Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
Scan bills, receipts, and medical documents using your camera. Automatic document capture and text recognition extract key details. Analyze charges, detect errors, and identify overpayments.
Merchants accept cash deposits from customers at point of sale. Offer custom rewards for cash payments. Support contactless card payments. Integrate with any POS system. Display business listings in the Pay-by-Bank Marketplace.
Access customer data and track pending applications
Access customer and policy details securely. Follow up on pending applications remotely. View and update application statuses. Share documents and communicate with team members. Manage tasks and track progress.