Manage customer relationships with AI-driven insights and automation. Monitor accounts in real time, generate personalized outreach, and automate daily workflows. Plan, engage, and close deals with data from internal and external sources.
by Rox Data Corp. (US)★ 5.04 ratingsProductivityFreeData updated 2026-09-06
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.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
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 tasks with AI-driven assistants for customer support, SEO, business development, email marketing, data analysis, and more. Set goals, automate workflows, and generate reports. Integrate with calendars and email.
Manage calls and texts through a cloud-based phone system. Integrate with CRM to track leads and manage contacts. Use a 4-line auto-dialer to handle multiple calls. Send and receive messages. Close deals with sales tools.
Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
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.
Access company data on industry, leadership, and technographic details to inform sales discussions. Review pre-meeting briefs, including new stakeholders and icebreakers, to prepare for meetings. Share insights directly during calls.
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.
Update opportunities with real-time data entry and quick edits. Track deal progress and manage pipelines on the go. Set reminders and receive alerts for key milestones. Collaborate with teams through in- messaging and file sharing.
Manage deals with real-time updates and notifications. Access meeting details, contact information, and notes. Connect notes to records and sync with Microsoft Teams. Update records remotely and stay informed of pending actions.
Track meetings in real time to provide targeted coaching. View meeting summaries instantly. Monitor revenue per rep and ensure consistent close rates. Receive action items to improve performance and support team success.
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 .
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
Manage customer interactions across WhatsApp, Instagram, Messenger, SMS, website live chat, and more. Respond to messages, track conversations, and integrate with e-commerce, payments, calendars, and CRM systems.