The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
Manage contracts, agreements, and obligations online
Manage contracts and agreements by viewing, editing, and creating documents. Track files and documents, approve tasks, and access company obligations. Sync with procurement and vendor records for lifecycle management.
Manage social media content by previewing, approving, and collaborating across supported China platforms. Receive push notifications, log in via WeChat, and share content. Access data insights and team collaboration tools.
The app provides business call management features, including inbound and outbound dialing with mobile number protection. It offers visual call screening and access to enterprise voicemail for enhanced productivity.
Business messaging allows placing phone calls and sending text messages, including MMS. Users can schedule delayed messages, send broadcasts to contact groups, and receive notifications for incoming messages.
View messages from customers and leads. Respond in real-time using your business ID. Check messages anytime, anywhere. Stay updated on leads and customer interactions. Manage communications on-the-go.
Manage customer data by adding or updating contacts, creating new records, or closing deals. Access up-to-date information for meetings. Integrate with Dynamics 365 and Power Platform for seamless workflow.