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Real-estate CRM connecting property searches, follow-up, and brokerage operations

Salesforce-based real-estate CRM linking listings, customer work, and transactions

Customer context and sales workflows connected to CRM records

AI platform that captures emails, calls, and meetings and updates CRM or AMS records.

An AI-native CRM that runs prospecting, enrichment, reporting, and call intelligence in one system.

Share lease accounting and standardized financial data with accounting clients

AI customer service platform and CRM for B2C and B2B teams

Account and contact management with bulk updates, opportunity history, and task automation

Compare budgets and forecasts across linked financial statements

UK small-business HR for time off, starters, and employee records

Collect client accounting data in a consistent format for review

Sales opportunities and quotations with separate overwrite and amendment choices

Build a sales handoff around account fit and a triggering signal

Sales CRM with team-specific quote rules and approval-aware revisions

Lead-to-deal conversion that carries communication into a linked sales record

Configurable sales boards with customer activity, routing and follow-up automation

Sales contact research and reusable lists with shared data credits

B2B CRM that gathers contact context from connected tools

Calling-focused CRM with event-triggered WhatsApp follow-up workflows

Configurable sales workflows with shared spaces for collaborating teams

Connect online and offline marketing touchpoints with CRM opportunities and revenue.

Advisor CRM connecting client communication, meetings and policy context

Sales CRM for lead separation, opportunity tracking, and account context

Company and opportunity records connected with the team's Outlook conversations