Create and manage marketing campaigns with drag-and-drop tools. Track lead generation and conversion metrics. Integrate with CRM systems for sales pipeline management. Schedule and distribute content across multiple channels.
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
View and interact with 3D models on iPad or iPhone without an internet connection. Rotate, zoom, and inspect products as if holding them. Access the full catalog offline. Share details and visuals directly.
Access customer-facing content, sales training, and buyer insights in one place. View information online or offline across devices. Receive AI-driven content suggestions. Generate personalized sales pitches for customers.
Access content tailored to engage buyers using AI. Deliver presentations with interactive 3D models and AR. Share content effortlessly. Track buyer engagement for personalized follow-up. Collaborate with buyers through branded interfaces.
Manage team communication and recognition with real-time messaging, shared workspaces, and employee acknowledgment features. Assign tasks, track progress, and celebrate achievements within the .
Manage relationships using the MEDDPICC framework to identify Champions and Economic Buyers. Map decision-making units, visualize reporting structures, and analyze relationship gaps to prioritize engagement strategies.
Managers can schedule staff, set alerts, and review clock-ins and outs remotely. GPS location checks prevent time theft. Employees can manage work-life balance and access schedules.
Update opportunities with real-time data entry and quick edits. Track deal progress and manage pipelines on the go. Set reminders and receive alerts for key milestones. Collaborate with teams through in- messaging and file sharing.
Access enterprise applications from a single interface. Manage tasks, view reports, and communicate with team members. Sync data across devices and receive real-time updates. Collaborate on projects and track progress remotely.
Create and manage targeted campaigns for specific audiences. Monitor engagement metrics and adoption rates through interactive dashboards. Track campaign progress and analyze user interactions in real time.
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.