Access real-time data and update records
Access real-time data and update records on the go. View personalized insights from reports, lists, tasks, and events. Track customer and prospect information for a 360-degree view. Manage forecasts and key metrics directly within the .
Showing 1–20 of 1,000 ranked alternatives.
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.
Zestia Ltd
Access contacts, tasks, and projects on
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
WebPresented LLC
Track opportunities and close deals
Manage customer relationships with customizable CRM tools. Track sales pipelines and monitor deal progress through stages. Access AI-powered insights to identify trends and improve sales strategies.
salesforce.com
Access data, track progress, share insights
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Novus Via Ltd
Manage contacts and set follow-up reminders
Manage client and prospect interactions with follow-up reminders linked to contacts. Track relationships, set recurring reminders, and organize notes.
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.
ActiveCampaign, LLC
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 .
ONE ON ONE SHERPA, LLC
Manage contacts, track leads, close deals
Access sales data on the go with real-time prospect information, influencer details, professional outreach records, and occupancy status. Log in with existing credentials to update or view client data and manage sales activities remotely.
SOLERA HOLDINGS, INC
Search customers, scan documents, send messages, track
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Clear C2, Inc
Create, view, and edit records
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
RapidOps Inc.
Manage pipeline and team updates
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 .
Act! LLC
Manage contacts, tasks, and sales remotely
Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
SuperOffice AS
Schedule meetings and manage contacts on
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
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