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.
by Claritysoft LLC★ 5.03 ratingsBusinessFreeData updated 2026-09-06
Create invoices and send estimates. Collect payments and schedule time. Manage team and log expenses. Send and receive text messages. Access a 24/7 portal and website. Automate tasks and streamline operations.
Manage customer interactions with contact tracking, activity logging, and communication history. Create and send quotes, generate reports, and access data across devices. Customize workflows and set reminders for follow-ups.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
Scan business cards to add leads quickly. Track sales progress and set follow-up reminders. Manage leads, plan outreach, and streamline prospecting tasks. Export data and sync with email for seamless lead management.
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Manage business communication with a cloud telephony . Set up accounts and add team members with defined roles. Purchase and assign international phone numbers. Integrate with CRM for call logging and contact management.
The app provides mobile access to a SalesNOW account for managing contacts, companies, leads, and deals. Users can create logs for calls and meetings, save outgoing emails, and update sales information in real-time.