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 21–40 of 1,000 ranked alternatives.
Microsoft Corporation
Update notes, track tasks, and manage records
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
Zoho Corporation
Manage , track leads, close deals
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
NetHunt, Inc.
Track contacts, manage deals, and sync data
Manage customer data and update details directly from the mobile . Track sales pipelines and organize contacts. Integrate with Gmail and Google Workspace apps for seamless access and management.
RapidOps Inc.
Manage pipeline and team updates
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
WRK Marketing LLC
Schedule appointments and send reminders
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
吉华 郑
Dictate notes and transcribe speech
Convert spoken words into text in real time using advanced speech recognition. Dictate emails, notes, and documents without typing. Edit transcriptions directly. Export text to various formats and share via email or messaging.
zaal LLC
Schedule meetings, track , manage tasks
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
MarketXpander Services Private Limited
Plan meetings, track leads, automate tasks
Manage leads, tasks, and meetings on the go. Plan daily schedules, navigate to appointments, and automate repetitive sales tasks. Access data with limited connectivity.
Zoom Information, Inc.
Connect with company data on the go
Access company data on industry, leadership, and technographic details to inform sales discussions. Review pre-meeting briefs, including new stakeholders and icebreakers, to prepare for meetings. Share insights directly during calls.
Davy Raitt
Study and track progress with practice questions
Study for the 365 Fundamentals CRM exam with 500+ practice questions. Complete 5-minute study sessions. Track progress and maintain daily streaks. Learn customer insights, sales processes, and service features.
BNTouch Inc.
Manage leads, track interactions, and grow
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
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