Schedule meetings and access CRM data
Access CRM data including contacts, projects, sales, and documents. View sales dashboards and pipelines. Update information, schedule or reschedule meetings, and communicate with colleagues. Create and manage diaries.
Showing 1–20 of 1,000 ranked alternatives.
SuperOffice AS
Schedule meetings and manage contacts on
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.
Mango Technologies, Inc.
Manage tasks, communicate, and automate workflows
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Leap LLC
Automate sales and manage contracts
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
salesforce.com
Access data, track progress, share insights
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
zaal LLC
Schedule meetings, track , manage tasks
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
SOLERA HOLDINGS, INC
Search customers, scan documents, send messages, track
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.
Copper CRM, Inc.
Manage leads, track deals, and deliver projects
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Zoho Corporation
Manage , track leads, close deals
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
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.
EQUIMINE
Connect with leads and manage campaigns
Access real estate lead lists with one click, including distressed and off-market properties nationwide. Use skip tracing to find accurate contact information. View nearby property sales and generate shareable CMAs.
Redtail Technology, Inc.
Access contacts, track calendar, manage CRM
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
Clari Inc.
Manage revenue, track deals, collaborate securely
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.
Bitrix, Inc.
Manage leads and track deals
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.
RapidOps Inc.
Manage pipeline and team updates
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
SugarCRM
Manage contacts, track deals, and access CRM
View account details, update opportunities, and manage contacts and leads. Schedule calls, create cases, and send quotes. Access custom modules and track activities remotely.
Zestia Ltd
Access contacts, tasks, and projects on
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
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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