Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Manage contacts with 360-degree views, create and customize invoices, access data offline, and support multiple languages. Schedule meetings, store documents, and track business activities across devices.
Users can view work order details, record labor time, track tool and material usage, and update task status. Access real-time data to manage maintenance tasks efficiently. Sync with IBM Anywhere for up-to-date information.
Manage leads, send messages, book appointments, track
Manage leads with centralized communication across channels like SMS, WhatsApp, and Instagram DM. Schedule appointments, track reviews, and use a business phone number integrated with team inbox for streamlined collaboration.
Field service technicians can manage tickets, update account and contact information, and track opportunities directly from the . The interface provides quick access to critical data and automates ticket updates.
Access data offline and sync when online. View and update records, manage events and tasks, and access documents from content libraries. Support custom objects and Visualforce pages.
Manage leads, track projects, and organize daily tasks from the field. Log job details, set reminders, and access customer information. Sync schedules and update project statuses in real time.
Capture attendee contact information by scanning QR codes at events. Store and update details offline. Add notes and missing data. Access contact information for follow-up.
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.
Organize projects by splitting into tasks with start and due dates. Assign tasks to team members and upload files. Track progress through comments and mention team members.
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.
Manage business contacts across multiple lists with a unified address book. Share contacts with coworkers and invite them to collaborate. Use the built-in virtual assistant to update and organize contacts.
Manage files by viewing, downloading, commenting, searching, organizing, and uploading. Collaborate in real-time with teams and clients. Receive notifications for updates and mentions.