Financial customer relationship management available now.
The app provides financial customer relationship management for users on the go. Users can monitor customer financial status, including outstanding payments and invoices, and communicate directly with contacts.
Access real-time business intelligence from your ERP system. Track key metrics in sales, collections, accounts, and production. Receive instant alerts and view clean, mobile-first reports. Stay updated on operations without using bulky dashboards.
Manage activities with task tracking, call logging, and van route planning. Sync field data with accounting systems like QuickBooks and SAP Business One. Conduct in-store audits and merchandising checks.
