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 141–160 of 1,000 ranked alternatives.
AVIFA INFOTECH PRIVATE LIMITED
Dial calls and manage contacts remotely
Manage calls with auto dialer and CRM integration. Set up call centers quickly. Track customer interactions and sales leads. Schedule and log calls. Sync with contact databases. Monitor call performance and activity.
Invoice Ninja LLC
Create invoices and track payments
Create invoices, track payments, and manage clients with customizable templates. Log expenses and time billed for projects. Add products to a library and send quotes or credits via email.
Xcel Media Group, Inc.
View leads, manage contacts, update status
View lead source metrics and manage leads by creating new entries or reviewing conversation history. Receive push notifications for pending responses. Chat with customers via SMS and Facebook Messenger in real time.
Glidesys Technologies Ltd.
Manage work orders and tasks on
Manage work orders, customers, contacts, locations, tasks, and products directly from a device. Create and assign tasks, track service progress, generate invoices, and update customer information in real time.
Fountainhead Capital Management, LLC
View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
R BIGTIME SOFTWARE INC
Track time, log expenses, submit timesheets
Track project time and expenses with automatic syncing and accurate logging. Capture billable minutes, upload receipts, and submit timesheets. Manage projects and reduce invoicing errors through intuitive features.
Don Harrison
Edit line items and customer equipment
Manage customer equipment and line items with the ability to add, edit, and filter entries. Capture and annotate multiple photos. View customer history including assignments and equipment details. Access multiple pricing tables.
JELLYFISH MEDIA SP Z O O
Manage leads, track deals, and streamline sales
Manage sales pipelines by tracking stages and adding notes. Log customer interactions through call, email, and chat records. Automate repetitive tasks with customizable workflows. Integrate CRM with communication tools for unified team collaboration.
SAP SE
Access data and manage orders on
Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
Database Services, Inc.
Add comments, attempts, and photos to jobs
Manage process service jobs by adding comments, attempts, and photos directly from the field. Sync data with the desktop and web application. View job details and update statuses in real time.
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