Manage sales pipelines with deal tracking and opportunity management. Log calls and meetings with notes and attachments. Send pre-set email templates with read receipts. Monitor geolocation data and access real-time reports.
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 sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
The app helps field sales and service professionals optimize routes, visualize customer data on a map, and generate new leads. It provides territory management and automated reporting for enhanced field activity.
Access accounts, track transactions, deposit checks, transfer
Access account balances and transaction history in real time. Deposit checks by photo, transfer funds between accounts, and pay bills or loans. Manage cards, track spending, and view statements. Stop payments and contact support via message or call.
Access product information and tools for /R professionals. View real-time order status. Use a duct calculator to determine size, material, and specifications. Link online account to manage prices, add items to cart, and check inventory.
Access sales leads and prospect data anytime. Search ’s fleet and owner-operator database to identify target opportunities. Plan sales calls and track insights for Sales, Parts & Service, and OEM roles.
The app imports contacts and allows users to add custom entries. It provides reminders for upcoming birthdays and enables direct communication with contacts.
Manage hiring tasks by reviewing applications, resumes, and pre-screen surveys. Communicate with applicants via email, text, or call. Collaborate with team members by adding comments and sharing updates.
Record meetings, transcribe audio, generate summaries, track
Records and transcribes in-person meetings. Generates summaries, customer requirements, action items, and follow-up emails. Allows real-time chat to retrieve information from past conversations.