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 121–140 of 1,000 ranked alternatives.
Ben Armstrong
Capture leads and manage deals efficiently
Capture leads through landing pages, surveys, forms, and calendars. Automatically message leads via SMS, email, calls, and social platforms in a single thread. Track deal progress with predictive analytics and funnel builder tools.
Workbooks Online Limited
Access real-time data and update records
Access real-time data and update records on the go. View personalized insights from reports, lists, tasks, and events. Track customer and prospect information for a 360-degree view. Manage forecasts and key metrics directly within the .
Michael Payne
Stay connected, receive calls, manage leads
View messages from customers and leads. Respond in real-time using your business ID. Check messages anytime, anywhere. Stay updated on leads and customer interactions. Manage communications on-the-go.
AutoAlert, Inc.
Monitor tasks and customer data
Monitor and complete dealership tasks with role-specific alerts. Access customer data including personalized offers and engagement history. Communicate with team members and customers. Manage calendar events and review reports.
Elkhorn Valley Bank and Trust
Check balances, make transfers, pay bills, deposit
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Schedule one-time bill payments. Deposit checks remotely. Find branch locations and hours.
Shore GmbH
Manage appointments and sync schedules
Manage appointments, schedule staff hours, and plan customer meetings. Chat with employees and customers in real time. Sync calendar data across devices and access updates from any location.
CatLife Software Inc
Plan routes, note homeowners, schedule follow-ups
Plan routes and view property details offline. Add homeowner notes and set reminders. Schedule follow-ups and receive notifications. Manage leads with a simple pipeline. Knock doors without internet access.
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.
Applosophy, LLC
Measure properties instantly with images
Create roof measurements using satellite, aerial, drone, or blueprint images. Generate digital pitchbooks with auto pitch detection. Organize property photos by project. Manage customer contacts and tasks. Access digital manufacturer catalogs.
United Wholesale Mortgage, LLC
Manage mortgage tasks on the go.
The app provides mortgage brokers access to the EASE platform, ChatUWM for assistance, and tools for managing loan scenarios. It allows users to view their pipeline, lock loans, check rates, and access property valuation tools.
Mortgage Capital Trading, Inc.
Monitor pipeline data in real time
Monitor pipeline data with real-time updates on volume, weighted average forecasted pull through, duration adjusted coverage, and long/short exposure. Track last LOS pipeline data timestamp. Analyze key figures for coverage insights.
Xcel Media Group, Inc.
View leads, manage contacts, update status
View lead source metrics and manage leads by creating new entries or reviewing conversation history. Receive push notifications for pending responses. Chat with customers via SMS and Facebook Messenger in real time.
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.
Zuercher Kantonalbank
Log in and identify securely
Log in to eBanking securely using a smartphone or tablet. New customers can identify themselves via ID scan and video selfie. The uses two separate channels for enhanced security.
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