Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Scan business cards to add leads quickly. Track sales progress and set follow-up reminders. Manage leads, plan outreach, and streamline prospecting tasks. Export data and sync with email for seamless lead management.
View and edit prospect and customer contact information. Call, text, email, or map contacts through preferred iOS apps. Add and access communication notes on mobile. Assign tasks to self or others in the agency. Sync reminders for task deadlines.
The app allows users direct access to their contacts while also maintaining a separate list. It helps users keep active contact information separate from their main address book.
Create a QR code that displays a customizable card. Users can select which details to share and adjust privacy settings. The QR code updates automatically when information changes.
Create personalized posters for contacts using photos from your gallery or taken within the . Set up posters and share them so contacts can view them during calls.
Scan QR codes with autofocus and camera control. Copy scanned results and visit URLs directly. Save generated QR codes and access scanned history. QR codes for URLs, text, and email. Share results via copy or browse.
Schedule with multiple stylists, booths, and stations. Set automated reminders via SMS, iMessage, WhatsApp, Telegram, or email. Create online booking pages with portfolios and contact info. Generate sales reports and track statistics.