Track contacts, notes, and deals
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.
Showing 1–20 of 1,000 ranked alternatives.
Insightly Inc
Manage customer data and projects remotely
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Notion Labs, Incorporated
Track goals, take notes, stay organized
Create and manage personal and professional tasks, notes, and projects in one workspace. Organize goals, plan schedules, and track progress. Use AI to generate project updates and streamline workflows.
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.
RingCentral, Inc
Manage calls, messages, and meetings with AI
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Novus Via Ltd
Manage contacts and set follow-up reminders
Manage client and prospect interactions with follow-up reminders linked to contacts. Track relationships, set recurring reminders, and organize notes.
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.
UNANET, INC.
Unify teams and manage projects
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Nimble, Inc.
Manage contacts and track relationships
Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.
Redtail Technology, Inc.
Access contacts, track calendar, manage CRM
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
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.
Zestia Ltd
Access contacts, tasks, and projects on
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Copper CRM, Inc.
Manage leads, track deals, and deliver projects
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
RapidOps Inc.
Manage pipeline and team updates
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Deel, Inc (USA)
Manage and compliance on the go
Manage international workforce tasks on mobile. Securely transfer funds to accounts. Upload, approve, and manage expense submissions. Request, approve, and track time off requests. Streamline hiring, , and compliance processes.
OpenPhone Technologies Inc
Call, text, and connect with customers
Manage customer interactions by integrating calls, texts, and contact information. Create shared inboxes, add internal notes, and use a mini CRM to track conversations and provide team members with context.
SOLERA HOLDINGS, INC
Search customers, scan documents, send messages, track
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Deltek, Inc.
Access pursuits, contacts, and activities on
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
HaystackCRM LLC
Manage leads, track deals, and update statuses
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Progress Software Corporation
Track projects and collaborate remotely
Manage projects with customizable task tracking and deadline management. Share content and discuss ideas in real-time. Access team activity streams for updates, file sharing, and collaboration. Monitor progress with detailed project overviews.
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