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 81–100 of 1,000 ranked alternatives.
Astral ITES LLP
Manage contacts, track deals, and streamline workflows
Manage customer interactions, track sales pipelines, and organize property portfolios. Log site visits digitally, assign tasks, and monitor project progress. Share documents and communicate with stakeholders through integrated messaging.
Daniel Jolly
Manage jobs, track estimates, organize customers
Manage roofing jobs with task tracking, estimate tracking, and customer information organization. Set automated workflows, customize dashboards, and integrate with suppliers for streamlined operations.
Hands On Technology Inc.
Complete notes and bill accurately
Create and manage patient notes using custom templates and key phrases. Capture billing codes during sessions. Dictate notes for faster . Sync with mobile computers for real-time data entry.
UpHabit Inc.
Manage contacts and track activities
Manage contacts and activities to prevent data loss. Track important dates and reminders. Integrate with Salesforce and other platforms. Share contacts across teams. View all known contacts for each prospect and customer.
Demand IQ, Inc.
Set appointments and manage sales
Manage and schedule appointments, track sales, and maintain customer relationships. Set reminders, log interactions, and view performance metrics. Sync with calendars and access real-time data for improved productivity.
App2U S.L.
Manage contacts and track visits
Manage contacts and sales opportunities to track customer relationships. Log business visits and generate visit reports. Reduce administrative tasks to focus on selling. Sell products directly from the iPad.
CDK Global, LLC
Record messages and track engagement
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
DealerPeak LLC
Manage leads, track deals, and update contacts
Manage customer relationships with contact tracking, deal management, and activity logs. Schedule and send reminders. Monitor inventory with photo and description tools. Generate reports and automate workflows.
Denys Ievenko
Manage , track events, log tasks
Manage with detailed information, events, tasks, and file storage. Sync data across devices via iCloud. Include built-in calendar and to-do list for activity planning and tracking.
Midaxo Oy
Track deals, messages, and next steps
Track deal progress with shared visibility into stages and statuses. Set and monitor next steps for each opportunity. Log communications and activities directly. Generate structured reports and maintain clear stage gates for governance.
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