Manage customer relationships with contact tracking, activity logging, and task management. Access product information and sales tools. Schedule and manage appointments. Share insights with team members. Sync data across devices.
Manage customer interactions through multi-channel communication including messengers, emails, and calls. Track sales pipelines, set automated workflows, and generate reports. Access analytics and manage contacts directly from the .
Record in-person meetings with AI taking and instant summaries. Transcribe conversations in real time. utomated notes across various formats. Share and organize recorded sessions for easy access.
Make and receive calls automatically using call lists. Log call details and send follow-up emails or texts. Schedule calls with a planner, track performance metrics, and share leads with team members. Analyze call data and generate reports.
Capture business contacts using an integrated business card scanner. Access individual questionnaires and contact data offline. Forward recorded data to back office teams. Send follow-up emails to contacts.
Record voice conversations during meetings, calls, or in-person discussions. Transcribe audio into text with AI. Generate summaries of key points, decisions, and action items. Share transcribed notes and summaries directly.
Access data offline and sync when online. View and update records, manage events and tasks, and access documents from content libraries. Support custom objects and Visualforce pages.
Create and manage workflows without coding. Define steps, assign tasks, and track progress. Share processes with team members. Edit and update workflows as needed. Maintain a team wiki and company handbook.
The app provides mobile access to SAP Business One, allowing users to view reports, manage contacts, and handle sales and service activities. Users can monitor inventory, get product details, and receive alerts on business events.