The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Access account information, make payments with Visa, MasterCard, or Discover, and manage recurring payments. View billing details and track energy usage. Set up and modify account settings anytime.
Create and manage workflows without coding. Define steps, assign tasks, and track progress. Share processes with team members. Edit and update workflows as needed. Maintain a team wiki and company handbook.
Manage customer interactions by merging Salesforce data with email. Track emails, set response reminders, and update Salesforce records directly from the inbox. Sync email activity with Salesforce for real-time insights and streamline communication.
Track costs by setting the number of attendees and average hourly rate. Start a timer to log time spent. Calculate total based on time and rates. Export reports and share data with team members.
Track work with start and end time logging. Deduct break durations automatically. Calculate pay based on hourly wage for daily, weekly, or monthly earnings. Organize shifts and view detailed time logs.
Scan business cards in 14 languages and extract contact information. Save leads and contacts to Zoho CRM, Salesforce, Google Cloud, and other platforms. Edit scanned data by dragging suggested fields into correct locations.