Manage contacts and track relationships
Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.
Showing 421–440 of 1,000 ranked alternatives.
McGee Technologies, Inc
Configure sales processes and automate leads
Manage customer relationships with CRM tools. Automate sales processes with intelligent workflows. Configure sales steps and enable team performance. Generate reports and analytics. Integrate with external systems via API.
simlea GmbH
Scan business cards and save contacts
Capture business contacts using an integrated business card scanner. Access individual questionnaires and contact data offline. Forward recorded data to back office teams. Send follow-up emails to contacts.
White Cup, Inc.
Access dashboards, track tasks, manage contacts
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.
WORKetc Pty Ltd
Manage tasks, track time, and send invoices
Manage customer relationships with contact tracking and sales pipelines. Handle with task assignments and progress tracking. Process invoices and manage billing. Create and assign support cases. Integrate with calendar for scheduling.
Yext Inc
Connect, share, and manage messages securely
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
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