Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Create paperless inspections, estimates, work orders, and invoices. Configure visual inspections with interactive images. Manage customer records and scan VINs for decoding. Capture photos and take notes. Sync with OEM parts databases.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Calculate time durations by adding, subtracting, and converting , minutes, and seconds. Track work , compute pay based on rates, and manage schedules. Sync between iOS and macOS devices.
Manage projects and tasks with team collaboration features. Track leads and contacts through a mobile CRM. Communicate via instant messaging, group channels, and push notifications.
"Personal" Pro allows Amateur Radio operators to log net activities, check-ins, and manage multiple AIM sessions in real-time. It automatically requests and retrieves AIM pass keys with a single click.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Manage business calls with one-touch access to secure call operations. Place calls over data networks. Use company directory services for contact lookup. Send and receive messages. View real-time availability of colleagues.
Manage customer relationships by storing contact details, tracking interactions, and setting reminders. Schedule follow-ups, generate reports, and sync data across devices. Collaborate with team members and manage sales pipelines.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Make and receive calls using internal extension numbers. Initiate voice or video calls. Access contact directory and manage call settings. Integrate with certified hosted platforms for unified communications.