Assign tasks, track appointments, merge proposals
Manage sales processes by assigning closers to sets and tracking appointments and calendars. Merge proposal creation with CRM and proposal software for collaboration. Monitor rep activity and home disposition.
Showing 261–280 of 1,000 ranked alternatives.
Measure Square Corp.
Log leads, send quotes, secure approvals
Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
Propodeal Inc.
Create proposals and send them instantly
Create and send proposals from mobile or tablet devices. Use pre-set templates for common remodeling projects. Edit and customize proposals with minimal typing. Share proposals directly with clients.
Saso Damceski
Manage leads, track interactions, and stay connected
Manage leads with real-time updates and communication. Track sales pipeline progress and set reminders. Access contact information and notes. Sync with desktop features for consistent data. Assign tasks and monitor team activities.
SWIFIC TECHNOLOGY PRIVATE LIMITED
Manage tasks, track projects, and handle customer
Manage customer relationships with contact tracking, activity logging, and sales pipelines. Create and manage projects with task assignments, deadlines, and progress tracking. Monitor employee performance with time logs and performance metrics.
Ben Armstrong
Capture leads and manage deals efficiently
Capture leads through landing pages, surveys, forms, and calendars. Automatically message leads via SMS, email, calls, and social platforms in a single thread. Track deal progress with predictive analytics and funnel builder tools.
LogixPath, LLC
Manage product development and production processes
Track product development and production processes. Manage sales orders and work orders. Monitor inventories and customer service requests. Collaborate with teams and streamline operational workflows.
CatLife Software Inc
Plan routes, note homeowners, schedule follow-ups
Plan routes and view property details offline. Add homeowner notes and set reminders. Schedule follow-ups and receive notifications. Manage leads with a simple pipeline. Knock doors without internet access.
Field Squared, Inc.
Manage tasks and track workers
Manage service tasks with job scheduling, work order tracking, and real-time updates. Log asset maintenance and monitor workforce locations. Sync data offline and integrate with back-office systems for streamlined operations.
Michael Gardiner
Track , update progress, and collaborate
Create and manage with quick creation and progress tracking. Assign to team members, set deadlines, and update statuses in real time. Collaborate through comments and mentions. Integrate with calendars and sync across devices.
Davy Raitt
Study and track progress with practice questions
Study for the 365 Fundamentals CRM exam with 500+ practice questions. Complete 5-minute study sessions. Track progress and maintain daily streaks. Learn customer insights, sales processes, and service features.
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