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 projects and business operations with real-time data access across devices. Track expenses, schedule tasks, and collaborate with team members. Sync data between smartphones, tablets, and computers. Monitor progress and generate reports.
Manage leads with real-time visibility based on user roles. Assign and track leads within a sales team. Access lead details and activity logs. Sync with the web-based lead management platform. Require company authorization for login.
Manage customer data by adding or updating contacts, creating new records, or closing deals. Access up-to-date information for meetings. Integrate with Dynamics 365 and Power Platform for seamless workflow.
Track sales pipelines and manage leads with automated follow-ups. Monitor performance through customizable reports. Forecast sales by day, week, and month. Centralize customer data and communication.
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Manage contacts and sales opportunities to track customer relationships. Log business visits and generate visit reports. Reduce administrative tasks to focus on selling. Sell products directly from the iPad.
Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Centralized request management allows users to collect, categorize, and prioritize reseller and customer requests in one panel. Automated workflows include rules-based routing, approvals, and escalations with SLA tracking and reminders.
View modules, stream podcasts, and receive notifications. Share trackable files like videos and documents. Record and submit role-plays for feedback. Access sales content and practices on mobile.
Manage sales pipelines, track leads, and monitor performance metrics. Assign tasks, update customer information, and access real-time reports. Sync with web-based backend for data entry and team collaboration.
The app provides mobile access to CRM data, including customer information, activities, leads, tasks, and orders. It offers online and offline functionality, with features for order entry, sample management, and data analysis.
Access real-time data from on-site liaisons and residents. Receive instant notifications about identified issues. View photos and videos of defects. Track discrepant material details including part numbers and serial numbers.
Manage sales processes with a customizable CRM, track assets and content, and use a smart calendar for scheduling. Create and customize forms, onboard new hires, and access a learning management system for training.