Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.
by White Cup, Inc.★ 4.77 ratingsBusinessFreeData updated 2026-09-24
Access reports, dashboards, and KPIs securely from any device. Navigate data visually with interactive charts and filters. Pin critical metrics for quick viewing. Share insights and export data to email or cloud storage.
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.
Manage customer relationships with CRM features, track service routes, generate invoices, set reminders, and communicate via built-in tools. Log service calls and monitor business performance.
Access enterprise analytics and visualizations offline or online. View interactive dashboards organized into chapters and pages. Navigate between related analytics and save custom views. Share insights and export reports.
Access contact database and property details from a phone. View real-time updates and receive push notifications. Capture leads using an open house registration form. Sync data across devices. Export contact information.
Access donor information including demographics, gift history, and memos. Create and view actions, notifications, and opportunities. Prepare for meetings and stay connected with donors.
Manage real estate leads throughout their lifecycle with lead tracking, activity logging, and deal progress monitoring. Sync leads with your website for real-time updates. Access lead details, notes, and communication history on-the-go.
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 customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.