Manage projects, track clients, and create branded
Manage projects, track expenses, and communicate with clients from anywhere. Create branded documents, collect payments, and generate estimates with AI assistance. Sync calendars, send messages, and access job details in real time.
Secure file sharing and messaging with end-to-end encryption. Send and store files using unique encryption keys for each item. Access content with a password. Share files and messages privately without additional steps.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
The app provides mobile access to a SalesNOW account for managing contacts, companies, leads, and deals. Users can create logs for calls and meetings, save outgoing emails, and update sales information in real-time.
Securely share messages, files, and links across teams. Create and manage channels for communication. Integrate with workflows and automate tasks. Support audio and screen sharing for collaboration. Manage projects and track progress.
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Personal assistant for professional relationships.
The app pulls from user apps to create a single view of professional relationships. It organizes contact details and communication history, reminding users to reach out to important contacts.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
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 .
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.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
The app helps field sales and service professionals optimize routes, visualize customer data on a map, and generate new leads. It provides territory management and automated reporting for enhanced field activity.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Access files from computers, servers, and cloud storage. Rename multiple files at once. Backup and sync documents across devices. Edit files directly within the . Stream media files. Connect to over 20 network and cloud locations.