Showing 1–20 of 1,000 ranked alternatives.
TaxDome LLC
Review documents, chat securely, sign agreements, upload
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
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.
The Casey Group
Plan trips with map-based routing
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
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.
Formagrid Inc.
Create checklists, organize ideas, manage customers
Create customizable databases for task management, project tracking, and data organization. Add tables, forms, and views to structure information. Collaborate in real-time, set reminders, and integrate with other apps for workflow automation.
Vagaro Inc
Book appointments, manage clients, track sales,
Manage appointments, clients, and sales with a centralized platform. Set and share availability, send automated reminders, and track client interactions. Create and customize booking pages to reflect your brand.
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 .
TECSOIL AUTOMACAO E SISTEMAS S.A.
Review work orders and schedules on
Review and edit work orders on-the-go to reduce administrative tasks. Access real-time application schedules for timely updates to farmers. Manage logistics efficiently to focus on and relationship building.
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.
ContactBase Ltd
Map relationships with MEDDPICC
Manage relationships using the MEDDPICC framework to identify Champions and Economic Buyers. Map decision-making units, visualize reporting structures, and analyze relationship gaps to prioritize engagement strategies.
CrunchTime Information Systems
Track , scan items, manage stock
Track in real time with barcode scanning and manual entry. Receive alerts for low stock and set reorder thresholds. Generate reports and sync data across devices. Manage suppliers and track expenses. Adjust levels during service.
Microsoft Corporation
Update notes, track tasks, and manage records
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Sync data across devices. Track progress with customizable dashboards. Generate reports and manage leads.
BLAZON LLC
Manage horses, schedule rides, assign tasks
Manage horses, schedule client rides, and assign tasks to staff. Track competitions, manage client communications, and view a digital barn board on any TV. Access the from phone, tablet, or web.
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.
Narvata LLC
Track leads and manage customer data
Track , customers, and products in one place. Record transactions, manage inventory, and view history. Set up customer profiles, categorize products, and monitor expenses. Generate reports and sync data across devices.
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