Manage contacts, call, text, and email clients
View and edit prospect and customer contact information. Call, text, email, or map contacts through preferred iOS apps. Add and access communication notes on mobile. Assign tasks to self or others in the agency. Sync reminders for task deadlines.
Showing 21–40 of 1,000 ranked alternatives.
Utah Community Credit Union
Apply for loans and manage savings
Apply for loans and set savings goals. Use biometrics for login. Send funds via Zelle®. Check balances and view transactions. Deposit checks by photo. Transfer money and pay bills. Access financial wellness tools.
Sinoway Smart Properties Limited
Manage leads, match clients, email properties
Manage leads with customizable workflows and AI-driven matching. Track client interactions via email integration. Update details and manage deals directly from the . Set reminders and monitor sales pipelines in real time.
SMM service, s.r.o.
Open, edit, and share PDF files
Edit and annotate PDF documents by adding comments, highlighting, and adjusting text. Share files directly or export in various formats.
Wrike, Inc.
Manage tasks, plan projects, collaborate in real
Manage projects with task lists, timelines, and Gantt charts. Assign tasks, set deadlines, and track progress. Collaborate with team members through comments and file sharing. Integrate with calendars and email. Generate reports and dashboards.
Southwest Airlines Federal Credit Union
Manage accounts, transfer funds, view statements
Monitor accounts with secure and fast transaction tracking. Add tags, notes, and photos of receipts and checks to organize transactions. Remote access allows for account management and control.
Imprint Payments, Inc.
Earn rewards for every purchase
Apply for a credit card through the or website. Earn rewards on purchases, with additional points at preferred brands. Manage card details, view statements, make payments, and track rewards all within the .
Signature Auto Group Ltd.
Manage customer data and sales leads
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
BEX Realty LLC
Track leads and manage property views
Manage real estate leads with real-time tracking of property views, saved searches, and contact requests. Set reminders and add notes to leads. Access a dedicated concierge team for lead nurturing and alert setup.
Verizon Wireless
Call, message, and collaborate securely
Manage calls, messages, and contacts with business features like call forwarding, voicemail, and group messaging. Schedule meetings, access call logs, and integrate with email. Control user permissions and monitor usage through a web portal.
Zestia Ltd
Access contacts, tasks, and projects on
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.
OpenPhone Technologies Inc
Call, text, and connect with customers
Manage customer interactions by integrating calls, texts, and contact information. Create shared inboxes, add internal notes, and use a mini CRM to track conversations and provide team members with context.
Brivity, Inc.
Manage tasks, leads, and appointments on
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Market America
Share content, connect contacts, manage campaigns
Manage business contacts by adding, editing, and organizing contact details. Share materials like videos and images with team members or clients. Create and distribute exclusive content approved by the company.
HeartLegacy, LLC
Send branded video messages via email
Send personalized video messages via email, text, or messaging apps. Include branded content and customize messages. Share directly with contacts or integrate with existing communication tools. Track engagement and manage message history.
Onfleet Inc.
Receive tasks and complete deliveries
Receive real-time delivery tasks with customer details and order information. Access navigation using Apple Maps, Google Maps, Waze, or Here We Go. Track delivery progress and avoid traffic.
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.
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.
Activz Global LLC
Share content with contacts and associates
Share content such as videos, audio files, and PDFs with contacts. Customize accompanying messages and enter contact information manually. Send content directly to prospects via the interface.
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 .
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