Best CRM Apps for iPad of 2025 - Page 14

Methvin is a Collaborative Portal that connects Clients and Contractors. Change from an adversarial approach to managing clients to open communication. This will improve and foster relationships and result for both sides. This will create a foundation for a motivated team, and encourage individual contributions to the goal of delivering your project on time and within budget. Methvin Agile allows you to organize your project visually in a way that is more intuitive than other software packages. Methvin Agile will offer you a place to store and use important drawings and documents. These documents cannot be deleted once they are loaded. However, they can be retired and replaced by a newer version. Agile will also facilitate the management and closure of incidents on-site, including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register RFIs for Clients

Switching contexts can drain your productivity, so it's best to minimize transitions between Outlook and your CRM. By maintaining a smooth workflow, you can help your teams avoid unnecessary obstacles, leading to more successful deal closures and enhanced customer relationships. Thousands of companies have already benefited from optimizing their business operations with Prophet CRM. Take action now and participate in a demo to see how it can work for you. If your team spends all day in Outlook, shouldn't your CRM be integrated into that environment as well? Prophet CRM is designed for ease of use by sales and marketing teams, as it seamlessly integrates with a platform they are already familiar with—Outlook. To ensure a smooth transition, our dedicated project managers provide personal onboarding support, making the adoption process simple for your organization. Our Gold Support plan offers a 2-hour service level agreement (SLA) for quick responses, with all support personnel being full-time employees based in the United States. Established in 2002 in the Seattle area, Avidian is an employee-owned company that specializes in delivering a CRM solution directly within Microsoft Outlook, enabling businesses to thrive. With our innovative approach, you can transform your customer interactions and drive your success to new heights.

Customers can shop either online or at a physical location, engage through live chat or phone calls, while field service technicians carry out on-site tasks and fill out a survey. Students attend classes, and both customers and employees provide feedback via surveys, whether digitally, on paper, or through mobile devices. After submission, the responses are immediately reflected in the ActionTracker™, which adjusts based on the input received, assigns a responsible manager, and alerts key stakeholders via email. The ActionTracker™ efficiently monitors all interactions with employees or customers, logs resolution activities including emails and attachments, adds notes to each action item, and arranges meetings through integration with Microsoft Outlook. You can establish status codes to oversee the progression of action items, ensuring that open tasks are regularly updated until they are marked as complete; however, once they are finalized, they can no longer be altered. Every activity is recorded with a date and time stamp by the user, providing a thorough audit trail, which enhances accountability and transparency in the process. This systematic approach ensures that every step is documented and easily traceable, ultimately improving operational efficiency.

ContactPigeon, an all-in-one eCommerce marketing platform, helps businesses engage, nurture, and convert website visitors to customers via an omnichannel approach. The platform provides proven eCommerce automations, list segmentation, contact management, easy drag-and-drop email campaign generator, and all the tools that an enterprise needs to massively scale across multiple channels (emails, web, SMS, and push notifications). ContactPigeon serves more than 250 enterprises in the US and Europe. ContactPigeon has been featured in the past by Fortune, smartinsights.com and smallbizdaily.com.

SeoToaster CRM is the perfect tool for any website-centric campaign or organization. It comes with a mobile-friendly landing page builder, full-blown Content Management System and Google News friendly blog system, as well as a Shopping Cart. It can also be hooked up to SeoSamba Marketing Operating System, allowing you to deploy in one click call track and multi-site activity tracking, as well access advanced marketing features. The SeoToaster CRM Ultimate mobile application allows you to connect to any number cloud or on-premise CRM installations. You don't need to log in and sign out of another app. You can access all your contacts and send them text messages, emails, or drive to their locations. You can also add notes, look at open opportunities, and see where they are in your sales cycle. All this from your smartphone. Inbound calls automatically create contacts in your CRM, before leaving notes and a recording of your conversation.

CRM adoption is based on flexibility and usability. SpiceCRM not only provides a unique user interface, but it also adapts to the environment and offers a unique user experience. It can be used in any format and time you require it. It adapts to your environment and needs. It can be used on the desktop, tablet, or as a mobile application on iOS and Android. It can be used in Outlook and as part of GSuite. Use it with Lotus Notes. You can adapt it to your business needs if you don't have enough flexibility. Users love to use and appreciate a system's speed. We focus on creating fast, reliable applications that provide an exceptional user experience. Increase user adoption and improve data quality and CRM's value. This system is built on open standards, which allows you to easily integrate. Because you aren't restricted to proprietary standards, you will find resources to support the System.

OpenApply was originally designed for international schools. It helps you increase your applications and saves you time and money on administration. OpenApply offers a seamless experience for families and schools alike, with easy data management, simplified re-enrolment, superior prospect communication, and unlimited support 24 hours a day. OpenApply allows independent schools to streamline their online registration process, saving time and collecting valuable data for marketing and recruitment purposes. OpenApply allows schools to connect with potential parents via online enquiry forms and Open Day scheduling. Bulk messaging and robust filtering and tag make it easy for new families to be interested in your school as you open it.

Software to manage your job opportunities. You can assign jobs to your engineers and schedule your customers' work. Automatically generate job-sheets. Engineers can update jobs using our iPhone or Android app.

LateShipment.com is driven by a single mission: to make shipping more transparent. We understand that shipping companies, even though they pay for shipping, have little control over their carriers and work to rectify that imbalance. Our innovative delivery management solutions enable retailers to seamlessly create post-purchase experiences. Meanwhile, our automated parcel audit solutions improve performance accountability and help businesses recover millions in shipping refunds.

BookLogic's Channel Manager centralizes availability across all channels and increases competitive rate management to maximize hotel bookings. BookLogic offers a unique MaxiChannel, which is your personal Hotel Channel Manager. It allows you to customize, manage, and monitor your rates and availability across all sales zones or channels through a single interface. You can quickly boost your Hotel Bookings, manage your Room Inventory, and manage competitive rates across all your contracted Online Travel Agencies or Meta-searches. All from one screen.

The primary goal is to enhance connections with current clients, attract potential customers, and regain previous ones. Implementing this system involves utilizing software that aids in gathering, structuring, and overseeing customer data effectively. Kordeva serves as a comprehensive tool for managing my business’s internal sales operations, allowing us to optimize our sales strategies and allocate our workforce more effectively. Additionally, it generates extensive and detailed reports on the performance of the sales team, enabling managers to assess and track their productivity accurately. This integrated approach not only streamlines processes but also fosters a more data-driven environment for decision-making.

Kreato enhances sales performance with its Sales CRM Platform, which is driven by the innovative Sales Acceleration AI known as Axlerate. This essential Sales CRM equips sales teams with vital tools for effective sales execution, integrating sales pipeline management, engagement strategies, and automation features. Meanwhile, Axlerate AI improves the decision-making processes and execution efficiency of sales teams during the entire LOC (Lead-Opportunity-Closure) sales cycle, enabling them to sell more quickly and intelligently. It automatically enriches customer profiles by adding valuable information and ensures optimal lead distribution by intelligently routing incoming leads to the appropriate sales representatives. Furthermore, it captures new leads seamlessly from various sources, including web forms, landing pages, emails, calls, and chats, while also assigning tasks to sales reps based on specific pipeline events and changes in status. In addition, the platform automatically generates and sends scheduled reports to management and facilitates the dispatch of a series of personalized emails to customers, all according to pre-set timelines. Ultimately, this comprehensive suite of tools is designed to empower sales teams to operate at their highest potential.

Empowering pharmaceutical sales and medical affairs teams through a user-friendly, efficient, and fully compliant digital platform is our mission. By accelerating sales, we ensure that the right content reaches the appropriate audience across various platforms while providing complete visibility into prospect interactions. We have integrated streamlined compliance from the very beginning of our design process. Our platform is compatible with Veeva Vault, Veeva CRM, and other widely used tools in the pharmaceutical industry. With our data-driven tools, you gain invaluable insights into how well your content performs. The seamless onboarding process allows teams to devote more time to sales and engaging with potential clients. Understanding the critical nature of compliance in your operations, MobileLocker simplifies the process significantly. Regardless of whether your team is using a mobile device, desktop, online, or offline, they can always access the most recent version of any asset you upload. Additionally, managing expiration dates and distribution for all your content is a breeze, ensuring that your team is always equipped with the latest information. In this fast-paced environment, having reliable access to up-to-date materials can lead to more successful interactions and outcomes.

FunnelMaker provides a comprehensive suite of CRM and marketing software tools accessible through a single login, ensuring that all team members are in sync. By automatically transcribing all conversations, it allows your sales team to concentrate on strategic planning instead of note-taking. There are no hidden costs for additional features, as both workflow and marketing automation are included in the package. With functionalities like ticketing, project management, and website alerts, FunnelMaker empowers organizations to effectively pursue their business objectives. Many business owners express dissatisfaction, stating that the notes recorded in their CRM and marketing software often lack value. The platform's click-to-dial feature not only records but also transcribes every conversation, whether inbound or outbound, enhancing communication efficiency within your team. This innovative approach ensures that vital information is preserved and readily accessible for future reference.

Flectra has more than 10,000 users and is the fastest-growing Open Source ERP/CRM software. Flexible, feature-rich and cost-effective open-source ERP systems that are flexible and modular. They cover all essential aspects such as CRM, Purchase, CMS and Project Management. The next generation of business management software.

CRM built on the most important thing - communication Conversations drive sales. Ringy (formerly iSales) handles them all for you. Ringy is an automated sales team that will turn calls into customers. Ringy is a complete CRM that supports your team, improves performance, and bridges the gap between lead nurturing and deal closing. Ringy offers state-of the-art CRM features at an affordable price to help growing businesses. Ringy offers the same cutting edge tech as top CRMs at a competitive price. It empowers sales agents to automate their workflow, reach more prospects and make data-driven decisions to maximize their ROI. Ringy provides sales teams with an intuitive interface that makes sense. Agents can now take advantage of AI, automation, and multiple communication channels without having to spend a lot or learn a lot.

Intuitive CRM is a CRM that your company can use to support its healthcare sales team. It focuses on home-based health care companies. HIPAA compliant - FREE access to Medicare referral information (USA). Our special forms will allow you to receive "real" referrals according to PDGM requirements. Your sales team can be graded on multiple metrics. Edit any field. All-in-One calendar. Mobile app for iOS that works offline. Locate nearby contacts. Integration of EHR. Track vacations and sick days of employees. Calculate commissions. E-mail marketing. Tutorials embedded to help salespeople get up and running quicker. Available in any language. Reports, expenses, etc.

Transform guest feedback into actionable insights that boost your revenue. Discover the sentiments of your on- and off-premises customers, swiftly address any concerns, increase your 5-star ratings, and simplify the process of gaining insights and enhancing customer retention. Collect valuable customer data across all your locations, regardless of the interaction method—be it third-party delivery or online orders. Measure satisfaction with an efficiency that surpasses traditional methods by 18 times. With Ovation’s customer chat platform, your team can quickly engage with guests to address their issues and win them back in real-time. Foster customer delight through prompt communication, proving to be 16 times more effective in managing conversations than relying on online reviews. Utilize our advanced machine learning algorithms to pinpoint areas for improvement both on-site and off-site. Additionally, gain a deeper understanding of individual customer preferences, allowing your marketing team to tailor strategies based on specific behavioral traits and enhance overall engagement. This holistic approach not only improves customer satisfaction but also drives loyalty and long-term revenue growth.

A straightforward and cost-free option for managing online bookings, processing payments, and operating your business effectively. You can establish your online booking system and set up payment options in under half an hour, without requiring any technical expertise or programming knowledge! Enhance your business strategy by providing online courses through Livestream alongside in-person classes, which can draw in a larger clientele! FitogramPro streamlines and improves routine operations such as overseeing schedules, trainers, memberships, and passes. It serves as an excellent resource for monitoring customer information, payment histories, attendance statistics, and more. You can successfully run your studio and expand your brand without needing formal business training, as FitogramPro is designed to assist you. If you're currently short on funds, you can begin with our complimentary version. As your business expands, consider upgrading to access additional features that will further accelerate your growth. Every studio aims for effectiveness and expansion, and with FitogramPro, you can automate your responsibilities while delivering an exceptional booking experience to your clients! Plus, utilizing this platform can lead to increased customer satisfaction and retention.

Your clients deserve an enhanced interaction. Zoho CRM Plus serves as a comprehensive customer experience platform that enables you to provide outstanding service to every client throughout their journey, turning them into loyal advocates for your brand. Connect with customers through various channels at every phase of their lifecycle. Achieve the right context across different platforms and receive real-time updates. Streamline discussions among multiple teams within a single conversation thread. A superior customer experience starts with aligning all teams and ensuring that customers remain the focal point of all activities. Zoho CRM Plus integrates your marketing, sales, and support teams, equipping them with essential tools to achieve this goal. Collaborate effectively across all teams by utilizing Zia, Zoho's AI-driven voice assistant, which aids in forecasting business trends, recommending optimal times to reach out to customers, analyzing email and ticket sentiments, and offering insightful business dashboards. With these capabilities, you can not only enhance customer satisfaction but also foster long-lasting relationships that benefit your organization.

The operational framework for engaging in dialogue with customers involves deploying advanced bots that streamline interactions, alleviating operational hurdles and enhancing the customer journey. The dynamics of digital communication have transformed our interactions profoundly; whether we are requesting music from Alexa, ordering food via Facebook Messenger, or seeking fashion advice through interactive chat applications, our methods of accomplishing tasks have evolved significantly. This shift in consumer behavior is fostering a generational change in the relationship between customers and businesses. Today’s consumers anticipate conversations that are as natural and personal as those they share with friends and family in every engagement. Consequently, businesses are now undergoing a significant transformation in their communication strategies to meet these evolving expectations. By integrating a conversational layer into their customer experience (CX), companies can simplify the way consumers engage with their brand, ultimately fostering a more personalized connection. The urgency for this conversational evolution is evident as businesses strive to keep pace with the demands of modern consumers.

The Dashly platform allows SaaS companies to improve communication with customers. Convert website traffic at every stage of the funnel. Reactivate inactive users using live chat, bots and targeted messages. Unlimited number of seats available for each plan

Experience the most straightforward solution for check-in and attendance tracking available. There's no need to invest in cumbersome and pricey software loaded with unnecessary features just for attendance purposes. With OneTap, you can enhance your check-in procedure, minimize wait times, lessen manual tasks, and gather more comprehensive data! This app simplifies the visitor check-in and sign-in process like never before. Say goodbye to traditional paper sign-in sheets, printers, complicated visitor instructions, illegible handwriting, and tedious data entry. You can also establish a self-check-in system utilizing an iPad kiosk, public QR codes, individual QR passes, and various other options. Transition to a completely touchless experience to boost efficiency, enhance the visitor experience, and ensure better sanitation and safety using OneTap’s public QR codes, self-check-in links, SMS check-ins, and personal QR passes. You can monitor real-time data regarding who is checked in, who is absent, and attendance percentages. Additionally, you can access individual visitor attendance records and overall attendance figures over a specified timeframe. Generate comprehensive reports that detail total attendance based on unique visitors or individual visits to better understand your attendance trends. This powerful tool helps you stay organized and informed at all times.

Business cards can be recognized and the associated data can be exported as a CSV file prior to the subscription's expiration. If you wish to retain the images of the business cards, it is advisable to reach out to PenPower's customer service for assistance. Please note that after the subscription expires, user data will be retained by the system for a period of 180 days; if renewal does not occur within this timeframe, all data will be permanently deleted. To optimize performance with WorldCard Team, it is recommended that the NAS edition should not exceed 20 users, while the Basic edition is best suited for fewer than 100 users. The maximum number of users allowed for the Windows Server edition will depend on the performance capabilities of your server. Additionally, you can transfer contact data to WorldCard Team from either WorldCard or WorldCard Mobile. When implementing the WorldCard Team system in your organization, we highly recommend migrating all contacts to WorldCard Team rather than continuing with WorldCard for improved efficiency and streamlined management of your business contacts. This approach not only enhances organization but also facilitates better collaboration among team members.

SharePoint Flex CRM caters to businesses of all sizes that utilize SharePoint, aiming to optimize the management of interconnected data. We build on SharePoint's strengths while addressing its shortcomings, ensuring that your organization can leverage our two decades of expertise in relationship management software for substantial benefits. With SharePoint Flex, you can enhance operational efficiency, streamline processes, cut costs, and boost productivity, all while working within your current SharePoint framework. This solution enables you to organize and oversee information effectively, providing valuable insights into your business operations. Specifically crafted to amplify the capabilities and worth of SharePoint, SharePoint Flex facilitates the swift creation of tailored and scalable information and relationship management tools. By capitalizing on your existing SharePoint investment with an affordable yet robust solution like Flex, you are making a wise choice for your business's future. Not only are users already familiar with SharePoint, but Flex simplifies their experience even further, ensuring a seamless transition to enhanced functionality. Ultimately, adopting SharePoint Flex could lead to significant improvements in both efficiency and overall business performance.