Manage leads, quotes, and payments securely
Manage leads, create and send quotes, process payments, and track project timelines. Schedule appointments, monitor crew payments, and generate invoices. Customize workflows and set user permissions for team access.
Showing 41–60 of 1,000 ranked alternatives.
PlayOS, Inc.
Manage tasks with AI assistants
Manage tasks with AI-driven assistants for customer support, SEO, business development, email marketing, data analysis, and more. Set goals, automate workflows, and generate reports. Integrate with calendars and email.
Build.Link LLC
Track projects and manage leads
Manage leads, track projects, and organize daily tasks from the field. Log job details, set reminders, and access customer information. Sync schedules and update project statuses in real time.
Houzz Inc.
Manage projects, track clients, and create branded
Manage projects, track expenses, and communicate with clients from anywhere. Create branded documents, collect payments, and generate estimates with AI assistance. Sync calendars, send messages, and access job details in real time.
Privyr Pte. Ltd.
Manage leads via WhatsApp, text, and calls
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
VelocityEHS Inc.
Track requirements remotely
Enables users to complete tasks via mobile. Upload files, take knowledge tests, fill out custom forms, and review documents. Acknowledge policies and receive a Facility Badge for expedited on-site access.
QuoteIQ LLC
Manage tasks, track time, and send quotes
Manage customer relationships with CRM tools. Create and send estimates and invoices. Schedule appointments and manage pre-inspection checklists. Track sales performance and update client information.
FRESHWORKS TECHNOLOGIES PRIVATE LIMITED
Answer customer queries from anywhere
Manage customer support tickets from multiple channels including email, phone, chat, Facebook, Twitter, and website. View all accessible tickets, prioritize them, and respond directly from your phone.
Insights Health LLC
Track claims, manage leads, generate reports
Track underpaid claims and manage leads with industry-specific tools. Generate detailed reports for behavioral health. Integrate with existing software and data. Simplify admissions workflows with the iVerify plug-in.
Wrex Lindsay
Track leads and manage sales
Track leads and sales with Cozy. Create quotes, manage customer data, and monitor sales progress. Log door knocking activities and view rankings on a leader board. Set goals based on performance metrics.
MyFatoorah
Invoice clients and accept payments online
Accept payments online through a secure gateway. nd send invoices to clients. Track transactions and manage payment history. Integrate with business accounts for streamlined financial management.
Trizal Digital Inc
Create estimates and invoices
Create estimates and invoices with customizable templates. Add images and descriptions to proposals. Accept payments via credit cards and PayPal. Send documents via email or SMS. Track payments and manage team activities.
Clearstream, LLC
Send texts, reply, and track stats
Send and receive texts with members via SMS. Reply to individual messages or send mass texts. View statistics and track engagement. Syncs with Planning Center for additional features.
OVERBOOKED LTD
Book jobs, send payments, track leads
Manage appointments by scheduling and rescheduling jobs. Receive calls and handle lead generation. Track payments and send invoices. Monitor job history and customer details. Integrate with calendar and communication tools.
B TO J PTY LTD
Create quotes, send quotes, turn into invoices
Create job quotes and invoices quickly with team collaboration. Add customers manually or from contacts, include products or services, and customize document titles and subtitles. Send quotes instantly and convert to invoices with one tap.
Invoice Ninja LLC
Create invoices and track payments
Create invoices, track payments, and manage clients with customizable templates. Log expenses and time billed for projects. Add products to a library and send quotes or credits via email.
Eroldawn Pty Ltd
Manage jobs, track staff, and schedule tasks
Manage jobs with digital job cards, track staff locations, and send client emails and texts. Create quotes, log job notes and photos, and handle online bookings. Schedule tasks and manage assets through the .
B TO J PTY LTD
Create invoices and estimates on the go
Create and send invoices, estimates, and quotes. Track payments and manage receipts. Log timesheets and generate professional documents. Sync with accounting software and set payment reminders.
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