Manage client data and track leads
Manage client data with digital questionnaires and assessments. Track leads and organize business activities. Streamline client intake and monitor progress within a single platform.
Showing 21–40 of 1,000 ranked alternatives.
HomeLight Inc.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
LinkedIn Corporation
Track leads and manage accounts
Manage leads and accounts with real-time updates. Search for prospects and companies. Engage in personalized outreach. Track activities and performance. Access key features on-the-go.
Chum IT LLC
Manage client data and track remotely
Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Placester, Inc.
Collect contacts, store notes, promote houses
Collect visitor contact information and store notes during houses. Promote events directly from an iPad. Manage unlimited houses and registrants without needing Wi-Fi. Set up quickly and track leads efficiently.
Linq, LLC
Capture leads, tag contacts, follow up
Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
2BOOK, INC.
Manage appointments and track client records
Schedule appointments and send reminders. Communicate with clients through messaging. Accept payments and manage transactions. Store and access client records securely. Track treatment history and note contraindications.
Trendsic Corporation, Inc.
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
Microsoft Corporation
Update notes, track tasks, and manage records
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
Lofty Inc.
Connect with agents, create chat groups, track
Connect with agents through chat groups and track referrals. Create and manage collaboration spaces. Share files and messages securely. Monitor client interactions and project progress.
zaal LLC
Schedule meetings, track , manage tasks
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.
ezDerm, LLC
Enter patient info and sign consents
Patients input demographic and medical info before appointments. Sign consents, enter preferred pharmacies, capture marketing leads, and complete customizable intake questionnaires. Data flows into EZDERM EHR for staff use.
BEX Realty LLC
Track leads and manage property views
Manage real estate leads with real-time tracking of property views, saved searches, and contact requests. Set reminders and add notes to leads. Access a dedicated concierge team for lead nurturing and alert setup.
Octopusapp Inc
Schedule jobs, send invoices, get paid
Schedule jobs and send invoices directly from the . Create and share quotes for client approval. Track payments and manage dispatching for teams. Integrate with accounting systems for streamlined billing.
Prime Street, LLC
Qualify leads and connect with ready buyers
Connect with qualified leads by filtering buyer and seller inquiries to identify transaction-ready referrals. Share client information directly with agents.
BoomTown, LLC
Convert leads, manage deals, stay connected
Manage real estate leads with instant communication and task tracking. Respond to inquiries, schedule appointments, and monitor key events in real time. Log activities, set reminders, and access client information on the go.
Zoho Corporation
Manage , track leads, close deals
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Footfallz LLC
Capture leads, manage deals, streamline workflows
Track real estate leads with integrated data insights. Manage outreach through interactive messaging. Log interactions and follow-ups within a unified platform. Sync with CRM tools for seamless engagement.
Pixieset Media Inc.
Book clients and send contracts
Book clients and manage appointments through a synced Google calendar. Collect online payments, send contracts and questionnaires, and track projects. Email clients and access all features from a mobile device.
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