Track leads and manage customer interactions
Manage customer relationships with contact tracking, activity logging, and task management. Access product information and sales tools. Schedule and manage appointments. Share insights with team members. Sync data across devices.
Showing 1–20 of 1,000 ranked alternatives.
Veeva Systems
Manage customer interactions and data securely
Manage customer relationships with role-based dashboards for sales and medical teams. Track interactions, schedule follow-ups, and access product information. Share documents and communicate securely with healthcare professionals.
Allscripts Healthcare Solutions, Inc.
View health records, track reminders, manage account
View health summaries, reminders, and account activity. Access medical profiles for yourself and family members. Communicate securely with care teams. Schedule appointments. View test results and medical records. Manage medications and set reminders.
PROVIDENCE HEALTH & SERVICES - WASHINGTON
View medical records and pay bills
Access medical records, schedule appointments, and communicate with care providers. Pay bills, book urgent care visits, and receive health information. View appointment details and receive care instructions.
Formagrid Inc.
Create checklists, organize ideas, manage customers
Create customizable databases for task management, project tracking, and data organization. Add tables, forms, and views to structure information. Collaborate in real-time, set reminders, and integrate with other apps for workflow automation.
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.
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.
DealMachine Operations, Inc
Access data and export leads efficiently
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Zoho Corporation
Manage , track leads, close deals
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
University Hospitals Health System, Inc.
Schedule appointments and review test results
Schedule appointments and manage in-person and video visits. Review test results, medications, immunization history, and health records. Communicate with care providers. View and pay medical bills.
salesforce.com
Access data, track progress, share insights
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
SOLERA HOLDINGS, INC
Search customers, scan documents, send messages, track
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
IQVIA Inc.
Engage customers and track interactions
Manage customer interactions with tools for scheduling meetings, tracking engagement history, and accessing product information. Share insights with teams in real time. Customize outreach strategies and monitor performance metrics.
Insightly Inc
Manage customer data and projects remotely
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
CareSmartz, Inc
Manage client care and schedule staff
Manage client care plans, schedule shifts, and track assignments. View care notes and update client information. Access billing details and payroll data. Receive training materials and generate reports. Communicate with agency staff and caregivers.
EQUIMINE
Connect with leads and manage campaigns
Access real estate lead lists with one click, including distressed and off-market properties nationwide. Use skip tracing to find accurate contact information. View nearby property sales and generate shareable CMAs.
Vorenus Ventures LLC
Access presentations and forms offline
Access presentations and forms offline for instant use. Sync content automatically in the background. Organize files with folders, tags, and search. Track usage with real-time analytics. Scan badges for event registration.
Clientbook, Inc.
Track clients, send messages, log notes, set
Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
Cool Wind, Inc.
Track leads and manage customer data
Track , customers, and products in one place. Record transactions, manage inventory, and view history. Set up customer profiles, categorize products, and monitor expenses. Generate reports and sync data across devices.
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