Check balances, make transfers, pay bills, deposit
Check balances, make transfers, pay bills, and deposit checks via photo. Access accounts with Touch ID or passcode. Find nearby branches and ATMs using location services. Pay individuals directly.
Manage members and events by adding or checking in attendees, editing events, modifying member details, approving memberships, archiving contacts, and recording manual payments. Search for contacts and suspend memberships as needed.
The app allows field employees to access and update their Dataforma information in real time. It integrates with the main system to track service requests, enter work performed, and capture signatures.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
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.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Create and customize digital cards with text, images, and branding. Scan physical cards using OCR to extract contact details. Share cards via email or link. Include video introductions. Track analytics on views and engagement.