Manage customer data on the go
Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Showing 1–20 of 1,000 ranked alternatives.
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.
LEADCONNECTOR LLC
Integrate leads and manage sales
Manage leads and streamline sales processes by integrating CRM and conversational tools. Track pipeline stages, add and update leads, make calls, and create invoices. View sales progress and access all tools in one centralized platform.
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 .
Move, Inc.
Manage leads and track client communication
Manage leads with instant push notifications and access to contact information. Track client interactions and pipeline status. Send messages and update lead statuses directly. Sync with email and calendar for seamless communication.
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.
GoodLeap, LLC
Offer payment options, compare offers, update
Manage sales pipeline by tracking deals and updating statuses. Compare payment offers for customers. Provide real-time updates on projects. Access flexible payment options for sustainable home solutions.
Agency Elephant LLC
Make and receive calls
Receive and make phone calls and text messages. Access all contacts on the device. Update pipeline statuses, manage groups and tags, edit contact information, and add new leads from the mobile device.
SugarCRM
Manage contacts, track deals, and access CRM
View account details, update opportunities, and manage contacts and leads. Schedule calls, create cases, and send quotes. Access custom modules and track activities remotely.
Jacob Lock
Manage leads, automate follow-ups, book appointments, track
Manage leads and automate follow-ups via text, email, and voicemail. Book appointments with one tap. Track pipeline progress and organize sales activities. View client information and update deal statuses. Sync with calendar and send reminders.
REAL GEEKS LLC
Connect with agents and track leads
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Shaun Clark
Build and manage marketing campaigns
Manage leads with landing pages, surveys, and forms. Schedule appointments via calendars. Track customer interactions and campaign performance. Integrate with marketing tools and analytics.
ROOFING MARKETING PROS
Manage leads, set appointments, track pipeline
Manage leads by nurturing them, setting calendar appointments, and tracking sales pipeline progress. Customize settings and view revenue metrics to optimize campaign performance.
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.
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.
HelloLeads Private Limited
Track leads and manage pipeline
Manage customer interactions by tracking leads, updating contact information, and organizing pipelines. Set follow-up reminders, log call and email details, and generate reports. Integrate with calendar and email for scheduling and communication.
Bitrix, Inc.
Manage leads and track deals
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
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.
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