Manage customer data on the go
Manage customer data by adding or updating contacts, creating new records, or closing deals. Access up-to-date information for meetings. Integrate with Dynamics 365 and Power Platform for seamless workflow.
Showing 1–20 of 1,000 ranked alternatives.
Microsoft Corporation
Join meetings, access contacts, track deals
Manage deals with real-time updates and notifications. Access meeting details, contact information, and notes. Connect notes to records and sync with Microsoft Teams. Update records remotely and stay informed of pending actions.
salesforce.com
Access data, track progress, share insights
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Claritysoft LLC
Track contacts, notes, and deals
Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
AutoPylot Technologies Corp
Log calls and dictate notes
Automatically records and logs customer calls and texts. Dictates notes into CRM systems like Microsoft Dynamics, Salesforce, and Hubspot. Reduces manual data entry for sales teams. Syncs interactions with enterprise systems in real time.
RingCentral, Inc
Manage calls, messages, and meetings with AI
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
CIRRUSPATH, INC.
Track emails, update Salesforce, merge data
Manage customer interactions by merging Salesforce data with email. Track emails, set response reminders, and update Salesforce records directly from the inbox. Sync email activity with Salesforce for real-time insights and streamline communication.
Laxis, Inc.
Record meetings, transcribe audio, generate summaries, track
Records and transcribes in-person meetings. Generates summaries, customer requirements, action items, and follow-up emails. Allows real-time chat to retrieve information from past conversations.
Copper CRM, Inc.
Manage leads, track deals, and deliver projects
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
OpenPhone Technologies Inc
Call, text, and connect with customers
Manage customer interactions by integrating calls, texts, and contact information. Create shared inboxes, add internal notes, and use a mini CRM to track conversations and provide team members with context.
Zoho Corporation
Manage customer tickets on the go
Manage customer support tickets with priority settings and status updates. View and respond to messages, assign tickets, and track resolution progress. Access customer history and conversation logs.
Circleback AI, Inc.
Record meetings, transcribe, and track action items
Record meetings and generate detailed transcripts with speaker identification and action items. Take , set reminders, and search past meetings for specific information. Automate tasks like generating insights and creating follow-ups based on content.
Mango Technologies, Inc.
Manage tasks, communicate, and automate workflows
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
UpHabit Inc.
Manage contacts and track activities
Manage contacts and activities to prevent data loss. Track important dates and reminders. Integrate with Salesforce and other platforms. Share contacts across teams. View all known contacts for each prospect and customer.
Insightly Inc
Manage customer data and projects remotely
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
FRESHWORKS TECHNOLOGIES PRIVATE LIMITED
Track contacts, automate tasks, and manage deals
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.