Track prospect information and manage leads in a centralized portal. Schedule appointments and update contact details. Monitor marketing campaign leads from social media and online registration sources.
Identify and map high-potential leads within your territory. Set up and optimize routes. Prepare meeting notes and CRM data using AI. Capture and update CRM information in real time. Track progress and manage tasks directly from the .
Access all CRM features from iPhone or iPad. Manage contacts, track deals, and view reports. Sync data across desktop, mobile, and iPad. Navigate with an intuitive interface. Perform tasks like email integration and calendar management.
Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
Manage and display a catalog of diamonds from multiple suppliers. Search and filter stones by attributes. Place orders with secure delivery. Track inventory and manage customer interactions in-store.
Allows users to scan visitor badges to capture contact information. Add notes and action items to leads. Retrieve and access scanned visitor data through a personal dashboard.