Manage business tasks with a CRM system that tracks contacts, sales, and leads. Communicate with employees and customers through integrated messaging and notifications.
by The Worktool, Inc.★ 5.03 ratingsProductivityFreeData updated 2026-09-06
Manage business operations with a dashboard displaying key data. Schedule jobs, estimates, and clients. Send invoices for payments. Accept payments and collect tips. Add employees or subcontractors. Track leads and manage company workflows.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
Manage customer interactions by tracking communications and organizing notes. Generate leads through website integration and boost online visibility with review management tools.
Scan cards, QR codes, and LinkedIn profiles to capture contact information instantly. Extract text and save data to contacts or notes. Share scanned info via email or messaging apps. Sync with cloud services for easy access and backup.
Access CRM data and make calls directly from the . View and prioritize leads and contacts. Dial contacts automatically based on importance. Group contacts by hashtags or custom sets. Use Bluetooth for hands-free calls while moving.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage leads, track sales pipeline, and oversee business operations. View customer interactions, schedule appointments, and send reminders. Generate reports and sync data across devices.
Connect with clients and manage leads automatically
Schedule and send automated email newsletters and social media posts to maintain client engagement. Track client interactions and set follow-up reminders. Integrate with calendars to schedule outreach and manage leads.
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 publishing operations with integrated sales, marketing, production, and billing tools. Create and convert proposals into contracts. Track ad revenue and manage media properties. Generate reports and streamline workflow across departments.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Manage contacts with detailed profiles, notes, and communication history. Track leads through customizable pipelines and set follow-up reminders. Log sales activities, monitor deal progress, and generate reports.
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.