Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
Track sales performance with call logging and lead updates. Sync mobile and desktop apps to a central CRM. Set task reminders and upload notes or files. Capture photos and manage follow-ups while on the go.
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 real estate lead lists with one click, including distressed and off-market properties nationwide. Use skip tracing to find accurate contact information. View nearby property sales and generate shareable CMAs.
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
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.
Manage workflows with automation tasks. Receive email notifications, log work hours to spreadsheets, and download attachments to cloud storage. Track sales leads, connect to CRM, and get updates on work items.