The app monitors and manages omnichannel communications for small business owners. Users receive alerts for new customer requests and can respond or reassign tasks from their phone.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Manage services by viewing and updating account details instantly. Track usage with real-time bundle monitoring. Make secure payments or top up mobile service with quick taps. View payment history and manage multiple billing accounts in one place.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage work attendance by marking sickness, holidays, and personal time. Notify line managers instantly and access HR documents. View remaining time off allowances and planned time off. Update status anytime from any device.
Dictate notes using recognition and -to-text. Edit dictated text and adjust font size. View a list of all notes. Share text or send to other apps. Supports iPad. Allows users to leave feedback and suggest improvements.
Record meetings, transcribe audio, generate summaries, track
Records and transcribes in-person meetings. Generates summaries, customer requirements, action items, and follow-up emails. Allows real-time chat to retrieve information from past conversations.
Automatically records and logs customer calls and texts. Dictates notes into CRM systems like Microsoft Dynamics, Salesforce, and Hubspot. Reduces manual data entry for sales teams. Syncs interactions with enterprise systems in real time.
Record patient visit summaries through voice dictation. AI transcribes audio and generates context-aware clinical notes by accessing patient history from the EMR. The suggests relevant coding options for documentation.