELO PayPoint Plus devices. Enhance checkout speed and support compliance with cannabis sales regulations.
Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
Manage contacts, share assets, and communicate securely
Manage customer and prospect data in a centralized location. Track and store information. Share product details and media assets to promote sales. Communicate with team and customers. Customize the 's appearance and content.
Manage business operations with a cloud-based POS system. Accept cash and card payments. Track customer preferences and sales data. Generate reports for informed decision-making. Monitor inventory and manage transactions remotely.