Collect visitor contact information and store notes during houses. Promote events directly from an iPad. Manage unlimited houses and registrants without needing Wi-Fi. Set up quickly and track leads efficiently.
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.
Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
The app offers comprehensive sales pipeline management with real-time updates and notifications. Users can manage tasks, search universally, and utilize geolocation features for route planning, all from any device.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Manage projects and tasks with team collaboration features. Track leads and contacts through a mobile CRM. Communicate via instant messaging, group channels, and push notifications.