Say Hello to your new assistant. Rollio works with your CRM, including Salesforce and SAP Cloud for Customers, allowing you to text your CRM, rather than waste time filling out clunky forms. Send a text, and Rollio will break up your message and put every piece of data into the appropriate fields.

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Similar Apps

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PDF Sign : Fill Forms & Send Office Documents
2
IFS CRM Companion
3
Upvise
4
Thread by Tact
5
GE Thread
6
DealerSocket Sales
7
Formation
8
OptSpot App
9
Advent Resources
10
ACN Contact Center

Rollio alternatives

Egencia

Better Business Travel. On your desk, in your pocket, on your wrist. However, you can get your invite by visiting http://www.egencia.com

Kore - Messaging, Bots, and Collaboration

Kore makes doing your job as easy as sending a message.- Message coworkers, partners, and clients, really anyone you can think of. Create group chats, share ideas, files, videos, and protect sensitive info with advanced message controls.- Get helpful updates from bots that connect directly with the apps and systems you use on (and off) the job. Continued use of GPS can dramatically decrease battery life.

  • size 179 MB

Salesforce Events

The Salesforce Events app is your companion for every Salesforce event including Dreamforce, TrailheaDX, Connections, Salesforce World Tours and more. Make the most of your event experience with a personalized agenda, complete session schedules, exhibitor profiles, and event info. The Events app features: Personalized suggestions in the new Now view Session filters to help you find the right content Session details, including maps and walking directions The ability to share sessions with friends and coworkers

  • rating 4.52174
  • size 54.7 MB

Tact.ai Sales Assistant

Tact is the sales experience platform for a mobile world. Heres why thousands of salespeople love Tact: - Beautiful, fast, and native mobile app for field sales teams. Contact us:For questions or feedback, email us at [email protected] or call us at 1-844-HEY-TACTFind out more about Tact and mobile sales productivity at https://www.tactile.comOur privacy policy can be found at http://www.tactile.com/privacy.html

  • size 112 MB

Cirrus Insight

The sales productivity features loved by over 100,000 Cirrus Insight users are available in iOS.Gain customer intelligence at the conversation level with Salesforce and email merged, unlimited email tracking and more. I get to interact with critical Salesforce data and make the updates my manager/me need from where I livemy email inbox (where my customers and prospects talk with me). If you do not have a Salesforce license, enjoy the full inbox and sales productivity features. Cirrus Insight works with Gmail, Outlook, Lotus, Yahoo, as well as any other Exchange ActiveSync or IMAP inbox.

  • size 77.0 MB

More Information About alternatives

PDF Sign : Fill Forms & Send Office Documents

Need to sign a document? Need to get someones signature on a document? KEY FEATURES- Scan paper forms with your camera or open a file from email - Import files from your favorite cloud storage provider- Tap to enter text or checkmarks in form fields- Fill forms faster with reusable text from your autofill collection- Easily create your signature with your finger or a stylus- Apply your signature or initials to documents- Save forms and send to others via email- Export completed forms and store in the cloud

  • size 17.0 MB
  • version 1.0

IFS CRM Companion

CRM Companion is designed to support both sales personnel in their day-to-day work in the field and their managers. It is fully integrated with IFS Embedded CRM Solution, allowing users to keep track of: Customers Customer Contacts Business Leads Business Lead Contacts Business Activities Business Opportunitieswhile also supporting Custom Fields; mapping, email and phone functionality; and integration of Business Activities with the devices calendar. In addition, for IFS Cloud installations, a release greater than 4.13.3 of the Uplink must be installed at your location.

  • size 64.2 MB
  • version 2.0.1

Upvise

Upvise for iPhone & iPad offers mobile + cloud access to your customer information available on the web. Upvise offers: a complete customer relationship life-cycle management (CRM) software for managing Sales, Deals, Quotes & Invoices in a single system. an Equipment app to manage your equipment databaseFeatures: Offline Access and syncing with your web account Send quotes, forms & invoices in PDF directly from your phone by email* Ability to Call contacts directly from within the app and log calls subsequently Take Photo and attach it to Contact, quote & invoices Signature Capture for forms and quote approval Map View & GPS : show all contacts near your current location Custom Fields

  • size 25.2 MB
  • version 5.8.11

Thread by Tact

Thread is an AI-powered assistant for sales teams to work more effectively together and accelerates sales cycles. The Thread assistant allows you to:- Create internal threads for deal collaboration between Sales and the broader organization including Customer Success, Marketing, or Legal - Create external threads for sales and post-sales collaboration and relationship management with customers and partners- Natural language powered assistance to pull information across systems including Salesforce and other CRMs, LinkedIn, email, and calendar, in a single timeline- Multi-layered document communication via annotations, clips, and signatures- Task management including task and event creation and task assignment- Beautiful, fast, native user experiences across desktop, mobile and Apple watchAdditional enterprise-grade platform features include:- Custom Branding to brand the user experience to your company - Data storage, encryption, and military-grade security - On-premise, public cloud, and private cloud deployment options- End user management and LDAP integration- Cloud storage integrations including with Box, Dropbox, and others - 3rd party service integrations including with Zendesk, Hubspot, Evernote, Stripe- Engagement analytics including content insights, and communications reporting- Premium Thread support

  • size 69.0 MB
  • version 4.0.17

GE Thread

GE Thread is an AI-powered assistant for sales teams to work more effectively together and accelerates sales cycles. The GE Thread assistant allows you to:- Create internal threads for deal collaboration between Sales and the broader organization including Customer Success, Marketing, or Legal - Create external threads for sales and post-sales collaboration and relationship management with customers and partners- Natural language powered assistance to pull information across systems including Salesforce and other CRMs, LinkedIn, email, and calendar, in a single timeline- Multi-layered document communication via annotations, clips, and signatures- Task management including task and event creation and task assignment- Beautiful, fast, native user experiences across desktop, mobile and Apple watchAdditional enterprise-grade platform features include:- Custom Branding to brand the user experience to your company - Data storage, encryption, and military-grade security - On-premise, public cloud, and private cloud deployment options- End user management and LDAP integration- Cloud storage integrations including with Box, Dropbox, and others - 3rd party service integrations including with Zendesk, Hubspot, Evernote, Stripe- Engagement analytics including content insights, and communications reporting- Premium GE Thread support

  • size 69.1 MB
  • version 4.0.17

DealerSocket Sales

Brought to you by the software ninjas at DealerSocket, you can bring the power of our industry-leading CRM to your fingertips. Manage your key daily activities 24/7 with this user-friendly App. Features and capabilities: Access sales opportunities and daily work plans 24/7 Quickly create sales opportunities with customers anytime, anywhere Always be on top of lead alerts Search and manage your inventory Use the mobile Sales Dashboard to manage your dealership 24/7 Add vehicle trades and directly push deals to your DMS in seconds Leave the computer at home Communicate with customers via phone, email and text from your mobile device Receive notifications about urgent CRM tasks Send CRM forms from your device to wireless printers

  • rating 2.38889
  • size 104 MB
  • version 3.0.6

Formation

Formation is a software solution that delivers a new and leading edge approach to capturing data on your mobile devices. Available for your employees or customers to use so you can collect and pass any data anywhere. Formation features: Capture a range of media rich content such as photos, video and audio Apply free text fields, currency fields, perform calculations and sketch with the drawing tool Annotate and edit uploaded photos Customisable grids and tables PAF Postcode validation for UK addresses Ability to work offline to complete forms Collect signatures with an e-signature tool Simple user dashboard gives an overview of forms status Barcode and QR Code Reader GPS Geo Tracking Functionality Cloud Storage

  • size 7.7 MB
  • version 4.2.4

OptSpot App

OptSpot application is used to provide retail and restaurant customers with an easy way to collect customer data including mobile number, email, address, and more on any iOS device. As youre collecting your customer data you can also set up your app to send email or SMS messages to your customers including your vCard, digital coupons and more. Launch the app from your phone to text people your digital biz card (vCard) digital coupons and more and at the same time collect their data in a mini CRM.

  • size 1.0 MB
  • version 1.0

Advent Resources

Advent CRM replaces sticky notes, paper desk calendars and fallible human memory with an automated, results-driven system that makes interactions with prospects and customers more timely, more impactful, and ultimately more profitable. From inquiry to close and at every customer touch point in between Advent CRM delivers the process support you need to capture, manage, convert and retain customers. Some of the key features of our CRM include:- Captures ups from multiple sources including: drivers license scans, telephone leads, internet lead sources, manufacturers and manual data entry.- Find existing customers, update client information, credit application input and client status.- Internet lead management helps you capture, assign, track and manage leads as they flow through your dealership.- Daily work plans available for employees allowing the user to respond to clients via email, text or click-to-dial technology all within the app.

  • size 11.1 MB
  • version 1.0.1

ACN Contact Center

Access your ACN Contact Center anytime, anywhere - Send Videos, Flyers, Ecards, Social Media Images and Audio directly to your contacts email and track their progress- Send messages to your entire Open Line in the Message Center- Text Video and Audio directly to a contact- Access all of your contacts including your Open Line, Prospects, and CustomersPlease note this free app is only available for Your Business Assistant subscribers. Visit the ACN Contact Center on your desktop to access your login token.

  • rating 4.59999
  • size 10.0 MB
  • version 2.4