The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
Manage conversations, bookings, and payments in one
Manage customer interactions with real-time messaging, bookings, and reviews. Handle payments and marketing automations within a unified dashboard. Schedule appointments and sync team communications across channels, including SMS and social media.
Plan daily call routes using proprietary algorithms based on sales targets. Track progress, record appointment details, and log practice locations and travel information. View real-time updates on work activities.
Manage calls and text messages with scheduling, push notifications, and reminders. Sync notes and results with NGP 8 or 7 and CampaignDeputy. Allow staff to listen and take notes during calls. Upload calls directly for record-keeping.
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.
Call and text directly from widgets on the home screen or lock screen. Add widgets in three variants. Support calling, messaging, WhatsApp, Telegram, email, and FaceTime. Organize contacts and access them via Today extension.
Manage calls and notifications with VoIP technology. Answer, reject, or transfer calls directly. Set call handling preferences and receive reliable alerts. Access account features for small business communication.