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.
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.
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.
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.
inSitu Mobile Software, LLC
Create orders and invoices
Create and send invoices, estimates, and orders. Process payments securely. Manage product inventory. Design and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Microsoft Corporation
Manage operations on the go
Manage operations with real-time inventory tracking, order processing, and shift management. Process sales transactions, assist with customer purchases, and generate role-based reports. Monitor cash flow and manage employee roles remotely.
Microsoft Corporation
Submit and approve timesheets remotely
Submit and approve timesheets with copy functionality from previous entries or saved favorites. Edit and track time entries, set milestones, and receive notifications for approvals. Sync with 365 for Finance and Operations.
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.
SalesPad, LLC.
Access sales data and manage orders
Access customer and contact information, create and update sales documents. View inventory details and quantities. Sync with Microsoft Dynamics GP for real-time data. Manage sales tasks on devices.
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