Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
The app optimizes field efficiency and effectiveness by processing customer orders instantly and reducing human errors. It integrates with various accounting systems and provides features like recurring order templates and product catalogs.
Place orders anytime with item images and reorder options. Pay with one-click payment or auto pay. Search items by keyword and send price inquiries. View order and payment history. Receive order reminders and updated product information.
The app stores company product, pricing, and inventory information on a cloud server. It presents catalog and other information on the iPad in an easy to use format, fully available when offline.
The app is an iPad tool for sales representatives to enter orders for advertisements in telephone directories and other products. It syncs with the BookMan database, allows on-screen signatures, and emails receipts to advertisers.
Track performance with real-time feedback and coaching. Set strategic goals, analyze data, and receive actionable insights. Improve forecasting accuracy and refine selling techniques through guided practice and performance metrics.
The app transforms an iPad into a mobile sales office. It manages appointments, tracks interactions, creates proposals, and automatically fills PDF paperwork.