Financial customer relationship management available now.
The app provides financial customer relationship management for users on the go. Users can monitor customer financial status, including outstanding payments and invoices, and communicate directly with contacts.
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.
Capture and document site conditions with photo and video. utomated inspection reports and punch lists. Track audit trails and compliance data. Share reports and collaborate in real time. Manage field tasks and workflows efficiently.
