Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
by Clear C2, Inc★ 4.918 ratingsBusinessFreeData updated 2026-09-08
Connect and collaborate with Health community members. Share news, updates, and events. Interact with content and share it on personal social media. Log in with Health credentials to access features.
Access company data from iPhone. View accounts, contacts, opportunities, activities, quotes, and marketing campaigns. Manage business information and track sales activities. Requires 6.1 server.
Manage leads and contacts with detailed tracking and organization. Search for properties using advanced filters and save results. Sync data with Dashboard CRM for real-time updates and centralized management.
Access donor information including demographics, gift history, and memos. Create and view actions, notifications, and opportunities. Prepare for meetings and stay connected with donors.
Manage contacts with detailed profiles, notes, and communication history. Track leads through customizable pipelines and set follow-up reminders. Log sales activities, monitor deal progress, and generate reports.
Create professional invoices with customizable templates, logos, and brand colors. Add client details, itemized lists, and payment terms. Send invoices via email or link. Track payments and generate reports.
Manage customer conversations across messaging channels in a unified . Assign or reassign conversations to team members. Track interactions and respond in real-time. Integrate with AI tools for automated support and insights.
Schedule and manage sales conversations across WhatsApp, Instagram, and Facebook Messenger. Track customer interactions, set follow-up reminders, and integrate with CRM tools to streamline lead management and improve conversion rates.
Make voice calls, send instant messages, and join video conferences with contacts and colleagues. Schedule and manage meetings. Share files and screen during calls. Integrate with company directory for contact lookup.