Manage leads by creating and assigning tasks. Engage customers through in- messaging and surveys. Promote brand content with customizable templates. Track field activities and receive real-time updates. Share insights through customizable reports.
Track expenses, receipts, budgets, and income using calendar, summary, or map views. Automatically download transactions from linked banks and Apple Card. Export all transactions for record-keeping. Set and monitor financial goals.
Manage events with tools for publishing, editing, and tracking activity details. Monitor attendance, send notifications, and manage participant lists. Search for venues, book spaces, and access 1v1 support.
