Connect with clients and manage leads
Manage client and lead information, view and edit contact details. Schedule and update appointments. Access event listings. Use mapping features to locate and navigate to contacts, clients, and locations. Sync with web-based client management system.
Showing 41–60 of 1,000 ranked alternatives.
Boulevard Labs, Inc
Review client profiles and update notes
Review client profiles to view past appointments, previous purchases, and social media links. Manage schedules with weekly views and staff assignments. Update client notes and send reminders directly from the .
GoDiamond LLC
Track prospects and manage contacts
Track prospects and contacts with customizable fields and notes. Add photos and set follow-up reminders. Export contacts to Excel for sharing with downlines. Sync data across devices and manage client interactions.
Brilliant Business Agency LLC
Book appointments, accept payments, manage clients
Manage appointments, accept payments, and handle client communications. Set schedules, collect deposits, and reduce no-shows. Track bookings, send reminders, and view analytics. Integrate with online systems and manage client data securely.
Sierra Interactive, LLC
Receive leads and manage your pipeline
Manage real estate leads with instant notifications based on user preferences. View new lead assignments, property saves, and inquiry requests. Customize notification types and delivery methods within the .
ACUMATICA, INC.
Access financials and inventory remotely
Manage expenses by capturing receipts with the device camera and reviewing submitted claims. Access real-time financial and operational data from any web browser on iOS devices. Track inventory, sales, and purchases across departments.
Canopy Tax, Inc.
Stay in touch with clients and manage
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
Brilliant Business Agency LLC
Book appointments, collect deposits, manage clients
Manage client appointments with online and payment features. Collect deposits, send reminders, and reduce no-shows. Track client history, communicate via in- messages, and access scheduling tools from a single platform.
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.
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.
Internet Brands, Inc.
Manage clients, schedule, and messages on
Manage clients, view schedules, and handle appointment requests. Send and receive two-way text messages. Sync with practice management system and portal. Access business data from smartphone.
Infusion Software, Inc.
Access customer info and tasks on
Manage customer data with contact records containing details, notes, tasks, call history, and messages. Add or update customer information, set reminders, and receive alerts. Access tasks and notes on-the-go.
Integrated Database Systems, Inc.
Track visits, view schedules, manage tasks
Manage home care operations with caregiver access to GPS visit verification, visit notes, schedules, and tasks. Clients receive visit alerts, schedules, and care plans. Office users handle client data, caregivers, physicians, and schedules.
Yardi Systems, Inc.
Sync CRM data on the go
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.
Future Simple
Leads, manage deals, and track progress
Manage sales pipelines with deal tracking and opportunity management. Log calls and meetings with notes and attachments. Send pre-set email templates with read receipts. Monitor geolocation data and access real-time reports.
Howard Kroymann
Capture and qualify trade show leads
Capture and annotate trade show leads directly on your device. Qualify leads with customizable forms. Sync data with the 1stSales server for centralized management. Export information in multiple formats.
Brandon Wong
Generate leads and book appointments
Create and manage marketing campaigns using automation tools. Generate leads through text and email. Schedule appointments and track interactions. Integrate with CRM for lead management and analytics.
VIRAL TECH, INC.
Manage proxy servers and profiles
Manage and configure proxy servers, clients, and transparent proxies. Create and edit local, iCloud, and remote profiles. Customize settings for network routing and platform-specific features.
Kevin Payne
Track calls and manage leads remotely
Manage leads and contacts from anywhere with real-time message review. Make and track calls using your business line. View account insights and optimize your account on the go.
EQUIMINE
Connect with leads and manage campaigns
Access real estate lead lists with one click, including distressed and off-market properties nationwide. Use skip tracing to find accurate contact information. View nearby property sales and generate shareable CMAs.
Clientbook, Inc.
Track clients, send messages, log notes, set
Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
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