Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Handle customer inquiries over phone and website chat. Answer FAQs, transfer calls, and take messages. Collect visitor information for follow-up. Personalize interactions using proprietary software.
Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
Access presentations and forms offline for instant use. Sync content automatically in the background. Organize files with folders, tags, and search. Track usage with real-time analytics. Scan badges for event registration.
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
Collect leads by scanning visitor barcodes. Add notes, edit contact data, and input qualifications directly. Share collected leads with colleagues or yourself at the end of an event.