Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Find opportunities and track customer interactions
Track customer behavior patterns and receive alerts for opportunities. Log and analyze data. Generate reports and set retention targets. Sync with back-office systems for real-time updates. Manage leads and follow-up tasks directly from the device.
Capture business card details and contact information during trade fairs and events. Scan cards to create structured digital records. Store and organize contact data. Share contact information with team members. Sync data across devices.
Secure live chats, calls, and meetings with end-to-end encryption. Control who can join conversations and meetings. Block trackers and hackers from accessing communications. Share files securely and manage group chats.
The app transforms an iPad into a mobile sales office. It manages appointments, tracks interactions, creates proposals, and automatically fills PDF paperwork.
Schedule and join with HD audio and . Share custom call-to-action buttons and web pages. Stream to social media. Use blockchain-based security with 256-bit encryption. Earn rewards for participation.
Read and respond to emails in online and offline modes. Preview messages and manage attachments. Receive push notifications for new emails. Swipe to delete or mark emails as read. Access the in 12 languages.
Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.