Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
by Simply Consulting ApS★ 3.414 ratingsBusinessFreeData updated 2026-09-06
Manage customer relationships with contact tracking and sales pipelines. Handle with task assignments and progress tracking. Process invoices and manage billing. Create and assign support cases. Integrate with calendar for scheduling.
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.
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Manage assets with lifecycle tracking, schedule maintenance, and handle rental and leasing processes. Monitor field service activities and integrate with NetSuite CRM for streamlined operations.
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.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage customer data and update details directly from the mobile . Track sales pipelines and organize contacts. Integrate with Gmail and Google Workspace apps for seamless access and management.
Manage contacts, track deals, and organize workflows
Manage contacts, track leads, and organize client information. Schedule follow-ups and send reminders. Collaborate with team members through shared dashboards and task assignments. Generate reports and analyze sales performance.
Manage customer relationships by tracking interactions, managing leads, and scheduling follow-ups. Create and send marketing campaigns. Monitor sales pipelines and analyze performance metrics in real time.