Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
Manage visitor access with sign-in and sign-out tracking. Generate detailed reports and customize settings. Send greeting emails and maintain digital records for contact management. Ensure privacy and streamline front desk operations.
Receive and make phone calls and text messages. Access all contacts on the device. Update pipeline statuses, manage groups and tags, edit contact information, and add new leads from the mobile device.
