Access meeting schedules, view session details, and participate in live discussions. Share documents, collaborate on presentations, and submit feedback in real time. Receive notifications and track attendance for all events.
Capture attendee contact information by scanning badges with the device camera. Add notes and qualifying questions. View, print, or export data to a CRM or other application.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Manage meetings by creating, viewing, and editing events on a smartphone. Access attendee details from meeting invites. Scan badges to check-in attendees using compatible badge vendors. Track meeting changes and receive notifications.
Plan daily routes by adding stops and optimizing order. Use turn-by-turn navigation for efficient travel. Visualize accounts on a map to plan territories and optimize multi-stop routes.
Scheduling: Manage appointments and track employee assignments through an intuitive calendar. Messaging: Streamline internal communication with real-time chat and notifications.
Send personalized product recommendations to clients via text or email. Curate selections based on client preferences. Directly link to an online store for purchases. Track client interactions and sales commissions.
Log business activities automatically through calls, emails, geolocated visits, video calls, and WhatsApp messages. Track leads, manage pipelines, and set reminders. View reports and sync data across devices.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.