Best CRM Apps for iPad of 2025 - Page 15

We help entrepreneurs improve their sales through great client management. We offer a powerful tool with a unique pricing structure "Pay as you wish". All client data can be collected. You can add custom fields, groups, tags, and import and export documents. Easy and efficient account management. You can increase the number of appointments you have and improve their quality. Reminders can be used to help you keep track your clients and appointments. You can share the calendar with your colleagues. Adding contracts, offers, files and tasks to your account management system will help you improve it. If your clients have any issues, feel free to contact the customer support team.

Enhance the customer journey right up to their doorstep by leveraging Route, which allows brands to strategically manage their post-purchase interactions through features like visual order tracking, package protection, and simple claim-filing processes, along with the innovative universal order history. As e-commerce continues to dominate, refining each step of the customer experience is crucial for gaining a competitive edge, yet many brands have not yet focused on optimizing the post-purchase phase. Route not only helps brands take charge of their post-purchase processes from the moment of checkout to delivery, but it also fosters brand loyalty among customers, turning them into advocates. At checkout, customers can easily opt for Route+ to enhance their orders with package protection, facilitating quick refunds and reorders with just a click. This streamlined approach significantly minimizes customer effort and ensures a smoother claims experience, ultimately enriching the overall shopping experience. By prioritizing these enhancements, brands can build stronger connections with their customers and cultivate lasting relationships.

Aidium serves as the premier all-in-one CRM platform tailored specifically for mortgage professionals, enabling you to optimize your workflows, enhance deal closures, scale your business, and boost your return on investment. Elevate your loan origination process with Aidium’s advanced lead conversion software, which is specifically engineered to streamline lead management, nurture potential clients, and convert a greater number of leads into successful mortgage transactions. With its automation capabilities, Aidium's Mortgage CRM simplifies your operations, fosters better client relationships, and increases lead conversion rates through smart workflows and data-driven strategies. The marketing tools offered by Aidium comprise a robust array of resources that enhance lead generation and elevate client engagement, ultimately driving higher conversion rates and expanding your loan portfolio. Each member of your team can access the pipeline and follow up as necessary, ensuring that if multiple team members are communicating with prospects, all of their activities can be tracked in a single, user-friendly interface. This centralization of information not only improves collaboration but also ensures a seamless experience for both your team and clients throughout the mortgage process.

Leverage the cutting-edge Survey2Connect platform to delve into your business hurdles, scrutinize potential solutions, and craft innovative strategies. Gain insights into how your brand is perceived by both internal and external stakeholders, while examining vast amounts of data to gauge customer sentiment and implement practical measures for sustainable growth. Enhance your market offerings continuously and ensure that each customer interaction holds significance. Discover how your customers learn about your business, their decision-making processes, preferred communication channels, and how to foster an exceptional customer experience that cultivates positive sentiments. Employ S2C’s adaptable digital solutions to oversee both field and remote research tasks efficiently. Reduce manual errors and processing delays through the digital capture, analysis, and reporting of data. Utilize AI-driven analytics to uncover data trends and derive insights that would be unattainable through manual methods, ultimately empowering your business to thrive in a competitive landscape. By embracing these innovative tools and approaches, you can better position your brand for success in the ever-evolving market.

Salesdoor offers a distinctive Customer Relationship Management solution tailored for the specialty pharmacy, pharmaceuticals, and healthcare sectors. With extensive hands-on experience in specialty pharmacy services, we understand your specific requirements perfectly. You deserve a platform that can easily integrate with your unique workflows without the need for complicated setups. Maintain strong connections with your clients through Salesdoor, where you can manage all communications and marketing efforts from a single platform. The built-in contacts library empowers you to connect with more potential clients and accelerate your growth. Salesdoor’s advanced lead tracking features facilitate the growth, targeting, and retargeting of leads at every stage of your sales process. Additionally, with Salesdoor, you won't require any other tools for project management, sales, marketing, or tracking your internal team's performance. This solution is particularly crafted for businesses that aim to effectively engage physicians and medical professionals to promote their products and services, ensuring a comprehensive approach to client engagement and sales success.

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

The NOLA Automation Software is all-in-one software that allows you to build momentum in your business. You can create schedule campaigns broadcast, in-outbound predictive and SMS 2 WAY voice drop and email. With our software you also have the option to email a link to your prospect that will redirect them to their accounts via an online portal.

BlinQ Software serves as an ideal solution for swiftly generating precise on-site quotes for window furnishings, allowing you to produce a quotation in just minutes instead of hours. Enhance your ability to attract, retain, and oversee both customers and leads to transform your business into a customer-centric entity. Effectively manage your leads, customers, and job locations while easily searching through them. Schedule appointments seamlessly in Google Calendars and assign the most suitable staff for each task, accommodating unlimited personnel and calendars while tracking leads efficiently. Improve your quoting process by delivering instant quotes that enable customers to conveniently click and accept them, with the option to create quotes directly on-site and email them for quick access. Monitor the status of your quotes—whether pending or approved—and convert confirmed quotes into actionable jobs. Additionally, efficiently handle invoices, payments, suppliers, and purchase orders to streamline your operations further. This comprehensive approach not only saves time but also enhances customer satisfaction and business growth.

Boost your revenue by implementing a systematic approach to managing inquiries. Gain insight into your sales team's activities and simplify task tracking. Identify bottlenecks to enhance operational efficiency. Create jobs and associated tasks, assigning them to either teams or individual members. Maintain updated financial records, monitoring income, expenses, payments, accounts receivable, and accounts payable to ensure you're always prepared for credit opportunities. Expand your business potential with VoltusFreight Freight Finance. Enable your customers to submit inquiries, obtain quotes, communicate, negotiate, finalize agreements, share purchase orders, and monitor shipments seamlessly. Maintain consistent communication with your partner agents by sending quotation requests, receiving rates, and finalizing the status through chat and negotiation. Amplify your online presence and visibility in private customer directories to attract and generate more leads. Transform your freight business by utilizing custom-built freight forwarder applications tailored to meet all your automation requirements, thereby enhancing overall business efficiency and growth. The integration of these solutions will not only streamline operations but also create a more engaging experience for both customers and partners.

KundenMeister is an online CRM solution designed for businesses of all sizes, from small and medium enterprises to large corporations. Utilizing this web-based software allows you to streamline your operations and offer exceptional customer support by leveraging a centralized database. With its capabilities, you can experience heightened productivity, enhanced workflows, and quicker responses to critical inquiries and meetings. The beauty of the KundenMeister system lies in its accessibility; you can utilize all its features anytime and anywhere, including on your smartphone or tablet! This innovative approach to customer relationship management elevates your business practices significantly. KundenMeister serves as an all-in-one CRM solution that promotes seamless coordination across various departments. Explore the numerous ways our CRM can transform your business today!

CloudApper CRM is the most convenient app for managing relationships with potential and existing customers. It speeds up the process of capturing and qualifying business leads and keeps track of communications between the company's customers and potential customers. It improves business communication by synchronizing all customer queries, solutions, negotiations, and service requests in one place. Optimizes tasks and processes so that any member of the team can interact with customers to provide personalized service. The Web and Mobile App allow for quick and efficient sales activities and high response rates. Users can connect store and share details with potential customers by creating a new account or assigning a contact to an existing account. CRM introduced CRM-on the-go, enabling mobile apps for iOS and Android. The sales team now has more flexibility in reporting.

Regardless of the number of individuals who view an image or recall it, consider the countless opportunities your business may be overlooking with the photos captured by customers. Pemcards offers a variety of solutions for businesses aiming to enhance brand recognition and engage with their audience through user-sent postcards. For end users, the Pemcards app is available at no cost on both Apple and Google platforms, enabling users to send one or more postcards for free by purchasing credits specifically for this purpose. These credits can be acquired in advance by our business clients and are associated with particular marketing initiatives. Each postcard sent by users seamlessly features the company's logo, a tagline, and a QR code on the reverse side. Furthermore, businesses will receive detailed reports containing information such as the user's first and last name, email address, the date the postcard was sent, and the destination country, providing valuable insights into user engagement. Ultimately, leveraging these customer-generated images can significantly enhance your marketing strategy.

Business Intelligence Systems tailored for the construction sector can greatly enhance operational efficiency. By digitizing workflows, consultants can significantly boost productivity, while contractors can benefit from improved project management processes. Suppliers can also streamline their sales efforts to ensure accurate specification, tracking, and securing of projects. It's essential to integrate data from various sources, merging critical business information related to sales and project management from internal teams, partner companies, vendors, clients, and third-party entities. Automating workflows for sales and project management can lead to a smoother operation. Additionally, transitioning to a digital document management system allows for efficient filing, revision tracking, and document approvals, both within individual companies and among all firms involved in a project. Utilizing construction analytics empowers organizations to make well-informed decisions. By leveraging internal data alongside the region's extensive construction database, businesses can analyze trends across different countries and sectors, allowing them to pinpoint opportunities, assess performance, and formulate strategic plans. Furthermore, establishing networks among suppliers, distributors, and subcontractors fosters collaboration and enhances project outcomes. Such integrated systems not only advance productivity but also drive innovation within the construction industry.

Sales. Our software is tailored specifically to meet the exact requirements of your sales representatives, featuring customizable deal flows, pipeline stages, and customer status updates. You can easily assign tasks, and log calls and meetings to enhance productivity. We provide the simplest solution to generate leads, qualify them, convert opportunities, and successfully close deals. Marketing. Expand your audience using our comprehensive online marketing and customer engagement solutions, which include mass emailing, SMS, and chat functionalities. All of your communications can be automated and seamlessly integrated with platforms like Google G-suite, Microsoft Office 365, and various social media accounts. Support. Manage all interactions with potential and existing customers through email, phone, and live chat effectively. Cases and support tickets are monitored, prioritized, and resolved efficiently. Our streamlined workflow automation alleviates stress for both your customers and support representatives. Hire a digital marketer to cultivate innovative brands and establish a robust online customer base that outperforms your rivals. Search Engine Optimization. Our professional SEO services ensure your website achieves high visibility and ranking on search engine results pages, driving more traffic and potential customers to your business. Additionally, we focus on continuous improvement to keep your digital presence competitive in a rapidly changing landscape.

Discover user-friendly software tailored for consultancy firms that enhances CRM and maintains connections effortlessly! With all your relationships displayed in a simple layout, you'll gain valuable insights into ongoing matters while elevating customer service standards. Every interaction with clients is documented, allowing you to save time, acquire knowledge, and optimize processes. Gripp serves as a comprehensive solution that restores clarity within your organization, whether you need to generate flawless quotes instantly, manage project tasks with clarity, or execute effective credit management—all functionalities are at your fingertips with Gripp. Enjoy the freedom to work from any location, at any time! Gripp ensures you retain oversight of your operations, so you can relax during your vacation knowing everything is in check. Additionally, our exceptional helpdesk is ready to assist you; explore our support page for extensive resources, and if further assistance is needed, feel free to reach out via email! Your success is just a click away with Gripp.

Introducing PRISM CRM, the "Preferred Choice of Leading Companies," specifically designed for the construction and real estate industry, where top construction firms in Turkey rely on its capabilities. Once your clients have established their presence, PRISM CRM allows for seamless management of various processes including Real Estate Management, Sales Process Management, Document Management, Customer Relationship Management, and After Sales and Post-Delivery services. But what exactly is CRM? The data and information you possess become crucial in the competitive landscape between enterprises. So, what makes PRISM CRM an exceptional choice? The surge in the global population is driving rapid transformations in living environments, reflecting changes across numerous sectors. Let’s explore the key benefits of this innovative and groundbreaking integrated CRM tailored for the industry. Understanding how PRISM operates begins with defining the essential elements required for effective system functionality, which includes Projects, real estate listings, pricing structures, floor plans, sales documentation, personnel information, and more. With PRISM CRM, you can ensure that every aspect of your business is efficiently coordinated.

Skynamo is the only Field Sales Software that can be used by manufacturers, wholesalers, and distributors. It allows reps to accurately plan their account visits, organize their day in the most efficient way possible, recall and track all client communications, streamline order submission and information gathering, and streamline onsite information collection. Managers gain insight into the time and habits of their reps so they can coach them around. They also learn what is leading to success on the field so that they can spread it to the rest of the team. Skynamo provides a customized solution for sales teams, whether they need an ERP, inventory, or accounting solution.

With OTO, call centers gain complete visibility into customer call conversations within just 20 hours, enhancing their ability to complement NPS scoring through in-call intonation analytics. By pinpointing call agent engagement, businesses can proactively develop their workforce management strategies and streamline the quality assurance process for calls. OTO's language-agnostic capabilities provide diverse output parameters, while its API enables companies to begin analyzing all in-call conversations in a matter of hours. Take advantage of our free trial to start unlocking insights from your call data! Recognizing that voice is a crucial connection point with customers, we aim to empower organizations to effectively comprehend and utilize their voice data at scale. Whether you are creating a mobile application or building data analytics dashboards, our lightweight DeepToneTM engine offers access to robust voice models across any device, enriching your audio analysis with comprehensive acoustic labels suitable for nearly all audio formats. By harnessing these advanced tools, you can unlock new opportunities for customer engagement and operational efficiency.

We develop user-friendly software applications designed to streamline your business operations, allowing you to automate essential processes effortlessly. With Sales Hiker, you can significantly reduce the time spent on record-keeping and easily access necessary reports, empowering you and your team to focus on critical tasks that contribute to business growth. Our commitment to continuous improvement means we are always enhancing existing features and planning to introduce new ones. Subscribers will also enjoy a mobile app at no extra cost, which mirrors all the functionalities available in the web version. There are absolutely no restrictions, and even administrators can manage their responsibilities through the same mobile application. This enables swift responses to sales inquiries and allows for prompt actions on marketing initiatives, ultimately leading to more successful deals. You can log in using the same credentials you use for SalesHiker CRM, granting all sales, marketing, and field teams the ability to access the CRM from anywhere, at any time. Additionally, you can easily forecast your sales team's performance on a monthly, quarterly, and yearly basis, comparing projected results against actual sales figures to better strategize for the future. This comprehensive approach ensures that your entire team stays connected and informed, enhancing collaboration and driving success.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

Meet Your New Customer Communications Platform A single platform that allows customers to communicate with you via any channel. You will enjoy closer collaboration, more efficient workflows, and happier customers. A central hub for all incoming messages allows you to collaborate more efficiently. You will be more accessible, flexible, and create better workflows using WhatsApp Business, Messenger Messenger, Livechat and Apple Business Chat. Platform Multichannel Inbox Analytics & Insights Channels & Features: WhatsApp Business API Social Messaging Outbound Messaging Livechat Chat widget Teams module Smart routing Call deflection Tag & label management User management Contact management

Paysley allows customers to send secure payments to you via text messaging, picture messaging and email. Customers can also access any custom payment page from their mobile devices by scanning a QR code that can be displayed anywhere. To make a payment, your customers don't need to download an application or register. Paysley is the easiest and most convenient way to make payments. No special devices or card readers are required. Cardholders can make payments using their mobile devices. There is no customer app download, account registration, password, or login. No redirect to a service provider's website. Paysley is a direct tokenized payment option. You don't need to ask for customer's card information ever again. Paysley is secure, and your business will be PCI compliant. Your Paysley Portal allows you to upload and manage customer information. Your customer database doesn't just contain contact information.

OleaERP is a comprehensive ERP/CRM software solution tailored for businesses of all sizes, enabling them to oversee their operations ranging from Supply Chain Management and Customer-Driven MRP to advanced production scheduling, sales and distribution, CRM, finance and accounting, purchasing and inventory, warehouse management, HR and payroll, project management, and analytics, while also offering extensive industry-specific solution packages. Developed collaboratively by the teams at Jesvtechnosoft in India and Brazil, a significant portion of this product focuses on the principles of Supply Chain Management and advanced planning and scheduling features. Built on a Software as a Service (SaaS) model, OleaERP facilitates the organization, printing, and management of shipping labels through its integration with over 40 major shippers globally. With OleaERP, businesses can effectively navigate every phase of the customer journey, providing a completely free ERP solution that prioritizes customer needs at its core. This innovative platform not only streamlines operations but also empowers companies to achieve greater efficiency and responsiveness in today's competitive market.

eTag365 functions as a Sales Relationship Manager (SRM) that can operate independently or in conjunction with a CRM system. It swiftly gathers contact details in a contactless manner using methods such as Cell Number retrieval, NFC Stickers, or Text Scraper technology. This tool also establishes an effective Email Follow-up (Drip) System, allowing you to stay on the radar of your prospects effortlessly with just a few clicks. Additionally, eTag365 includes an opt-out link in its emails, ensuring compliance and user preference. The system takes over the follow-up process automatically, enhancing your prospecting potential. A standout feature of the eTag365 System is its Email DRIP capability, which enables users to craft follow-up messages through a mobile app; while entering contact details, you can activate the Email Drip option to dispatch emails over an extended timeframe. This automation significantly frees up your schedule for prospecting since follow-up calls become optional, unless you choose to engage further. With eTag365, you can streamline your sales efforts and focus more on building relationships.