Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Scan cards, QR codes, and LinkedIn profiles to capture contact information instantly. Extract text and save data to contacts or notes. Share scanned info via email or messaging apps. Sync with cloud services for easy access and backup.
Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
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.