Manage leads and prospects with on-the-go access to CRM features. Track communications, update customer information, and match buyers to vehicles. Sync with PBS v10 Dealer Management System for real-time data.
Order wine, manage reservations, track loyalty points
Manage reservations, track loyalty points, and handle club memberships. Process payments with multiple options. Sync customer data with CRM. Handle subscriptions and manage tasting room operations.
Access meeting details, log notes, and view a 360-degree overview of all meeting-related data. Link work calendars to sync event information. Edit and save meeting notes directly from the .
