Manage contacts and investor profiles in real-time with editing and viewing capabilities. Log activities and access recent investor data. Search and filter contacts for efficient management.
by Juniper Square Inc★ 5.031 ratingsBusinessFreeData updated 2026-09-06
Manage contacts with an address book that syncs across devices. Track contacts through stages like finding, , and onboarding. Update notes, locations, and send texts, emails, or make calls directly.
Manage business contacts by adding, editing, and organizing contact details. Share materials like videos and images with team members or clients. Create and distribute exclusive content approved by the company.
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.
The app offers IR and engagement information through an intuitive interface. It is part of a broader IR CRM software solution used by Investor Relations teams.
Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Access global research products anywhere, anytime.
The app provides BofA Securities clients with access to proprietary global research products. It is intended for institutional clients who have a BofA Mercury™ Portal ID.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .