Manage customer relationships with contact tracking, deal management, and task automation. Schedule follow-ups, send emails, and access sales reports. Sync data across devices and integrate with calendar apps.
by Shape Software Inc★ 4.217 ratingsBusinessFreeData updated 2026-09-06
Track levels, manage purchase orders, and monitor cash flow through a unified interface. Integrate with QuickBooks Online. Record sales and customer data. Generate reports on stock movements and financial 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.
Manage customer relationships with contact tracking, deal management, and activity logs. Schedule and send reminders. Monitor inventory with photo and description tools. Generate reports and automate workflows.
Schedule meetings and set reminders. Track tasks and manage projects. Analyze customer data to improve retention. Generate reports and share insights with team members. Integrate with email and calendar services.
Manage customer interactions through multi-channel communication including messengers, emails, and calls. Track sales pipelines, set automated workflows, and generate reports. Access analytics and manage contacts directly from the .
Manage leads and streamline sales processes by integrating CRM and conversational tools. Track pipeline stages, add and update leads, make calls, and create invoices. View sales progress and access all tools in one centralized platform.
Manage tasks, schedule meetings, and send messages
Streamline workflows with AI-driven task automation. Schedule meetings, manage emails, and generate reports. Access real-time data and analytics. Integrate with enterprise systems for seamless operations.
Manage contacts, automate marketing tasks, and streamline sales processes. Schedule follow-ups, track leads, and generate reports. Integrate with email and calendar. Set recurring tasks and monitor campaign performance.
Update opportunities with real-time data entry and quick edits. Track deal progress and manage pipelines on the go. Set reminders and receive alerts for key milestones. Collaborate with teams through in- messaging and file sharing.
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Manage customer relationships with CRM tools. Create and send estimates and invoices. Schedule appointments and manage pre-inspection checklists. Track sales performance and update client information.
Manage contacts and automate follow-ups through a centralized CRM system. Use an AI assistant for instant, multilingual responses. Schedule and send marketing emails with intelligent automation. Track leads and receive real-time updates.
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.
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.
Manage customer relationships with contact tracking, sales pipeline monitoring, and deal management. Create and send quotes, invoices, and contracts. Set reminders for follow-ups and appointments. Integrate with email and calendar.
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.
Automate lead scoring with AI to prioritize high-value opportunities. Track customer interactions and history. Generate insights and reports. Integrate with email and calendar tools. Manage sales pipelines and set reminders for follow-ups.
Track with customizable statuses like in progress, testing, and on hold. Assign priorities to commitments. Tag items for organization. View progress and update task states with a few clicks. Sync across devices for consistent access.