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.
Manage relationships using the MEDDPICC framework to identify Champions and Economic Buyers. Map decision-making units, visualize reporting structures, and analyze relationship gaps to prioritize engagement strategies.
Scan cards with AI OCR for accurate text extraction. Batch scan multiple cards at events. Capture QR codes from badges or screens. Search, enrich, and export contact information. Manage contacts directly within the .
Track sales pipeline progress by categorizing leads and setting follow-up reminders. Monitor available funds and receive notifications. Simplify management without complex setup or integrations.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
Create and share customizable video content with prospects. Enter contact information to send personalized messages. Attach and share PDFs directly. Track interactions and manage connections through a user-friendly interface.
Manage sales leads and plan routes for field work. Collaborate with team members in real-time. Track progress and generate reports. Sync data across devices. Access customer information and update records on the go.