Track contacts, create tasks, manage follow-ups
Manage customer data in a centralized database. Create and update tasks, track contact moments like touchpoints and appointments. Monitor follow-up progress and schedule next steps to ensure timely communication.
Showing 161–180 of 1,000 ranked alternatives.
Donald Latumahina
Track progress on your
Track New with progress tracking and goal setting. Add multiple or choose from common ones. Create to-do items for each resolution and update their status. Evaluate progress regularly and adjust goals as needed.
CDK Global, LLC
Record messages and track engagement
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Houston Association of Realtors
Manage contacts, track interactions, sync data across
Manage contacts and client history with centralized data storage. Track interactions, set follow-up reminders, and share updates with team members. Integrate with other business tools for data synchronization and workflow automation.
Naor Jacoby
Manage and track customer calls
Manage and customers with contact details, notes, tasks, labels, and reminders. Capture customer information on the go. Send price quotes and track interactions. Sync with People Insights for lead details. Set reminders and organize tasks.
POSITIVE GROUP SALES SOLUTIONS
Manage leads and close deals efficiently
Scan business cards to add leads quickly. Track sales progress and set follow-up reminders. Manage leads, plan outreach, and streamline prospecting tasks. Export data and sync with email for seamless lead management.
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.
Boston Logic Technology Partners, Inc.
Manage contacts, search properties, share listings, send
Manage contacts, perform property searches, and share listings. View and send emails, text, and track urgent tasks. Set appointments and configure real-time notifications for various actions. Stay updated on tasks and manage CRM tools on the go.
Blackfire Media LLC
Schedule jobs, send quotes, track payments
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
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.
Signature Auto Group Ltd.
Manage customer data and sales leads
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.
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