Intapp CRM vs Doubtful

We’re focused on helping users access more of their data through their mobile phones and tablets. The Intapp CRM mobile app contains several key features and makes it easy to log meeting notes and enter data. ***360-degree meeting overviews: The mobile app provides a single point of reference for reviewing and prepping for meetings, and the ability to log notes afterward. Users can link their work calendars to the mobile app and get a 360-degree overview of any meeting. iOS users will also be able to sync meetings directly to DealCloud (formerly OnePlace CRM). Once synced, users will be able to log their meeting notes directly into the app. ***Access to all DealCloud CRM web content: Users can now access all of their reports, dashboards, charts, grids, lists, views, and template reports from within the app. They can also search for all DealCloud CRM data from within the app and filter results to quickly narrow them down. ***Notifications: Push notifications ensure users receive important updates and task reminders on their phones, directly in the app.

When there is a lot to do, even starting one thing can feel difficult. Doubtful helps you choose what to work on now and give everything else a place to wait. Solving holds no more than three tasks. That limit is intentional: fewer things in front of you, more room for the next step. Your tasks. Your pace. • Get it out of your head. Add tasks one at a time or as a list. Capture thoughts and to-dos in Uncontrolled, move them to Postponing, or bring them into Solving when you are ready. • Start small. Break tasks into steps, check them off, and see your progress. Finish the required steps to complete a task; optional steps can wait. • Choose what matters. Consider a task's importance and the consequences of leaving it undone. Doubtful calculates its priority and sorts the tasks on your board. • Keep familiar steps ready. Save everyday routines as templates and add them to your board whenever you need them. Try a weekly reset or a checklist for tidying your home. • Notice what you have done. See today's completed tasks and earn daily achievement badges. Each day starts a fresh count. Tasks completed on previous days move from Resolved to Trash, where you can restore them. • Pick up on another device. Use Doubtful on iPhone and iPad, with task sync through iCloud. Sync is on by default and can be turned off in Settings. It requires an internet connection and the same iCloud account on your devices. Core features work offline, with no separate Doubtful account. Choose a light or dark appearance, use English, Spanish, or Russian, and create or restore backup files. No task reminders. Come back at your own pace, and begin with one small step.