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 61–80 of 1,000 ranked alternatives.
Simply Consulting ApS
Track leads, manage deals, sync contacts
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
D2D CRM, L.L.C.
Assign tasks, track appointments, merge proposals
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.
Sales Ask Inc
Coach meetings, track progress, close deals
Track meetings in real time to provide targeted coaching. View meeting summaries instantly. Monitor revenue per rep and ensure consistent close rates. Receive action items to improve performance and support team success.
Intapp, Inc
Log meeting notes and track data
Access meeting details, log notes, and view a 360-degree overview of all meeting-related data. Link work calendars to sync event information. Edit and save meeting notes directly from the .
boostr, inc
Manage leads, track deals, close sales
Manage client relationships with contact tracking, deal pipelines, and activity logs. Schedule follow-ups and send automated emails. Generate reports and forecast revenue. Integrate with calendar and email services.
DealerPeak LLC
Manage leads and tasks on the go
Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
Thierry BRETHES
Manage customer data and track deals remotely
Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.
ONE ON ONE SHERPA, LLC
Manage contacts, track leads, close deals
Access sales data on the go with real-time prospect information, influencer details, professional outreach records, and occupancy status. Log in with existing credentials to update or view client data and manage sales activities remotely.
WORKetc Pty Ltd
Manage tasks, track time, and send invoices
Manage customer relationships with contact tracking and sales pipelines. Handle with task assignments and progress tracking. Process invoices and manage billing. Create and assign support cases. Integrate with calendar for scheduling.
AT YOUR SERVICE SYSTEMS INC
Manage jobs, track leads, and generate reports
Manage restoration projects with task tracking, client communication, and job scheduling. Monitor progress through customizable reports. Streamline sales and marketing with CRM tools. Coordinate team activities and maintain project timelines.
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