Manage leads with landing pages, surveys, and forms. Schedule appointments via calendars and inbound phone systems. Access a full suite of tools for funeral homes, preneed agencies, and churches. Track sales and marketing activities in one platform.
by Justin Nalls★ 5.05 ratingsUtilitiesFreeData updated 2026-09-06
Manage contacts, track deals, and automate workflows
Manage client interactions, track leads, and schedule appointments. Create and send marketing emails. Analyze performance metrics and integrate with calendar apps. Automate task reminders and organize deal pipelines.
The app provides mobile management for sales and service leads. Users receive push notifications for new leads and can respond via email, phone calls, or status changes.
Nd manage business with targeted prospecting tools. Filter and prioritize based on criteria. Track campaign performance and analytics. Export lead data in various formats. Integrate with CRM systems for seamless lead management.
Schedule meetings, share files, and manage projects
Team members can chat in personal rooms, schedule appointments, and share files. Conduct video calls with screen sharing and real-time translation. Manage projects with task tracking and integrate with calendar systems.
Organize and store important documents, digital assets, and personal wishes in one secure platform. Set up access for loved ones, protect sensitive information, and create clear directives for end-of-life planning.
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 medical referrals with AI automation, OCR extraction, and customizable workflows. Verify insurance and Medicare eligibility quickly. Reduce manual tasks and improve compliance with integrated tools.
Manage sales processes by assigning closers to sets and tracking appointments and calendars. Merge proposal creation with CRM and proposal software for collaboration. Monitor rep activity and home disposition.
Allows users to scan visitor badges to capture contact information. Add notes and action items to leads. Retrieve and access scanned visitor data through a personal dashboard.
Track real-time machine status and performance from anywhere. Manage product inventory by viewing, editing, and organizing items. Assign restockers, monitor their activity, and coordinate restocking efforts efficiently.
Manage contacts by filtering and organizing data into smart lists. Engage in two-way email and SMS conversations. View real-time notifications and access dynamic contact cards with customer details. Monitor and manage online reputation.