Showing 1–20 of 1,000 ranked alternatives.
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Leap LLC
Automate sales and manage contracts
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Formagrid Inc.
Create checklists, organize ideas, manage customers
Create customizable databases for task management, project tracking, and data organization. Add tables, forms, and views to structure information. Collaborate in real-time, set reminders, and integrate with other apps for workflow automation.
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.
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.
Mango Technologies, Inc.
Manage tasks, communicate, and automate workflows
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
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.
Keller Williams Realty, Inc. Mobile
Manage leads, close deals, and build client
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Deltek, Inc.
Access pursuits, contacts, and activities on
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Copper CRM, Inc.
Manage leads, track deals, and deliver projects
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 .
Insightly Inc
Manage customer data and projects remotely
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.
FTNL
Client info and manage quotes
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
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