Open a bank account in your name quickly. Accept online and offline payments via transfer, card, or Pay ID. Instantly settle payments into your account. Create multiple virtual POS account numbers for use across different locations.
Manage contacts and track interactions with clients. Create and organize customer profiles. Schedule follow-ups and send reminders. Export data and integrate with email. Share information securely. Monitor relationship status and activity history.
Perform complex calculations with formula display and editing. Convert currencies and cryptocurrencies. Customize buttons and layouts. Store and recall previous calculations. Adjust decimal places and number formats.
Manage orders, track inventory, and streamline workflows
Manage sales processes with customizable forms and workflows. Track inventory, schedule appointments, and generate reports. Access real-time data across devices. Collaborate with teams and monitor performance metrics.
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.
Automatically records and logs customer calls and texts. Dictates notes into CRM systems like Microsoft Dynamics, Salesforce, and Hubspot. Reduces manual data entry for sales teams. Syncs interactions with enterprise systems in real time.