The app provides field sales CRM features for managing accounts, optimizing routes, and logging activity. It supports various field teams and integrates with other CRMs.
Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.
Schedule and join with HD audio and . Share custom call-to-action buttons and web pages. Stream to social media. Use blockchain-based security with 256-bit encryption. Earn rewards for participation.
Access and manage contacts, leads, organizations, quotes, events, and opportunities. Import contacts from address book. Send calls, SMS, and emails to contacts. Sync data with CRM via web address. View and create records remotely.
Manage client information and processes. Add new clients and view their status. Request preapprovals and track loan progress. Upload documents and access programs. Stay updated without phone calls.
Track business performance with real-time insights and reports. Estimate royalties using built-in tools. Receive notifications for business opportunities. Contact downline members via text, WhatsApp, Telegram, call, or email.
Allows users to automatically record and outgoing calls. Manual recording can start during active calls. Recordings can be organized, labeled, and shared via email or messaging. Access is protected with biometrics or a passcode.
Create personalized interaction reminders to stay connected. Check when you last connected with contacts. Easily add important people and set reminders to keep up with relationships through calls, messages, emails, or in-person meetings.
Review revenue in real-time. Check sales trends for the last 30 days. Monitor inventory availability. View seatblock details by hold type. Access sales and inventory history for past events.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.