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
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Manage projects and tasks with team collaboration features. Track leads and contacts through a mobile CRM. Communicate via instant messaging, group channels, and push notifications.
The app provides real-time and secure access to key CRM data, including accounts, contacts, appointments, and opportunities, directly from an iPhone. This application requires separate licensing of Oracle CRM On Demand Mobile Sales Data Access.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Sync data across devices. Track progress with customizable dashboards. Generate reports and manage leads.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
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.
Manage business tasks and HR operations on mobile devices. Access and update data in real-time. Sync with desktop software for consistent information. View and edit documents remotely. Collaborate with team members across different locations.
Schedule and manage bookings for both clients and professionals. Automate online booking processes. Track client data, employee schedules, and business finances. Integrate inventory management and CRM features.
Manage contacts and activities to prevent data loss. Track important dates and reminders. Integrate with Salesforce and other platforms. Share contacts across teams. View all known contacts for each prospect and customer.
Manage customer relationships with role-based dashboards for sales and medical teams. Track interactions, schedule follow-ups, and access product information. Share documents and communicate securely with healthcare professionals.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Manage roofing jobs with task tracking, estimate tracking, and customer information organization. Set automated workflows, customize dashboards, and integrate with suppliers for streamlined operations.
Manage contacts, calendar, tasks, and notes in one interface. Outlook, Act!, Goldmine, or Palm Desktop. Set color categories for calendar events. Track task completions and appointment history.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.