Best CRM Apps for iPad - Page 21
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Altrogi
Altrogi
Altrogi is a white-label trading platform and brokerage CRM for forex and CFD brokers, multi-brand brokerage groups, and operators launching a branded trading business without building the technology. Three connected apps run as one system: a branded client portal where customers register, pass identity checks, hold wallets and request deposits and withdrawals; a browser and mobile trading platform with live pricing, built-in charting, market, limit and stop orders, stop loss and take profit; and a back-office CRM where sales, retention, compliance and finance work from one client record. The CRM covers lead pools and assignment, KYC review, two-person approval of every money movement with a full audit trail, configurable account types and margin thresholds, and reporting on client funds, open risk and approval speed. Copy trading, introducing-broker commissions, loyalty and investment plans can be enabled. Every brand runs under its own domain with its own separate data store.Starting Price: $1500 -
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OttoCRM
OttoCRM
OttoCRM is a trusted CRM software company in India that helps businesses manage leads, customers, follow-ups, deals, and sales activities from one simple platform. It gives sales teams a clear view of every opportunity, helping them stay organized and respond to customers on time. With features such as lead management, sales pipeline tracking, WhatsApp CRM, AI Copilot, quotation management, reports, and performance dashboards, OttoCRM makes everyday sales work easier. Businesses can also connect their preferred tools and keep customer conversations in one place. The platform is suitable for startups, small businesses, growing companies, and larger sales teams across different industries. Its simple interface allows users to get started without complex training.Starting Price: $5/month -
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SideKik CRM
SideKik CRM
SideKik CRM is built for small businesses and sole traders who want to win more customers without the complexity of traditional business software. From the moment a new enquiry arrives, SideKik helps you keep everything organised in one place. Track leads, manage customers, create tasks, set follow-up reminders, and stay on top of your daily workload so no opportunity slips through the cracks. Whether you're an electrician, plumber, builder, cleaner, landscaper, photographer, estate agent, salon owner, dog groomer, mechanic, personal trainer, or any other small business owner, SideKik provides a simple system to help you respond faster, follow up consistently, and turn more enquiries into paid work. Designed with simplicity in mind, SideKik removes the need for messy spreadsheets and scattered notes, giving you more time to focus on growing your business. Start with a free 14-day trial and see how easy customer management can be.Starting Price: £9.99 -
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CRM Basket
CRM Basket
CRM Basket is an all-in-one CRM and marketing platform for owner-operated small businesses. It puts contacts, conversations, calendars and payments in one place, so every customer interaction shows in a single timeline. Tools include pipelines, two-way SMS and email in one inbox, missed-call text-back, online booking, automated follow-up workflows, review requests, invoices and text-to-pay, e-signature documents, forms, QR codes, and a website and funnel builder, plus a mobile app. Industry setups come pre-built for authors, landscapers, dog groomers, daycares and boarders, and ATM and vending operators, with workflows, templates and pipelines ready on day one. Optional done-for-you implementation is available. Plans start at $37 per month, and every plan includes a free trial.Starting Price: $37/month -
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Ecollat CRM
Techtonic Enterprises Pvt Ltd
Ecollat CRM manages leads, pipelines, and customer relationships for product-led sales and distribution teams. Capture leads with a Chrome extension, track deals on a pipeline, schedule follow-ups on the built-in calendar, and sync Gmail and Outlook so the full communication history stays on the right deal. Workflow automation handles lead nurturing and follow-up sequences. Unlike generic CRMs, it integrates natively with the Ecollat Quotation Tool and Digital Catalogs: quotes generated from live product data attach to the deal, and catalog engagement, such as pages viewed and products opened, appears in the record, so reps know what a prospect cares about before the call. Role-based access covers sales reps, managers, and distribution partners. Built for manufacturers, distributors, and D2C brands in building materials, sanitary ware, hardware, and consumer goods.Starting Price: $10/month/user -
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AutomateNexus CRM
AutomateNexus CRM
AutomateNexus CRM is a cloud-based customer relationship management platform for agencies, founders, and small teams. It manages contacts, deals, tasks, projects, quotes, invoices, appointments, marketing campaigns, and support conversations in one workspace. Karrie, its AI co-pilot, answers questions from CRM records, scores leads, and drafts follow-ups; specialist agents handle sales, support, marketing, operations, scheduling, research, and analytics. Teams can automate workflows, review agent actions, and approve customer-facing steps. Features also include reporting, agency workspaces, white-label branding, and a client portal for documents and messages. The platform connects with email, calendar, payment, messaging, automation, and AI services, and offers a REST API and webhooks for custom connections. Use the browser-based app on phones and computers, or install desktop apps for Windows and macOS.Starting Price: $49/month -
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Pana Olai
MathiVerse Technologies
Pana Olai is a digital business card and contact-capture app for professionals who build business relationships in person. Users create a shareable digital card and exchange it through a QR code, link, or device sharing; recipients can view the card without installing Olai. Olai also helps users collect contact information by scanning paper business cards, event badges, and digital-card QR codes, including offline event use. Captured contacts are organized in a hub with notes, custom fields, and event tags. Users can set follow-up reminders, send email follow-ups, schedule meetings through Google Calendar, record event expenses, and review networking activity reports. The app is designed for individual professionals and teams attending conferences, trade shows, and other in-person networking events, with business plans adding team-oriented integrations and management features.Starting Price: $1/month -
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LoanOfficer.ai
LoanOfficer.ai
LoanOfficer.ai is the AI-powered mortgage CRM built for loan officers and mortgage brokers. It brings lead follow-up, email and text campaigns, a built-in power dialer, LOS syncing, Property Pulse equity reports and mortgage calculators into one platform. Its AI Assistant responds to new leads instantly, keeps referral partners updated, and surfaces refinance, HELOC and other opportunities in your database, so loan officers spend less time on busywork and close more loans. iOS and Android apps provide mobile access. Start a 14-day trial for $1 at loanofficer.ai.Starting Price: $197/mo for 2 seats -
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Finaeo
Finaeo
Finaeo is a cloud-based digital assistance platform specifically created for financial advisors. Developed by Finaeo Inc., a Toronto-based company, this AI-enabled digital assistant and sales coach helps financial advisors in streamlining their systems and processes. Equipped with enterprise-grade features, Finaeo enables financial service organizations to have a complete control over their back-office administration and product mix and data, and client relationships.Starting Price: $79.00/month/user -
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FranConnect
FranConnect
FranConnect is a cloud-native Franchise Management SaaS platform that provides all your departments – including sales, operations, finance, support and marketing – a single, shared view of your franchise business. Whether you’re an emerging franchise, or a larger, more established brand, FranConnect’s powerful cloud platform can help you grow, scale and optimize your business. For nearly twenty years, the FranConnect platform has served as the Sales, Operations, and Marketing backbone for over 800 brands worldwide. Nine of the Franchise Times Top 10 Fastest Growing franchise businesses rely on FranConnect to drive growth, improve profitability, and streamline operational performance. FranConnect customers span all sizes, growth phases, and industries and they grow 44% faster on average than the broader franchising market. -
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Gleantap
Gleantap
Engage customers and boost loyalty with Gleantap, a powerful multi-channel customer engagement platform. With Gleantap, businesses can harness the power of SMS marketing and mobile push notifications to retain customers, automate marketing, and increase revenue, referrals, and reviews. It features mobile push notifications, text messaging marketing, smart analytics, and segmentation tools. -
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SailPlay Loyalty
SailPlay
Boost revenue with a customer loyalty and rewards program from SailPlay Loyalty. SailPlay offers a platform that enables B2C companies build customizable loyalty programs. With a flexible bonus points scheme for customers, built-in CRM system, single loyalty program for online and offline stores, plus a wide range of innovative features, SailPlay gives businesses a competitive advantage. -
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RedTeam Flex
RedTeam Software
Collaborate anywhere, anytime, with RedTeam Flex, a highly customizable construction management solution designed to help mid to enterprise level contractors maximize communication, performance and productivity in the field. When you choose RedTeam Flex, we help you manage your construction projects from start to finish: improve your overall administration, estimating, and bid solicitation; compare drawings with a few simple clicks; annotate, publish and share drawing files on web or mobile,;share the financial status of the project with clients in an easy, understandable format; and much more.Starting Price: $4,200 -
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CAMS is fully comprehensive, web-based auto, recreational vehicle (RV), and farm dealer management system. Affordable and cost-effective, CAMS offers dealership's website development, hosting, and customization as well as enables users to access data on any device and using any browser. CAMS includes customer relationship management (CRM), VIN Decoder, full FI package, VIN Decoder, Buy Here Pay Here, Sales Calendar, QuickBooks integration. Key modules include service and parts, payments schedule, cars/rv rental module, reports, and more. Appointments calendar, external and internal work orders. Parts inventory, invoices and purchase orders. Profit and loss. Use phone camera to load vehicle images. Vin decoder, vehicle record upload and more. iOS and Android. Online document storage. Upload and store all your documents. Link any document to given stock#. Create partitions and folders.
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Como
Como
We at Como provide you with the digital marketing tools to make that happen. Our history of success with empowering restaurant and retail businesses puts us in a unique position to understand the market challenges you face and the barriers between you and the solutions that will grow your business. Our mission is to break down those barriers and smooth your way to unlocking your full business potential by mining the wealth of customer transaction data you have in your POS and putting it into action. Como Sense is our professional marketing suite for driving your business growth. The platform constantly senses who each of your customers are and what they buy, so you can target them with relevant communications that bring them back. The solution's essential tools include powerful analytics, marketing automation, loyalty programs, omnichannel communication, and your branded mobile app. -
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ServitiumCRM
Path Infotech
ServitiumCRM is a Modern Customer Service Platform that enables the Journey from Reactive to Proactive to Predictive Customer Service and Support, digitalizing end-to-end after-sales processes of organizations across industries and geographies. ServitiumCRM inspires businesses to build a future-ready field service organization that leverages native digital technologies that will enable you to improve user experience, increase employee productivity, achieve higher customer retention, and build a trusted relationship with your customers. We lay the foundation for organizations looking towards digital transformation and a customer-centric environment. With its rich feature functionality, ServitiumCRM builds a dynamic service ecosystem and provides deeper insights to improve business processes and workflows. Make customer service easy and convenient for your customers. -
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Onyx Cloud
Onyx Cloud
Onyx Cloud is made up of a series of essential online applications for the business world. It is an online CRM management software, in SaaS mode - Software as a Service, which allows you to control contacts, opportunities, commercial campaigns, emailing and document management, etc. of the SME, and even create free contact forms. Composed of simple and intuitive applications that allow the management, control and analysis of Projects and their Tasks. The operator will be able to assign work reports in real time, even from his mobile. This Saas tool facilitates the analysis and management of employee ideas, so that all the knowledge received is analyzed and converted into innovation for the company. -
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Orax SDI
Orax Solutions
We provide CRM & ERP solutions to medium and large companies in South Africa. Finding a trusted technology partner can be challenging. At Orax we focus on building long-term balanced partnerships, built on trust, loyalty and integrity. A balanced partnership that focuses on mutual benefits for long-term sustained growth. The result - everybody wins! The last decade has been eventful and sometimes hard, but like our customers, we have prevailed. It is our intention to be serving for generations to come.Starting Price: $45 per user per month -
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Feedback INN
Control Inn
Feedback Inn is an intuitive solution for those who take their business seriously and care about customer satisfaction. Our full-fledged, yet easy-to-access dashboard lets you design, launch, and analyze surveys, with every feature you would expect from a state-of-the-art solution. Ask your customers about their opinion about your services and analyze their feedback both offline and online. All results can be accessed in real time on your desktop and mobile device. Managing your surveys is a breeze with Feedback Inn-s intuitive, user-friendly interface. Within minutes, you can start your first survey and let your clients tell you where your customer service falls short. Then tune your services so you can achieve a better customer experience. Monitor responses in real-time through the dashboard and engage with your customers before it is too late. You can easily see suggestions and complaints on your desktop or mobile device and respond to concerns right away.Starting Price: $49 per month -
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Rollio
Rollio
Prompt & populate the fields that drive business initiatives. Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities. Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience. Embed your best process into the hands of all your producers. Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review. -
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salestar
salestar connect
salestar™ has a proven experience of providing telecoms services in the UK and across Europe. Some of the biggest and most prestigious telecom companies in the world have trusted salestar™ in managing their business operations. salestar™ is a partner of O2,EE and Vodafone networks. salestar™ prides itself in its deep understanding of the telecommunications industry and has a comprehensive range of solutions for Telecoms Retail, B2B, Distribution & Dealer Management and Refurbishment businesses. salestar™ provides real time management of all the business operations from a central hub. The salestar™ provides a 360 view of your entire business; so no more waiting to consolidate different systems to find out a key piece of information. Operations, warehouse and administration workload is fully streamlined via built-in workflow management. -
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Eudonet CRM
Eudonet
By placing Eudonet CRM at the heart of your information system, you are choosing an integral solution that saves you time! All your functionalities essential to your business are brought together in a single solution! Email editor in responsive design, marketing automation, relationship monitoring (prospects, customers, suppliers, partners, donors, members, citizens, etc.), commercial management, resource management, editing of quotes and invoices, connected calendars, surveys and online forms, API … and so many other features! The CRM seen by Eudonet is a complete and integrated solution for the development of your organization (company, administration or association). Thanks to its personalization console, it is extremely ergonomic and easy to use. Do you want to discover all that Eudonet CRM can do for your organization and your teams? -
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billage
billage
You have realized that a change will do very well for your organization. You want more organization and efficiency, so you’ve come to billage. The key to not getting lost between platforms is to have an intuitive tool with a global vision and that is integrated with all your business’ legs. Billage is easy and intuitive software. Your time is money; we know it and you know it too. Automate and focus on what’s important (and not lazy tasks). Connect your banks with billage and understand at a glance what is the status of your accounts. Perform bank reconciliation quickly. Create invoices in seconds and control your collection later. In addition, with the billage treasury panel, you can obtain predictions of your Cash Flow. Stop wasting your time going in and out of your inbox. Send emails from billage with custom templates and group them all in one place. -
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Fullstory
Fullstory
Fullstory is a behavioral data platform that surfaces the sentiment buried between clicks, revealing the untold story behind consumer behaviors. From building better fraud detection and forecasting to creating personalization that genuinely resonates, Fullstory enables product, engineering, and data teams to connect sentiment signals with other data sources to intentionally design the next best action. Providing deeper and more immediately actionable insights beyond conventional web and product analytics that can only surface what’s happening but not why, Fullstory is the only behavioral data platform that provides the context needed to build in-the-moment experiences that drive revenue. With automatically captured, indexed, and semantically structured first-party data— served up to your data ecosystem or through our product analytics with session replay, Fullstory’s behavioral data is ready-made for AI. Enterprises no longer waste countless hours and resources analyzing data. -
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Deltek Costpoint
Deltek Costpoint
Increase profitability and improve project success for government contractors with Costpoint Manufacturing by bringing efficiency and digitalization to the operations process—from bid to shipment. Tie all data to financials in one secure system; paper processes are digitalized as data is captured, stored and analyzed in real-time, down to the project level. Consistently collect and allocate costs and simplify adherence to contract requirements by including traceability and contract flow downs. Withstand interruptions with modernized, flexible and integrated automation for visibility into changes and process control. Connect and automate processes between finance and production for improved accuracy, true costs and audit readiness. Leverage contract flow downs and organizational, project and part security. And automate traceability on every transaction. -
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Cygneto Mobile Ordering
Cygneto Apps
With Cygneto Mobile ordering we have our mobile app as well as the web-based backend to update products, add and manage new products and having the complete database of customers and transactions. We also started to promote our entire store through various marketing channels and are getting tremendous results. The user needs to register once and can log in later either using Facebook or their email id. All new branding activities as per your business. The app and the web dashboard is customized as per your business. Date wise order listing and the complete list of orders placed along with payment status gets displayed. Easy navigation with the proper division of categories & subcategories. Date-wise order listing and the complete list of orders placed along with payment status gets displayed. The app supports multiple payment gateway integrations along with COD. -
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Opmetrix
Opmetrix
CRM, Sales and Merchandising anytime, anywhere! SAP Business One provides the master data, pricing and inventory levels to ensure your sales force is current and up to the minute, when meeting customers out in the field. Utilize a wide variety of features to execute instore tasks. Including sales transactions, in-store surveys, objectives and CRM information including photos and call notes. Using Opmetrix sales reps can boost their sales and access have all the important information at their fingertips. Utilizing Opmetrix dashboards, management gain insights on sales activities, customer visits and performance trends. Opmetrix utilizes GPS tracking and geo-fencing to provide live reporting and activity feeds. This gives management full understanding on exactly what’s happening in the business. -
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Eltropy
Eltropy
Integrate Digital Communication with your existing workflow. Eltropy mirrors the same workflow that customers’ different departments already have in place. We are passionate about automation and provide a wide range of Text Messaging templates that can be scheduled and personalized depending on the use case and recipient. Collections teams can send automated reminders via Text Messaging when loan payments are due. Set it and forget it and include a secure link so that customers can make immediate payments. Send automatic anniversary and birthday messages via Text Messaging to customers. This personalized touch goes a long way towards building lasting relationships. Send confirmations via Text when documents are received and approved. We are a Secure and Compliant All-In-One solution, pre-integrated with your Core, LOS, Collection, and other systems for Inbound and Outbound Texting. Seamlessly add Secure Chat, Video, Voice, CoBrowse, and Conversational Bots to your member and customer. -
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Deltek Vision
Deltek
Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability. -
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DealersCloud
Dealers Cloud
Being the 1st innovative cloud-based dealership management solution, we have always gone the extra step to ensure that our dealers, executives, owners, managers, sales reps, and customers will never find themselves disconnected between multiple systems. Our Dealer Operating System has provided our customers an unparalleled increase in productivity and revenue growth! With real-time curtailment alerts, expense tracking, and floor plan changes, DealersCloud turns days of work into minutes, by enabling you to manage your entire business from a single solution! Our CustomerCloud CRM will give you the tools to easily engage with your customers from first interaction to finalizing the sale. We give you all of the tools necessary to simplify the most complex accounting tasks that track your business down to every detail. From customized websites to seamless social-media integrations, DealersCloud is there every step of the way to ensure that our customers can arrive at their vision.
