Manage leads, close deals, and build client
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Showing 121–140 of 1,000 ranked alternatives.
Integrity Marketing Group, LLC
Get quotes, manage accounts, and work anywhere
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
JobAngel LLC
Track jobs, manage leads, and sync tasks
Manage client information, track job progress, and send invoices directly from the field. Log time spent on tasks, set reminders, and sync with payment gateways. View real-time project statuses and communicate with team members through in- messaging.
Mobly, Inc.
Capture leads at events
Capture leads from events by scanning business cards and storing images. Create and manage contact lists. Export lists to CSV. Integrate with CRM systems for lead management.
WebPresented LLC
Track opportunities and close deals
Manage customer relationships with customizable CRM tools. Track sales pipelines and monitor deal progress through stages. Access AI-powered insights to identify trends and improve sales strategies.
Law Ruler Software LLC
Access client info and manage cases
Access client information, manage case details, and track communication. Log notes, set reminders, and share files securely. Sync data across devices and collaborate with team members in real time.
mello Home Services, LLC
Manage referrals and client relationships
Access and track active client information. Manage referrals and client relationships. Email or call clients directly. Update and share referral details. View referral status and activity logs.
Moement, Inc.
Manage customer data and automate pet care
Manage pet care operations with real-time analytics and automation. Track customer data, schedule appointments, and monitor performance. Generate reports, send reminders, and streamline daily tasks for improved efficiency and customer engagement.
Jam Soft LLC
Book appointments and manage clients
Book appointments for hair, barber, or nail services. Clients can schedule and manage bookings. Track availability and receive reminders. Integrate with calendars and send confirmation emails. Manage client information and service history.
Austin Board of Realtors
Manage business data and access MLS info
Manage business tasks remotely with property search by address and location. Access MLS listings, track leads, and communicate with clients through integrated portals. View hotsheet activity and manage client interactions directly from the .
IDC Global,INC
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
IDC Global,INC
Manage client interactions and track open house
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
PushPress, Inc.
Track leads and automate workflows
Manage leads and track conversion data to optimize business performance. Automate lead nurturing and member retention. Integrate website, CRM, and Core account for streamlined operations. Monitor lead progress through the sales funnel.
GoDiamond LLC
Manage leads, track contacts, share opportunities
Manage leads with customizable tracking templates and automated follow-up reminders. Set goals and monitor progress with real-time analytics. Sync data across devices and generate reports for team performance.
National Life Insurance Company
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Cool Wind, Inc.
Track leads and manage customer data
Track , customers, and products in one place. Record transactions, manage inventory, and view history. Set up customer profiles, categorize products, and monitor expenses. Generate reports and sync data across devices.
Niche Skills LLC
Invest in real estate deals
Manage real estate deals with task tracking, contact management, and deal progress monitoring. Set reminders, share documents, and collaborate with team members. Access market data and analytics to inform investment decisions.
UNANET, INC.
Unify teams and manage projects
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
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