Track client data and communications
Track client interactions and manage lead data in one place. Log communications, set reminders, and organize contacts. Integrate with other tools to streamline business operations and reduce reliance on multiple apps.
Showing 1–20 of 1,000 ranked alternatives.
Microsoft Corporation
Chat, create, and manage tasks
Chat with an AI assistant to summarize documents, draft emails, or analyze spreadsheets. Create and edit content, manage projects, and search for files across cloud storage. Integrate with 365 services for seamless task handling.
Novus Via Ltd
Manage contacts and set follow-up reminders
Manage client and prospect interactions with follow-up reminders linked to contacts. Track relationships, set recurring reminders, and organize notes.
Keller Williams Realty, Inc. Mobile
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.
Jorge Herrero Rey
Manage customer data, streamline operations, control supply
Manage customer relationships with contact tracking, sales pipelines, and communication tools. Streamline business operations with inventory control, financial reporting, and resource planning.
Logiciel Prospect inc.
View listings, manage leads, track clients
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
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 .
WhatsApp Inc.
Message and call customers securely
Manage communications with automated quick replies and away messages. Schedule messages, set response times, and track conversation history. Send documents and invoices directly. Integrate with calendar for appointment reminders.
Johto Inc.
Message and schedule team tasks seamlessly
Manage team communications with instant messaging and schedule shifts, track employee availability, and send updates. Set reminders for tasks and events. Integrate with calendars and share files.
RingCentral, Inc
Manage calls, messages, and meetings with AI
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Bamboo HR LLC
Manage employee data on the go
Manage employee data, schedule interviews, and track performance metrics. Access payroll information and approve time off requests. View dashboard reports and send mass communications. Sync with calendar and integrate with third-party tools.
Notion Labs, Incorporated
Track goals, take notes, stay organized
Create and manage personal and professional tasks, notes, and projects in one workspace. Organize goals, plan schedules, and track progress. Use AI to generate project updates and streamline workflows.
Rapidfunnel, Inc.
Manage contacts, schedule meetings, and share files
Manage business communications by sending audio, video, and PDF files directly to contacts. Share content via email, text, or social media. Track interactions and organize client information within the .
MementoDB Inc.
Store, organize, and automate data
Manage personal data with customizable storage, organization, and automation. Create and edit lists, set reminders, and sync across devices. Import and export data in multiple formats.
Centex Axiscare Inc
Clock in, document, and track visits
Caregivers can clock in and out using GPS geofence, document activities like ADLs, record care notes and expenses, track travel and break times, view visit schedules, navigate to client locations, respond to visit requests, obtain digital
NHATVYDANG LLC
Automate tasks and manage contacts
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.
Brilliant Business Agency LLC
Book appointments, accept payments, manage clients
Manage appointments, accept payments, and handle client communications. Set schedules, collect deposits, and reduce no-shows. Track bookings, send reminders, and view analytics. Integrate with online systems and manage client data securely.
Spikko Telecom LTD
Sync calls and contacts with CRM
Manage business communications by integrating cellphone interactions with CRM and ERP systems. Log calls and messages, sync with call recording tools, and access AI-based analytics.
Intuit Inc.
Send emails, automate campaigns, track results
Manage campaigns and automate tasks. Add contacts via device or scan business cards. Track campaign performance and customer interactions. Send personalized emails and manage subscriber lists. Integrate with CRM tools for customer engagement.
Insightly Inc
Manage customer data and projects remotely
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
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