The app provides a CRM module for managing client relationships and project progress. It includes features for internal messaging, scheduling appointments, and managing tasks, all accessible on the go.
The app provides mobile access to Jim2 Business Engine features. Users can manage tasks, create quotes and orders, and access customer information while away from the office.
Capture and manage lead information by scanning badges, business cards, or manual entry. Add text notes, audio notes, and tasks to each lead. Sync records to a server and export as PDF. Assign leads to team members for follow-up.
Track prospect information and manage leads in a centralized portal. Schedule appointments and view updated contact details. Monitor marketing campaign leads across social media, online registration, and other channels.
Track prospect information and manage leads in a centralized portal. Schedule appointments and update contact details. Monitor marketing campaign leads from social media and online registration sources.
