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description: Page 10 - Discover the best iPad CRM Software for your organisation. Compare top iPad CRM Software tools with customer reviews, pricing and free demos.
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title: Page 10 - Best iPad CRM Software - 2026 Reviews, Pricing & Demos
---

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# iPad CRM Software

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## Products

1. [Infor CRM](https://www.softwareadvice.com.au/software/4874/infor-crm) — 3.7/5 (25 reviews) — Formerly Saleslogix, Infor CRM offers a flexible customer relationship management (CRM) system for managing relations...
2. [ConvergeHub](https://www.softwareadvice.com.au/software/130747/convergehub) — 4.8/5 (24 reviews) — ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and m...
3. [Anthill](https://www.softwareadvice.com.au/software/42651/anthill) — 5.0/5 (24 reviews) — Anthill is a cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes in a va...
4. [Soffront CRM](https://www.softwareadvice.com.au/software/2342/soffront-online) — 4.3/5 (24 reviews) — Soffront has been the leader in on-premise CRM serving hundreds of Fortune 500 companies over the last 30+ years. Sof...
5. [Snapforce](https://www.softwareadvice.com.au/software/6245/snapforce-crm) — 4.1/5 (24 reviews) — Snapforce offers a customer relationship management (CRM) system with three price options. This cloud-based product i...
6. [Allbound](https://www.softwareadvice.com.au/software/17476/allbound) — 4.9/5 (23 reviews) — Allbound offers a channel management platform for organizations looking to build or expand indirect sales channels th...
7. [LeadLander](https://www.softwareadvice.com.au/software/77667/leadlander) — 4.8/5 (23 reviews) — LeadLander is a cloud-based sales enablement tool for midsize and large businesses that is designed for both inbound ...
8. [SalesExec](https://www.softwareadvice.com.au/software/28129/salesexec) — 4.7/5 (22 reviews) — SalesExec is a cloud-based sales automation, call center, and inside sales lead management solution that helps salesp...
9. [Referral Maker CRM](https://www.softwareadvice.com.au/software/3072/referralmaker) — 4.3/5 (22 reviews) — Referral Maker® CRM is a user-friendly solution designed for real estate professionals. Based on the relational marke...
10. [Salesken](https://www.softwareadvice.com.au/software/115419/salesken) — 4.7/5 (22 reviews) — Salesken is a sales enablement platform that helps businesses leverage artificial intelligence (AI) technology to gen...
11. [DealCloud](https://www.softwareadvice.com.au/software/115695/dealcloud) — 4.5/5 (21 reviews) — DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraisi...
12. [Impel](https://www.softwareadvice.com.au/software/83577/spincar) — 4.7/5 (20 reviews) — Impel's AI Operating System helps automotive and specialty retailers and OEMs unify and optimize the entire customer ...
13. [Ring.io](https://www.softwareadvice.com.au/software/18320/ringio) — 4.1/5 (19 reviews) — Ringio is a cloud-based call center management solution that features a CRM dialer, call routing, analytics and more....
14. [W3B CRM](https://www.softwareadvice.com.au/software/19727/w3bcrm) — 4.9/5 (18 reviews) — w3bCRM combines contact database and sales and project management with email marketing and invoicing functionality fo...
15. [Results](https://www.softwareadvice.com.au/software/437635/results-crm) — 4.2/5 (17 reviews) — Results is an all-in-one CRM for Service Operations and Field Service Management. The award-winning software offers a...
16. [Surefyre](https://www.softwareadvice.com.au/software/53433/surefyre) — 4.6/5 (17 reviews) — Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents....
17. [SmartOffice](https://www.softwareadvice.com.au/software/8398/smartoffice) — 3.7/5 (17 reviews) — SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect w...
18. [Revamp CRM](https://www.softwareadvice.com.au/software/81774/revamp) — 3.9/5 (17 reviews) — Revamp CRM is an all-in-one CRM for your sales, marketing and e-commerce teams. You can track activities, deals and o...
19. [Cool Life CRM](https://www.softwareadvice.com.au/software/9722/cool-life-crm) — 4.4/5 (17 reviews) — Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various...
20. [CreatorIQ](https://www.softwareadvice.com.au/software/173311/creatoriq-social-crm) — 4.5/5 (17 reviews) — CreatorIQ is the leading cloud solution for global enterprises to manage and optimize influencer campaigns at scale. ...
21. [Oracle Cloud CX](https://www.softwareadvice.com.au/software/1822/rightnow-cx) — 4.3/5 (16 reviews) — For companies looking to meet the high service expectations of their customers, Oracle Cloud CX ensures that each and...
22. [Skynamo](https://www.softwareadvice.com.au/software/122767/skynamo) — 4.4/5 (16 reviews) — Designed for manufacturers, wholesalers, and distributors, Skynamo is an all-in-one mobile-friendly field sales platf...
23. [Fieldpoint](https://www.softwareadvice.com.au/software/173485/fieldpoint) — 4.1/5 (16 reviews) — Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With o...
24. [MDidentity](https://www.softwareadvice.com.au/software/179017/patientspectrum) — 4.9/5 (16 reviews) — MDidentity is a reputation management solution designed to help healthcare providers manage online reputation and gat...
25. [TopBuilder](https://www.softwareadvice.com.au/software/45265/topbuilder-solutions-crm) — 4.8/5 (16 reviews) — Easily manage customer relationships, construction bids \& proposals, email marketing and more - all from one plat...

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## Related Categories

- [eCommerce CRM Software](https://www.softwareadvice.com.au/directory/3634/ecommerce/software)
- [CRM for Startups Software](https://www.softwareadvice.com.au/directory/3235/startup/software)
- [CRM Apps](https://www.softwareadvice.com.au/directory/1491/mobile-crm/software)
- [Sales Tracking Software](https://www.softwareadvice.com.au/directory/3590/sales-tracking/software)
- [Account Management Software](https://www.softwareadvice.com.au/directory/3606/account-management/software)

## Links

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The deals management module stores lead information such as account name, assignee, lead source, sales process, sales stage, deal type, deal value, expected close date and conversion probability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2518bb3-5eea-46fc-9d02-ed60a0cb71d4.png","url":"https://www.softwareadvice.com.au/software/130747/convergehub","@type":"ListItem"},{"name":"Anthill","position":3,"description":"Anthill is a cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes in a variety of industries. Key features include customer support, marketing automation, channel management and reporting. \n\n\nAnthill enables users to view full customer histories that include all customer contact and progress notes. Customer profiles also include a health status bar that shows sales reps which leads need nurturing. Each team can have a unique dashboard and team performance can be tracked with sales pipelines.\n\n\nUsers can send targeted marketing campaigns to attract, convert and retain leads throughout the entire customer lifecycle. Segments and triggers can be set to automatically send personalised emails and SMS messages to customers as well as other interactions. The system also includes tools for email template creation and customer feedback surveys.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/125366ee-fede-4364-864b-46537053d18b.png","url":"https://www.softwareadvice.com.au/software/42651/anthill","@type":"ListItem"},{"name":"Soffront CRM","position":4,"description":"Soffront has been the leader in on-premise CRM serving hundreds of Fortune 500 companies over the last 30+ years. Soffront can be installed in your network, in private and public clouds.\n\nUsing Soffront API you can integrate with your internal software. Soffront provides complete control over your database, backup, and security. You can apply your security policy and protect your valuable data.\n\nIf you use Soffront in a public cloud like AWS, you never share your database with clients like other service providers. You always have a separate database that you can secure and fully customize.\n\nSoffront provides a complete set of customization tools. You can design databases and forms freely without any column restrictions, apply validation, and more. Use Soffront rule engine to define alerts and escalations, build quotation and communication templates, and build flexible workflows. You can white label and offer flexible customer portals.\n\nSoffront offers flexible subscription plans and complete implementation help with 24x7 technical support, saving you money.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3069a11-57a9-4102-b739-e828a134db47.png","url":"https://www.softwareadvice.com.au/software/2342/soffront-online","@type":"ListItem"},{"name":"Snapforce","position":5,"description":"Snapforce offers a customer relationship management (CRM) system with three price options. This cloud-based product is a fit for B2B and B2C companies in almost any vertical and comes with a virtual phone system included with the solution.\n\n\nAt the core of this system is the sales automation module. In addition, it offers integrated functionality for marketing automation, customer service and support, Web self-service, call center, field service, social CRM, help desk, channel management and knowledge management.\n\n\nSnapforce offers call center employees immediate access to complete customer profiles with information like calls, emails and notes to learn about customers, track previous interactions and monitor patterns.\n\n\nSnapforce will automatically log all calls made by agents from their office or morbile phones. Using this information, managers can then report on business using real-time call volume metrics.\n\n\nIt is available on a per user per month subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff6e9477-9205-4924-a56a-3cbf8d45bc7c.png","url":"https://www.softwareadvice.com.au/software/6245/snapforce-crm","@type":"ListItem"},{"name":"Allbound","position":6,"description":"Allbound offers a channel management platform for organizations looking to build or expand indirect sales channels that include resellers, distributors, VARs, agents, dealers, OEMs, ISVs and systems integrators.\n\n\nWith Allbound, users can unify sales training, promote and publicize their content and collateral and centralize their marketing content, campaigns and communication. They can also group and sequence content and resources into sales playbooks for prioritizing sales discussions, quantify learning and sales actions and qualify activities with partner reps.\n\n\nAllbound also offers functionality for showcasing social feeds directly to partners so they can learn, share and amplify messages among their networks. In turn, users receive recommendations based on the activity and interests of other partners.\n\n\nGamification functionality allows users to administer incentive programs that allow partner reps to redeem points inside of Allbound for gift cards, branded swag or other perks.\n\n\nThe solution is available on a per month subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/baaa559a-e8c1-4d64-8bdd-9694c351c9db.png","url":"https://www.softwareadvice.com.au/software/17476/allbound","@type":"ListItem"},{"name":"LeadLander","position":7,"description":"LeadLander is a cloud-based sales enablement tool for midsize and large businesses that is designed for both inbound and outbound marketing. Users get a view of the website visitors that are responding to online campaigns. The solution is able to identify these visitors regardless of the browser or device. The dashboard provides an overview of the most recent visitors and a search function with a geographical breakdown. Users can identify the pages most viewed by website visitors to check the success of marketing automation campaigns.\n\n\nMarketing and sales staff can generate customized reports that provide specific information about the companies and people who have visited the site. The solution comes with multiple user licenses to check web traffic and visitors. Other features include lead scoring, watchlist alerts, daily and weekly email reports, integration with contact forms such as Hubspot and Marketo and email marketing tools like VerticalResponse.\n\n\nLeadLander provides customer support and training for its clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e9a3b2c9-a801-4d72-bee9-df61a2b41e17.png","url":"https://www.softwareadvice.com.au/software/77667/leadlander","@type":"ListItem"},{"name":"SalesExec","position":8,"description":"SalesExec is a cloud-based sales automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. SalesExec captures both inbound phone calls and web leads, and intelligently prioritizes their delivery to salespeople and teams.  The solution is easily configured for any vertical, with built-in best practices to improve sales efficiency.\n\n\nSalesExec integrates with RingResponse, enabling salespeople to quickly reach prospects via Text SMS or email nurture while improving contact rates with local presence dialing, transfer capabilities, screen pops, dynamic scripts, and the ability to leave pre-recorded voicemails. With a simple user interface designed for salespeople in a high-velocity sales environment, they have everything they need to reach more prospects.\n\n\nSal;esExec sales acceleration features a robust API, and the company provides professional services to integrate with all your favorite internal applications. Additional capabilities include Android and IOS mobile applications, animated scoreboard reports, customized dashboards for management, workflow automation, lead routing, scripts, guided selling, pre-built lead source integrations, and IVR phone capture and routing. \n\n\nPricing is available for small businesses or enterprises on monthly and annual subscriptions per active user.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/089ed9e9-82cd-47e5-a584-769ea29676b5.png","url":"https://www.softwareadvice.com.au/software/28129/salesexec","@type":"ListItem"},{"name":"Referral Maker CRM","position":9,"description":"Referral Maker® CRM is a user-friendly solution designed for real estate professionals. Based on the relational marketing model, Referral Maker helps users generate a steady stream of reliable leads through referral and repeat business. The intuitive design helps agents maximize their sales efficiency by focusing their attention on the clients who are most likely to refer them.\n\n\nOnce users upload and sort their databases into five categories, Referral Maker CRM will create a personalized plan of lead generating activities to ensure contact with their top clients. The Priority Action Center (PAC) feature creates a daily activities list, and the CRM even offers a catalogue of dialogues to reference when following up with clients.\n\n\nOne of the features we like about Referral Maker is their Business Dashboard, which gives users a snapshot of their current transactions. It tracks metrics in real-time, including average list price, average sales-to-close ratio, commission, and even upcoming appointments.\n\n\nReferral Maker integrates seamlessly with social media, including Facebook, so that users can optimize their social media strategy. It also links social networks directly to email marketing campaigns, giving the opportunity to expand and enhance relationships through social media.\n\n\nThis real estate specific CRM delivers easy-to-use features and cutting-edge technology for better tracking and lead follow-up. It’s a great option for professionals in the industry who want to stay organized and build their businesses through relational marketing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9601dc6-ce46-4491-b2b5-07d2abb267fc.png","url":"https://www.softwareadvice.com.au/software/3072/referralmaker","@type":"ListItem"},{"name":"Salesken","position":10,"description":"Salesken is a sales enablement platform that helps businesses leverage artificial intelligence (AI) technology to generate leads and streamline communication with clients through various channels such as calls, emails, chats and web conferences. Professionals can monitor the entire sales pipeline and determine customers' intent to qualify leads.\n\n\nSalesken comes with a dashboard, which enables administrators to monitor sales executives' performance and provide targeted feedback accordingly. Managers can track the entire sales pipeline and maintain a call disposition log to record client interactions. Additionally, it lets businesses transcribe calls, schedule follow-ups and identify prospects' contextual cues.\n\n\nSalesken provides mobile applications for iOS and Android devices, which allow organizations to interact with clients using an in-app dialer. Pricing is available on request and support is extended via an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/21f26a4f-bd53-4f59-94a9-91b385a3b8c4.png","url":"https://www.softwareadvice.com.au/software/115419/salesken","@type":"ListItem"},{"name":"DealCloud","position":11,"description":"DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to configure user permissions, create organizational strategies and record client/lead interactions in a centralized repository.\n\n\nUsing DealCloud’s pipeline management functionality, administrators can configure workflows, dashboards, reports and notifications for team members and business units. Features include collaboration, analytics, email marketing, custom forms, risk assessment and more. Additionally, the platform allows supervisors to run promotional email campaigns, manage leads and view engagement metrics including the open or click rates of emails.\n\n\nDealCloud comes with an application programming interface (API), which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga and more. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c49a400c-8cf5-4730-86a2-7162dd0e9bbd.png","url":"https://www.softwareadvice.com.au/software/115695/dealcloud","@type":"ListItem"},{"name":"Impel","position":12,"description":"Impel's AI Operating System helps automotive and specialty retailers and OEMs unify and optimize the entire customer lifecycle across marketing, merchandising, sales, and service.\nImpel is harnessing the power of AI to transform automotive retailing and has become one of the largest vertical AI companies in the world. The company’s industry-leading Automotive AI Operating System helps retailers and OEMs unify the entire customer journey—fueling faster decisions, deeper connections, and measurable impact at every step along the way. The company’s solution leverages proprietary consumer behavioral data and generative conversational AI, assistive AI, and agentic AI technology to deliver hyper-personalized experiences at every touchpoint. \n\nImpel’s fully integrated platform works seamlessly with all major website, CRM, DMS, inventory, and marketing platforms to deliver greater customer engagement and increase staff productivity. \n\nImpel’s technology platform has become the industry standard for enterprise-grade automotive AI. Unlike generalized, open-source Large Language Models (LLMs), Impel’s verticalized AI platform was designed specifically for automotive retailing. Powered by state-of-the-art generative AI technology paired with a mix of proprietary models and foundational LLMs trained on more than 100 million automotive consumer interactions, Impel delivers the auto industry’s most powerful conversational experience. \n\nBy automating many of the tasks associated with responding to consumer inquiries and following up with customers, dealership sales and service personnel are freed up to focus on higher-value customer relationship-building activities. Impel’s full lifecycle communication platform provides vehicle retailers with a unified solution for delivering more engaging experiences while at the same time increasing customer lifetime value and profitability.\n\nImpel’s AI Operating System unifies sales, service, marketing, and merchandising into one coordinated system—so dealers and OEMs convert more demand, move faster, and operate with less friction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/654a4e10-060f-405d-9a63-16ff863301f1.png","url":"https://www.softwareadvice.com.au/software/83577/spincar","@type":"ListItem"},{"name":"Ring.io","position":13,"description":"Ringio is a cloud-based call center management solution that features a CRM dialer, call routing, analytics and more. It’s used by sales teams in many industries such as healthcare, media, non-profit and banking.\n\n\nThe system can integrate with SalesForce.com, Zoho CRM and Google Contacts. These integrations allow businesses to route calls based on a variety of fields such as lead owner, pipeline stage and customer tier. It provides click-to-call capability directly from the CRM system and also automatically logs and records calls.\n\n\nRingio can be used with a wide range of devices including Macs, PCs, iOS devices Androids, softphones like Skype and IP phones such as Polycom or Cisco. From the mobile app, users can sync contacts, check voicemails and make calls from their business number.\n\n\nNew and existing users can access Ringio’s support and resources pages directly on their website; it consists of FAQs, a knowledge base, a blog, video guides and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f4b86560-08fb-414a-abf9-4b248cfaf093.png","url":"https://www.softwareadvice.com.au/software/18320/ringio","@type":"ListItem"},{"name":"W3B CRM","position":14,"description":"w3bCRM combines contact database and sales and project management with email marketing and invoicing functionality for small and mid-size businesses. Sales functionality includes a contact database, where users can record information about prospects and track which should receive follow-up. Users can also define and map lead territories and create visuals that highlight the performance of various channels. Users can also download the report in CSV format.\n\n\nProject management functionality allows users to define projects, specify start and end dates, list project leads and resources and assign tasks to team members. The project management functionality also offers an option to send invoices.\n\n\nw3bCRM provides marketing tools including newsletters, email campaigns and MailChimp integration. It has a built-in HubSpot API so users can import contact from Hubspot CRM. The Dashboard allows users to view sales results and add, edit records.\n\n\nAdditionally, w3bCRM offers online training, in-office training and video tutorials and CRM customization options.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/eadbb0cb-b77e-4261-ab22-78acc9d93c71.png","url":"https://www.softwareadvice.com.au/software/19727/w3bcrm","@type":"ListItem"},{"name":"Results","position":15,"description":"Results is an all-in-one CRM for Service Operations and Field Service Management. \n\nThe award-winning software offers a 360-degree view of your entire organization. Streamline operations and enhance customer relationships by managing your contacts, sales, projects, scheduling, and billing with Results. \n\nResults offers seamless integration with QuickBooks and other popular apps. \n\nIn field service, our solution ensures adherence to compliance, streamlined communication, automated workflows, optimized scheduling, and real-time tracking for various field and trade services. This comprehensive suite of solutions provides operational excellence, scalability, and user-friendly interfaces, fostering success across service industries. \n\nThe Field Service Management solution also optimizes operations for office workers by automating scheduling and planning while empowering field workers with tools for estimating, invoicing, scheduling, and access to comprehensive customer views. \n\nResults Software enhances service operations by centralizing customer relationships while offering a comprehensive view of client history. Manage contacts, sales, projects, scheduling, and billing with QuickBooks and popular app integrations for enhanced efficiency. \n\nKey Features and Benefits include:\nCRM and Contact Management - Centralize client relationships with a 360-degree view. Manage prospects, sales, projects, billing, and notes, ensuring a comprehensive understanding and fostering strong client connections. \n \nScheduling and Service Delivery - Efficiently manage team workflow, oversee field operations, and ensure consistent service delivery with automated triggers. Achieve organizational alignment and operational excellence for enhanced service outcomes. \n \nEstimates and Sales Orders - Leverage sales functionality to convert leads into opportunities. Manage sales estimates, orders, and invoices to attract new customers and set them up for long-term success. \n \nProject Management - Optimize business processes with seamless onboarding for new team members. Increase profitability with a focus on key outcomes and investments for the highest impact. \n \nTime Billing and Invoicing - Capture before-and-after pictures and signatures and create quotes and invoices onsite. Ensure accurate and efficient billing processes, enhancing overall project and financial management. \n \nInventory Management - Standardize and automate key business processes to drive efficiency and consistency. Focus on key outcomes and distribute time and resources for the highest impact, leading to increased profitability. \n \nDocument Storage - Ensure easy access to essential documents, improving collaboration and providing a centralized repository for critical project information. \n \nField Services - Facilitate real-time updates from the field access live checklists, schematics, and job materials. Enhance onsite efficiency, capture crucial data, and streamline communication for effective field service operations. \n \nContacts Web Portal - Provide clients and partners with dedicated access to pertinent information, creating a transparent and collaborative environment. \n \nWorkflow Processes - Implement automated workflows to perfect business processes, fostering organizational efficiency and ensuring consistent service delivery. \n \nKey Performance Indicators (KPIs) - Monitor and measure organizational performance with robust KPI tracking, gaining actionable insights for continuous improvement and informed decision-making.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d63ac6b5-59db-43b5-b0f3-cf4307f37a82.png","url":"https://www.softwareadvice.com.au/software/437635/results-crm","@type":"ListItem"},{"name":"Surefyre","position":16,"description":"Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.\n\n\nKey features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.\n\n\nThe built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.\n\n\nSurefyre is available on per user per month subscription that includes support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9f53acc-a1e8-42d4-af89-bd31f697eeba.png","url":"https://www.softwareadvice.com.au/software/53433/surefyre","@type":"ListItem"},{"name":"SmartOffice","position":17,"description":"SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, broker/dealers and banks, the centralized platform helps improve marketing and reporting capabilities of businesses.\n\n\nFeatures of SmartOffice include multi-custodian aggregation, daily rate-of-return calculation, custom reporting, fee billing automation, a client mobile portal, anomaly monitoring, team onboarding, data conversion, cybersecurity and financial planning integration. Its fraud scrubbing module allows users to detect fraud and identify suspicious transactions to ensure brand reputation. \n\n\nAdditionally, SmartOffice allows users to track product and policy details, account values, activities, new businesses, in-force policies and provides an overall picture of client financials. It comes with pre-built templates related to birthdays, holidays and other important life events.\n\n\nSmartOffice can either be deployed on-premise or hosted in the cloud. Pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19a84ee5-149f-4b97-8ce9-c54b001cbaa4.jpeg","url":"https://www.softwareadvice.com.au/software/8398/smartoffice","@type":"ListItem"},{"name":"Revamp CRM","position":18,"description":"Revamp CRM is an all-in-one CRM for your sales, marketing and e-commerce teams. You can track activities, deals and orders, and manage, segment and email your customers. You can also create workflow automations for everyday operations. Your account is accessible from any web browser or a mobile app (available on Android, iPhone, and iPad).\n\n\nRevamp CRM offers unlimited contacts & deals support, and you can import contacts, organizations, deals, tasks or notes from other systems (in CSV format). It can collect data automatically from more than 80 popular cloud applications either directly or through Zapier. Revamp Lead Clipper can add leads to your CRM account with just one click.\n\n\nRevamp CRM's 360-degree contact profile offers a detailed view of everything you need to know about a client or prospect including notes, emails, tickets, invoices, files and tasks. You can use the built-in powerful segmentation to make further bulk-actions, send an email campaign or run a workflow.\n\n\nEnjoy a drag & drop visual sales pipeline with customizable stages, multiple pipelines for different products and multiple currencies support. Coupled with slice and dice sales reports, task tracking and automatic follow-up reminders, making sure that you do not lose sight of your deals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/edc51a2d-81a8-46fa-b999-fa36b7ca2620.png","url":"https://www.softwareadvice.com.au/software/81774/revamp","@type":"ListItem"},{"name":"Cool Life CRM","position":19,"description":"Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features include lead management, financial management, marketing automation integration, expense tracking and segmentation capabilities.\n\n\nCool Life CRM’s users can integrate the solution with their existing business processes and also manage communications, transactions, documents and more in a central database. The solution’s segmentation and account-based nurturing capabilities help users to manage interactions and communicate with customers individually or in bulk. \n\n\nAdditionally, Cool Life CRM features a custom reporting module that enables users to keep track of their organizations' performance.\n\n\nPricing is per month. Support is available via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/93077781-803d-4a3b-9e5c-1cbcf285faa2.png","url":"https://www.softwareadvice.com.au/software/9722/cool-life-crm","@type":"ListItem"},{"name":"CreatorIQ","position":20,"description":"CreatorIQ is the leading cloud solution for global enterprises to manage and optimize influencer campaigns at scale. It is the platform of choice for companies like Airbnb, CVS, Disney, Edelman, Mattel, Omnicom, Ralph Lauren, Salesforce, Unilever, and other global enterprises. CreatorIQ offers a true end-to-end solution for social brand advocacy.\n\n\nKey platform features include:\n\n\n- Industry-leading creator discovery\n\n\n- Campaign management and workflow tools\n\n\n- An enterprise-grade talent CRM\n\n\n- Beautiful social reporting\n\n\n- Complete white-labeling\n\n\n- A robust API\n\n\n- Fraud analysis\n\n\n- Talent approval sheets\n\n\n- Payout and onboarding tools\n\n\n- Much, much more","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fdd4d8c9-dbdf-4315-ae4f-82005a68bd8a.png","url":"https://www.softwareadvice.com.au/software/173311/creatoriq-social-crm","@type":"ListItem"},{"name":"Oracle Cloud CX","position":21,"description":"For companies looking to meet the high service expectations of their customers, Oracle Cloud CX ensures that each and every customer is valued and supported. The customer experience suite gives businesses the tools needed to deliver great experiences that not only build and maintain loyalty but drive revenue.\n\n\nOracle Cloud CX provides expansive customer experience applications across the entire stage of each customer's journey: the Internet, contact centers and social networks. It's an ideal fit for companies with dense consumer networks in a variety of industries, including retail, travel and entertainment, the public sector and online services.\n\n\nMany customers use the web constantly: for work, research, entertainment and more. Oracle Cloud CX gives a company's consumers a supportive, branded online experience from a computer or smart phone, providing anytime access to conduct research, resolve issues and purchase goods and services. Today's consumers are also constantly on the go - they are just as likely to visit your site on their smartphone as they are a desktop computer. This system optimizes services for myriad smart devices to provide a consistent web experience. \n\n\nWith Oracle Cloud CX, businesses can monitor and respond to feedback from customers on the social media channels, as well as integrating social media into the company's brand strategy, an important tool in today's market to increase customer satisfaction and build loyalty.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a271b76-66f2-4ac7-9686-4184eee7fc14.png","url":"https://www.softwareadvice.com.au/software/1822/rightnow-cx","@type":"ListItem"},{"name":"Skynamo","position":22,"description":"Designed for manufacturers, wholesalers, and distributors, Skynamo is an all-in-one mobile-friendly field sales platform that allows field teams to easily capture orders and access accurate product and pricing information from anywhere, anytime. With Skynamo, managers and business owners have visibility over valuable sales activity and business insights in real-time.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a4f5f566-9fcb-4dbb-bac6-333371d0c46c.png","url":"https://www.softwareadvice.com.au/software/122767/skynamo","@type":"ListItem"},{"name":"Fieldpoint","position":23,"description":"Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With over 25 years of industry experience, this software delivers an all-in-one solution that transforms service organizations to run leaner, smarter, and more profitable businesses with reliable ERP integrations.\n\nFieldpoint invests in R&D. Therefore, with consistent product enhancements and mobile capabilities, it offers a complete and connected field service management software. It is an integrated application set with special industry extensions, giving businesses a suite with the right functionality for specific requirements.\n\nOrganizations can customize workflows and configurations in Fieldpoint for any business need without investing in constant upgrades and updates. The software’s workflow development maximizes operational efficiency, increases revenue, reduces costs, and improves customer satisfaction. It ensures consistent progression of the service delivery process from the office to the field while being adaptable to the evolving business needs through flexible configuration. The system caters to business-critical workflows like approval processes, quote management, procurement, high severity calls, installations, and service. Fieldpoint enables companies to boost profitability with advanced analytics. It has business intelligence tools to create reports to quantify business success.\n\n\n\nEach project begins with a quote and is expanded as the project progresses to include all necessary job costing and scheduling features. Appointment and Service Activity modules account for the cost of time and labor and can incorporate this information into the billing cycle.\n\n\nGraphs help users visualize project margins and costs at different phases of projects: estimates versus actuals and percentage of completion. This job-costing structure provides necessary information for managing resources, as well as estimating potential revenue.\n\n\nIn addition, all invoicing and billing can be managed from within Alert Stratus. Billing triggers can be added to a project based on a variety of factors, such as a specific date, the percentage of project completion, an important milestone, or billing based on task completion.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/315c067b-5518-44cf-8845-575780dc0b29.jpeg","url":"https://www.softwareadvice.com.au/software/173485/fieldpoint","@type":"ListItem"},{"name":"MDidentity","position":24,"description":"MDidentity is a reputation management solution designed to help healthcare providers manage online reputation and gather patient reviews. It is used by medical practices, clinics, and healthcare organizations to streamline reputation management while adhering to HIPAA compliance standards.\n\nThe platform includes a dashboard that facilitates review generation through automated patient outreach via email and SMS. It offers features such as patient-type segmentation, re-engagement campaigns, and a three-question survey system to assess patient satisfaction with providers, locations, and services. The surveys are designed to minimize patient fatigue. Users can access reporting tools with dashboard widgets and performance indicators to monitor review conversion rates and satisfaction trends. MDidentity supports multi-location practices and ensures HIPAA compliance for all patient communications.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3cfbc201-939d-4285-a2d0-62e565190e4f.png","url":"https://www.softwareadvice.com.au/software/179017/patientspectrum","@type":"ListItem"},{"name":"TopBuilder","position":25,"description":"Easily manage customer relationships, construction bids & proposals, email marketing and more - all from one platform designed for specialty contractors.\n\nIntegrates with:\nProcore\nSpectrum\nSage\nBuildingConnected\nViewpoint Spectrum\nViewpoint Vista\nAcumatica\nBid2Win\nSTACK\nand more...\n\nTopBuilder’s contractor software equips business owners, sales & marketing leaders, and estimators with an essential platform that combines business development with the accounting, estimating and project management tools your team already uses, bringing all your data and documents into a single workspace. TopBuilder maximizes operational efficiency and provides unmatched visibility into how each project impacts your bottom line.\n\nWe are a CRM+BI platform. \nYour decisions are only 
\nas good as your data.\nMany construction companies struggle to get full value from their data.\n\nData sources may be scattered across the company, the cloud, and third-party applications, requiring tedious effort to collect and consolidate. A lack of tools and skills makes it difficult to draw meaningful, actionable insights from raw data.\n\nTopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results.\n\nCompanies that effectively use analytics are:\n\n2x More Likely to have top-quartile financial performance.\n3x More Likely to have decisions executed as intended.\n5x More Likely to make decisions faster than their competition.\n\nSome of the dashboards we offer are:\n\nSales & Revenue Dashboards\nBid Management Dashboards\nWorkforce & Job Resource Dashboards\nMarketing Dashboards\nIntegration Dashboards\nPlus a Custom Dashboard Option\n\nReady to make better, data-driven business decisions?\nWhether you need to clearly forecast revenue, streamline your bidding process, enhance your marketing efforts, or empower your team to improve project delivery, TopBuilder ContractorBI™ dashboards equip you with the tools to achieve your business goals more effectively and efficiently.\n\nContact us today to see first-hand how intelligent dashboards and actionable analytics tailored for specialty contractors can power your success.\n\nEquip yourself with the tools to achieve your goals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/47243cc0-f81e-4df3-98b0-ed1747401017.png","url":"https://www.softwareadvice.com.au/software/45265/topbuilder-solutions-crm","@type":"ListItem"}],"numberOfItems":25}
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