Apps Like Optimiser CRM for iPhone and iPad
Optimiser CRM screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Mid Oregon Credit Union
Mid Oregon Federal Credit Union
Check balances, transfer funds, pay bills, deposit
Check account balances and view transaction history. Transfer funds between accounts. Turn debit card on or off. Deposit checks via photo. Pay bills directly. Locate nearby ATMs or branches. Contact customer service. View account activity details.
Alight Smart-Choice Accounts®
Alight Solutions, LLC
Manage health account balances and details
Manage healthcare benefit accounts with real-time balance and transaction tracking. Fund HSAs from checking or savings accounts. View email alerts and contact administrators via email or phone.
Remove Duplicate Contacts +
Shan Shan Liu
Delete duplicates, backup, restore
Clean by removing exact matches with one tap. Backup, restore, and export . Share calendar events via ICS files. Delete or move events directly on iPhone or iPad.
Freshsales
FRESHWORKS TECHNOLOGIES PRIVATE LIMITED
Track contacts, automate tasks, and manage deals
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Contacts Journal CRM
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.
Fingercheck Mobile
FingerCheck LLC
Clock in and manage PTO remotely
Manage payroll and HR tasks from . Clock in/out with GPS or photo. View timesheets, schedules, and PTO balances. Digitally sign timesheets. Request time off and view pay stubs. Submit expense reports. Track employee schedules and payroll data.
inbox.vg
INBOKSS, SIA
Read, reply, and manage emails securely
Read and respond to emails in online and offline modes. Preview messages and manage attachments. Receive push notifications for new emails. Swipe to delete or mark emails as read. Access the in 12 languages.
C2CRM
Clear C2, Inc
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.
Handheld Contact Classic
Keystroke Quality Computing Inc
Sync contacts, track activities, manage opportunities
Manage contacts, opportunities, and activities from iPhone or iPad. Sync data securely over the internet. Call, email, or SMS contacts with histories updated automatically. View and update notes and histories remotely.
NetSuite SuiteProjects Pro
Oracle America, Inc.
Track time and expenses remotely
Track time and expenses with weekly calendar views for timesheets. View and edit time entries and expense reports. Add or modify multiple time entries using an intuitive time picker. Export and share records as needed.
Cathay Bank
Cathay Bank
Make deposits, check balances, transfer funds, send
Check account balances and review transaction history. Transfer funds between accounts. Locate nearby branches and ATMs using real-time location services. Deposit checks by photo. Send money to contacts. View account details and activity logs.
SAP Sales Cloud
SAP SE
View data and create customer insights
View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.
Salesmate – Sales CRM
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 .
True Sky Credit Union
FAA Credit Union
View balances, transfer funds, pay bills, lock
View account balances and transaction history. Transfer funds between internal and external accounts. Pay bills and make deposits via mobile check deposit. Lock or unlock cards manually. Access Zelle® for sending and receiving money.
Start Right Retire Right
BOK Financial Corporation
Access account info and track returns
Access account balance and activity information. View personal rate of return. Manage account details. Set security passwords. End sessions upon closing or logging out. Use SSL for secure connections.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.