View business metrics and ratios to make data-driven decisions. Track efficiency and performance indicators. Receive suggestions for improving close ratios and labor efficiency based on trends and industry averages.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Manage projects and tasks with team collaboration features. Track leads and contacts through a mobile CRM. Communicate via instant messaging, group channels, and push notifications.
Add contacts from Google Calendar, Gmail, and iPhone contacts. Set regular reminders to reach out. Take notes during interactions. Search across your network. Track meeting durations and details. Sync with Google Calendar for calendar integration.
Create personalized interaction reminders to stay connected. Check when you last connected with contacts. Easily add important people and set reminders to keep up with relationships through calls, messages, emails, or in-person meetings.
Monitor customer interactions in real time through push notifications. Send messages via text or email directly from your device. View team activity and account updates in an activity feed.
Access sales data on the go with real-time prospect information, influencer details, professional outreach records, and occupancy status. Log in with existing credentials to update or view client data and manage sales activities remotely.
Manage leads, tasks, and meetings on the go. Plan daily schedules, navigate to appointments, and automate repetitive sales tasks. Access data with limited connectivity.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.