Best CRM Apps for iPad of 2026 - Page 25

Equip your team with essential resources to elevate customer satisfaction levels. Establish a set of questions, organize surveys, and gather feedback via SMS or email, while utilizing NPS dashboards to directly capture customer satisfaction data from your website and mobile applications. Analyze real-time CSAT and NPS metrics to enhance the overall customer experience. Streamline routine processes such as sending reminders and payment updates, while facilitating digital communication to foster engagement and maintain strong relationships with customers, vendors, and employees alike. Create your online surveys in just a few minutes, ensuring accessibility across all devices. Observe survey outcomes in a graphical format and in real-time. Customize your survey questions, schedule the surveys, and receive feedback through SMS, email, and mobile platforms while reviewing CSAT and NPS data on dynamic dashboards. CHI® Express provides you with the tools to assess customer experience, CSAT, and NPS metrics as they evolve. Transform your ideas into survey questions by determining the type of data you need and selecting the relevant question format. This approach not only improves engagement but also provides invaluable insights into customer preferences and behaviors.

TikaDevice, a data integration platform and analytics platform, provides Sales Representatives with customer insights and tools. It also offers proprietary analytics that can easily be accessed from anywhere. This allows for better communication between customers and sales leaders, greater visibility into management, and, most importantly, increased sales.

Let’s capture your customers' attention no matter where they are and create a seamless online experience filled with the content they seek, coupled with prompt follow-up that leaves a lasting impression to drive sales. From mobile presentations and event lead capture to offering product details in retail and even immersive 3D environments, Zuant Cloud enables you to access all your data and analytics to determine what strategies are effective or need improvement. This innovative type of experience allows your budget to stretch further while engaging customers and enhancing their experience, all while accelerating sales cycles. It's the ultimate wish for every Sales Executive: transforming lead capture and presentations into enjoyable and effortless activities, whether at daily events or trade shows. Finally, lead capture can happen wherever you need it, leveraging the convenience of QR codes that, while established for decades, are now more user-friendly than ever on mobile devices, making it the fastest way to guide customers online and kickstart their journey. Embracing these advancements not only boosts customer engagement but also streamlines the entire sales process, making it a win-win for businesses everywhere.

Enhance your online platforms by leveraging customer insights. Gather immediate feedback from all your digital channels to elevate the overall customer experience. Utilize this feedback to delve into the reasons behind your data trends. Pose pertinent questions to your users at critical points during their journey, empowering you to make well-informed choices. By collecting real-time insights, you can refine your website effectively. Replace guesses with actionable insights derived directly from visitors, allowing you to identify what is effective and, crucially, what needs attention, thereby enabling proactive enhancement of your website’s conversion rates. Additionally, solicit in-app feedback to enhance the overall experience of your mobile application. By seamlessly integrating feedback mechanisms into your app and engaging users at strategic moments, you can pinpoint improvements that lead to coveted 5-star ratings on app stores. Move beyond merely tracking open and click-through rates; discover users' perceptions of the content you provide and leverage their feedback to drive enhancements. Ultimately, a continuous loop of feedback will not only refine your digital presence but also foster deeper connections with your audience.

Streamline your administrative responsibilities and provide an exceptional customer experience with our comprehensive Field Service Software. With fieldd's understanding of your team’s locations, job durations, and pricing structures, it can recommend optimal availability to your clients. Our Online Booking Portal includes features for payment processing, customer profiles, direct messaging, and real-time job tracking. You can effortlessly tailor the entire service experience for your home service business using the fieldd CRM. Designed specifically for shop and mobile service companies, as well as those offering solely mobile or pickup and drop-off services, fieldd reduces the need for additional administrative personnel by handling the heavy lifting for you. It is easy to train fieldd to adapt to your home service operations, allowing it to manage your routine tasks efficiently. Additionally, you can create precise service areas in the fieldd CRM, factoring in travel times to guarantee your personnel arrive punctually and maintain schedules without delays. By implementing fieldd, you can focus on growing your business while ensuring a seamless service delivery.

Our cloud-based, enterprise-level appointment scheduling and visitor management platform combines on-location and digital channels. It provides self-service booking and curbside pick up, online and physical queuing as well as callback requests, wait time tracking, virtual meeting support, and contact center integration. This personalized experience, whether in person or digitally enhances client engagement, increases revenue generating opportunities and balances workforce staffing. It also provides key insights that organizations can't capture using their CRMs or calendars. We are the frictionless layer that sits on top of all those technology pieces, allowing for meaningful connections through a simpler engagement process.

Union | platform offers a comprehensive digital backbone that fosters innovation, smart automation, and transformation across various domains. Its modules encompass essential functions such as client records, messaging, deal management, payments, accounting, and reporting, enabling efficient management of vital business processes. With an agile architecture that is both customizable and Cloud-hosted, this platform ensures seamless operations and adaptability. Supporting a wide array of financial services, including Banking, Credit Unions, and Lending, the digital core presents a fully integrated infrastructure from front to back for delivering financial services. Utilizing advanced technology, your business gains the flexibility, scalability, and efficiency needed to thrive while maintaining reliability. The landscape of Financial Services is evolving rapidly; shifts in client demands, market dynamics, and technological advancements are transforming the industry at an unprecedented pace. Organizations that rely on outdated legacy systems find themselves at a disadvantage, while those embracing digital advancements are able to secure a competitive edge by realizing both immediate and sustainable benefits, positioning themselves for future success.

Satuit Technologies was acquired by Tier1 Financial Solutions 2021. It is the premier provider CRM, reporting and portal software solutions for Buy-Side, Hedge Fund, Wealth Management, Private Equity, and Real Estate Markets. The company has offices in Canada and the United States and serves clients in over thirty-five countries.

Save several hours each week by utilizing automation for your data insights. Quickly address challenging questions, enhance decision-making, and streamline your service operations. Respond promptly to fluctuations in your performance metrics while managing service expenses effectively. Uncover the underlying reasons for service inquiries and proactively reduce future tickets to provide outstanding service. Demonstrate the return on investment of your customer experience efforts and illustrate the significant impact your team has on customer experience. Insights will pinpoint the specific areas where your service can be enhanced. Gain a deeper understanding of the true factors influencing customer satisfaction, team efficiency, and overall costs. Are you prepared to look forward to your work and feel empowered? Insights facilitate more personalized and effective one-on-one coaching and training sessions. This AI-driven insights platform is designed specifically for leaders in customer service. Move away from arbitrary ticket evaluations and concentrate on what truly matters. Unearth chances to enhance your workforce, service protocols, and product offerings while fostering a culture of continuous improvement. Embrace a transformative approach to elevate your service quality and team performance.

T3 specializes in the hospitality sector, operating out of Mumbai and encompassing hotels, resorts, clubs, and restaurants, and provides businesses with effective solutions to automate their entire operational processes. Their CRM for hotels and resorts empowers the hospitality industry to adopt contemporary practices that enhance business operations and facilitates adaptation to innovative business models. The CRM for the hospitality sector efficiently manages and oversees marketing activities, lead generation, inquiry management, customer databases, planning, and scheduling, catering to both single-site and multisite environments. This system ensures rapid access to organizational data for all stakeholders, making data visibility seamless and straightforward. T3 equips hoteliers with a comprehensive platform that integrates various departments, including call centers, marketing, sales, customer service, help desks, inventory management, loyalty programs, and reservation systems, providing clients with a holistic view of their operations. By streamlining these functions, T3 not only enhances operational efficiency but also fosters improved communication and collaboration among departments.

Become adept at navigating the evolving retail landscape by harnessing the power of customer satisfaction management and its direct correlation to sales performance. Our predictive insights provide each team member with targeted areas for enhancement, enabling them to focus on what will most significantly boost sales and market standing. Through our advanced algorithms, you can pinpoint critical priorities that potentially increase your store's revenue by up to 25%. Furthermore, our AI-driven recommendations help your outlets identify improvements that could enhance competitiveness by as much as 40%. By streamlining the analysis of customer satisfaction, our intelligent suggestions save your teams precious time. With comprehensive solutions designed to assess customer satisfaction, we empower your teams to take effective action for optimization. Trust in our AI to navigate the essential areas to focus on, fostering increased customer loyalty, higher average transaction values, and improved competitive edge in the market. By embracing these strategies, your business can not only adapt but thrive in a challenging retail environment.

For the past three decades, Baseplan has established itself as the top choice for ERP software among companies dedicated to maximizing profits and advancing with technological innovations. Baseplan Software specializes in equipment and rental management, delivering a comprehensive ERP solution tailored to the unique demands of the sector. The system provided by Baseplan is adaptable, highly integrated, and modular, allowing for a personalized approach that aligns with the specific needs of each business. With offerings that range from field solutions to rental management, Baseplan equips clients with business intelligence tools that empower them to stay ahead of their rivals. As the industry evolves, Baseplan continuously supports its clients with cutting-edge technologies that emphasize effective asset management, precise stock tracking, and robust equipment maintenance strategies. This commitment to innovation ensures that businesses can thrive in a competitive landscape.

GreatVines is an enterprise-level Sales Execution platform for distributors, beverage suppliers, and promotional agencies. Our suite of mobile tools, powered by Salesforce, helps you manage 3tier account relationships, plan appropriate activities, set smarter goals for growth, monitor trade spend, and monitor marketing programs. GreatVines allows you to adapt your sales strategy to rapidly changing market conditions. It also provides supplies analytics to accurately measure the results you need to collaborate with your channel partners.

True digital adoption empowers users to keep up with technology. WalkMe's Digital Adoption Platform makes it easy to use any software, website or app. Our comprehensive solution analyses and automates processes, providing proactive, step-by–step guidance. Users can complete tasks quickly and easily with our comprehensive solution.

Customize the system entirely to meet your unique needs and align seamlessly with your business style and operational procedures. Leverage Workflows and System Jobs to streamline your business operations efficiently, allowing for significant gains in efficiency and return on investment while maintaining compliance with your tailored processes. Effortlessly engage with your customers and keep an eye on your competitors while being able to search for and link to records, like, post, follow, and tweet, all within a single platform. Our UK-based service is owned and managed by us, utilizing cutting-edge technology and ensuring real-time mirroring across various locations to guarantee top-notch data protection and security. Start your journey at no cost and let Apis CRM support the growth of your business. Experience a feature-rich interface that provides real-time access to your data, enabling you to stay updated while on the move. Download it for FREE from the App Store and Google Play, and take the first step towards transforming your business operations.

The ACD model is designed to optimize the balance between customer service excellence and operational efficiency by incorporating various strategies such as saturation, sequence, and priority. By implementing this model, businesses can enhance visitor satisfaction through the automatic identification of repeat customers, allowing for quick access to their information and past conversations. This facilitates agents' understanding of crucial customer details, thereby improving the overall communication efficiency. Furthermore, Live800 enhances this experience with its automatic process design, enabling agents to seamlessly manage multiple chats from various sources and channels simultaneously. The Frequent Response Suggestion feature in Live800 stores a plethora of commonly used texts, links, and files, allowing agents to respond to visitors with a single click. Additionally, Live800 intelligently predicts the required responses as agents type, eliminating the hassle of searching extensively for information. Overall, this integrated system significantly streamlines customer interactions, ultimately leading to better service outcomes.

ContactOffice is an online collaboration suite that includes Email, Calendar, Documents, Online Editing, Address Book, Chat, and Cloud Storage. ContactOffice is accessible from any device, whether it's a PC, tablet or mobile phone that has a browser. Through Groups, the user can share information with other users. Administrators of these groups can set access rights for members. Users can also share their private spaces. For example, a user can share his/her Mailbox with colleagues, without sharing login credentials. ContactOffice supports all the standard protocols like Imap, Pop and CalDAV. It also supports WebDAV, CardDAV and WebDAV. ContactOffice offers dataportability by allowing users to export modules to standard formats. ContactOffice can create a white label version of its application that is fully customizable for educational institutions or enterprises.

Addressing Service Management CRM can be quite challenging when it comes to customer service. We focused on this issue, and the results were quite positive. Our expertise in service management, scheduling, and sales has gained us a solid reputation. We aim to streamline all aspects of record-keeping, communication, scheduling, and sharing information, particularly in mobile environments. Transitioning from outdated methods like paper, spreadsheets, and cumbersome software is essential. The system also proactively alerts staff about necessary actions and emphasizes priority tasks. This approach significantly simplifies the process for all staff members, enabling them to enhance service quality and provide proactive support effectively. Ultimately, our goal is to foster an environment where every employee can easily contribute to improving customer interactions.

Introducing a highly intuitive and industry-focused customer relationship management system, Ryse enables companies to document every interaction with their clients, spanning from social media engagements to call center communications. This innovative tool not only analyzes customer buying habits but also forecasts potential sales opportunities while offering valuable insights into clients' preferences and needs. Gain a thorough understanding of your customers' purchasing behaviors and their interactions related to support, order fulfillment, or delivery statuses—ensuring you have a holistic view of each client. Ryse serves as a comprehensive solution suitable for sales teams, call centers, and retail settings, seamlessly integrating with various external systems. No matter where your customers are located, we ensure that you have everything you need at your fingertips. Every interaction is systematically organized into an easy-to-navigate timeline, allowing for complete visibility of all activities without the hassle of time-consuming data entry. Additionally, you can create customized fields and categorize your customers as required, tailoring the system to your specific business needs while enhancing overall efficiency. With Ryse, managing customer relationships has never been easier or more effective.

Sphinx's proprietary CRM solution, known as SCRMpro, is designed specifically for the diverse requirements of both small and medium-sized enterprises as well as larger multinational companies. The SCRMpro platform empowers organizations to effectively oversee essential customer-centric functions, including acquisition, retention, gaining insights into customer behavior, and enhancing loyalty. By leveraging various customer-focused strategies, SCRMpro addresses the unique needs of clients in managing key operations like sales, lead management, and channel coordination. Our solutions, centered around customer engagement, support businesses in fostering growth, sustaining a competitive edge, and achieving operational efficiency. This versatile CRM software is designed to scale according to the specific needs of each client, handling numerous business facets such as lead capture and distribution, data storage, sales monitoring, asset oversight, and generating comprehensive reports. Moreover, our tailored CRM solutions have proven to significantly enhance the speed of customer response for our clients, ultimately leading to improved satisfaction and engagement. In addition, the adaptability of SCRMpro ensures it remains a valuable asset as businesses evolve and their demands change.

MOGO CRM is a mobile-centric customer relationship management platform that offers a full suite of CRM features, including Sales, Service, Time Management, and Purchase Requisitions, accessible directly on users' mobile devices. Users can seamlessly send emails, text messages, and make calls while also accessing recent conversations and scheduling appointments. The platform enhances personalized selling by automatically showcasing details on social media profiles. After completing calls, whether inbound or outbound, users can easily log the conversation and add relevant notes for future reference. MOGO keeps users informed by providing alerts about the current stage and weighted potential of deals, which helps to speed up the closing process. Additionally, the commission potential serves as a strong incentive for sales executives. It supports the management of various channels, including Web, Email, Facebook, LinkedIn, Bing, Google AdWords, and more, allowing for a comprehensive approach to customer engagement. Furthermore, users have the capability to invite third-party vendors, such as digital content providers, to enhance their service offerings. This combination of features fosters a more efficient and organized sales environment.

Pharmagin's technology offers life sciences companies and medcomm agents Smarter Pharma Marketing. Our web-based platform solution is customizable and can be customized to manage compliance and logistics for key opinion leader (KOL), education programs. It uses a data-centric approach that delivers improved program ROI, deeper HCP relationships, and better patient outcomes. Our SaaS technology expertise spans over a decade. Clients rely on our ability to be responsive, innovative, and agile.

Our platform is designed to assist you in evaluating, responding to, and enhancing your NPS® while transforming customers into enthusiastic advocates. It features a comprehensive module that assesses essential measurable metrics, yielding actionable insights into the feelings of stakeholders. This capability empowers businesses to engage in real-time with stakeholders through relevant conversations at critical moments. By initiating dialogues with your customers during their interactions, you can significantly boost response rates and improve overall engagement. The platform seamlessly integrates with internal systems using a variety of APIs to facilitate the real-time exchange of information. It also boasts a secure and robust framework for data transmission, allowing for prompt action when needed. Conversations can be initiated across more than 10 different channels, including SMS, QR Codes, Email, Mobile Apps, Websites, and beyond. Additionally, it has the ability to conduct interactions in over 19 languages, ensuring the capture of authentic emotions and further enhancing response rates. Moreover, the system prioritizes the protection of Personally Identifiable Information (PII) within an intranet environment while efficiently gathering responses into a centralized dashboard, fostering both security and accessibility. This holistic approach not only strengthens customer relationships but also drives continuous improvement in service delivery.

Develop relationship maps to gain a strategic advantage in the political landscape surrounding your transactions. Identify both supporters and resistance to determine where to allocate your efforts effectively. Document insights and outline the influence dynamics among key stakeholders. Consolidate and synchronize your contacts across both professional and personal devices to establish a comprehensive address book. Arrange this address book by organization and enable searching by job title. Identify and eliminate duplicate entries. Record significant information and observations in real time. Visualize your contacts within the organizational context they belong to, complete with hierarchical reporting lines. Emphasize various departments and business units. Seamlessly share your organizational charts with colleagues in just moments. Identify discrepancies within your address book data. Refresh job titles and company names to enhance your Contact Identification Score. Ensure your updated address book is synchronized across all your devices. Label key contacts strategically, including decision-makers, budget authorities, executive sponsors, and advocates, to optimize your networking approach. By taking these steps, you can significantly increase the effectiveness of your business relationships and improve your overall success in negotiations.

Dropcountr offers robust yet user-friendly software for water analytics and customer engagement that seamlessly integrates with any meter, irrespective of its manufacturer or reading frequency. With Dropcountr CLEAR, utilities gain insights into customer habits, manage water efficiency budgets for both indoor and outdoor use, effectively respond to service inquiries, and interact with clients through contemporary communication platforms. Meanwhile, homeowners can utilize Dropcountr HOME, a dedicated customer portal, to gain insights into their water consumption, benchmark their usage against neighbors, achieve personal conservation goals, and take advantage of important rebates and utility updates. This cloud-based solution enhances data analytics and fosters customer engagement, turning water meter data into practical information beneficial for both utility personnel and their clientele. By leveraging preferred technologies to connect with customers, utilities can lower their service call volumes, automate notifications, and shift towards digital communication methods. Ultimately, this approach not only meets customer expectations but also boosts overall satisfaction levels among users. By embracing these innovations, both utilities and homeowners can work towards more sustainable water management practices.