Search results

Real-estate CRM with transaction checklists and client updates

Action-based investor CRM requiring a next step and deadline

Relationship CRM with contact boards, stage-triggered follow-up, and inbox connections

Agency recruitment with saved searches that trigger follow-up tasks

Newsletters and follow-ups with tracked-link corrections after sending

Customer feedback collection connected with follow-up workflows

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

Queue-based sales work with adaptive scripts and timed follow-up

Point-of-service ratings with follow-up reasons for different sentiments

Contact records and sales pipelines with configurable follow-up automations

A sales CRM organized around the next customer follow-up

Survey data collection with case IDs linking follow-up submissions to existing records

Lead capture, audience segments and email follow-up in one platform

CRM-based automation for lead capture and customer follow-up

Account-linked sales tracking with quotes, follow-ups and pipeline reporting

Client-centred practice management for accounting and tax firms

Coordinate project tasks, Kanban plans, timesheets, budgets, and customer progress in ERPNext.

Accounting practice projects connected to time, client documents and billing

Philippine app banking with Solo Stashes and owner-controlled group savings

Recurring accounting work with templates, assignments and deadline tracking

A real-estate website and CRM sharing buyer search and follow-up context

Creator campaigns with draft approvals and publication tracking

Search a publisher's social queue with deliberate filters and saved views

Swap pricing with external feeds and on-chain proofs