Create, view, and edit records
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.
Showing 41–60 of 1,000 ranked alternatives.
GoDiamond LLC
Track prospects and manage contacts
Track prospects and contacts with customizable fields and notes. Add photos and set follow-up reminders. Export contacts to Excel for sharing with downlines. Sync data across devices and manage client interactions.
Houzz Inc.
Manage projects, track clients, and create branded
Manage projects, track expenses, and communicate with clients from anywhere. Create branded documents, collect payments, and generate estimates with AI assistance. Sync calendars, send messages, and access job details in real time.
Citizens Business Bank, National Association
Access accounts and manage finances 24/7
Access account information, check balances, and view transaction history. Transfer funds, pay bills, and manage budgets. Receive alerts and securely log in with biometric authentication.
Vertical Market Solution, LLC
Create quotes and track orders
Manage schedules and to-dos with calendar integration and task tracking. Create and send quotes, receive signed orders, and process credit card payments.
Construction Contractor Services, LLC
Login and manage projects instantly
Manage projects and track expenses with unlimited project support and price lock. Access features via phone, tablet, or computer. Set up instantly and use free training. Receive a 100-day money-back guarantee.
VELV LAB LLC
Sync messages and manage customer interactions
Sync SMS, calls, Facebook messages, Instagram DMs, and Google My Business messages into one feed. Track opportunities to organize sales pipelines. Schedule appointments and send automated reminders to prospects.
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.
Linear Orbit, Inc.
File issues, track progress, stay updated
Manage issues, projects, and product roadmaps remotely. File and update issues on-the-go. Receive instant notifications about updates. Stay updated on key work streams. Sync with desktop for seamless workflow.
Staffmark Holdings, Inc.
Search jobs and apply instantly
Search for full-time, part-time, temporary, and temp-to-hire jobs across multiple staffing companies. Filter by location and keyword. Apply for jobs with a single tap. Track application status and receive job alerts.
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.
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