Allows users to submit and verify personal and financial information. It enables document uploads and digital signature. Users can track onboarding progress and access investment profiles. The platform ensures compliance with regulatory requirements.
Manage customer interactions and sales opportunities on-the-go. Access contacts, schedule appointments, send emails, and update tasks. Track communication and stay organized while managing business operations remotely.
Capture business cards with AI-powered OCR and scan QR codes for contact exchange. Enrich contacts with company and social data automatically. Create events, organize contacts by occasion, and use Event Mode for focused lead capture.
Manage contacts with detailed profiles and analytics. Schedule and make calls from contact pages or a calendar. Record voice memos, add notes, and set reminders. Track dealer performance with customizable metrics.
