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
Manage leads, track interactions, and stay connected
Manage leads with real-time updates and communication. Track sales pipeline progress and set reminders. Access contact information and notes. Sync with desktop features for consistent data. Assign tasks and monitor team activities.
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The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Manage sales pipelines by tracking deal history and upcoming activities. Access to-do lists and contacts via name or organization search. Stay organized with real-time updates and meeting preparation tools.
Manage sales, marketing, and customer support messages in one place. Send and receive messages, organize conversations, and access team files. Integrate with calendar and email for scheduling and tracking.
Access real-time data and update records on the go. View personalized insights from reports, lists, tasks, and events. Track customer and prospect information for a 360-degree view. Manage forecasts and key metrics directly within the .
Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
The app synchronizes Call List, Calendar, and Contacts wirelessly with the desktop version. Users can view projects, properties, PDF attachments, and create appointments.