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300 resultsBloks
bloks.appBloks is software for financial advisors that captures meetings, emails, and documents and keeps client records current.
Tailor Brands
tailorbrands.comBusiness formation, compliance, branding and growth tools in one platform.
Lawmatics
lawmatics.comMatter pipelines whose stage and status control different parts of the view
Law Ruler
lawruler.comLegal intake forms with case-specific fields and conditional follow-up rules
Corefactors
corefactors.aiLead assignment rules that account for territory, capacity and availability
Coevera
coevera.comVisual B2B sales pipelines with guided selling and no-code automation
Leadrat
leadrat.comReal estate lead follow-up with ownership, history and status filters
OnePageCRM
onepagecrm.comA sales CRM organized around the next customer follow-up
17hats
17hats.comSmall-business CRM with connected booking, documents, and workflow tasks
Membrain
membrain.comComplex-sales CRM with milestones, sales aids, and account plans
Capsule
capsulecrm.comContact records, sales visibility, and a connected daily task list
Workbooks
workbooks.comCRM joining opportunity forecasts with customer service and optional commercial operations
CarrotCRM
carrot.comAction-based investor CRM requiring a next step and deadline
Salesmate
salesmate.ioCustomer records, sales conversations and follow-up in one workspace
Keap
keap.comCRM-based automation for lead capture and customer follow-up
Map My Customers
mapmycustomers.comField-sales execution with territory planning and visit context
REsimpli
resimpli.comInvestor CRM with event-triggered routing and an audit trail for follow-up
CentraHub CRM
centrahubcrm.comLead capture and sales follow-up connected with a broader customer lifecycle
SugarAI
sugarai.comB2B sales CRM with guided workflows and ERP-informed account intelligence
Lead Forensics
leadforensics.comRoute visiting-company activity into an owned sales follow-up