Access CRM data including contacts, projects, sales, and documents. View sales dashboards and pipelines. Update information, schedule or reschedule meetings, and communicate with colleagues. Create and manage diaries.
Create and share cards with customizable templates. Include product/service catalogs, images, and PDFs. Track contacts and manage networking connections. Export cards in multiple formats and share via email or social media.
Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
