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.
by Maximizer Services Inc.★ 4.4105 ratingsBusinessFreeData updated 2026-09-06
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
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.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Manage leads by uploading them from your device. Track buyer status within the or receive push notifications for updates. Qualify leads through outreach and profile building. Monitor pipeline growth and identify ripe buyers for closing deals.
Manage prospects through the sales life cycle with a dynamic pipeline to visualize stages, interest levels, and last communication. Forecast sales for 30-60-90 day periods. Configure dashboards for productivity and occupancy insights.
Manage sales pipelines and track opportunities with daily overviews. Create and manage activities and appointments. Send emails and make calls directly. Monitor customer interactions and generate statistics. Sync with CRM data for real-time updates.
Track prospect information and manage leads in a centralized portal. Schedule appointments and view updated contact details. Monitor marketing campaign leads across social media, online registration, and other channels.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Update opportunities with real-time data entry and quick edits. Track deal progress and manage pipelines on the go. Set reminders and receive alerts for key milestones. Collaborate with teams through in- messaging and file sharing.
Manage customer interactions and sales opportunities on-the-go. Access contacts, schedule appointments, send emails, and update tasks. Track communication and stay organized while managing business operations remotely.
Connect with investment professionals to schedule video meetings, share documents, and track interactions. Search for contacts, send messages, and manage meetings within a secure platform.
View business stats, track tasks, manage pipelines
Monitor business statistics and track pipeline performance. View current and past due tasks and mark them as complete. Receive notifications for new messages and communicate via SMS or email. Manage opportunity cards across pipelines.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.