Manage daily tasks through private workspaces. View to-do items, fill out forms, and access important documents. Securely interact with the team and access payroll funding, back-office support, workers’ compensation, and benefits information.
Manage sales processes with task automation, customer data tracking, and performance analytics. Monitor sales pipelines, generate reports, and sync with CRM systems. Set reminders and manage leads remotely.
The app allows for the preparation, sharing, updating, and analysis of sales materials directly on an iPad. Employee and team structures can be set up with minimal effort, and sales materials can be created from existing files for presentations.
