View business stats, track tasks, manage pipelines
Monitor business statistics and track pipeline performance. View current and past due tasks and mark them as complete. Receive notifications for new messages and communicate via SMS or email. Manage opportunity cards across pipelines.
by Winterbourne Media Agency, LLC★ 5.04 ratingsProductivityFreeData updated 2026-09-24
Backup, restore, and import/export contacts via iCloud. Check and merge duplicates. Add or remove country codes. Format phone numbers. Delete all contacts. Export to Excel. Share contacts. Send SMS or email to selected contacts.
The app provides access to account data online and offline. Users can manage customers, contacts, and sales orders, while also reviewing analytics and completing surveys.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Scan and archive cards using OCR technology. Extract contact information including name, title, phone number, and email. Save contacts to device or cloud. Search and organize saved contacts. Share contact details via email or messaging.
Create and manage staff rota schedules. Track employee time and attendance. Automate salary calculations and invoicing. Monitor absences and manage shift publishing. Forecast demand and optimize revenue. Set and adjust shift details.
Create tasks for any date and organize schedules. Track completed and overdue items. Set multiple reminders and mark tasks as done. Manage work, personal, and routine activities without clutter.
Manage sales pipelines by tracking deal history and upcoming activities. Access to-do lists and contacts via name or organization search. Stay organized with real-time updates and meeting preparation tools.
Organize into groups based on company names. Create, edit, or delete groups and individual . Search for and send emails or SMS to entire groups. Sort groups and manage contact details efficiently.
Manage appointments, schedule surgeries, and track tasks within a secure EHR system. View patient interactions, approve requests, and monitor practice activities. Access scheduling tools based on user role privileges.
Manage customer interactions by tracking leads, updating contact information, and organizing pipelines. Set follow-up reminders, log call and email details, and generate reports. Integrate with calendar and email for scheduling and communication.
Track tasks and set priorities with customizable to-do lists and due dates. Manage schedules using time blocking and visual calendar views. Organize work and personal activities with structured planning tools and time management features.
Manage leads, automate follow-ups, book appointments, track
Manage leads and automate follow-ups via text, email, and voicemail. Book appointments with one tap. Track pipeline progress and organize sales activities. View client information and update deal statuses. Sync with calendar and send reminders.
Create and manage business emails with a custom domain and AI-powered composer. Schedule and send messages with read receipts. Book appointments and design professional emails. Access tools to engage customers and streamline communication.