Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Allows users to track closing status in real time. Authorized parties receive secure access to documents and updates. Automated emails, messages, and push notifications are sent directly to devices.
The app provides real-time and secure access to key CRM data, including accounts, contacts, appointments, and opportunities, directly from an iPhone. This application requires separate licensing of Oracle CRM On Demand Mobile Sales Data Access.
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.
Access portal features to view and share documents, submit maintenance requests, and contact property managers. Send emails, view contacts, and access all services from anywhere.
Book appointments, create proposals, send invoices
Manage customer appointments and job schedules with a dedicated calendar system. Create and send proposals and invoices. Store unlimited photos and project documents. Automatically notify customers and track tasks for window tinting businesses.
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Documents and photos in various formats including PDF, DOC, and JPG. Connect to Wi-Fi printers without drivers. paper documents and them directly. Edit text with a built-in editor and as professional documents.