Showing 41–60 of 1,000 ranked alternatives.
Maximizer Services Inc.
Manage customer data on the go
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.
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.
Resco s.r.o.
Access CRM data on the go.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Jam Soft LLC
Schedule and send reminders
Schedule with multiple stylists, booths, and stations. Set automated reminders via SMS, iMessage, WhatsApp, Telegram, or email. Create online booking pages with portfolios and contact info. Generate sales reports and track statistics.
Kaseya International
Check in on tasks and manage clients
Manage service calls, tickets, tasks, and appointments in real-time. Access a full dashboard for business oversight. Log time directly from mobile devices. View to-dos and schedule appointments on the go.
Zocks Communications, Inc.
Prepare meetings, document sessions, follow up
Manage client meetings with AI-driven tools. Prepare meeting notes, generate documentation, and track follow-ups. Schedule reminders and organize client data. Sync with calendar and email for seamless integration.
National Life Insurance Company
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
SugarCRM
Manage contacts, track deals, and access CRM
View account details, update opportunities, and manage contacts and leads. Schedule calls, create cases, and send quotes. Access custom modules and track activities remotely.
Pike13 Inc.
Manage business operations from any device.
The app provides tools for scheduling client enrollments, managing client profiles and notifications, and handling staff schedules and payments. It also offers billing management with payment options and reporting for business insights.
ProInsight Inc
Collaborate, advise, and deliver insights
Business "Access real-time data and analytics. Share insights and collaborate with professionals. Set up custom alerts and integrate with financial tools."
HSF Affiliates LLC
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
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