Capture leads through landing pages, surveys, forms, and calendars. Automatically message leads via SMS, email, calls, and social platforms in a single thread. Track deal progress with predictive analytics and funnel builder tools.
Create reusable task templates with icons, notes, and links. Set due dates and reminders. Automatically escalate tasks to colleagues. Integrate with external apps to streamline workflows and connect actions to specific steps.
Create and customize cards with team profiles. Share contact details via QR code or NFC. Embed images, videos, and PDFs. Connect with contacts across over 60 social networks. Save connections to phone book.
Access real-time financial data through customizable dashboards. View automated cash position reports. Manage tasks and approvals for payments. Monitor and validate transactions on mobile devices.
