Manage and customers with contact details, notes, tasks, labels, and reminders. Capture customer information on the go. Send price quotes and track interactions. Sync with People Insights for lead details. Set reminders and organize tasks.
Organize contacts into three categories: Lead, Prospect, Sold. Set custom follow-up reminders. Sync contacts with iPhone via iCloud. Receive alerts on iPhone and Apple Watch. Import or create contacts, which sync with iPhone contacts.
Manage customer and lead data on the go. Update client information, track activities, and sync with team members. Access CRM data anytime and ensure data security while working remotely.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Manage contacts with detailed profiles, notes, and communication history. Track leads through customizable pipelines and set follow-up reminders. Log sales activities, monitor deal progress, and generate reports.
Automate lead scoring with AI to prioritize high-value opportunities. Track customer interactions and history. Generate insights and reports. Integrate with email and calendar tools. Manage sales pipelines and set reminders for follow-ups.
Track customer interactions by logging details like contact information, preferences, and notes. View performance metrics such as completed visits and sales.
Log customer interactions and notes directly from the field. Track sales progress and performance metrics. Manage leads and update customer information in real time. Generate optimized sales routes based on territory data and travel patterns.