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.
by Veeva Systems★ 4.58 ratingsMedicalFreeData updated 2026-09-06
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.
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.
Manage contacts, track campaign performance, and monitor sales metrics on the go. Create and send email campaigns, schedule posts, and access analytics. Edit campaign details and adjust settings directly from the mobile interface.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Schedule virtual consultations with certified medical professionals. Select from various specialties and providers. Access urgent care without appointments. View medical records and receive expert advice remotely.
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.
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.
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.
Manage sales activities with task tracking, contact management, and pipeline monitoring. Schedule appointments, log calls, and generate reports. Access real-time data and collaborate with team members through shared dashboards.