Manage calls and texts through a cloud-based phone system. Integrate with CRM to track leads and manage contacts. Use a 4-line auto-dialer to handle multiple calls. Send and receive messages. Close deals with sales tools.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Securely send and receive messages in one-to-one or group chats. Share files, screen, and audio calls. Use bots to automate workflows. Encrypt all communications end-to-end. Set message retention policies and access controls.
Verify identity and share documents securely without printing or in-person visits. Encrypt data using bank-grade security. Comply with GDPR standards. Manage digital IDs and documentation remotely.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
Answer calls and manage voicemails automatically. Schedule appointments and send reminders. Flag urgent messages and support multiple languages. Integrate with calendar and email for seamless task coordination.
Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
Allows users to chat in branded company spaces with secure, encrypted conversations. Users can invite contacts, share messages, and track activity. Swipe between brand spaces to switch contexts. Set notifications and manage participants.
View a list of opportunities and manage sales pipelines. Assign and track tasks with automated updates. Receive real-time alerts on key performance indicators. Use predictive analytics to improve sales strategies and team performance.
Schedule and manage bookings for both clients and professionals. Automate online booking processes. Track client data, employee schedules, and business finances. Integrate inventory management and CRM features.
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
Manage team projects with integrated document sharing, messaging, and call features. Collaborate in real-time with customizable workflows. Secure communications with enterprise encryption and privacy controls.
Log business activities automatically through calls, emails, geolocated visits, video calls, and WhatsApp messages. Track leads, manage pipelines, and set reminders. View reports and sync data across devices.