Manage business contacts by creating, organizing, and sharing contact information. Send messages, schedule meetings, and track interactions. Access marketing materials like videos and images.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
Share content such as videos, audio files, and PDFs with contacts. Customize accompanying messages and input contact details to send content. Connect with prospects using communication tools.
The app allows Neora Edge subscribers to share Neora presentations from an iPad or iPhone. Users can download and show presentations online or offline to build their Neora business.
Manage calls and CRM data within a single . Log call details, set follow-up reminders, and track deal progress. Schedule meetings and access contact information directly during calls. Collaborate with team members and manage communication on the go.
Access event schedules, session details, and speaker information. View networking opportunities and connect with attendees. Download presentations and save session notes. Receive real-time updates and reminders.
Manage professional relationships with AI-driven networking tools. Sync contacts and receive relevant connection suggestions. Initiate warm introductions, reconnect with old contacts, and track relationship opportunities.
Track prospects with notes and reminders. Set follow-up dates and manage interactions. Create up to 5 prospects for free. Upgrade for advanced features like unlimited prospects and analytics.
The app provides mobile access to a SalesNOW account for managing contacts, companies, leads, and deals. Users can create logs for calls and meetings, save outgoing emails, and update sales information in real-time.
Send business cards, refer contacts, track activity
Share digital business cards instantly and refer contacts to expand your network. Track activity and connect with professionals. Send credentials and find new connections effortlessly.
Manage business contacts and share marketing materials like videos and images. Create and distribute corporate-approved content. Connect with new contacts and collaborate with your team. Track interactions and manage shared resources.