Best CRM Apps for iPad of 2025 - Page 23

TOCA CRM is a comprehensive customer relationship management solution that empowers businesses to efficiently handle contact lists, plan follow-ups, and keep detailed notes. With its cross-platform capabilities, users can access the full suite of CRM features anytime and anywhere through its mobile app available for both iOS and Android devices. Designed for ease of use, this application stands out as the most user-friendly CRM solution on the market, ensuring that maximum productivity is achieved without compromising on efficiency. Gone are the days of spending 15 minutes just to update a client's information; everything you need is readily accessible. The design is clean and straightforward, making navigation a breeze. As a fully mobile application, it enables CRM functionalities from any location around the globe, allowing users to schedule callbacks for days, weeks, months, or even years in advance. This level of convenience truly revolutionizes the way businesses manage their client relationships.

The app's user-friendly interface ensures it stands out as the quickest and most versatile solution for anyone wanting to optimize their contact management. Simpler efficiently identifies all duplicate contacts, phone numbers, and email addresses in your iOS and Android address books in just moments. With a single tap, you can merge duplicate contacts, ensuring your address book remains organized and tidy. Additionally, Simpler offers automatic backups of your contacts, securely storing every change in the cloud for your peace of mind. You can also create personalized contact groups, enabling you to send group texts and emails effortlessly whenever needed. This makes it an essential tool for anyone looking to streamline their communication.

CloudOffix provides businesses with a fully integrated and automated platform to manage their business operations. This all-in one platform focuses on bringing customer experience, employee experiences, user experiences, and digital experience together, making it easier for business to improve communication and collaborate and provide a seamless service for both employees, and customers. CloudOffix offers a variety of products, including -Sales Cloud Marketing Cloud Cloud Ecommerce Invoicing Cloud -HR Cloud Cloud Help Desk Project Cloud { -Social Cloud|Social Cloud}

Monitor and assess the total number of leads, calls, events, and tasks weekly while analyzing performance through visual charts. Manage tasks assigned to specific leads, adjusting their priority levels, statuses, and deadlines to ensure timely completion. Maintain daily, informal notes on customer interactions, analyses, and other relevant information that may arise. Assign unique IDs for events or meetings to prevent any mix-ups, and document the location and progress status of ongoing events. Ensure no detail from phone calls is overlooked by recording the lead's name, the reason for their contact, the subject discussed, call type, date, and lead status. Keep a systematic record of customer inquiries related to quotes, payment summaries, or other questions to maintain clarity. From the initial identification of leads to nurturing customer relationships, Effitrac remains a steadfast ally. Effitrac empowers you to gain insights, strategize, and respond effectively to your customers' needs, which is crucial for making informed decisions. By utilizing these tools, you can enhance your overall productivity and strengthen your customer engagement.

Datalyse is not just another sales platform; it serves as an engagement CRM designed to seamlessly handle high sales volumes with ease. This innovative tool will enhance your sales capabilities, allowing you to make and receive calls, emails, WhatsApp messages, and SMS all in one place. Distinctively, it is the only CRM globally that enables call reception while unifying all forms of communication and personalizing the entire sales process from beginning to end. With integrated AI and process automation, our CRM streamlines essential tasks, freeing your team from tedious work like automating workflows and efficiently managing high sales volumes, so they can concentrate on what truly matters. You can personalize various elements, from properties and client statuses to companies, opportunities, and tasks, creating diverse sales automation tailored to your needs through a self-service approach. Don't settle for anything less; unlock your team's potential by integrating Datalyse into your business today. Additionally, you can design email sequences to connect with a larger audience, thereby maximizing your outreach efforts.

Press’nXPress is a journey-based experience management platform that helps companies deliver a first-class customer experience by monitoring customer satisfaction in real-time. The Press’nXPress cloud platform enables companies to capture customer feedback through the modern and complex customer journey and everywhere the customer is, including physical, digital, social, and voice channels. Ask the right questions at the right time in point of service such as website, checkout, cashier, exit, cafeteria, lobby, gym, post-transaction, or after-call. Utilize omni-channel feedback collectors: Kiosk, Website, SMS, Email, QR, IVR, App, Business online review. The Press’nXPress powerful artificial intelligence (AI) and machine learning (ML) engine operate fully automated to dig deeper into customer journeys and detects experience gaps. With ready to use CX Insights Dashboard explore action-oriented insights overall touchpoints and in real-time to optimize customer experiences.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Mekari Qontak, the best cloud-based omnichannel CRM app in Indonesia, automates your business sales and customer services. You can access all details about customers, conversations and offer statuses as well as points of contact for the company. GPS live tracking allows you to track and monitor the achievements of your field teams for better job monitoring. To manage and protect customer data, you can categorize database access by team role. Mekari Qontak has many end-to-end features that you can access in real-time to help your business grow. All-in-one chat and telephone management solution to automate your business. You can track the location of your sales team and monitor KPIs, activities and other metrics in real-time. To increase efficiency, end-to-end customer services management. WhatsApp blast system, green tick chatbot, multi-admin/device and chatbot for 1 number. You can design your bot messages without programming and customize them as you need.

QRcard offers a modern solution for effortlessly sharing your contact information through a digital business card. You can tailor the details you're willing to exchange, generate a unique QR Code, and share your information seamlessly with new acquaintances. Quickly select the specific details you wish to share—such as your phone number, email address, website, physical address, and various social media platforms like Instagram, Twitter, Facebook, and LinkedIn—and save them in your customized QRcard. Additionally, you can design a personalized lockscreen wallpaper featuring your QR Code for easy accessibility, ensuring you never miss a chance to make a connection. Choose a favorite photo as a backdrop for a more personal touch. With the ability to create up to six distinct QRcard personas, you can effectively manage and differentiate your business and personal contacts, giving you full control over the information you share with others. This innovative approach not only simplifies networking but also enhances your professional image.

The Dex-app enables seamless sharing of contact information with just a simple swipe on your mobile device. Once you've exchanged details, the app conveniently stores this information and allows for effortless integration into your phone's Contacts app. You can easily reach out to your new connections via phone calls or emails with a single tap on their digital business card. If you're having difficulty locating a new contact, Dex provides a search function based on the location where you met. To ensure a memorable first impression, you can tailor your digital business card to reflect your brand's unique style, making it fully customizable. With an eco-friendly design, Dex's innovative business card stands out by incorporating dynamic elements, including animated graphics and even short video clips from your latest marketing initiatives. This tool is especially useful for expanding your professional network at conferences and networking events. Reach out to us to discover how we can enhance your company's networking experience even further.

In just a few short days, you can create cutting-edge sales processes that will unlock your entire sales potential. This journey begins with establishing a systematic approach. Regardless of your business type, your sales and marketing team engages in a defined sequence of actions to successfully close deals and fulfill orders. Sellsation empowers you to unify these processes across your organization, leading to remarkable growth. By standardizing your operations, you will significantly enhance your team’s productivity and promote best practices organization-wide. Consequently, our clients often notice an immediate boost in new business opportunities. Additionally, they obtain critical insights into the performances of both individuals and teams, as well as a comprehensive view of overall revenue and organizational growth. It's important to remember that while revenue reflects past performance, the true indicators of future success lie in the effectiveness of your standardized processes. Effectively implementing these practices can set the stage for sustained advancement in your business endeavors.

Wavpe stands out as the premier networking platform designed for professionals from various fields. By offering tailored profiles and secure document sharing, it significantly enhances the overall networking journey. The inclusion of profile analytics and a concierge service delivers essential insights and individualized assistance. Whether you're a professional aiming to build connections or a business owner seeking partnerships, Wavpe accommodates a wide range of requirements. Utilizing cutting-edge tools and resources, Wavpe not only facilitates network expansion but also fosters genuine relationships and drives success in the competitive landscape of modern business. Additionally, by committing to sustainability with eco-friendly smart business cards, Wavpe simplifies networking experiences through its all-encompassing platform. Users can establish a robust professional identity, connect with relevant communities, and effortlessly exchange vital contact information at the moment of interaction, all while embracing a modern, tech-savvy approach to data sharing. This comprehensive service ensures that networking becomes more efficient and environmentally conscious.

CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.

The CRM offers boundless capabilities designed to meet the production needs of various businesses; it acts as a management tool that enhances efficiency, shortens timelines, and automates both workflows and data handling, making it a comprehensive, user-friendly, and straightforward software solution. CalLite CRM is purpose-built for automating tasks associated with teleselling, telemarketing, appointment scheduling, conducting surveys, performing market research, facilitating direct product sales, managing debt collection, handling inbound inquiries, providing customer support, and managing documents with features like electronic signatures and OTPs. As the most versatile CRM available, it is currently utilized by more than 160 companies globally, showcasing its widespread acceptance and effectiveness in diverse operational environments. This extensive functionality ensures that businesses can optimize their processes and improve productivity across various departments.

Introducing the Smart Business Card by Leapon, a cutting-edge solution designed to transform the way you network. Seamlessly connecting professionals, it merges innovative technology with personalized features to enhance every interaction. At its core, the Smart Business Card simplifies connectivity. Gone are the days of fumbling for contact details. With a simple tap, recipients can effortlessly access your information. Alternatively, share details via QR code for instant access, or send them directly through email or SMS, ensuring connectivity is both immediate and effortless. But it doesn't stop there. Elevate your professional presence with a Personal Landing Page. This customizable platform showcases your contact information, social media links, and even integrates customer reviews, allowing you to make a memorable impression. Share your vision and mission, adding a personal touch that resonates with potential connections. Forget about tedious data entry with Lead Generation Integration. Seamlessly integrate new contacts into your CRM system, automating processes and allowing you to focus on building valuable relationships. With streamlined contact management and email automation, nurturing connections has never been

At WorkerMan, we offer a comprehensive suite of business solutions meticulously crafted to align with your company's goals and principles. From custom website design and backend management to business promotion, customer relationship management (CRM), and sales enhancement, our services are designed to equip you with all the tools necessary to elevate your brand, attract maximum client interest, and foster impactful media interactions. By choosing us, you ensure that your business stands out in a competitive market while effectively engaging with your audience.

Continuum CRM is equipped to manage intricate fee and deposit arrangements, create merged documents for contracts and agreements, and offer shared calendars, all while featuring a dynamic workflow engine that efficiently guides potential clients through extended sales processes. Its inventory management tool meticulously tracks the journey of each residence, from the time of move-in to move-out, providing organizations with valuable insights into occupancy rates, turnover statistics, and overall marketability. Additionally, Continuum CRM incorporates an email marketing system that allows users to monitor and oversee their various email campaigns with ease. The scheduling feature enhances the efficiency of marketing automation efforts. Tailored to fit unique sales methodologies, our customizable workflow engine comes with pre-established procedures for residential and assisted living, inventory oversight, referral networks, event coordination, and advertising strategies. Furthermore, Continuum's referral network feature provides professionals with valuable insights into their most effective referral sources, enabling them to enhance their marketing strategies and overall management. This comprehensive approach ensures that every aspect of client relations and marketing is streamlined for optimal performance.

Tanyo CRM stands out as the premier software solution for the furniture industry in India. It serves as an essential CRM tool tailored for manufacturers, retailers, stores, and the home decor sector, positioning itself as a vital ally in boosting efficiency and fostering growth. Transform your business landscape with our user-friendly features crafted to simplify workflows and enhance overall productivity. With Tanyo CRM, you can easily optimize your operations and take your success to new heights. Unlock the full potential of your furniture business with Tanyo CRM today.

SEGMENTAIL is a comprehensive CRM platform designed specifically for the modern omnichannel retail landscape, enabling you to effectively interpret your clients' data and deliver tailored experiences throughout their entire customer journey. It seamlessly aggregates client-related data, transactions, and promotional information from a variety of sources, including ecommerce platforms, POS systems, and contact management tools. This data is then analyzed to create a distinct profile for each client, integrating both online and offline information into a cohesive whole. By transforming raw data into actionable customer segments, you can engage meaningfully with your audience. The segments produced by SEGMENTAIL empower you to customize your marketing initiatives, provide fully personalized shopping experiences, and achieve enhanced outcomes. Understanding that each client is unique, SEGMENTAIL equips you with all the essential tools for effective communication with each individual, ultimately fostering deeper connections and loyalty. With this platform, businesses can elevate their customer engagement strategy to new heights.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Krayin CRM is a meticulously crafted customer relationship management framework that utilizes cutting-edge open-source technologies, including Laravel, a PHP framework, and Vue.js, a dynamic JavaScript framework. This free and open-source CRM solution caters to both small and medium-sized enterprises as well as larger organizations, facilitating comprehensive management of the entire customer lifecycle. Additionally, we offer a dedicated forum for users to voice their concerns, suggest features, or engage in discussions, which can be accessed at the Krayin CRM Forums. The key features include: 1) An intuitive and user-friendly admin panel. 2) A modular architecture for enhanced flexibility. 3) Email integration through Sendgrid for efficient communication. 4) A commitment to remaining a genuinely open-source CRM under the MIT License, ensuring it will always be free. 5) Comprehensive documentation for ease of use. 6) An informative admin dashboard for real-time insights. 7) The capability to generate leads from a variety of sources, including email marketing, websites, and social media. 8) Tools to create a strategic roadmap aimed at delivering a remarkable custom experience. 9) The ability to initiate actions that effectively drive the status processing forward. With these features, Krayin CRM empowers businesses to enhance their customer interactions within a robust and flexible framework.

ContractQ is a powerful job management CRM built specifically for home improvement contractors looking to streamline their operations and increase sales. It offers AI-powered voice commands that allow hands-free job scheduling, task updates, and reminders, saving time on the go. Users benefit from customizable workflows that fit their business processes, along with interactive mapping for easy navigation and team coordination. The platform supports limitless form creation for estimates, contracts, and invoices, eliminating the need for manual paperwork and accelerating payment collection. Integration with Stripe and QuickBooks simplifies invoicing and financial tracking. Contractors across various trades—from carpentry to HVAC—can rely on ContractQ’s secure customer portal to keep clients updated with invoices and job progress. Dynamic scheduling features enable seamless collaboration and efficient time management. ContractQ provides flexible pricing plans and a 14-day free trial with a 50% discount using promo code ContractQ2025.

Finaeo is a digital assistance platform hosted in the cloud, designed exclusively for financial advisors. Created by a company based in Toronto known as Finaeo Inc., this AI-driven assistant serves as a sales coach to help financial advisors optimize their operations and workflows. With robust, enterprise-level functionalities, Finaeo empowers financial service organizations to effectively manage their back-office operations, product offerings, data, and client interactions, ensuring comprehensive control over these critical areas. In doing so, it enhances the overall efficiency and effectiveness of financial advisory practices.

FranConnect, a cloud-native Franchise Management SaaS Platform, provides all your departments, including sales, finance, support, and marketing, a single view of your franchise company. FranConnect's powerful cloud platform is able to help you grow, scale, and optimize your business, no matter if you are an emerging franchise or a more established brand. Over 800 brands around the world have relied on FranConnect for their sales, operations, and marketing backbones for nearly 20 years. FranConnect is used by nine of the Top 10 Fastest Growing Franchise Businesses by Franchise Times to drive growth, increase profitability, and streamline operations. FranConnect customers come from all industries, sizes, and growth phases. They grow 44% faster than the wider franchising market.

Gleantap, a multi-channel customer engagement platform, can help you engage customers and increase loyalty. Gleantap allows businesses to harness the power and efficiency of SMS marketing and mobile push notifications to retain customers, automate their marketing, increase revenue, refers, and reviews. It includes mobile push notifications, text messaging, segmentation tools, smart analytics, segmentation tools, and smart analytics.