Best CRM Apps for iPad of 2025 - Page 17

Streamline the workflow in your organization from the initial customer interaction to invoicing with our intuitive CRM and project management software. Businesses utilizing Simplicate are statistically outpacing their rivals in growth. For agencies, achieving an optimal workflow is crucial. By integrating Simplicate with Jira, we've significantly enhanced our efficiency. Envision your organization experiencing a seamless flow from the first customer touchpoint all the way to billing. Picture your business reaching new heights of success; it’s entirely up to you to define what that success looks like. Whether your goal is to increase revenue per employee, maximize your team's capacity, or simply to free up time to create exceptional offerings for your clients, we are here to assist. Our objective is straightforward: to enhance your success as a service provider. We accomplish this by eliminating unnecessary complexities from your daily operations, ensuring a smooth process from the initial customer contact through to invoicing. Simplicity is at our core, and that’s exactly why we are named Simplicate. With us, you can focus on what truly matters: delivering excellence to your customers.

Pepper Cloud is the best AI-powered Sales CRM software for small and mid-sized businesses. The platform integrates popular messaging channels like WhatsApp and Facebook to allow users to connect with customers and leads through their preferred communication channels. The CRM software includes features for managing sales pipelines, which allow users to customize stages and see real-time information about their sales activities. Pepper Cloud includes automation features to eliminate repetitive tasks. It also integrates with business tools such as Mailchimp, Xero and Zoom. The analytics dashboard gives users insights into their business performance. Pepper Cloud allows users to manage lead management, account tracking and nurturing, revenue forecasting, campaign tracking, customer interaction tracking, and sales pipeline visualization. With its generative AI technology, AssistAI, it elevates sales productivity by auto-capturing and nurturing leads, automating the chat flows, managing tasks and activities, and more—all with precision and ease. Its no-code AssistAI chatbot can be deployed across multiple channels to handle customer queries instantly, escalate complex issues to human agents, and deliver 24/7 customer support.

Satisfied customers are well-informed customers. PortalCX is a comprehensive experience platform that provides a customizable portal for tracking project progress and automates communication to ensure customer comfort. With PortalCX, both you and your clients gain instant access to project updates through a user-friendly app that acts as a centralized communication hub for interaction, referrals, and promotional activities. Our easy-to-navigate application reflects your progress and automates customer service functions, enabling you and your clients to efficiently monitor tasks, while the integrated two-way communication and email features ensure smooth synchronization. The most exciting aspect? Everything is managed from a single platform. Ineffective communication can lead to heightened stress and increased cancellations. By offering real-time updates through PortalCX, customer trust is bolstered, resulting in a 20% reduction in churn and support expenses. Additionally, PortalCX consistently keeps clients informed about project developments and automatically encourages them to provide reviews and referrals, further enhancing your business’s reputation and customer engagement.

TeleCRM is an all-in-one sales CRM tailored to enhance tele-calling and WhatsApp interactions. This platform provides various features, such as a one-click dialer, call tracking, reminders, recording capabilities, and templates for quick WhatsApp outreach. It seamlessly integrates with various lead generation sources, including Facebook Ads, WhatsApp, and websites, which facilitates automatic lead capture and efficient follow-up processes. Additionally, TeleCRM simplifies task automation for common actions like sending welcome messages, assigning leads, and scheduling appointments. Its powerful reporting tools enable organizations to monitor their sales performance, team activities, and customer engagement effectively. Users can also customize the CRM extensively, adjusting their pipelines, fields, and dashboards, while designating roles for team members. By automating essential processes, TeleCRM enhances sales effectiveness and fosters a smoother experience for both customers and sales teams alike. This versatility makes it an invaluable tool for businesses striving to optimize their communication strategies.

Privyr is a mobile CRM tailored for professionals in sales and marketing who need an effective method to access, engage, and convert leads on the go, whether on their smartphones or laptops. It offers seamless integration with various popular lead generation platforms such as Facebook, TikTok, Google, and WordPress, and works effortlessly with communication tools including WhatsApp, SMS, iMessage, email, and phone calls. Users benefit from immediate notifications of new leads via both the Privyr app and email, providing instant access to contact details, personalized responses, and ad campaign insights. The convenience of a one-touch quick response feature allows for auto-personalized introductions through WhatsApp, SMS, or email, eliminating the need for typing, copying, or saving contacts, thereby streamlining the follow-up process. Additionally, Privyr facilitates lead distribution, enabling users to share leads through email and configure multiple recipients for each lead source, enhancing collaboration and efficiency in lead management. This powerful tool is an essential asset for anyone looking to maximize their online lead conversion efforts.

PlanProphet is a specialized customer relationship management and marketing automation solution designed specifically for the printing and graphics sector. Built on the Salesforce platform, it integrates flawlessly with print estimating software to deliver essential features like lead management, data analysis, and thorough customer relationship capabilities. By automating communication with customers—such as reminders for quotes and follow-ups after sales—PlanProphet significantly increases efficiency while improving the overall customer experience. This platform enhances the approval workflow by enabling users to send proofs directly to clients, monitor their status in real-time, and automatically dispatch reminders. Additionally, it includes a mobile application that allows users to retrieve customer information, generate and share quotes, and oversee potential clients instantly. With a project management feature powered by Asana, PlanProphet not only facilitates project tracking but also encourages streamlined communication and heightened productivity with ease. Overall, this innovative solution represents a significant advancement in how businesses in the printing and graphics industry manage customer interactions and project workflows.

Wave Connect provides an intuitive digital business card platform designed for professionals to share their contact details easily and securely. Users can customize their cards with logos, colors, and other branding elements to reflect their identity. The digital card automatically updates any changes to contact information, ensuring you always share the latest details. With multiple sharing options such as QR codes, NFC, and email, Wave Connect is ideal for networking events and business meetings. Additionally, its CRM integration and lead capture features streamline customer relationship management, making it a versatile tool for both individuals and enterprises.

Tap provides a modern digital business card solution that utilizes NFC and QR code technology, allowing professionals to effortlessly share their contact details, social media links, files, and more with just a simple tap. Users have the option to choose from a variety of Tap products, such as cards, stickers, and keychains, to match their individual styles. By installing the free Tap app, users can build a personalized profile that includes both personal and professional information, which they can update instantly. Once a Tap product is activated via the app, users can share their information seamlessly, with the recipients not needing to have the app installed to receive the details. Tap’s offerings are designed to be compatible with numerous devices, taking advantage of NFC technology for newer smartphones while still supporting QR codes for older models. Additionally, businesses can utilize Tap's platform to design and oversee digital business cards for their employees, enabling them to track interactions, uphold brand consistency, and gain access to real-time analytics regarding networking effectiveness. This innovative approach not only simplifies networking but also enhances professionalism in sharing contact information in today's fast-paced environment.

AccuLynx, the only all-in one roofing business management software, empowers roofing contractors to streamline their work and grow their business. Robust collaboration and project management features give roofers the ability to manage all aspects of the roofing job - from lead to close. AccuLynx was developed and supported in the USA with dedicated customer success resources included in every license.

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

MarketSharp offers an intuitive, online customer relationship management (CRM) platform tailored for contractors, remodelers, and professionals in the home improvement sector. Featuring mobile access and advanced functionalities such as scheduling tasks, estimating projects, managing leads, and overseeing projects, MarketSharp is designed to enhance customer satisfaction, drive qualified lead generation, improve sales closures, and boost production efficiency. By utilizing this software, businesses can streamline their operations and foster a loyal customer base that actively refers others.

Overseeing your sales pipeline can often feel like a daunting and laborious task, but Tubular, a comprehensive platform designed for sales tracking, collaboration, and workflow management, transforms this experience. This user-friendly solution equips sales teams with tools that effortlessly gather leads, enabling a concentrated effort on sealing deals. Among its many features are the ability to track leads from various sources, triangulate data for better insights, seamless integration with other tools, and support for multiple users collaborating effectively. With Tubular, the selling process becomes not only more efficient but also enjoyable and dynamic, reinvigorating your team's approach to sales. Ultimately, this innovative platform not only enhances productivity but also fosters a more engaging sales environment.

Knowify is a powerful job costing and project management tool for residential remodelers and commercial subcontractors. Knowify is accessible from anywhere and anytime. It offers a variety of tools that can be used to estimate and cost jobs, as well as service work tracking, scheduling, billing, and time tracking. Knowify helps you to grow your business.

Elevate and refine the customer experience using AskNicely, a cutting-edge real-time feedback platform built on the principles of the Net Promoter Score (NPS). This tool simplifies the process for brands and organizations to gather insights through one-touch surveys, enabling seamless sharing of real-time data with everyone from frontline staff to the CEO, and allowing teams to take swift action based on customer input. Additionally, AskNicely offers integration with the leading tools that businesses rely on daily, enhancing its usability and effectiveness. By leveraging this innovative solution, companies can foster a proactive approach to customer satisfaction and drive continuous improvement.

Oversee your entire sales process seamlessly with Sellsy, an all-in-one online customer relationship management (CRM) and sales management platform. Sellsy empowers sales teams of any size and sector to efficiently handle and monitor leads, generate quotes and invoices, and connect with customers effortlessly. Its modular design caters to the unique requirements of each team, offering a range of tools including business management, CRM/opportunity management, subscription management, point of sale, website blogging and e-commerce features, as well as tools for managing purchases, margins, and expenses. With its comprehensive functionality, Sellsy ensures that teams can streamline their operations and enhance customer engagement effectively.

SalesSeek is a versatile cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes, from small startups to large enterprises. Its core functionalities encompass contact management, sales funnel oversight, marketing automation, reporting tools, and email marketing capabilities. Additionally, SalesSeek offers seamless integration with a variety of platforms, including Sage One, QuickBooks, Zendesk, Facebook, and WordPress, enhancing its utility for users seeking a comprehensive CRM experience. This integration flexibility makes it a valuable asset for companies looking to streamline their operations and improve customer engagement.

Job Cost Inc.'s Mobile Resource Manager streamlines field service management by reducing paperwork and data entry. This fully scalable solution is built on Microsoft SQL and features drag-and drop scheduling, color-coded statuses, customizable statuses, one-click service detail, equipment and location tracking, as well as a service call history. Job Cost Inc.'s Mobile Resource Manager is available for iOS and Android. It allows users to use existing resources (subcontractors and people, equipment, and equipment) more efficiently and effectively.

Heartland Retail, formerly Springboard Retail, is a web-based POS system that's designed for multi-channel and multistore retailers. Same cloud POS that you love, for start-ups to enterprise-grade retail shops. We are more than a payment processing software. We get you and help you grow! With the Heartland family behind you, you can propel yourself into the next era in retail. Heartland Retail empowers its users to maximize every opportunity across all channels by providing better insight into Sales and Purchasing, as well as Inventory and Real-time Analytics through their intuitive platform. The mobile-friendly app for Android and iOS devices allows users to be on the move and ensure that their business runs at peak performance.

Crowdskout is a data-driven platform that merges people-focused analytics with mobilization and engagement tools, enabling you to deepen your understanding of and connection with your audience. You can gain enhanced insights into your existing members through our exclusive Civic Graph and Survey solutions, while also expanding your advocacy base by identifying similar audiences. Learn effective strategies to engage with your members for optimal impact, leveraging a fully integrated CRM alongside campaign management tools. Our Data Solutions provide a comprehensive overview of your members, empowering you to refine your current base or cultivate a new audience by utilizing our extensive data resources. Additionally, with the support of our experts, you can establish a robust Advocacy Center that fosters a thriving community. By enhancing your current membership or attracting new individuals from our data offerings, you can create a powerful platform for advocacy and engagement.

Omnichannel solutions to capture more feedback, analyze metrics that matter, resolve issues faster, and increase sales across all touch points. Personalization and real-time engagement can help you build stronger customer relationships. With modern messenger, you can reduce your sales cycle, provide better support, and tailor your marketing. There is no one-size-fits all. Our solutions can be combined based on your specific needs and challenges. You can create a customized experience management program that will help you listen better and resolve problems faster. Automate repetitive tasks such as triggering customer engagement sequences and alerting managers. Give your team superpowers to do more. Automate your digital processes and transform them with real-time automation. Automate the sending of emails, messages, and other communications to increase engagement across channels and collect real-time data.

In a unified platform, the Newspaper Manager includes a sales CRM and opportunities pipeline, a centralized ad order entry system, a built-in electronic signature system, production and project management, billing, digital pagination and editions, marketing automation, circulation, audience development, subscription management, an email verification system, and more. The application helps publishers streamline the entire print and digital advertising life cycles through the creation of ad orders or rate cards and ad inventory management. The ad order entry functionality allows businesses to create contracts, insertion orders, and invoice templates for print, digital, and display advertisements. Newspaper Manager includes Media Mate our AI-powered media assistant which does everything from content creation, to website segmentation, media analytics, and automated prospecting research.

Enhance customer interactions seamlessly with the exclusive CX Channel designed to optimize engagement, education, and overall lifetime value. Relay's Customer Feed™ revolutionizes customer involvement by providing an innovative platform that encourages learning and actionable steps, ensuring unparalleled lifetime value. This private and secure channel uniquely integrates the advantages of text messaging, email, and applications to offer a distinct approach to customer engagement, education, and exceptional service. Whether your needs involve communicating with patients regarding sensitive prescriptions or onboarding new banking clients, we have tailored solutions for every sector. By providing timely and personalized assistance, we empower your customers to overcome obstacles. The challenge remains: how do we prompt customer interaction with company content when they lack engagement? To address this, we prioritize ensuring that every customer is equipped with their own private, secure, and compliant engagement tool: the Relay Feed, paving the way for improved customer satisfaction and loyalty. Ultimately, fostering a proactive approach to customer engagement is crucial for long-term success in any industry.

As part of the Engage Suite of the JustRelate CX Cloud, PisaSales CRM is an innovative, comprehensive solution designed to transform how businesses manage customer relationships. Catering to various industries, it integrates cutting-edge technology with user-friendly design to enhance sales, marketing, and customer service. Experience customizable dashboards for real-time insights, seamless automation of sales processes, and integrated marketing tools for multi-channel campaigns. Benefit from superior customer service tools, mobile accessibility, robust analytics, and industry-specific solutions. Enhance operational efficiency, gain deeper customer insights, scale effectively, and deliver exceptional customer experiences with PisaSales CRM.

Ambassify serves as the preferred platform for crafting and implementing an effective employee engagement strategy, providing all essential tools within one cohesive system. Modern employees desire a sense of belonging to a greater mission; they seek to feel appreciated, included, and trusted in their roles. They aspire to align themselves with your organization and to recognize the significance of their contributions. Enhancing employee engagement leads to increased happiness, productivity, and a reduced turnover rate. Regular and transparent communication is vital; it fosters trust, enhances engagement, and ensures that employees feel informed about company developments and events. Effective communication thrives on dialogue, creating a workplace environment where employees feel a genuine connection to both the company and their tasks. Encouraging participation and valuing employee feedback can yield invaluable insights that benefit the entire organization. Ultimately, fostering strong engagement not only strengthens the workforce but also propels the company toward greater success.

Having a comprehensive summary of clients, customers, and all relevant contacts consolidated in one location will help you and your team save valuable time. By efficiently tracking and finalizing sales prospects, you will enhance the number of projects successfully completed. The calendar and planner feature offers a clear 360° view of meetings, their minutes, and the weekly activity plans for the sales team members. Intrix CRM delivers a holistic perspective of customers along with a summary of all sales activities conveniently housed in one platform. For every client, you can keep track of all essential details, which can be documented by either you or your colleagues. This accessibility empowers your employees to cultivate outstanding business relationships with customers, as all vital information is readily available. Intrix CRM also facilitates the integration of data from Bisnode, allowing you to access not only contact details but also financial insights of the targeted companies in Croatia, Slovenia, Bosnia and Herzegovina, and Serbia with just a single click. This streamlined process ultimately enhances both efficiency and productivity within your sales operations.